Baden Hill

Baden Hill has a team of 9 institutional salesmen and analysts operating under the Northland Capital Partners regulatory umbrella.  The sales team cover the UK and European stock markets whilst the analysts cover support services, clean tech and equity income.  The equity income product has a particular focus on cash flow and accounting quality.  The team is also offers capital rasing services and have been involved in a number of succesful flotations and secondary capital raises.

Regulatory Information

  • Regulatory Status: FCA regulated under the Northland Capital Partners Limited regulatory umbrella
  • ID Number: 155200

Patrick Harrington
  • Patrick Harrington

Standard Life Aberdeen - BUY - Merger Integration Underway

Standard Life Aberdeen's share offer a high and growing yield, driven by the underlying growth of the UK savings market and the cost savings from the merger. BUY

Patrick Harrington
  • Patrick Harrington

Land Securities - BUY - Stock Market/Investment Market Disconnect

Land Securities' sharesare standing on a 37% disocunt to historic NAV.  the company's property assets could fall by 30% bvefore the NAV fell below the current share price.  In addition the shares offer a 4.4% prospective yield.  The shares are a BUY for the long-term investor.

Patrick Harrington
  • Patrick Harrington

SSE - SELL - Demerger To trigger Dividend Cut?

SSE's shares have somewhat surprisingly outperformed many in the utility sector since Labour's strong showing in the general election.  The announcement of the retail demerger looks to be a reaction to the looming standard variable tariff price cap but will not protect shareholders from the potential fall in profits.  The management has made no commitment to maintaing the overall level of dividend once the demenrger is completed.  The shares are being supported by a misplaced belief in the susta...

Patrick Harrington
  • Patrick Harrington

Galliford Try - BUY - Value Housebuilder

Galliford Try's profits should grow strongly from here as its contracting division recovers and its housing and urban regenration activities continue to grow.  The shares are very modestly rated and offer one of the highest yields in the market. The dividend is supported by a strong balance sheet and is well covered by both earnings and cash flow.  Satnding on an 8.4% prospective yield the shares are a BUY for recovery and income.

Patrick Harrington
  • Patrick Harrington

Phoenix Group - BUY - Ready To Go Again

Phoenix Group's strong cash performance since acquiring AXA Wealth and Abbey Life has been impressive and should enable the group to fund a further £500m acquisition from internal resources.  The group's dividend is sustainable for many years and should grow as the group executes further consolidation deals.  Yielding 6.6% the shares are a strong BUY for income investors.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch