magazine archive

magazine archive

Talking Point

Retail investors miss out on large gains from IPO offers

Thursday 09 Nov 2017

Retail investors are missing out on significant gains enjoyed by institutional investors who are able to take part in IPOs (initial public offerings), according to analysis by Shares and AJ Bell. We’ve calculated the share price performance of every IPO this year and compared the gains between...

Why the drug space is looking more attractive

Thursday 26 Oct 2017

It has been a volatile few years for the healthcare industry with several headwinds acting as a drag on performance, including the threat of drug pricing caps and healthcare reform in the US. Is life now getting better? The NASDAQ Biotech index in early October traded at its highest level since...

Why recommencing dividend payments is a positive sign for investors

Thursday 19 Oct 2017

The decision earlier this month by Tesco ( TSCO ) to reinstate dividends after a two year absence represents a major turning point in its recovery story. It suggests the company’s turnaround, following an accounting scandal and slump in earnings, is making good progress. Recommencing dividends or...

Why Royal Mail is the ultimate contrarian play

Thursday 12 Oct 2017

The strikes facing parcel delivery service Royal Mail ( RMG ) are just the latest in the series of problems dragging on the company’s performance. Approximately 111,000 postal workers will go on strike between 19 and 21 October over pay and pensions. This is despite Royal Mail already paying staff...

Don’t delay if you want to invest in VCTs

Thursday 21 Sep 2017

With the new venture capital trust ( VCT ) season already in full swing, investors need to act quickly if they want to get their hands on the best offers. The past month has seen a flurry of new fundraisings being launched. The season has started earlier than previous years, which VCT providers say...

Are housebuilders still a good investment?

Thursday 14 Sep 2017

Flintshire-headquartered Redrow ( RDW ) appears to be the winner of the latest set of financial results from the housebuilding sector. We also note that investor sentiment has finally turned positive towards Bovis Homes ( BVS ) . Its recovery plan was well received last week, helping to shift the...

Why the big moves in large cap share prices?

Thursday 31 Aug 2017

This summer has seen unprecedented share price movements among large cap stocks on the London market with 10%, 15% and even 66% changes for a single stock in a day. As a rule of thumb, a 5% move in either direction is significant for a FTSE 100 stock which will typically be less volatile than its...

Are insurers braced for another change to compensation payments?

Thursday 24 Aug 2017

An update on major legislative changes to the insurance sector has failed to emerge, leaving investors wondering what’s going on. An announcement had been expected on 3 August regarding industry consultation over how compensation claims are calculated, known as the Ogden discount rate. Various...

Where next for market after sell off?

Thursday 17 Aug 2017

As markets return to some semblance of normality following the geopolitical chest thumping between the US and North Korea, investors are moving back from their safe havens. The escalating war of words briefly sent investors scurrying into safety-first assets such as gold, bonds and select...

OnTheMarket plots IPO amid new fight against Rightmove and Zoopla

Thursday 10 Aug 2017

The scene is set for another battle for market share in the high margin property listing website space as estate agent-owned OnTheMarket prepares to float on the UK stock market in the very near future. The incumbents in this area are Rightmove ( RMV ) and Zoopla, owned by ZPG ( ZPG ) . Both...