Weekend share tips : BG Group, Royal Dutch Shell, Imperial Tobacco, BAE Systems

05/02/2012 - Newspaper Share Tips - 0 Comments - 194 words

The Investors Chronicle Tip Bits suggest to keep buying Roche, hold environmental firm TEG Group but sell Mitchells & Butlers and Capital Shopping Centres.

In News Tips Keep buying Rio Tinto as China's economy is looking less at risk of a hard landing and keep buying Pan African Resources following a move to acquire the Evander Gold Mine from Harmony Gold Mining.

Keep buying BG Group and Royal Dutch Shell as long-term plays on the oil price remaining high and keep buying support services stocks Babcock International, Capita, Interserve, Mitie and Serco.

IC also suggests to take advantage of any weakness to buy Imperial Tobacco at £23.13 and buy BAE Systems in spite of the apparent loss of the Indian Eurofighter deal.

James Halstead is also marked a buy at 485p as it continues to defy the economic gloom.

Amongst broker tips Brewin Dolphin has a buy for Immunodiagnostic Systems while Peel Hunt marks the shares a hold and IC also views the shares a hold.

Office2Office is marked a buy at Arbuthnot Securities and Panmure Gordon while IC also views the shares a buy... continued

Weekend share tips : Amec, Safestore, Ocado, Avocet Mining, PZ Cussons

05/02/2012 - Newspaper Share Tips - 0 Comments - 164 words

The Investors Chronicle Tips of the Week has a buy for engineering group Amec at £10.07 believing that a re-rating is due sooner or later, given subdued performance and an improving near-term outlook.

Buy Burford Capital at 127P as the firms intrinsic merits make the shares a good diversified play in any equity portfolio.

Buy Asian Citrus at 37p as an attractive, although speculative given the inherent risks and a play on Chinese growth continuing.

Sell PZ Cussons at 304p as the rating does not reflect short-term risks leaving the price vulnerable to events beyond its control.

Results Tips include a buy for Murgitroyd, Safestore and Porvair but a sell for Ocado currently at 95.5p.

In Updates, keep buying Paragon, tipped on 9 Sept 2010 at 141p, now 183p. Keep buying Henry Boot, tipped on 5 Jan 2012 at 129p and now 134p. Keep buying Avocet Mining, tipped on 15 Jan 2010 at 104p and now 221p... continued

Weekend share tips : ZincOx Resources, Lloyds Banking Group, Rolls-Royce

05/02/2012 - Newspaper Share Tips - 0 Comments - 214 words

The Times Tempus on Saturday recons the next few weeks of corporate results may be crucial in determining whether the new year stock market rally is maintained. FTSE 100 appears vulnerable to potential bad news believes Tempus.

Ten 'stocks to watch' in the forthcoming reporting season include Lloyds Banking Group, Aviva, Barclays Bank, BG Group, BP, Centrica, Rio Tinto, HSBC, Rolls-Royce and Vodafone.

The Sunday Times Inside the City recons that annual figures from Rolls-Royce this week will show that the engineering money-making machine is still working at top efficiency.

GlaxoSmithKline may raise the dividend and extend the share buyback programme when it announces its full-year results this week.

The Sunday Telegraph Sunday Questor: Garry White says buy Compass Group, 624.5p, as he sees no reason for the lower rating in comparison with French rival Sodexo.

Hold Johnson Matthey at £22.70 on valuation grounds although the shares are now at their highest level since before Lehman Brothers collapse.

The Mail on Sunday Midas says buy ZincOx Resources at 71p, could triple in value once the profits improve, expected from this year onwards.

In Updates, hold Hummingbird Resources, tipped in March 2011 at 143.5p and now 159.5p, as there is further to go.

Weekend share tips : Ladbrokes, Man Group, Vodafone, Rio Tinto

04/02/2012 - Newspaper Share Tips - 0 Comments - 150 words

The Investors Chronicle Bearbull feature bought 10,000 Vodafone shares for income while Simon Thompson expects a significant re-rating for niche venture capital provider BP Marsh & Partners.

IC 2012 'Dogs of the FT30' high-yielding income stocks included Logica, Ladbrokes, Man Group, Vodafone and RSA Insurance.

In Tip Bits keep buying Digital Barriers, Ladbrokes, Jupiter Fund Management and William Hill. But sell Sanofi-Aventis.

News Tips included a recommendation to keep selling Nokia, Eu4, as it is falling further behind Apple and Samsung in the smartphone market. Buy Rio Tinto as the 'favoured play' on Asian-focused mining stocks.

Broker Views included a buy for Bovis Homes at Liberium and Northland Capital. IC also Views the shares a buy.

Man Group is also rated a buy at Numis Securities while Citi Investment Research gives a Neutral rating and IC Views the shares a hold.... continued

Weekend share tips : UBS, Gulf Keystone Petroleum, Ocado, Stobart

04/02/2012 - Newspaper Share Tips - 0 Comments - 152 words

The Investors Chronicle Tips of the Week included a buy for UBS at SFr12.60, which should be well-placed to absorb the shocks in the uncertain banking environment.

Buy Stobart at 120.5p as the logistics firm is diversifying away from its core trucks operation offers higher-growth potential, backed by a healthy dividend yield.

Buy Hummingbird Resources at 151p is a speculative mining play on the gold bubble continuing.

Tips of the Week also suggested a sell for Logica at 76p as it lacks defensive qualities and needs to overhaul its outsourcing model to become more competitive.

In Updates, keep selling Ocado, recommended as a sell on 30 July 2010 at 169p, now 81.5p.

Also keep buying Gulf Keystone Petroleum, tipped on 19 Aug 2011 at 138p, now 276p. Hold Ceres Power, recommended as a sell on 7 April 2011 at 38p, now 10p... continued

Sunday share tips : Afren, ARM Holdings, Ocado, RPC Group

29/01/2012 - Newspaper Share Tips - 0 Comments - 134 words

The Sunday Times Inside the City expects barnstorming results from microchips specialist ARM Holdings on Tuesday. Annual profits should be up 30% at £216m recons Inside the City.

Inside the City sees only struggles ahead for online supermarket Ocado Group, which does not have the luxury of sorting its problems out as a private rather than publicly quoted company.

The Mail on Sunday Midas recons buy Secure Trust Bank at 935p, but be patient. In Update, cautious investors may decide to sell Afren, tipped in January 2007 at 56p and now 124p given current difficulties in Africa.

The Sunday Telegraph Sunday Questor says buy plastic packaging products RPC Group at 380p. Still does not look expensive even after the recent share price surge also 'buy' 3i Infrastructure Fund, 120p, for income.

Weekend share tips : Mears, Vodafone, BT, Virgin Media, Cable & Wireless Worldwide

29/01/2012 - Newspaper Share Tips - 0 Comments - 136 words

The Times Tempus recons that a surprise profit warning from Ericsson could indicate caution may be needed over coming months within the UK telecoms sector.

Tempus recons Vodafone, BT and Virgin Media have attractions though and while Cable & Wireless Worldwide at 14p looks one to avoid, there is the possibility of an eventual bounce from its current low.

The Daily Mail Investment Extra thinks there should be potential in China for long-term investors but notes that the market has proved difficult over the last two years, even for experienced fund managers like Anthony Bolton and his Fidelity Special Situations fund.

The Independent No Pain, No Gain is considering selling Mears Group at 235p from its portfolio following a recent profit warning. Derek Pain has fears over its vulnerability to public spending cuts.

Weekend share tips : Tesco, Pace, Logica, Prudential, Shell

27/01/2012 - Newspaper Share Tips - 0 Comments - 141 words

Investors Chronicle ran a feature on Tesco at 330p after the giant supermarket was downgraded from buy to hold following its surprise profit warning. The mag also earmarked Pace and Logica as top tech takeover targets this year.

In Funds Tips buy Neptune Global Equity Fund at 274p, for long-term growth albeit with a high-risk rating while Brokers Views noted that Panmure Gordon and Peel Hunt has 'buy' for Galliford Try while IC View is to keep buying.

International Personal Finance is a 'hold' at Shore Capital while Numis marks the shares a 'buy' and IC Views the shares a 'hold'.

In Trading Tips, an IC contributor suggests going long Prudential with a stop loss at 615p. Trading Tipsalso noted that Royal Dutch Shell could be at a crossroads and traders may consider taking short positions... continued.