Questor Income Portfolio: Boris Johnson’s victory has reinvigorated the very stocks in which our portfolio is largely invested What did the general election do for holders of Questor’s Income Portfolio? There has, naturally enough, been no effect so far on the dividends paid by our holdings but in capital terms the …
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Investors now have certainty and they will cheer it by sending shares higher this morning. Even if the exit poll’s prediction of an 86-seat Tory majority is out by some way, a big Conservative win is now assured. Thanks to the pledges made by the party’s candidates to vote Boris …
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Questor Income Portfolio: the company admits that it could make a loss next year and everything now depends on the success of its belated – and risky – restructuring Questor’s decision in December 2016 to tip Royal Mail has not proved to be our finest hour. To start with all went well: …
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Political promises should be taken with a pinch of salt. Investors can make expensive mistakes if they change their plans around a pie-in-the-sky manifesto pledge. Take, for example, Labour’s promise to privatise a handful of companies. Many DIY investors took these seriously and sold out, avoiding the risk of any government meddling. On …
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Click here to read this morning’s Market Outlook from The Trader. IC TIP UPDATES: A trading update from Knights Group Holdings (KGH) indicates the first half of the year will be in line with market expectations, with double digit organic revenue growth and the benefit of prior year acquisitions. Characterised as …
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British Steel saved China steps in Chinese industrial conglomerate Jingye Group will rescue British Steel in a deal that could save up to 4,000 jobs. Jingye said that it plans to invest £1.2bn in Britain’s second-biggest steelmaker over the next decade. In the new agreement, the group would also acquire …
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Games Workshop shares hit a record high a quarter of a century after making their market debut after the miniature wargame manufacturer forecast a sharp increase in profit. The maker of Warhammer fantasy figurines led the FTSE 250 risers and closed almost a fifth higher at £53.75, up 869p. In …
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Questor Income Portfolio: the prospect of a hard-Left government rightly instils fear in investors. But what is a suitable course of action? Does a possible Corbyn government represent an existential threat to our portfolio? In theory, any business based or listed in Britain is at some risk from a hard-Left government. …
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Royal Mail strike Landslide victory Communication Workers Union members employed by Royal Mail (RMG) voted overwhelmingly to go on strike, in a move that could threaten the Black Friday and Christmas shopping periods. “The workforce has completely rejected the company’s plans to set up a separate parcels business,” CWU general …
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Questor Income Portfolio: several of our holdings have fallen during this week’s bout of pessimism but we have no reason to fear for our income The stock market took a severe tumble on Wednesday and some of our stocks bore the brunt: Lloyds Banking Group and Legal & General both lost 3.3pc …
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