Special Reports

Analysis and recommendations

Special Reports

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February 2014

Beaufort ISA Recommendations 2014

Our ISA portfolio recommendations for 2013 are currently showing a collective return of 25.57%, versus a return from the FTSE All Share Index of 3.5% and on the FTSE 100 of 1.1%. We recommended 15 stocks twelve months ago (see 'Recommendations for your Stocks & Shares ISA Portfolio' from February 2013 below) and £1,000 invested in each would have returned £18,835.70 from an initial investment of £15,000. In this report Harry Stevenson, our research analyst, outlines 9 ISA recommendations for 2014.

Featuring:

- Avanti Communications (AVN)
- Costain (COST)
- Daily Mail & General Trust (DMGT)
- Greene King (GNK)
- IP Group (IPO)
- Melrose Industries (MRO)
- Parkmead Group (PMG)
- Prudential (PRU)
- Whitbread (WTB)
Full Report
     

January 2014

Beaufort Tips for 2014: Economic Recovery to continue in 2014

Twelve months ago we recommended 7 stocks we expected to do well during 2013 and £1,000 invested in each would have returned £8,738 from an initial investment of £7,000. A Capital Return of 24.8% (26.7% total return including dividends). In this report Harry Stevenson, our research analyst, outlines 11 buy recommendations for the coming year.

Featuring:

FTSE 100 Selections
- BG Group (BG.)
- BP (BP.)
- British American Tobacco (BATS)
- BT Group (BT.A)
- Next (NXT)
- SAB Miller (SAB)
- Whitbread (WTB)

FTSE 250 Selection
- Pennon (PNN)

FTSE Small Cap Selection
- Costain Group (COST)

FTSE AIM Selections
- Avanti Communications Group (AVN)
- Parkmead Group (PMG)
Full Report
     

February 2013

Recommendations for your Stocks & Shares ISA Portfolio

Our recommended ISA portfolio stocks are listed below. They have been selected for growth or yield (or both) or recovery and are regarded as long‐term quality investments. They will be monitored on a regular basis and we will update when appropriate. The criteria for the ISA stock section is firstly based on sound company fundamentals and secondly, a good technical analysis picture.

Featuring:
- British American Tobacco (BATS)
- Costain (COST)
- Diageo (DGE)
- Experian (EXPN)
- Galliford Try (GFRD)
- Great Portland Estates (GPOR)
- Greene King (GNK)
- Money Supermarket (MONY)
- Oxford Instruments (OXIG)
- Prudential (PRU)
- Rightmove (RMV)
- Smiths Group (SMIN)
- Sports Direct (SPD)
- Telecom Plus (TEP)
- Whitbread (WTB)
Full Report
     

January 2013

HB Markets View 2013 - Equity Markets are cheap by any measure…

"Most City stockbrokers appear to be indicating a 10% rise in the FTSE 100 ‐ some even beyond 6500 (as at 28th Dec 2012 FTSE closed 5925.37). Apart from an exercise in guessing, what I do know is not necessarily where the UK equity market will be in 1 year from now, but that on most fundamental and historical measures it is cheap. Long-term investors should be buying UK Equities."

Featuring:
- BP (BP.)
- British American Tobacco (BATS)
- BT Group (BT.A)
- Costain (COST)
- Greene King (GNK)
- Royal Dutch Shell 'B' (RDSB)
- Whitbread (WTB)
Full Report
     

November 2012

The Midas Touch - Three AIM gold stocks to tuck away

Is Gold a bubble or an opportunity? Gold is regarded as a safe haven in difficult economic times. There has been a decided shift in Central Banks having previously been net sellers of Gold to net buyers. Operation Twist has led to a stronger US Dollar and the gold price has slipped. Gold share price meanwhile have lagged behind the price of the commodity itself. Demand for gold remains robust and supply side is constrained, with the gold price still in a bull phase over 10 years, and production has been largely flat. In this report we place speculative buy recommendations on three AIM-listed gold stocks.

Featuring:
- Anglo Asian Mining (AAZ)
- Caledonia Mining (CMCL)
- Polo Resources (POL)
Full Report
     

July 2012

Oil Price - a one-way bet?

John Gapper of the FT reminds us that in 1999 The Economist declared we were 'drowning in oil', and considered whether oil prices would fall to US$5 a barrel. Come eight years later; oil at US$145 a barrel. Thus highlights the pitfalls of oil price prediction. Indeed, it is probably true of all natural resources from water to food and metals that price prediction is hazardous especially in the short to medium term. What is not in doubt is the long term demand is on an upward trend, with resources becoming scarcer.

Featuring:
- BG Group (BG.)
- Afren (AFR)
- Victoria Oil & Gas (VOG)
Full Report
     

March 2012

UK Stocks for US Consumer Recovery

European consumers are battling with unemployment and austerity-focused governments. In China, consumers seem to have lost a bit of their enthusiasm and recent trade data indicates that exports are slowing. However, on the other side of the Atlantic, corporate results have shown positive signs for a while and lately US macro indicators have supported a relatively optimistic view of the US economy and the US consumer. The US stock market has started to price in a recovery. And whilst US stocks are far from expensive we believe we can find better value in UK stocks with US consumer exposure than from domestically focused US companies. In this report we present our macro case for US consumer exposure and screen the FTSE 350 for quality stocks to capitalise on the US consumer recovery.

Featuring:
- Diageo (DGE)
- Intercontinental Hotels (IHG)
- Reckitt Benckiser (RB.)
- WPP (WPP)
Full Report
     

January 2012

Dozen for 2012

Featuring:
- ARM Holdings (ARM)
- Barclays (BARC)
- BT Group (BT.A)
- Centrica (CNA)
- Diageo (DGE)
- Kolar Gold (KGLD)
- Magnolia Petroleum (MAGP)
- Petrofac (PFC)
- Randgold Resources (RRS)
- Reed Elsevier (REL)
- Rolls Royce (RR.)
- Shire (SHP)
Full Report
     

December 2011

5 Quality Growth Stocks

Featuring:
- ARM Holdings (ARM)
- Burberry Group (BRBY)
- GKN (GKN)
- Shire Pharmaceuticals (SHP)
- Weir Group (WEIR)
Full Report
     

October 2011

High Quality Dividends

Featuring:
- Interserve (IRV)
- Kier Group (KIE)
- Legal & General (LGEN)
- Marks & Spencer (MKS)
- Scottish & Southern Energy (SSE)
Full Report
     

September 2011

Gold Nuggets

Feauturing:
- African Barrick Gold (ABG)
- Randgold Resources (RRS)
- Centamin Egypt (CEY)
- Petropavlovsk (POG)
- Avocet Mining (AVM)
- Ariana Resources (AAU)
Full Report
     

August 2011

Market Update

Full Report
     

July 2011

10 Potential Takeover Targets

Featuring:
- BG Group (BG.)
- Imperial Tobacco (IMT)
- Premier Oil (PMO)
- Severn Trent (SVT)
- Shire (SHP)
- Xstrata (XTA)
- Gulf Keystone Petroleum (GKP)
- Medgenics (MEDG)
- Minco (MIO)
- Noventa (NVTA)
Full Report
     

June 2011

High Yield Stocks

Featuring:
- Admiral Group (ADM)
- British Land (BLND)
- GlaxoSmithkline (GSK)
- Royal Dutch Shell (RDSB)
- RSA Group (RSA)
Full Report
     

April 2011

Rare Earth Metals

Featuring:
- African Consolidated Resources (AFCR)
- Creat Resources Holdings (CRHL)
- Forte Energy (FTE)
- Kenmare Resources (KMR)
- Red Rock Resources (RRR)
- Thor Mining (THR)
Full Report
     

March 2011

Middle East Crisis

Featuring:
- BG Group (BG.)
- BHP Billiton (BLT)
- Centamin Egypt (CEY)
- Rio Tinto (RIO)
- Tullow Oil (TLW)
Full Report
     

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