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Friday Email: 18 July 2014

Every Friday morning our lead analyst Mark Riding sends out his weekly run-down and upcoming events in the investor calendar, like this one:

After another dry week in terms of dividend announcements, we move next week into the interim reporting season with plenty of companies reporting and declaring their interim dividends. So we will get our first taste and indication of full year dividend outcomes. We start with Dialight on Monday and then pick up steam through Tuesday, Wednesday and Thursday and finishing on Friday with British Sky Broadcasting final results and Anglo American's Half yearly results.

It has been another tough week as the markets are quite volatile at the moment and there is no momentum behind what seem like rational decisions. We moved Easyjet into the model portfolio and the timing seemed right, just ahead of their 3rd quarter interim management statement next week, where we expect the numbers to be good. The move started well and then we had the tragedy in Ukraine which might hurt the stock. It certainly battered US airline stocks overnight. In early trading they have been pretty volatile but, perhaps with the recent big fall, people are looking to the IMS next week.

The coming week has the final dividend for SSE going ex (60.7p) for a yield just short of 4% at last nights close. A poor opening today, which may happen, given the events in Ukraine and the yield will go over 4% from this one dividend. Yesterday, they gave a trading statement that looked a little flat, but promised a further dividend increase this coming year at least in line with inflation.

This email was originally sent on Friday 18 July 2014

The Friday email is delivered to over 20,000 subscriber’s every week, and remains a widely read run-down of recent events and what investors can expect in the week ahead written by our chief analyst Mark Riding.

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