Important info Contact us Client login Products & services Research Daily update Market news About Help centre Important info Contact Special reports Home Research Special reports Back Date Report Title Download 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 Open an account Open an account today.. 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