Investor Views: “I’m Sticking with Financial Stocks”

Private investor Carl Thomas has made healthy gains from investing directly in shares – including financial and technology stocks

Emma Simon 8 December, 2016 | 1:39PM

IT services worker Carl Thomas uses his ISA to invest directly in shares, rather than buying funds. He describes himself as a contrarian investor; always looking for value when it comes to buying individual stocks. Currently, he has a number of out-of-favour financial holdings, both in the UK and US.

He says: “I currently hold Barclays (BARC) shares. I think these have been hard hit by the negative sentiment against UK banks. But I think they have the potential to offer real value over the longer term.”

Other financial shareholdings include Apollo Global Management (APO), a US-based asset manager which specialises in illiquid credit markets. It is listed on the New York Stock Exchange.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Apollo Global Management LLC Class A35.46 USD-5.94
Barclays PLC97.37 GBX-9.83
British American Tobacco PLC2,588.00 GBX-5.32
BT Group PLC119.40 GBX-9.05
Clipper Logistics PLC149.20 GBX-7.44
Imperial Brands PLC1,322.60 GBX-1.61
ServiceNow Inc274.00 USD-7.03

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for

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