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
Rating
Apollo Global Management LLC Class A45.69 USD-1.64
Barclays PLC179.62 GBX-0.94
British American Tobacco PLC3,352.50 GBX0.27
BT Group PLC156.28 GBX0.10
Clipper Logistics PLC283.00 GBX4.24
Imperial Brands PLC1,729.00 GBX1.17
ServiceNow Inc344.48 USD-2.40

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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