Russ Mould
Columnist at The Telegraph
Columnist and Investment Research Director, AJ Bell at Shares Magazine
@AJBell Investment Director. NO SHARE TIPS GIVEN. Son of York. Horse punter, Italian speaker, helps @StPetersCricket, proud owner @LewesFC. All views are my own
Articles
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4 days ago |
ca.finance.yahoo.com | Russ Mould
A slow start to Network Rail’s CP7 spending and planning cycle, which runs from 2024 to 2029, continues to catch a range of companies off guard. These include equipment hire specialists Speedy Hire and Vp, engineering services company Renew, and signalling expert Tracsis. We were starting to worry that portfolio pick Costain, another infrastructure specialist, could be dragged off course given its exposure to Network Rail and HS2.
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4 days ago |
telegraph.co.uk | Russ Mould
Such is management's confidence, Costain is launching a second £10m share buyback and continues to raise the prospect of a progressive dividend policy. This is all well and good, but we have a paper gain of more than 140pc on the stock, with 3.2p per share in dividends on top, so it is tempting to lock in the gain, especially given the rail industry rumblings.
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1 week ago |
msn.com | Russ Mould
Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.
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1 week ago |
telegraph.co.uk | Russ Mould
Our capital gain is now nearly 40pc, while dividends received represent 310p a share, or a sixth of our entry price. As such, it feels prudent to crystallise our paper gains, especially as we still have exposure to the industry through Crest Nicholson, MJ Gleeson and Springfield Properties. These all still trade at a discount to historic Nav of at least 25pc, even if some would argue there are good reasons for them to do so, given their recent spotty operational and financial performance.
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2 weeks ago |
msn.com | Russ Mould
Microsoft Cares About Your PrivacyMicrosoft and our third-party vendors use cookies to store and access information such as unique IDs to deliver, maintain and improve our services and ads. If you agree, MSN and Microsoft Bing will personalise the content and ads that you see. You can select ‘I Accept’ to consent to these uses or click on ‘Manage preferences’ to review your options and exercise your right to object to Legitimate Interest where used.
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