Monday 18 May 2015

Broker views today and my portfolio/watchlist.

A collection of broker views printed today with potential impact on my some of holdings and watchlists:

R-R @ 1006p, - 7p (-0.69%)Rolls-Royce to cut 600 jobs in marine division by the end of 2015, (www.sharecast.com: Rolls-Royce to cut 600 jobs in marine division by the end of 2015

BP @ 451.65p, -0.75p (-0.17%)
BP dividend at risk as oil prices weaken, Goldman downgrades to 'sell', (www.sharecast.com: BP dividend at risk as oil prices weaken, Goldman downgrades to 'sell')

Lloyds @ 87.94p, -1.06p (-1.19%)
Investec downgrades Lloyds to 'sell' after recent share-price surge, (www.sharecast.com: Investec downgrades Lloyds to 'sell' after recent share-price surge)

BHP Billiton @ 1470p, -63p (-4.11%)Broker tips: BP, Lloyds, BHP Billiton, Weir Group, Bwin.party, ( www.sharecast.com: Broker tips: BP, Lloyds, BHP Billiton, Weir Group, Bwin.party)

Very much a wait and see on all fronts, although I would probably have expected news of further cost cutting at R-R to have seen a neutral/more positive reaction.And BP, as a play on the oil price is very much dependent upon it, but its interest to see the view that having already divested assets and that previously being seen as an advantage as oil prices have fallen, should now be seen as a disadvantage?

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