Equities

Capital returns mean housebuilders offer juicy income prospects

Capital returns mean housebuilders offer juicy income prospects

2 mins. to read

The housebuilding sector has enjoyed a period of stunning growth since the financial crisis. It has been supported by demand-side policies from the government, as well as a continued lack of supply. This has meant that profitability and cash flow across the sector has soared. It has also allowed dividend payments to increase, with the…

2 oil shares offering high potential returns
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2 oil shares offering high potential returns

2 mins. to read

The last decade has been a rollercoaster ride for investors in the oil and gas industry. Just under ten years ago, the oil price peaked at $158 per barrel before falling sharply to trade at less than one-third of that level. A recovery in the period 2009-2014 was undone by a glut of supply. This…

Brazilian stocks to shine in 2018?

Brazilian stocks to shine in 2018?

6 mins. to read

In 2017 global emerging markets stocks and currencies posted their best return since 2009. And even after this robust performance emerging markets continue to offer attractive investment opportunities as economic growth outpaces the developed world in 2018 (4.9% vs 3.3% forecast growth this year (Shroders)), current account deficits improve, political volatility moderates and structural reforms…

2 turnaround stocks trading on low valuations

2 turnaround stocks trading on low valuations

2 mins. to read

It may sound strange to talk about housebuilders such as Barratt (LON:BDEV) and Bellway (LON:BWY) as turnaround opportunities. After all, the two stocks are up 136% and 163% respectively in the last five years. However, in the last month their shares are 11%+ lower after the government announced potential plans to crack down on land…

Who will be the next Carillion?

Who will be the next Carillion?

12 mins. to read

For many dividend investors, the demise of Carillion was a disaster. Not only did their portfolios lose an important source of income, they also saw a permanent loss of capital. It’s easy to see what went wrong with hindsight, and in the August 2017 issue of Master Investor I wrote about some of the key…

2 resources shares to help beat inflation

2 resources shares to help beat inflation

2 mins. to read

This week has been dominated by falls in share prices across the globe caused by raised inflation expectations. It would be unsurprising for there to be more volatility as investors continue to adjust their forecasts for inflation. With Donald Trump’s tax and spending policies yet to have their full impact, coming to terms with higher…

2 property stocks trading on low valuations

2 property stocks trading on low valuations

2 mins. to read

The UK property sector has experienced a mixed couple of years. The EU referendum seems to have caused investor confidence in the sector to decline, with the outlook for the UK economy now being less certain than it was previously. Property prices could come under pressure in the near term. However, the valuations of these…

2 turnaround stocks with global appeal

2 turnaround stocks with global appeal

2 mins. to read

While a number of UK-focused stocks may be struggling due to the uncertainties created by Brexit, not all global stocks are performing well, either. In general, their valuations may have benefited from weaker sterling since the EU referendum, as well as continued strong economic growth in the developing and developed world.  However, there remain a…

Should you follow this US hedge fund and invest in Barclays?
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Should you follow this US hedge fund and invest in Barclays?

13 mins. to read

British banks like Barclays have destroyed shareholder value like no one else in recent years. Now they face the risk of Brexit. So why are the big boys piling in? Always follow the money… When a massive $24 billion New York hedge fund like Tiger Global takes a 2.5 percent stake in Britain’s oldest high…

Prepare for a bumper year in 2018

Prepare for a bumper year in 2018

22 mins. to read

In the January 2016 edition of Master Investor Magazine I penned an article entitled 2016: The year of living dangerously. That was the year of the Brexit referendum and the triumph of Mr Trump. Populism appeared to be rampant and the Eurozone was under severe strain.  But Europe did not fall to the populists. It…