…and some to sell

Barclays The Mail on Sunday

Tough US credit conditions may mean Barclays’ investment banking arm will struggle to improve returns, according to Berenberg. Analysts there doubt that the bank will return to a “meaningful dividend” before 2019. Sell. 211.65p.

Euromoney Institutional Investor Investors Chronicle

Advertising revenue is falling across the majority of the publisher’s business areas, with banking- and finance-related income taking the largest hits. Debt is creeping up and growth progress is slow. Sell. £11.75.

Sharecast

The credit-checking agency is trading at an all-time high, despite an increased risk to the US outlook from slower employment growth. Deutsche Bank fears a worsening outlook for top-line growth and margins. Sell. £16.13.

Ideagen Shares

Ideagen supplies safety, risk and compliance software to “high consequence” industries such as airlines, mining and health care. Shares have risen 45% – faster and higher than expectations. Take profits. Sell. 93.5p.

Petrofac Sharecast

The oil services firm is under investigation by the Serious Fraud Office over its alleged embroilment in the Unaoil corruption scandal; the COO has been suspended. RBC has slashed its target from 1,000p to 400p. Sell. 430.8p.

Yu Group Shares

This independent energy supplier, focused on small UK businesses, is a “decent” firm with an excellent reputation for service. Shares have jumped by 50%, but the short-term upside appears limited. Take profits. Sell. 437.5p.