Member Info for Lucille_Ball

Britvic held its latest Investor Seminar on Wednesday, 28th March 2012, here are some information: Presentation: http://ir.britvic.com/~/media/Files/B/Britvic-IR/Attachments/pdf/presentation/2012/investor-seminar-2012? Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

http://ir.britvic.com/video-library/consumers.aspx

http://ir.britvic.com/video-library/workplace.aspx

http://ir.britvic.com/video-library/overview-britvic-ireland.aspx

http://ir.britvic.com/video-library/overview-britvic-france.aspx

BSkyB posts profit of almost £1bn http://www.guardian.co.uk/media/2012/may/02/bskyb-posts-profit-almost-1bn?newsfeed=true

BSkyB launches Sky News Arabia Once a barren media landscape, now awash with ways to receive news, as of Sunday the Middle East boasts another pan-Arab news network, after Sky News Arabia switched on its transmitters. Co-owned by BSkyB, the new arrival in the regional market will have the same pacy 24/7 approach as Sky News. It has spent the past year hiring and getting established in the heartland of its other shareholder, the Abu Dhabi Media Investment Corporation, owned by Manchester City's owner, Sheikh Mansour bin Zayed al-Nahyan. Read the full story here: http://www.guardian.co.uk/media/2012/may/06/bskyb-launches-sky-news-arabia?newsfeed=true

British Empire Investment Trust (BTEM.L) Discount to NAV British Empire Investment Trust has been added to my portfolio because it is uniquely positioned amongst funds at the crossroads of a number of themes that appeal to me. - Discount to NAV - Owner Operated Businesses - Strong Track Record - European Equities - No Sell-side coverage/ Institutional Sponsorship - Concentrated Portfolio The British Empire Investment Trust managers believe that their edge is maintained by keeping a very small investable universe relative to most of their “Global” investing peers. They focus on conglomerates, investment holding companies, asset backed investments or investment trusts trading at a discount to their own NAV. They think that this area of the market is particularly susceptible to inefficiencies and mispricing because their universe doesn’t possess any “natural owners” in the institutional world and often the stocks are quite hard to categorize or pigeonhole into sectors. Read this informative article in full, here: http://www.valuewalk.com/2012/04/british-empire-investment-trust-btem-l-discount-to-nav/ Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

Searching for Today's Must-Buy Dividends My favorite here is the British Assets Trust (ISE: BSET.L) , two-thirds invested in UK shares. It is up 58% over three years and yields a juicy 4.9%. It trades at a small -2% discount and has an acceptable TER of 0.74% and a track record that stretches back to 1898. http://www.dailyfinance.com/2012/04/27/searching-for-todays-must-buy-dividends/ Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

British American Tobacco - More than just an income investment? http://www.stockopedia.co.uk/content/british-american-tobacco-more-than-just-an-income-investment-65639/

Why Unicorn’s McClure Is Backing Brewin Dolphin Unicorn UK Income manager John McClure said wealth manager Brewin Dolphin has the potential to increase margins by over 50% as it catches up with its peers in the sector. The manager said Brewin has strong prospects for growth as it stands to benefit from consumers' dissatisfaction with traditional financial institutions. "The business has been tidied up and has a brand name attached. It is very much a margin play. Rathbones makes 30% gross margins and Brewin makes 18%, so there is clearly scope for improvement," he said. Brewin is the second largest holding in McClure's top performing £40m UK Income fund as of the end of March, at 5.2% of the portfolio, and has a current dividend yield of 4.2%. http://www.investmentweek.co.uk/investment-week/news/2167489/unicorn-s-mcclure-backing-brewin-dolphin Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

Brevan Howard LONDON | Tue Apr 24, 2012 6:26pm BST (Reuters) - Investors desperate to get exposure to Brevan Howard's Master fund, one of the world's biggest and top-performing hedge funds, are piling into a fund giving them only partial exposure to the secretive firm's flagship portfolio. The Brevan Howard Multi-Strategy Master Fund - which invests in the group's $27 billion (16 billion pounds) flagship Master fund and other, smaller strategies - has grown to more than $2.3 billion from around $1.1 billion last September, data seen by Reuters shows. This growth spotlights the popularity currently enjoyed by a small band of hedge funds such as Brevan, which are attracting the bulk of new cash but also having to juggle a commitment to existing investors to limit the size of their flagship portfolios while not turning away new clients. For many investors the Multi-Strategy fund is the only way to gain access to Brevan's Master fund, which has made money every year since its launch in 2003, because it is now shut to new cash, one investor said. However, the group has suggested investors put money into its Multi-Strategy fund, the investor and another client said. This gives clients partial exposure to the Master fund as well as a range of the group's other, much smaller portfolios. "It's a way to give money to other funds they're building. They're saying to institutions that it's the only way to get exposure," said the investor, who did not want to be named. Brevan Howard declined to comment on investor flows. The Master fund was one of 2011's top performers, gaining upwards of 12 percent while on average hedge funds fell more than 5 percent, according to Hedge Fund Research. One of the world's biggest hedge fund managers, Brevan was founded by secretive ex-Credit Suisse (CSGN.VX) trader Alan Howard and is based in London and Geneva. It runs several smaller funds including commodities, emerging market and computer-driven portfolios. http://uk.reuters.com/article/2012/04/24/uk-hedgefund-brevanhoward-idUKBRE83N0ZP20120424 Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

Oil and gas giant BG Group was Credit Suisse's 'Focus List Stock' on Friday, which it gave an outperform rating and 1,730p target price. Credit Suisse said that BG's first-quarter results were overshadowed by a 36% increase in Queensland Curtis LNG capital expenditure, which "served as a reminder that BG is more exposed than other majors to execution risks owing to high concentration of value in two countries (Brazil and Australia)", this morning's research note said. "BG remains a core long-term holding in European energy as the only real structural growth story in the sector; however, we think the shares could trade sideways in the next few months, as there are no material catalysts for BG in the near term and LNG profits will be seasonally lower in the summer," the broker said. http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=20076488 Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

BG Group to sell Comgas stake for $1.8bn as profits rise BG Group said it is to sell its majority stake in Brazilian gas distribution business Comgas to Cosan, the South American country's largest gas distributor, for $1.8bn (£1.1bn) as it unveiled strong first-quarter profits. http://www.telegraph.co.uk/finance/newsbysector/energy/oilandgas/9242719/BG-Group-to-sell-Comgas-stake-for-1.8bn-as-profits-rise.html

Clean Up With This Steady 4.6% Dividend A solid business protected from overseas competition. If you're looking for a business that doesn't rely upon high technology, won't have to reinvent itself every few years and is well insulated from overseas competition, one company that should be on your radar is the FTSE 250 European textile services specialist Berendsen (LSE: BRSN), which changed its name from Davis Service Group in January 2011. Berendsen provides services to a wide variety of businesses that prefer to outsource their laundry, uniform provision and washroom maintenance to someone else. It has increase its dividend by just over 5% per annum in the last five years and, at the current price of 510p, its shares sit on a relatively modest prospective price-to-earnings (P/E) ratio of 10.1 where they yield 4.6%, which should be of interest to income-seeking investors. See the full story here: http://www.google.com/url?sa=t&rct=j&q=Berendsen+(BRSN)&source=newssearch&cd=1&ved=0CC8QqQIwAA&url=http%3A%2F%2Fwww.fool.co.uk%2Fnews%2Finvesting%2Fcompany-comment%2F2012%2F05%2F02%2Fclean-up-with-this-steady-46-dividend.aspx&ei=EyOmT_-wAfOU0QX5ucn8Aw&usg=AFQjCNGx2s0LlNkNEbglVf4xeythMC3vWg

Bellway (BWY) reported a six-month period to the 31 January of growth in volume, selling price and operating margin. During the period, the firm saw the completed sale of 2,455 homes, at an average price of £182,753. Total group revenue was £458.6 million, compared to £407.9 million in the same period last year, and pre-tax totalled £40.6 million. The net asset value per ordinary share was 902p, interim dividend was 6p and earnings per share was 25.2p. Chairman Howard C. Dawe said: "Whilst uncertainties in the wider economy and the threat of unemployment continue, there remains an underlying demand for our homes and, as a consequence, visitor levels since the start of the calendar year have followed their usual upward seasonal trend." http://www.iii.co.uk/articles/34098/markets-ftse-100-erratic-tuesday Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

Jefferies keeps buy rating and 250p target. Source: http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=20048419 Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?threadid=252803 http://www.euroinvestor.com/community/discussionthread.aspx?threadid=253089

BBA Aviation has muted first quarter 24 April 2012 | 09:05am StockMarketWire.com - Global aviation support and aftermarket services provider BBA Aviation had a muted first quarter and expects this to continue for the remainder of the first half. Group revenue increased by 2% in the three months to the end of March and after adjusting for fuel prices, declined by 1%. Revenue in the flight support division declined by 8% after adjusting for fuel prices. The division, particularly ASIG, was adversely affected by the exceptionally warm winter in North America which resulted in limited de-icing revenue compared to a strong Q1 in 2011. Both business and general aviation (B&GA) flying hours and commercial movements were also marginally down against strong prior year comparators. Signature continued to outperform its market, although this has been masked by the 2011 exit from Miami and Tampa, which was partly offset by the contribution from the FBO acquisitions made in 2011 and the beginning of 2012. In aftermarket services and systems there was further good progress and revenues grew by 15%, driven by solid demand for engine overhaul services and legacy products together with a strong contribution from the GE fuel measurement business. While landing gear deliveries were weaker than a year ago, this was principally due to the timing of deliveries rather than underlying demand. Chief executive Simon Pryce said: ""B&GA and commercial movements in the first quarter in both North America and Europe have been muted. "We anticipate this continuing for the remainder of the first half, consistent with our view that the uncertain economic climate will result in low and somewhat volatile growth in our major markets in 2012. "This, together with lower de-icing revenues against a strong comparator, represent headwinds for the first half, however with ongoing underlying operational progress we continue to expect this to be a year of further progress, and see good opportunities to deploy our investment capacity in a value creative way." Source: http://www.stockmarketwire.com/article/4354693/BBA-Aviation-has-muted-first-quarter.html

Surely this one will work http://www.ydr.com/bae/ci_20549942/bae-systems-lands-31-6-million-deal-bradley

This link to the Chigago Tribune story should work better: http://www.google.com/url?sa=t&rct=j&q=BAE+Systems+lands+%2431.6+million+deal+for+Bradley%E2%80%8E&source=web&cd=3&ved=0CG0QFjAC&url=http%3A%2F%2Fwww.chicagotribune.com%2Fbusiness%2Fsns-mct-brief-bae-systems-lands-31.6-million-deal-for-20120505%2C0%2C1442456.story&ei=QvClT5KzA-qw0QWK1YGGBA&usg=AFQjCNEwWl4NiZjtNNO9jOx9aQKbcZxl2Q