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Mar 2017

Scottish Independence Referendum Revisited

Our Chief Investment Strategist, Mike Franklin, gives us his take on a possible Scottish Referendum.
In September 2014, Scotland held a Referendum on Independence. Dubbed a ‘once-in-a-lifetime’ event ahead of the vote – rather in the spirit of ‘buy now while stocks last’ – those who voted to remain in the United Kingdom accounted for 55% of the vote against the 45% who wanted out. Now, just over two-and-a-half years later, the Scottish National Party, the largest party in the Scottish Parliament though not commanding an overall majority, is already pushing for another referendum on the basis that the vote for Brexit in the United Kingdom’s European Union Referendum is contrary to the will of the Scottish people, who voted mainly to Remain within the EU.

Download this report for information on which major companies headquartered in Scotland appear to be most likely effected by Scottish Independence.

Full Report
     

Dec 2016

Shaken and Stirred: 2016 was tricky for Bonds and Equities

Our Chief Investment Strategist, Mike Franklin, gives us his take on an eventful year in his 2016 review.
As financial markets end the year bracing themselves for higher inflation and rising interest rates, are we approaching the point of skyfall for bond markets?
Are we to believe that hacked emails were from Russia with love?
Will the new year yield us a quantum of solace?
Is my word still my bond or is Bond the word?
Will Goldfinger make a comeback?
The spectre of 2017 will reveal all...

Full Report
     

Oct 2016

Beaufort Tips for 2016 (Q3 Update)

Update on Excellent Year-to-End Q3 Performance
We are pleased to report that our stock selections have continued to
perform well over the third quarter of the year (+33.25%) against a
FTSE
-100 rise of +16.4%.

Featuring:

FTSE 100 Selections
BG Group/RDSB (RDSB)
- Diageo (DGE)
- GlaxoSmithKline (GSK)
- Lloyds Banking Group (LLOY)
- Whitbread (WTB)

FTSE 250 Selections
- Acacia Mining (ACA)
- Melrose Industries (MRO)
- Tullow Oil (TLW)
- UBM (UBM)

FTSE Small Cap Selection
- HSS Group (HSS)

FTSE AIM Selections
- DekelOil Public Limited (DKL)
- Hummingbird Resources (HUM)
- Motif Bio (MTFB)
- MySQUAR (MYSQ)

Full Report
     

July 2016

Beaufort Tips for 2016 (Half Year Update)

Update on Excellent First Half Performance
We are pleased to report that our stock selections have continued to
perform well over the second quarter of the year (+33.1%) against a
FTSE
-100 rise of +15.21%.

Featuring:

FTSE 100 Selections
BG Group/RDSB (RDSB)
- Diageo (DGE)
- GlaxoSmithKline (GSK)
- Lloyds Banking Group (LLOY)
- Whitbread (WTB)

FTSE 250 Selections
- Acacia Mining (ACA)
- Melrose Industries (MRO)
- Tullow Oil (TLW)
- UBM (UBM)

FTSE Small Cap Selection
- HSS Group (HSS)

FTSE AIM Selections
- DekelOil Public Limited (DKL)
- Hummingbird Resources (HUM)
- Motif Bio (MTFB)
- MySQUAR (MYSQ)

Full Report
     

July 2016

Beaufort's IPO Guide Special Report

As a respected Private Client Stockbroker, Beaufort Securities
is in the fortunate situation of being able to participate in third
party IPOs on behalf of private investors. We consider this provides
additional opportunity given that our analysts pro-actively screen for
those that might present value on a twelve month view. The reason
companies wish to come to the stock market are varied and it can be
a daunting task for entrepreneurs who suddenly find the management
and the Company will come under increasing public scrutiny. We see
our job as assessing the management for not only its ability to carry
out its plans, be they steady or aggressive organic growth, or if
there is a buy and build strategy, but can they cope with being a
listed company.

Featuring:

- CMC Markets (CMCX)
- Countryside Properties (CSP)
- Watkin Jones (WJG)
- Oncimmune (ONC)
- Hotel Chocolat (HOTC)
- Joules Group (JOUL)
- Morses Club (MCL)
- Burford Retail Bond 6.125% (BUR2)
- Alpha Plus Retail Bond 5% (ALP2)

Full Report
     

May 2016

Beaufort's EU Referendum Special Report

EU Day, 23rd June 2016: Investment Beneficiaries of a 'Remain' Result
Accompanying this note are four trading recommendations which are
expected to provide a reasonable investment return in the run-up to
an eventual ‘Remain’ result and beyond. Obviously, a difficulty in
identifying suitable ‘runners’ is that some of the sectors, such as
UK House Builders, have been rallying since mid-April with gains
already ranging between 15% and 20% while, over the same period, the
FTSE 100 has declined by 3%. It would appear that some investors
have successfully jumped the gun and it may prove to be the case
that ‘it is better to travel than to arrive’. It is recognised
that a ‘Brexit’ vote may not be helpful for the UK House Builders
due to, amongst other things, potential shortages of suitable labour,
mortgage availability and the impact on house buyer confidence.
Conversely, a ‘Remain’ vote should be positive and, indeed, the
recent rallies may have a little further to run.

Featuring:

- Greggs (GRG)
- Kier Group (KIE)
- Man Group (EMG)
- WPP (WPP)

Full Report
     

April 2016

Beaufort Tips for 2016 (Q1 Update)

Excellent Out-Performance To-Date
We are pleased to report a more than robust performance in our
selections over the first quarter of 2016 (+21.44%) against a FTSE
-100
rise of +4.1%.

Featuring:

FTSE 100 Selections
- BG Group (BG.)
- Diageo (DGE)
- GlaxoSmithKline (GSK)
- Lloyds Banking Group (LLOY)
- Whitbread (WTB)

FTSE 250 Selections
- Acacia Mining (ACA)
- Melrose Industries (MRO)
- Tullow Oil (TLW)
- UBM (UBM)

FTSE Small Cap Selection
- HSS Group (HSS)

FTSE AIM Selections
- DekelOil Public Limited (DKL)
- Hummingbird Resources (HUM)
- Motif Bio (MTFB)
- MySQUAR (MYSQ)

Full Report
     

January 2016

Beaufort Tips for 2016

It is pleasing to report another successful share tip year in 2015 with our
chosen ten recommendations outperforming the FTSE 100 by 14% (+10.40%).
That is now three successive years of outperformance. Download this new
research report to find out which companies we're picking for our 2016 portfolio.

Featuring:

FTSE 100 Selections
- BG Group (BG.)
- Diageo (DGE)
- GlaxoSmithKline (GSK)
- Lloyds Banking Group (LLOY)
- Whitbread (WTB)

FTSE 250 Selections
- Acacia Mining (ACA)
- Melrose Industries (MRO)
- Tullow Oil (TLW)
- UBM (UBM)

FTSE Small Cap Selection
- HSS Group (HSS)

FTSE AIM Selections
- DekelOil Public Limited (DKL)
- Hummingbird Resources (HUM)
- Motif Bio (MTFB)
- MySQUAR (MYSQ)
Full Report
     

December 2015

Beaufort Securities Review and Outlook

2015 - A Year of False Dawns. 2016 - A Year of Mixed Fortunes? 
Looking ahead into 2015 a year ago, the main concerns were the falling price of
oil (then at $60 per barrel for Brent crude), the timing of Central Bank interest
rate rises and the likely impact on global growth of economic restructuring in
China. Twelve months later we can see that, while the rate of change at the
macro level has slowed down, the pace of activity at the micro level has
accelerated. The uncertainty engendered among investors by the U.S. Federal
Reserve’s inability to strike a firm pose and start to raise interest rates sooner
has produced on occasions a form of ‘Headless Chicken Syndrome’ in markets.
Most major market indices have been erratic, shifting between seemingly
committed rallies and falls off a cliff almost within the space of a heartbeat – in
essence, schizophrenic.
Full Report
     

December 2015

'Investing Made Easier' Magazine

How To Make Money On The Markets 
Enjoy a free download of 'Investing Made Easier' magazine, a handy guide to
stock market investments in the coming year.
Full Report
     

July
2015

Beaufort Tips for 2015 (Half Year Update)

Excellent Out-Performance To-Date
It is pleasing to report a more than robust performance in our selections over
the first 6 months of the year (+10.97%) - a period in which the FTSE-100
index has declined 0.3%. We continue to remain buyers of all the Buy
recommendations from our original January report. We maintain our Sell
stance on Poundland.


Including updated recommendations on:

FTSE 100 Selections
- BG Group (BG.)
- British American Tobacco (BATS)
- Vodafone (VOD)
- Whitbread (WTB)

FTSE 250 Selection
- Bovis Homes Group (BVS)
- Greene King (GNK)
- Melrose Industries (MRO)
- Poundland Group (PLND)

FTSE AIM Selections
- DekelOil Public Limited (DKL)
- Fox Marble Holdings (FOX)
Full Report
     

January 2015

Beaufort Tips for 2015

Against the backdrop of a declining FTSE index Beaufort’s ‘Tips for 2014’
still managed to return a gain over the 12 month period. Download this
research report to find out which companies our experienced team of
analysts have highlighted as potential winners in the currently
volatile markets during 2015.


Featuring:

FTSE 100 Selections
- BG Group (BG.)
- British American Tobacco (BATS)
- Vodafone (VOD)
- Whitbread (WTB)

FTSE 250 Selection
- Bovis Homes Group (BVS)
- Greene King (GNK)
- Melrose Industries (MRO)
- Poundland Group (PLND)

FTSE AIM Selections
- DekelOil Public Limited (DKL)
- Fox Marble Holdings (FOX)
Full Report
     

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

Featuring:

- 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