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Friday Email: 23 October 2015

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

The past week has seen the FTSE 100 trade in a narrow 120 point range. We are currently at the top end of it with a strong finish to the week. We saw another good dividend increase from Whitbread of 13.1% and one of our newcomers, Aeorema Communications declared a final dividend of 3p when the shares were trading at 38p.

The week ahead continues to be quiet with little in the way of dividend declarations, but there are plenty of companies going ex-dividend including Barratt who will pay an ordinary dividend and a special dividend with a combined yield of over 3%.

Lok'nstore Group, B.P. Marsh & Partners and Aeorema Communications has been added as part of the process of achieving full coverage.

Trifast and Japan Residential Investment Company Ltd have been requested to be added in by members.

One of our members asked me about the takeover by Terra Firma of Infinis and whether or not it will be worth waiting for the dividend. I suspect that they will not pay the dividend and I also doubt that a counter offer will be made, so we sold them in the trading portfolio on the day of the bid. I am bullish of the market and suspect that the opportunity cost of holding for the dividend or a higher offer could be wasteful. We have cut our dividend forecasts for infinis to zero.

This email was originally sent on Friday 23 October 2015

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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