Neil Woodford’s billion-dollar baby turns four City Talk By Dzmitry Lipski from interactive investor. Late last month, Woodford Patient Capital turned four. Having weighed in at launch at £800 million, making it the second-largest UK investment trust launch ever after Smithson Investment Trust, according to the AIC, Woodford's middle child has had some high-profile teething issues along the way. Total assets today stand at [...]
Why Vodafone is still backed to hit 250p City Talk By Graeme Evans from interactive investor. Some sense a shift in the balance towards more favourable news at the start of the new financial year. Despite a fruitful start to 2019 for most FTSE 100 index stocks, the mood of many investors will have been tempered by further uncertainty over the prized dividend at Vodafone [...]
Mike Ashley among Debenhams shareholders wiped out City Talk By Graeme Evans from interactive investor. One of the most intriguing City soap operas is over for investors as lenders seize control of Debenhams. The fight for survival at Debenhams (LSE:DEB) stores goes on, but for investors the suspension of shares signalled the final act in a grim 13 years of stock market trading. The [...]
ii winter portfolios extend outperformance in March April 17, 2019 There are fewer star performers in this year's Aggressive Winter Portfolio – that was until March when no less than three of the five constituents each gained around 8%. Ignore Mark Twain and Benjamin Disraeli, statistics demonstrate that some stocks do far better during the winter months than others. And the stats are backed up [...]
Best 5 US stocks for an ISA March 28, 2019 By Rodney Hobson from interactive investor. Brexit makes investing overseas especially attractive now, argues our commentator, author and columnist. Rodney Hobson is an experienced financial writer and commentator who has held senior editorial positions on publications and websites in the UK and Asia, including Business News Editor on The Times and Editor of Shares magazine. [...]
Most acquisitions and divestments don’t maximise value – even when some dealmakers think they do March 27, 2019 Most acquisitions and divestments don’t maximise value – even when some dealmakers think they do. But acquirers who prioritise value creation at the onset outperform peers by as much as 14 per cent. Cass Business School provided the market analysis for a PwC and Mergermarket study of 600 global senior corporate executives which found that [...]
Opinion divided on Next shares March 27, 2019 After a drop below £50 for the first time this month, buyers are back. Our head of markets explains why. As expected, full-year profits at Next (LSE:NXT) have dipped slightly although in line with previous guidance, whilst revenues are ahead of expectations. The difference between the fortunes of stores and online is becoming increasingly marked. [...]
Nine UK shares that tick all of Warren Buffett’s boxes March 26, 2019 By Kyle Caldwell from interactive investor. Looking for equity-based ISA inspiration? We run through the investment checklist of the Berkshire Hathaway chairman to identify UK shares that pass his stockpicking rules. American investor Warren Buffett is to the world of investment what Lionel Messi is to football: the greatest of his generation in the profession [...]
ASOS and Bonmarche in share price collapse March 25, 2019 By Graeme Evans from interactive investor. Investors in these two high-profile retailers ran for the hills following the latest trading updates. While ASOS (LSE:ASC) and Bonmarche (LSE:BON) operate in two very different retail worlds, the pair have plenty in common from an investor viewpoint after their December profit warnings were followed by more disappointment last [...]
Codes of conduct fail to address exploitation in Bangladesh’s clothing factories March 25, 2019 Global fashion brands achieve corporate legitimacy while factory employees continue to face unsafe working conditions. Codes of conduct implemented in Bangladesh’s readymade garment industry in 2013 have done little to improve the exploitation and dangerous working conditions its employees experience, according to research co-authored by a Cass Business School academic. The Rana Plaza Tower collapse [...]
