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Simon Rose

The Financial Outlook for Personal Investors: Law Debenture & Team Internet

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Law Debenture & Team Internet
Neil Shah of Edison Group thinks investors should be looking ahead several months, when interest rates will be lower and companies doing better. He likes the look of investment trust Law Debenture, predominantly investing in UK equities, split between larger and small & midcap companies, which are even more undervalued. Their professional services business enhances the returns, as explained in a note on Edison's website. If you think the internet is here to stay, then he favours internet services company Team Internet, especially after their recent record results. On an undemanding valuation, it has now grown to the point where it is large enough to attract more institutional investors.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal investors: What does the wave of bids mean for UK equities?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal investors: What does the wave of bids mean for UK equities?
Russ Mould looks at the bid activity in the UK market with an increased bid for Direct Line and the offer for Curry's being withdrawn. The forty-plus bids last year returned about 1.5% to investors, making a total yield with cashbacks and dividends of over 7%. Should investors look for stocks that might receive a bid or should they heed the words of Warren Buffett? And if so many predators see value in the UK stock market, why aren't international investors buying?
Guest:

Russ Mould

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Gavin Oldham

The Financial Outlook: UK Budget as delivered on 6 March 2024

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: UK Budget as delivered on 6 March 2024
The full unabridged UK Budget speech as delivered by Chancellor Jeremy Hunt in the House of Commons on Wednesday 6th March 2024, without additional comment.
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Simon Rose

The Financial Outlook for Personal Investors: The British ISA, Spirent & Listed Private Equity companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The British ISA, Spirent & Listed Private Equity companies
Neil Shah of Edison Group assesses the likely impact of the Chancellor's idea for British ISAs, believing they could stimulate the undervalued UK market. As the bids for Spirent and others show companies are being taken out relatively cheaply. He also explains that it might profit investors to look at listed private equity companies, which typically generate 14% year on year but which are trading at big discounts to net assets. Edison have a report online on the sector and investors can join a forthcoming webinar.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Life and non-life insurance companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Life and non-life insurance companies
Russ Mould of A J Bell looks ahead to the full year results of the UK's insurance companies. While a valid short cut could be to think of the life companies in particular as bond proxies, he explains more sophisticated ways of assessing them as investment prospects. He points out that the life companies have some very high yields, but investors must consider if these compensate for the risks and complexities. He also goes through the considerations to mull for the less high-yielding non-life companies.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Rolls-Royce & Pan African Resources

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Rolls-Royce & Pan African Resources
Neil Shah of Edison Group looks at Rolls-Royce in the wake of results showing record profitability and a massive turnaround in the business. It shows, he feels, the importance of leadership with CEO Tufan Erginbilgic able to explain clearly what is happening within a complex business, driving long-term profitability by focussing on the things that matter. He feels there is much further to go with the stock. He also highlights Pan African Resources with a new note on the Edison website. A South African precious metals miner, it is lowly valued compared to its peers and somewhat overlooked. Despite some political risk, it is going in the right direction.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: The UK's banks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The UK's banks
Are the banks cheap or are investors right to be wary? With results season upon us, Russ Mould of A J Bell points out how the sector has been underperforming, even though 2023 profits are forecast to be at an all-time high along with cash returns. It may be that investors feel 2023 will be as good as it gets and are wary of the economy's future. But for long-term investors who aren't particularly gloomy about the outlook, while the banks may be plodders, they do provide a decent yield.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Barratt Developments, Redrow & housebuilders

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Barratt Developments, Redrow & housebuilders
Neil Shah of Edison Group looks at the housebuilding sector in the light of Barratt's bid for Redrow, a deal the market has not looked favourably upon. There is a severe shortage of new housing but it is a difficult time for housebuilders, with difficulties over planning and environmental rules and higher interest rates, Neil feels that the sector is cyclical and that, over the long term, the fundamentals are attractive for investors.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Examining analysts' picks for 2023

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Examining analysts' picks for 2023
After quickly discussing what he found most interesting about the MPC's decision to hold interest rates, Russ Mould looks at A J Bell's 10th annual examination of analysts' research. He reveals that they are more bullish than ever, with 62% recommending buys and just 7% sells. This, he feels, is reasonable, given the long-term underperformance of the FTSE 100 Index. Pointing out the most popular shares, he also digs into what lies behind an analyst's recommendations and why they're better off not simply following the herd.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: 4imprint & Telecom Plus

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: 4imprint & Telecom Plus
Neil Shah returns to the subject of 4imprint after their year-end update. This well-run company making marketing promotional goods in the US surprised on the upside. Efficient and responsible, they are at a discount to a sensible price. He also looks at Telecom Plus, trading as Utility Warehouse, which provides all your utilities in a single service, using economies of scale to get the best deal for their customers, some of whom become evangelists for the company. This well-positioned business with a good model for growth should continue to expand and has a stickier clientele than the comparison sites.
Guest:

Neil Shah

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