Stockwatch: Blue-chip turnaround with 6% yield

Stockwatch: Blue-chip turnaround 6% yield retailer M&S shares capital upside

It's regularly touted as a recovery play, but Edmond Jackson thinks that cost-cutting by the new boss could unlock 18% capital upside and 6% yield.

  • 23/11/2012

    Iconic range cooker manufacturer AGA expresses "an air of optimism for 2013" - is this realistic, or a sop to shareholders?

  • 16/11/2012

    With bearish market opinion conflicting with bullish brokers targeting a 50% share price uplift, is this mis-match worth exploiting? And how does Stobart's £25 million retail bond offer fit in?

  • 13/11/2012

    Industrial conveyor belts manufacturer Fenner's impressive preliminary results suggest it could be a prime recovery share.

  • 25/10/2012

    Shares in Home Retail have risen in recent months, but market sentiment remains divided between greed and fear.

  • 04/10/2012

    Marketing services group St Ives has declared impressive headline results and looks primed to re-rate if it can prove its new strategy is working, says Edmond Jackson.

  • 01/10/2012

    Liontrust Asset Management has an improving profile of growth in assets and talent, so if markets plunge in the months ahead it could present a buying opportunity.

  • 24/09/2012

    Market research firm Cello Group's first-half performance suggests its strategy of targeting the pharmaceuticals industry is paying off, says Edmond Jackson.

  • 17/09/2012

    International electronics distribution group Premier Farnell is a useful share to watch for further upside if global demand continues to firm, and for income, says Edmond Jackson.

  • 13/09/2012

    If the beefed-up management can stay relatively free of upsets and expand Superdry abroad, there is further upside for fashion retailer Supergroup, says Edmond Jackson.

  • 03/09/2012

    The stockmarket rates Chime Communications cautiously, so if its new strategy continues to prove itself there is scope for a higher rating, says Edmond Jackson.

  • 30/08/2012

    There is a long-term rationale for watching AGA Rangemaster, says Edmond Jackson, because a takeover may result from the likelihood the shares will remain out of favour.

  • 20/08/2012

    While shares in Bodycote have performed well since the New Year, lingering questions over their cyclicality make them volatile, says stockpicker Edmond Jackson.