Join our community of smart investors

This week's articles: 22 June 2012

Find out which articles have been published on the website this week.
June 22, 2012

FEATURES:

What next for BP?

The oil giant has said it may sell its stake in the lucrative but controversial TNK-BP venture - a move that will rip a hole in its earnings and balance sheet. We examine whether a Russian divorce would be good or bad for investors, and what it might do with any settlement.

Get set for more QE

Pressure is building for a resumption of money printing. It's morally dubious, its economic effects are uncertain - but there's no doubting that it will boost asset markets. We look at which sectors stand to gain once the presses start to roll.

Why I'm swapping hassle for income

Peter Temple explains how he replaced an income stream from a holiday home that was becoming a burden.

 

SEVEN DAYS:

■ All you need to know about investing in the past seven days: what's rising, what's falling and what's making the headlines.

 

NEWS:

The impact of further quantitative easing on investor sentiment, ExxonMobil's decision to stop exploring shale gas in Poland and Hammerson's sale of its City portfolio.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

■ No free lunch - Don't get too excited about Cable's plans for binding votes

■ Mr Bearbull - A new reserve currency

■ Simon Thompson - Our companies editor sees scope for shares in a profitable gold miner to double.

■ Property Matters - Should British Land and Land Securities merge?

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

■ Reader Portfolio - John Locke thinks he has put together a "boring collection" of shares. Our experts like his strategy

■ Family - Is your workplace pension satisfactory?

■ SmartMoney - Make your cash Isa work harder

 

SHARE TIPS OF THE WEEK:

This composite insurer is less exposed to big catastrophe claims than peers and its shares offer a bumper dividend yield.

The shares are tightly held, but it's the best performing property stock on the market and may well continue to be.

■ Shares in this quality restaurants group often outperform ahead of its half-year results, so buy now for a quick-fire gain.

This company's production costs are low enough for it to be able to weather any downside in copper prices and its shares are cheap.

 

BROKERS' TIPS:

■ Leading analysts give their views on an industrial materials supplier and an aerospace giant.

 

SHARE TIP UPDATES:

Calling time on Albemarle & Bond, but sticking with our advice on Nokia.

 

FUNDS:

■ Fund news - High-yielding investment trusts

■ The big theme - The contrarian philosophy can be particularly effective in times of uncertainty

■ Fund profiles - Two contrarian funds: Fidelity Special Situations and Investec UK Special Situations A Acc Net

 

SHARES:

The lowdown on the latest company results:

Mulberry

WS Atkins

Wincanton

InterBulk

Halma

Consort Medical

Redhall

Carphone Warehouse

Caretech

Charles Stanley

Imagination Technologies

Chemring

Trifast

Majestic Wine

Redhot Media

Castings

Kesa

 

Trading statements:

Quintain Estates

Polo Resources

Home Retail

 

■ Sector focus - A bid for WSP highlights how lowly rated UK consultant engineers are. This could be rich hunting ground for investors

 

■ Stock screen - Three cheap crisis stocks

 

■ Directors' dealings - Notable transactions at Personal Group, plus a table of all boardroom share trades.

 

TRADING:

■ Trading news - Moving averages

■ Trading ideas - Chart-driven calls on euro/sterling, FTSE, sugar and Xstrata

■ The Trader - The Trader is waiting for confirmation of central bank assistance before joining the new rally.