Analysis

Edmond Jackson’s Stockwatch: Is Begbies rated too cautiously?

Edmond Jackson's Stockwatch: Are Begbies Traynor shares rated too cautiously?

Begbies Traynor shares are attractive as part of a diversified income share portfolio, with scope to surprise on the upside.

The Briefing: Specialist sector

The Briefing: Specialist sector

The way to use Specialist differs from one of the other sectors where all the portfolios will pursue the same broad goals making it far easier to select a suitable fund.

European equities continue to perform in Tactical Asset Allocator

European equities continue to perform in Tactical Asset Allocator

The experts are almost unanimous: that the UK is in for a solid bull market. Sarasin & Partners says annual equity returns of 12% are not unrealistic over the next few years.

It bases its model on conservative assumptions, such as a dividend yield of 2.5% (an estimate that excludes share buybacks, which reduce the number of shares in circulation and therefore boost payout per share), real dividend growth of 3.5% (also understated compared with the IMF's forecast GDP growth of 3.8%) and inflation using forecasts based on a figure of 2.5%.

Energy inquiry could damage Active Income portfolio returns

Energy inquiry could damage Active Income portfolio returns

The government's decision in March to refer the big six energy providers to the CMA risks damaging the active income portfolio's returns.

Value opportunities in British Empire trust

Value opportunities in British Empire trust

Managed by John Pennink, the British Empire Securities and General Trust is enjoying a change in fortune and is outperforming its sector.

"Bulls in charge" of Killik's Growth Portfolio

"Bulls in charge" of Killik's Growth Portfolio

Mick Gilligan at Killik & Co says he is quite happy with the portfolio's positioning at the moment but he thinks later this year he may become more cautious.

Shares to buy, hold and sell

Shares to buy, hold and sell

Software company Proxama has huge potential for growth, says Marlborough Micro Cap fund manager Giles Hargreave.

Edmond Jackson's Stockwatch: Walker Crips is a relatively undervalued wealth manager

Edmond Jackson's Stockwatch: Market will respond if Walker continues to prosper

Now could be a good time to lock in a share price for Walker Crips Group, from which the dividend yield can grow usefully as the pay-out builds.

Should investors be preparing for deflation?

Should investors be preparing for deflation?

Barry Riley explores how investors can best prepare for another great economic challenge that could well be on the way - deflation.

Share Sleuth's April Watchlist

Share Sleuth's April Watchlist

Amino Technology is broadening its appeal and has attractively-priced shares, while Rolls-Royce is showing that Brits still do engineering.

16559