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> alankeys

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Post Sun Jan 04, 2009 8:16 pm   Reply with quote      

Share Tips from the Weekend Press 03 Jan - 04 Jan 2009

The Times

Tempus: Nick Hasell says that the pound's slide against the euro is hitting companies with continental exposure, including airlines and tour operators as well businesses such as Carluccio's and Majestic Wine which source from mainland Europe. But winners could include Whitbread as more people stay in its budget hotels, as well as companies such as Invensys which may attract predatory bid interest at bargain prices from the Continent.

Personal Investor: Robert Cole suggests ten stocks for private investors who want safe shares offering decent returns. They are: AstraZeneca, (yield 5.3% and a `low' risk rating); Associated British Foods (3.2%, low); National Grid (5.7%, low); Reed Elsevier (4.5%, medium); Sage (4.6%, medium); Serco (1.3%, medium); Tesco (3.8%, low); Vodafone (6.3%, low); Workspace (8.1%, high); 3i (6.9%, high).

The Daily Telegraph

City professionals offer their tips for the year: Gavin Oldham, The Share Centre: Prudential.

Annabel Brodie-Smith, The Association of Investment Companies: HG Capital.

Mark Dampier, Hargreaves Lansdown: Rolls-Royce.

Julian Chillingworth, Rathbones: Smith & Nephew.

Juliet Schooling, Chelsea Financial Services: British American Tobacco.

Mike Warburton, Grant Thornton: Lloyds TSB.

Justin Urquhart- Stewart, Seven Investment: Dollar Thrifty.

Mark Harris, Savills Private Finance: British Airways.

Guy Myles, Octopus Investments: Celsis International.

Philip Wagstaff, Gartmore: British Airways.

Alan Steel, Alan Steel Asset Management: Vodafone.

Edward Bonham-Carter, Jupiter Asset Management: Wolseley.

Andrew Bell, Rensburg Shepherds: Rio Tinto.

Ian Chimes, Psigma: Balfour Beatty.

Nigel Cuming, Collins Stewart Wealth Management: BHP Billiton.

Ken Taylor, McKenzie Taylor: BP.

Colin McLean, SVM Asset Management: AstraZeneca.

Brokers' Tips: Buy Randgold Resources at £29.63, says Merrill Lynch; Buy Serco at 432p, says Blue Oar Securities; Buy Delcam at 200p, says WH Ireland.

Hold Grainger at 122p, says Cazenove; Hold Amec at 476p, says SG Cross Asset Research; Hold Electrocomponents at 145p, says Citigroup; Hold Wm Morrison at 270p, says Numis; Hold Standard Chartered at 751p, says Merrill Lynch.

Sell Lookers at 22p, says Panmure Gordon.

The Daily Mail

Investment Extra Tips of the Year: Ian Lyall: Ladbrokes, 193.5p.

Alex Brummer: Rolls-Royce, 345p.

Ben Laurance: Home Retail, 210.5p.

Rupert Steiner: Compass, 353p.

Simon Duke: Vodafone, 139p.

Karl West: Amec, 508p.

Sam Fleming: WS Atkins, 684p.

Geoff Foster: BTG, 142.5p.

The Sunday Times

Share tips for 2009: John Waples: Standard Chartered, 869.5p.

Dominic O'Connell: Babcock International, 200p.

Jenny Davey: BG Group, £10.

James Ashton: Autonomy, £10.

Iain Dey: Icap, 208p.

Matthew Goodman: Compass, 353p.

Danny Fortson: Silence Therapeutics, 19p.

Ben Marlow: Croda International, 558.5p.

Kate Walsh: Carphone Warehouse, 95p. [Editor's Note: Last year, The Sunday Times correspondents' tips lost 41.7% in value against a 30.8% fall in the FTSE 100 index.]

Inside the City: Jenny Davey thinks the Debenhams trading update this week may be better then expected, with only a small single-digit decline in like for-like sales. But the City will remain nervous until it sorts out its debt problem.

Companies with big name franchises tend to survive even recessions, so investors looking for medium to long-term safe havens should consider HSBC's list of the `nifty 50' stocks in Europe for 2009. These include: BP, Royal Dutch Shell, BHP Billiton, Rolls-Royce, Smiths Group, British American Tobacco, Reckitt Benckiser, Unilever, Tesco, WPP, Vodafone and National Grid.

Sharewatch: Aberdeen Asset Management's acquisition of Crédit Suisse's fund management arm has already given the shares a shot in the arm, pushing them up 22% in the past week.

Money Tips: Kathryn Cooper asks City professionals to highlight stocks for income seekers: AstraZeneca (4.7% yield), BHP Billiton (5.3%), BP (5.3%), Imperial Tobacco (3.5%), Pearson (5.6%), Prudential (4.4%) and Vodafone (6.3%).

Heaven & Hell: Peter Sherlock says his portfolio overall was down 26.6%. which was better than the FTSE All-Share which lost 32.5%.

Directors' Deals: National Express non-executive Jorge Cosmen bought 173,000 shares at just under 475p each.

The Observer

Market Forces: Richard Wachman says Numis is upbeat about Chrysalis this year as a result of cost-cutting, forex gains and the absence of a screenwriter's strike. But it thinks a bid in the short-term is unlikely.

Randgold Resources is benefiting from investors backing its focus on gold and it could even be in a position to make a move for Lonmin. [p. B7]

Tips of 2008: Heather Connon reviews the performance of the stocks tips chosen by an Observer panel of fund managers last year, which collectively fell 14% in value against a 33% fall in the All-Share.

The Sunday Telegraph

Sunday Questor: Garry White says sell Hammerson, 574.5p, as the fundamentals look too uncertain and bid speculation is premature.

Hold Petra Diamonds, 83p, now that it is cutting back on exploration during the downturn.

Hold Cadbury, 612.5p, even though most of its defensive qualities have already been factored in.

Tips for 2009: Marks Kleinman: Premier Foods, 33p.

Louise Armitstead: Barclays Bank, 157p.

Richard Fletcher: Land Securities, 949p.

Alistair Osborne: British Airways, 180p.

Ian Cowie: BP, 553p.

Jonathan Sloan: C&C Group, E1.45.

Philip Aldrick: Aberdeen Asset Management, 126p.

Garry White: Croda International, 558.5p.

The Mail on Sunday

Midas: Joanne Hart says buy Severn Trent, £11.89, for income with brokers also targeting £13.

Buy Medicx Fund, 78p, which has the means to deliver on its generous dividend policy.

The Investors Chronicle

Buy Hansard Global at 141p; attractive for its dividend yield and above-average profit margins from a tightly-run operation.

Buy Digital Marketing Group at 70p; looks well-placed to benefit from the accelerating shift to digital marketing in the downturn, while the prospective p/e of eight is undemanding.

Buy Greenko at 58p; a long-term play on rising power demand in India and the inability of the major energy suppliers to keep up with it.

Sell Playtech at 321p; follow the example of founder Teddy Sagi and reduce exposure, especially given the risks from a lack of clarity on sources of future growth.

Sell Peter Hambro Mining at 331p; the pessimism gripping the Aim mining sector means there is unlikely to be any short-term upside, while production constraints and falling reserves remain a worry.

Sell Ciref at 81p; its regeneration strategy for town centre shopping centres looks vulnerable given the economic and financial outlook.

Updates: Keep selling Barratt Developments, recommended as a sell on 14 November 2008 at 82p and now 70.5p.

Keep buying (although high-risk) Taylor Wimpey, tipped on 31 October 2008 at 10p and now just over 11p.

Keep buying Cairn Energy, tipped on 24 October 2008 at £15.79 and now £18.21.

Keep buying Petrofac, tipped on 4 September 2008 at 605p and now 345p.

Keep buying Biocompatibles, tipped on 15 December 2008 at 93p and now 122p.

Keep buying Spice, tipped on 3 April 2008 at 115.5p and now 90p.

News Tips: Mining: Anglo American remains a buy at £14.36 in spite of the uncertain outlook, although the IC is downbeat about Rio Tinto, BHP Billiton and Xstrata.

Real Estate: shareholders in Fabian Romania, E0.90, should accept the E1 a share bid from Black Sea Global Properties.

Pharmaceuticals: Shire remains pick of the sector although GlaxoSmithKline and AstraZeneca are also buys because of their strong cash flow.

Support Services: their defensive strengths mean that Eaga, Connaught, Mears and Spice remain buys.

Retailers: avoid most store stocks, particularly Topps Tiles and Carpetright. But Debenhams, Next and J Sainsbury should also be sold. But Mothercare looks good value.

Technology: keep selling ARM and Wolfson given the poor outlook.

Feature Tips: Mark Robinson and Malar Velaigam highlight the attractions of contrarian plays, including HMV, Future, Ten Alps, Coal of Africa and Great Portland Reit. Three more to watch are: Molins, Hartest Holdings and Turbotec Products.

Funds: Tip of the Week: Buy Artemis UK Special Situations at 233p for its strong track record, defensive stance and ability to benefit when recovery opportunities arise.

Chart Tips - IC: Euro/Sterling: the next major Elliott Wave target is £1.019, followed by £1.052 and £1.063.

Long Gilt Future: expect a record peak during the current market to 128.80 or higher.

Gold: a reversal is likely before long, followed by a medium-term drop towards US$560.

Vodafone: the favoured scenario is for another substantial leg downwards to well below the 96.4p it reached in October.

Results Tips: Sell DTZ, 21.5p; Buy Impax, 21p.

> alankeys

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Post Sun Jan 11, 2009 8:20 pm   Reply with quote      

Share Tips from the Weekend Press 10 Jan - 11 Jan 2009

The Times

Tempus: Nick Hasell sees grounds for optimism in the commercial property sector, with Great Portland Estates and Derwent London among the safest plays. But those likely to have to raise more funds include Liberty International and Segro.

Personal Investor: Robert Coles thinks Marks and Spencer remains a sell as there is a `nagging fear' that it may have lost the cachet required to maintain good sales and margins.

The Daily Telegraph

Brokers' Tips: Buy Vodafone at 139p, says Cazenove; Buy Next at £10.91, says Crédit Suisse; Buy Marks and Spencer at 239p, says Panmure Gordon; Buy Reckitt Benckiser at £27.25, says Cazenove; Buy British American Tobacco at £18.65, says JP Morgan.

Hold JD Wetherspoon at 326p, says Numis; Hold Tomkins at 133p, says Citigroup; Hold Bovis Homes at 425p, says Panmure Gordon.

Sell Pearson at 631p, says Deutsche Bank.

The Independent

No Pain, No Gain: Derek Pain says he is still considering adding Healthcare Locums and Marstons to his portfolio. Meanwhile, his forecast for the closing FTSE 100 index this year is an optimistic 5,300.

The Daily Mail

Investment Extra: James Salmon reviews prospects for investment funds, highlighting emerging market funds for investors wanting to take a punt.

Ian Lyall says take a look at Balfour Beatty which still seems a bargain even after rising to 350p, with Citi suggesting it could be heading for the FTSE 100.

Also worth watching is Hertford International, 19p, as its pre-paid credit card should do well in a recession.

The Sunday Times

Inside the City: Jenny Davey thinks that while CB Richard Ellis has made some strategic mistakes, including buying back shares which then slumped in value, its global platform for property and facilities management provides a better revenue spread than in previous downturns. But it may still need some radical surgery.

Sharewatch: Beleaguered Aricom, 16p, has been thrown a lifeline by Peter Hambro Mining, although it helps that the Aricom CEO is Peter's son.

Directors' Deals: Several Cadbury directors have surrendered part of their fees to buy shares in the company; Next property director Andrew Varley has sold 10,000 shares for just over £123,000.

The Observer

Market Forces: Richard Wachman thinks the trading update from Punch Taverns this week will be awaited with understandable nervousness by investors who have seen the share price lose 90% of its value over the past year. But the move by US shareholder David Einhorn to raise his stake from 7.4% to 8.2% suggests he still sees value.

ETF Securities reports that while most commodities are being sold off by investors, there is a surge of flows into long oil exchange-traded securities that track the underlying price.

The Sunday Telegraph

Sunday Questor: Garry White says buy Nighthawk Energy, 32p, which offers significant upside as a well-managed and financed oil explorer and producer in the US.

Hold Cattles, 25p, although it remains a high-risk, high-reward investment in the current climate.

Sell Thorntons, 76p, which is failing to capitalise on the traditional defensive appeal of chocolate in a downturn.

The Mail on Sunday

Midas: Joanne Hart says buy BAE Systems, 387p, for its defensive virtues as it still looks undervalued even after coming off the 300p low reached late last year.

Buy Aero Inventory, 279p, which is benefiting from increased outsourcing of spare parts by airlines and looks a possible bid target as well.

The Investors Chronicle

Tips of the Year: Buy Eros International at 138p; a re-rating is likely in 2009 as the fundamentals of the Indian economy and Bollywood's strong appeal become more apparent.

Faroe Petroleum at 70p; there is significant upside to come from the current price, with Ambrian targeting 248p if the reserves are valued at the European average.

Buy London & Stamford at 87p; a vehicle for investors to buy into the eventual property recovery story, backed by its top-rated management.

Buy Mitchells & Butlers at 174p; a speculative play on early signs of an economic recovery and increased consumer spending.

Buy Redhall at 209p; offers defensive appeal and growth prospects from its involvement in nuclear engineering.

Buy Renishaw at 531p; a buying opportunity after the indiscriminate ravages of the bear market, given its strong cash generation and no debts.

Buy Shire at £10.63; under-rated in comparison with similar stocks, along with potential bid appeal.

Buy Talvivaara at 118p; a potential nickel recovery play along with bid attractions. [The IC's 2008 tips lost 25.9% on average against a 33.3% fall in the FTSE All-Share index - Ed]

News Tips: General Retailers: Sell Next, Debenhams and Marks and Spencer given the tough outlook.

Mining: Take some profits in the December tip to buy nickel exposure via the ETF Securities listed interment (ticker: NICK) at US$15.77, although there will be greater gains a year or two out.

Industrial Transportation: a slide in aircraft orders will hit aerospace stocks, with Senior, 45p, and Umeco, 268p, fairly priced and Meggitt good value at 180p. But Rolls-Royce is downgraded to just fairly priced at 354p.

Oil & Gas Producers: Melrose Resources offers good value at 221p, while Portland Gas looks high enough at 73p.

Software & Computers: Innovation remains a speculative buy at 55p on takeover hopes.

General Financial: Cattles is high enough at 27p as it has yet to gain a banking licence.

Travel & Leisure: keep selling Restaurant Group at 107p.

Pharmaceutical & Biotech: Buy AstraZeneca, GlaxoSmithKline and Shire given the increased drug approval rate by the FDA in the US.

Support Services: Sell OPD, 60p, Hays, 77p, SThree, 149p, and Impellam, 24p.

Housebuilders: keep selling Bovis, 431p.

Results Tips: Buy (speculative) Niger Uranium, 8p; Buy (speculative) Rift Oil, 3.5p.

Funds Tips: Buy M&G Corporate Fund, 28p, as a low risk fund with good capital growth prospects.

Chart Tips - IC View: FTSE 350 Banks: once 3424 gives way, as seems likely, then the sector is set to fall to between 2933 and 2733.

Dollar/Euro: expect a return to E0.81 and higher this year.

FTSE 100: a decisive reversal is likely before long.

FTSE 350 Mining: a retreat to lows of 7788 and beyond to 6635 is likely once the decisive turn arrives.

> alankeys

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Post Sun Jan 18, 2009 10:23 pm   Reply with quote      

Share Tips from the Weekend Press 17 Jan - 18 Jan 2009

The Times

Tempus: ...Nick Hasell says new research suggests it is not smaller companies that have underperformed over the last decade, but only those traded on the London Stock Exchange's self-styled AIM incubator. But given the likelihood of a change of CEO at the LSE, a radical restructuring of AIM is now probable this year, which could see its stronger companies moved to the main market.

Personal Investor: ...Robert Cole thinks HBOS shareholders should hang on, as the outcome of the merger with Lloyds TSB and increased government control may not be as bad as some fear.

The Daily Telegraph

Brokers' Tips: Buy Persimmon at 280p, says Cazenove; Buy Cattles at 25p, says Evolution; Buy Fuller Smith & Turner at 342p, says Altium.

Hold J Sainsbury at 324p, says Citigroup; Hold Marshalls at 91p, says Panmure Gordon; Hold Sage Group at 180p, says Numis; Hold Misys at 115p, says Deutsche Bank.

Sell Whitbread at 954p, says Natixis; Sell Michael Page at 206p, says Panmure.

The Independent

No Pain, No gain:...Derek Pain is cheered by progress at Mears Group which climbed to 286p in the New Year, ahead of the 272p he paid for it, and it now joins Nighthawk Energy and Hanson Westhouse as the only portfolio members currently ahead of their acquisition price.

The Daily Mail

Investment Extra:...Ian Lyall thinks that Intertek, 799p, looks decent defensive play in current conditions.

Brokers' Tips: Buy Ashmore at 133p, says Singer Capital Markets; Buy Tenon at 58p, says Charles Stanley; Buy HSBC at 563p, says Dresdner Kleinwort; Buy Centamin Egypt at 37p, says Evolution.

Sell Clinton Cards at 11p, says Altium; Sell HMV at 130p, says Altium; Sell Home Retail Group at 200.5p, says Oriel; Sell Standard Chartered at 783p, says ABN Amro.

The Sunday Times

Inside the City:...Jenny Davey thinks that Jessops' main lender HSBC should continue to support the 74-year old photographic retailer through the downturn rather then let restructuring groups buy it on the cheap.

ITV still does not look cheap even at 31p and Michael Grade's strategy as a free-to air broadcaster looks increasingly out of place in a digital world, although it may be up to his successor to change direction.

Sharewatch: Computacenter surged 48% to 115p last week after disclosing that 2008 results would come in ahead of expectations as more companies outsource their IT needs.

Directors' Deals: Carluccio's FD Frank Bandura has bought 48,000 shares at 52p each; Eurasian Natural Resources CEO Johannes Sittard has sold 250,000 shares at 325p each.

The Observer

Market Forces:...Richard Wachman says JD Wetherspoon could surprise with an upbeat trading statement this week, although there are fears that a debt repayment due in September could affect the dividend later this year.

CVC Capital Partners is keen to find partners to join a bid for a minority stake in the Royal Mail, although Dutch group TNT is wary because of the politics involved.

Keep an eye on recruitment agency Eden Brown, run by TV `dragon' James Caan, which is set to show profits for the year to March up 107% and it could be an early candidate for a float when markets stabilise.

The Sunday Telegraph

Sunday Questor:...Garry White says buy Fresnillo, 252p, for its strong management and quality operations in an undervalued sector.

Hold HMV, 131.5p, given its upbeat trading statement and plans for a live-music joint venture with Aim-listed operator MAMA.

Avoid Clinton Cards, 12p, given the weak consumer environment.

The Mail on Sunday

Midas:...Joanne Hart says buy Cadbury, 574p, for its long-term potential and the short-term boost from the sale of its Australian drinks business for £550m.

Buy and hold Young's, 426p, as the brewer should emerge from the recession in better shape than many of its rivals.

The Investors Chronicle

Buy International Power at 266p; refinancing fears have been overplayed, while the current price is well below analysts' targets.

Buy London Capital Group at 271p; thriving on market volatility, with minimal bad debt exposure.

Buy Nighthawk Energy at 32p; offers high potential upside from increased production and reserves growth.

Sell Rio Tinto at £16.52; the least attractive option in the sector.

Sell RSA Insurance at 142p; the premium rating is hard to sustain, especially given the focus on low-growth business.

Sell Debenhams at 34p; faces a tough year as a result of its debts and threat to the dividend.

Updates: Keep buying H&T, tipped on 8 September 2006 at 183p and now 174p.

Keep buying Taylor Wimpey, tipped on 31 October 2008 at 10p and now 22p.

Keep buying Alterian, tipped on 30 September 2008 at 107p and now 60p.

Keep Buying JKX Oil & Gas, tipped on 26 August 2008 at 401p and now 197p. Keep selling Aga, recommended as a sell on 12 December 2008 at 70p and now 57p.

Keep selling United Utilities, recommended as a sell on 21 November 208 at 684p and now 589p.

News' Tips - Analysis: Housebuilders: avoid.

Advertising: avoid.

Newspapers: avoid.

Car retailers: Inchcape and the sector look high enough.

News' Tips - Companies: Tullow Oil: keep buying at 662, along with Heritage Oil, 219p

Hirco: good value at 85p.

Topps Tiles: sell at 26p.

Premier Foods: high enough at 37p.

Punch Taverns: keep selling at 47p.

FirstGroup: high enough at 371p.

Cover Feature: All the stocks in the FTSE 350 index are reviewed, including their latest IC view.

Results' Tips: Buy Vantis, 69p.

Fund Tips: Buy Blackrock UK Absolute Alpha, 113p, as a safe haven with a good track record.

Ideas of the Week - City: Apple Computer: Sebastian Coe of Investors Intelligence thinks the stock is a sell as there is imminent downside.

Dow Jones: a bearish reversal is likely.

10-year Japanese Government Bond: Nicole Elliott at Mizuho Corporate Bank says a spike down to 1%, which suggests a big rise in the bond price, is possible.

Tullow Oil: Steven Mayne at Montague Pitman thinks the recent rally is overdone and there is a target on the downside of 606p.

Tips of the Week - IC: Euro/Yen Exchange Rate: a fall to Yen 100 would not surprise.

FTSE 100: new lows are likely, even down to a possible year-end of 2672.

FTSE 350 Drug & Retail: expect a fall back to 3950 and then 3500.

Silver: further downside is likely, down to US$7.63.

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Post Sun Jan 25, 2009 7:46 pm   Reply with quote      

Share Tips from the Weekend Press 24 Jan - 25 Jan 2009

The Times

Tempus: Nick Hasell identifies the biotech stocks most likely to produce `price-moving data' in the next few months, including Neuropharm, Minster Pharmaceuticals and GW Pharmaceuticals.

Personal Investor: Robert Cole says buy index-linked gilts as even a deflationary threat is regarded by supporters of `linkers' as an opportunity for investors keen to maintain the buying power of their capital.

The Daily Telegraph

Brokers' Tips: Buy SABMiller at £10.60, says Credit Suisse; Buy Halfords at 246p, says WH Ireland.

Hold HMV at 128p, says Numis; Hold Home Retail Group at 195p, says SG Cross Asset Research; Hold Barratt Developments at 82p, says Panmure Gordon; Hold Computacenter at 110p, says UBS; Hold Tesco at 350p, says Citigroup.

Sell Associated British Foods at 675p, says Cazenove; Sell DSG International at 20p, says SG Cross Asset Research.

The Independent

No Pain, No Gain: Derek Pain is holding on to Booker (bought at 24.5p and now 21p) in spite of Kaupthing's 22% stock overhang, with a sale of this stake to institutional investors most likely at the time Booker moves from Aim to the main market in May.

The Daily Mail

Investment Extra: Ian Lyall thinks ImmuPharma, 56p, is a speculative buy which could go to 200p as a result of the potential from a promising cancer drug as well as its strong relationship with France's equivalent of the UK's medical research council. It also has £11m in cash, worth 14p a share.

Top stock picks this year from KBC Peel Hunt include Babcock and VT Group as well as recovery plays such as Topps Tiles, Pace and Capital & Regional. Shares for income include Halfords and Land Securities, while KBC's sells are Marks and Spencer, Ark Therapeutics and Homeserve.

The Sunday Times

Inside the City: James Ashton says that Pearson CEO Dame Marjorie Scardino was able to celebrate her 62nd birthday on Sunday with the knowledge that after a dozen years in the job, investors can now see the benefits of her radical transformation of the group. But while she shows no signs of retiring just yet, it may be tempting to go out on a high. Keep an eye on recent board recruit Will Ethridge, who runs the North American education arm, as a potential successor.

Analysts are divided over prospects for Cable & Wireless, although the hope is that it can squeeze extra savings out of last year's acquisition of Thus.

Sharewatch: Speedy Hire's shares were hit hard by last week's profit warning, but it needs credit markets to loosen up before it can get back on track.

Heaven & Hell Portfolio: Peter Shearlock is interested in the attractive returns from the corporate bond market (identifying three bonds he likes: BAT, BT and Cable & Wireless) but decides to remain cautious with Sterling on the slide and the government apparently set for `quantitative easing'.

The Observer

Market Forces: Richard Wachman thinks BSkyB should acknowledge it would be a `miracle' if it hits its target of 10m subscribers by 2010 given the inevitable impact of the recession.

While Mitchells & Butlers still faces huge debt problems it remains one of the UK's best-run pub operations, as this week's Christmas trading statement should show.

Morgan Stanley notes that in spite of the persistent hopes of a bid for ITV, its pension fund deficit now stands at £2.6bn which should deter all but those with the deepest pockets.

The Sunday Telegraph

Sunday Questor: Garry White says buy Balfour Beatty, 350p, which offers good earnings visibility, currency attractions and exposure to increased infrastructure spending.

Buy Cranswick, 600p, which should benefit from Jamie Oliver's latest campaign to help support the UK's pig farming industry.

Hold Autonomy, £11.02, which remains an `outstanding' company with a `phenomenal future' ahead of it, even though most of the good news is already in the price.

The Mail on Sunday

Midas: Joanne Hart says buy Admiral Group, 891.5p, for income and growth as it expands into Europe to capitalise on the potential for low-cost insurance products.

Update: Hold H & T, tipped last September at 179p and now 194p, while new investors should consider buying as the pawnbroker has a classic business model for recessionary times.

The Investors Chronicle

Buy SQS Software Quality Systems at 222p; the discount to the sector is unjustified given its defensive characteristics and growth potential.

Buy Bulgarian Land Developments at 35p; a speculative play given the collapse of the Bulgarian property bubble, although recent stakebuilding suggests there is still value there.

Sell Barclays Bank at 66p; could have further to fall given the current lack of confidence in the sector, along with the added pressure of short selling.

Sell Randgold Resources at £27.24; in spite of being a quality and well-run company, it remains vulnerable to a fall in the gold price (although many analysts think gold is set for a breakout from current levels).

Sell Britvic at 236p; likely to continue its downward drift as a result of margin pressure, although the unknown element remains the summer weather which has a major impact on sales.

Sell Goals Soccer Centres at 123p; likely to be hit by the slowdown in consumer spending, while its debt level is significant.

Updates: Keep selling ASOS, recommended as a sell on 23 October 2008 at 262p and now 250p.

Keep buying Halfords, tipped on 11 September 2008 at 292p and now 234p.

Keep buying Hansard Global, tipped on 2 January 2009 at 141p and now 156p.

Keep buying Healthcare Locums, tipped on 12 September 2008 at 125p and now 130p.

Keep buying Invensys, tipped on 20 February 2008 at 244p, and now 152p.

Keep buying Serica Energy, tipped on 10 August 2007 at 95p and now 29p.

News' Tips: Real Estate: Sell Land Securities, 661p, as sector values continue to plummet.

Retailers: big-ticket store stocks are best avoided, so sell DSG International, 19.5p, and Home Retail Group, 194p, while Kesa Electric is high enough at 85p.

Oil & Gas: investors who want exposure to the likely rise in the oil price over the next year should buy the ETF Securities instrument tracking the one-month forward Brent oil price at US$30.85.

Technology: the outlook for the mobile phone sector remains uncertain, so keep selling ARM and Wolfson, while Vodafone is only fairly priced.

Mining: BHP Billiton remains high enough at £11.66 in the face of depressed nickel prices.

Leisure: keep selling JD Wetherspoon, 306p, given the difficult market outlook.

Transport: the economic downturn means that FirstGroup remains high enough at 300p, while National Express is still a sell at 373p. Stagecoach, 112p, and Go-Ahead, 985p, are high enough.

Retailers: troubled JJB Sports remains a sell at 7p.

Support Services: Speedy Hire, 46p, looks high enough after its profits warning.

Real Estate: Sell Workspace, 43p, as a cash call will only prolong the agony.

Software Services: Autonomy Corporation, £10.11, is fairly priced after its impressive full-year figures.

Feature Tips: John Adams reviews the beleaguered banking sector.

Royal Bank of Scotland: sell; Barclays Bank: sell; Lloyds Banking Group: high enough; HSBC: high enough; Standard Chartered: high enough.

Results' Tips: Buy Begbies Traynor, 115p.

Funds' Tips: Sell Liontrust First Income, 100p, given the four years of underperformance and since there are better performing equity income options elsewhere.

Trading Tips - City: Dow Jones Industrial Average: there is a short-term bounce, the index could fall further towards 7800 and then 7500.

ISEQ: Warren Firth at IG Markets believes the outlook is bleak and traders without an existing position should remain neutral.

S&P 500: David Linton at Updata says the best-case scenario is probably just sideways action.

Sterling/Dollar: Dhiren Sarin at Barclays Capital believes a drop to US$1.26 is a reasonable target.

Trading Tips - IC: Euro/Sterling: parity is likely to be reached before long.

Long Gilt Future: gilts should rise strongly as the risks of deflation outweigh inflation for the time being.

FTSE 250: another powerful down-leg may have already begun.

Agriculturals (Oats): the downward trend in oats is set to continue.

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Post Sun Feb 01, 2009 10:49 pm   Reply with quote      

Share Tips from the Weekend Press 31 Jan - 01 Feb 2009

The Times

Tempus: Nick Hasell believes more companies are set to join the rush to raise funds from investors in the near future, with Rio Tinto, 3i Group and Wolseley all seen as potential candidates. But with falling base rates and bond yields, investors are likely to find corporate cash calls more attractive than previously expected.

Personal Investor: David Budworth says Lloyd's of London insurers look a safe haven in current market conditions, pointing out the appeal of Amlin while noting that JP Morgan likes Catlin Group and Lancashire Holdings.

The Daily Telegraph

Brokers' Tips: Buy EasyJet at 283p, says SG Cross Asset Research; Buy Kesa Electricals at 92p, says SG Cross Asset Research; Buy JD Wetherspoon at 305p, says Cazenove; Buy HSBC at 509p, says Evolution; Buy Great Portland Estates at 237p, says Citigroup.

Hold Wm Morrison at 264p, says Charles Stanley.

Sell Land Securities at 713p, says Collins Stewart; Sell Wolseley at 286p, says Charles Stanley; Sell Enterprise Inns at 32p, says Blue Oar Securities.

The Independent

No Pain, No Gain: Derek Pain highlights the attractions of Rivington Street Holdings on the Plus market, especially as it is looking for acquisitions.

The Daily Mail

Investment Extra: Niall Firth says readers who took advantage of last week's tip Immupharma at 56p should set up a trailing stop-loss of between 15%-20% below the prevailing price following the surge in the stock on Friday to 74p. The spike was due to positive results from trials of its lupus drug treatment Lupuzor, which Teathers believes is worth more than 112p a share.

The Sunday Times

Inside the City: Jenny Davey suggests keeping clear of Dairy Crest in spite of expectations that this week's trading update will be comparatively upbeat. But the shares could have further to fall, with the dividend also under threat.

Buy Cobham, 236p, which has more to come even after the recent outperformance, with Evolution setting a 250p target.

Sharewatch: It is hard to see sustained upside for Barclays Bank, given the deepening recession.

Directors' Deals: EasyJet CEO Andrew Harrison has sold nearly half his stake in the airline for £1.3m; Big Yellow Group operations director Adrian Lee has sold shares worth nearly £250,000.

The Observer

Market Forces: Richard Wachman says new Unilever CEO Paul Polman will soon face the same pressures as his predecessors to demerge the food and household product businesses to unlock value for shareholders.

Forget the Glencore row over Xstrata's £4bn cash call; the fact that investors seem prepared to stump up the cash at all is encouraging.

The Sunday Telegraph

Sunday Questor: Garry White says buy SSL International, 504p, as it deserves its premium rating given the solid growth prospects.

Buy BAE Systems, 402p, as its fundamental defence and security markets will remain strong even in a global downturn.

Hold AstraZeneca, £26.71, for its dividend, although once this is banked consider using any near-term market rally to sell the shares.

The Mail on Sunday

Midas: Joanne Hart says hold Lloyds Banking Group, 91p, which should perform well when the recovery comes so long as there are no hidden surprises.

Update: Take some profits at Peter Hambro Mining, up 63% to 560p since being tipped just before Christmas. But hold the remainder for the long term.

The Investors Chronicle

Buy Dragon Oil at 144p; looks mispriced given the discount to net assets, growing production and significant cash pile.

Buy Ten Alps at 26p; looks cheap after the recent substantial fall, especially given the strong management track record and defensive business model.

Sell Land Securities at 674p; should survive the downturn in the commercial property market, but it is unlikely to emerge in a healthy position.

Sell Travis Perkins at 265p; may look cheap, given the discount to NAV, but the price is set to fall further in current market conditions.

Sell Enterprise Inns at 43p; the recent spike should be seen as an opportunity to bail out, given the deteriorating trading environment and high debt.

Sell Zetar at 133p; profit margins are under pressure while debt is becoming a concern.

Updates: Keep buying Renishaw, tipped on 9 January 2008 at 531p and now 341p.

Keep selling Barclays Bank, recommended as a sell on 23 January 2009 at 66p and now 82p.

Keep selling Telford Homes, recommended as a sell on 12 August 2008 at 103p and now 25p.

Keep selling Wolseley, recommended as a sell on 1 February 2008 at 709p and now 200p.

Keep selling EasyJet, recommended as a sell on 25 April 2008 at 294p and now 286p.

News Tips: Oil & Gas Services: Positive news from the sector means that Lamprell, 85p, is good value while Petrofac, 421p, Kentz, 110p, and Plexus, 41p, are all buys.

Housebuilders: remain negative on the sector.

Industrial Engineering: GKN, 77p, and Bodycote, 127p, are upgraded to fairly priced.

General Retailers: sell DSG, 24p, and Home Retail Group, 211p, while Kesa Electricals is high enough at 105p. Also, the outlook for the fashion sector remains negative so sell Next, Debenhams and Marks and Spencer.

Construction & Materials: keep buying Balfour Beatty, 351p, given its strong order book.

Carbon Trading: Trading Emissions is a speculative buy at 87p.

General Retailers: WH Smith offers defensive medium-term value in the recession.

Media: Future looks resilient and offers good value at 18p.

Software Services: Keep selling Aveva, 592p, given the negative economic newsflow.

Results Tips: Buy PZ Cussons, 175p; Sell BSkyB, 476p; Buy Mattioli Woods, 220p; Buy Manpower Software, 39p.

Funds Tips: Buy RIT Capital Partners, 906.5p, for its diversified portfolio and focus on capital preservation.

Ideas of the Week: German Bund Futures: Nicole Elliott at Mizhu Corporate Bank says buy at 122.90, targeting 126.50 and 128 in the medium term.

Dow Jones Industrial Average: potential for a major corrective rally.

Gold: David Linton at Update thinks that gold is getting set to move higher again.

Crude Oil: Tarquin Coe at Investors Intelligence thinks that a sustained move above US$50 a barrel could see a spurt up to US$67.

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Post Sun Feb 08, 2009 11:06 pm   Reply with quote      

Share Tips from the Weekend Press 07 Feb - 08 Feb 2009

The Times

Tempus: Nick Hasell believes that reports of the death of stock market investing are a trifle premature as the previous occasions when it appeared the `cult of equity was dead' represented, with hindsight, a signal that shares had actually touched their low-point.

Personal Investor: Robert Cole says buy Unilever, as there appears to be `more hope than fear' in the company's growth story even if some doubts persist. But Reckitt Benckiser has shown what can be achieved with its clear strategy.

The Daily Telegraph

Brokers' Tips: Buy AstraZeneca at £28.60, says Panmure Gordon; Buy Royal Dutch Shell at £17.76, says SG Cross Asset Research; Buy BSkyB at 490p, says Deutsche Bank; Buy Marks and Spencer at 232p, says Collins Stewart.

Hold Friends Provident at 73p, says Keefe, Bruyette & Woods; Hold Mitie Group at 210p, says Altium Securities; Hold Lloyds Banking Group at 89p, says Cazenove.

Sell Misys at 115p, says Teathers; Sell Travis Perkins at 320p, says Bank of America/Merrill Lynch.

The Independent

No Pain, No Gain: Derek Pain reveals the star of his portfolio this year is Hargreaves Services, bought two years ago at 417p and now about 520p after hitting 640p in the boom days. But hopes of progress at have been dashed, as the shares have failed to hold their modest gains this year and have fallen to 27p against a buy price of 30.5p.

The Daily Mail

Investment Extra: Ian Lyall thinks that while Cryptologic might look speculative at 304p, compared with more than £11 last year, the downside looks limited and there is support from £30m cash in the bank.

The Daily Express

Taking Stock: David Shand thinks the debt pressure on highly-leveraged pubs groups such as Punch Taverns and Enterprise Inns means that investors should forgo the temptation to buy them just because they look cheap. Instead, they should consider the advice of Evolution analyst Nigel Parsons and look at JD Wetherspoon, Mitchells & Butlers and Greene King.

Ones to Watch: System C, 41p, should continue to benefit from IT investment in the healthcare sector.

Ricardo, 198p, could improve on last year's performance as a result of a strong order book and wider range of clients than just the beleaguered car industry.

The Sunday Times

Inside the City: Jenny Davey says that Stylo, which owns the Barratts and Priceless chains, is considering an innovative alternative to pre-pack administration called a company voluntary arrangement which would give it the chance to jettison underperforming stores. But if it is voted through - and there is a strong chance shareholders may reject it - then the biggest losers in future could be retail landlords.

Sir Michael Rake looks certain to become the next chairman of EasyJet, although he will first have to reach agreement with Sir Stelios Haji-Ioannou about curbing expansion. But the speedy sale of some aircraft might help.

Sharewatch: Sage says it is weathering the recession well in the UK, although finding trading tougher in the US. But its shares have remained steady, outpacing the All-Share by 12.5% over the past year.

Directors' Deals: Carnival director Peter Ratcliffe has sold 12,567 shares to earn nearly £160,000; Chrysalis chairman Chris Wright bought 300,000 shares to take his stake to 28.05%.

The Observer

Market Forces: Richard Wachman says keep clear of Diageo which appears to be suffering harder than expected from the recession, especially in the US.

Concerns are growing that Rolls-Royce could become a victim of the downturn in civil aviation with Evolution among the bears, suggesting a target of 220p - about 100p below Friday's price.

Rumours are circulating that Lufthansa wants to take part in any British Airways merger with Iberia, but only if the Germans can be in charge. BA CEO Willie Walsh, however, thinks otherwise which makes such a deal doubtful.

The Sunday Telegraph

Sunday Questor: Garry White says buy BG Group, £10.85, which deserves its premium to both BP and Royal Dutch Shell, because of its superior growth profile.

Hold Carluccio's, 60p, given its strong balance sheet and solid cash position which should enable it to take advantage of rivals' weakness.

Hold YouGov, 37.5p, which could be taken private by its management at some stage over the next year.

The Mail on Sunday

Midas: Joanne Hart reviews the Midas `Dogs of the Footsie' high-yield portfolio which since last November has risen 20% in value while the 100-share index is down 2%. Five of the portfolio, however, are being ejected - Fresnillo, Antofagasta, Vodafone, Kazakhmys and Marks and Spencer. Old Mutual, BT, Aviva and Legal & General are being retained, while the newcomers are HSBC, Icap, Land Securities, 3i and Tate & Lyle.

The Investors Chronicle

Buy Serco at 421p; a dependable growth play in uncertain times, with improving profit margins.

Buy Helical Bar at 310p; a potential recovery play when markets improve, especially with the £500m available for deals.

Buy Plant Health Care at 173p; the collaborative deal with Monsanto could transform prospects, making the recent price fall look overdone.

Sell Sage at 176p; an unprecedented earnings slip-up is a real possibility, given the slowing underlying growth because of the problems its customers are facing.

Sell Portland Gas at 63p; difficulty in raising finance for gas storage projects is likely to lengthen project timetables.

Sell Clinton Cards at 9p; could have further to fall given the weak retail outlook, high debts and margin pressure.

Updates: Henderson Global, recommended as a sell on 10 August 2007 at 148p, looks fairly priced at 73p.

Parkwood, tipped on 18 September 2008 at 97.5p is fairly priced at 61p.

Corac, tipped on 14 March 2008 at 75p is fairly priced at 13p.

Keep buying Icap, tipped on 17 December 2008 at 310p and now 231p.

Keep selling Carpetright, recommended as a sell on 17 October 2008 at 549p.

News Tips: Travel & Leisure: Keep selling InterContinental Hotels Group, 525p, because of the tough outlook, although Millennium & Copthorne, 247p, and Whitbread, 805p, both look fairly priced.

Airlines: Ryanair looks high enough at E3.06 after its Q3 losses.

Rights Issues: the Xstrata rights issue is worth backing given the 60%-plus discount.

Mobile Telecoms: In spite of the yield, BT is still a sell at 103p because of the uncertainty it faces, while Vodafone looks fairly priced at 134p.

Real Estate: Keep buying London & Stamford, a Tip of the Year, while Helical Bar is also a buy.

Engineering: Hampson is fairly priced at 85p given the problems facing the airline manufacturers.

JD Sports: A long term buy at 235p as it bucks the gloomy retail trend.

Mining: EMED, 4.5p, and Centamin Egypt, 48p, remain buys, although the suspension of Cambridge Mineral Resources shows the dangers that exist in the sector.

Fuel Cell Technology: A classic `jam tomorrow' sector, although Energetix, 40p, offers speculative good value as it uses more conventional technology to achieve similar results.

Biotechs: Keep buying Immupharma, 90p, given the potential for its Lupuzor drug.

Software: Innovations, 6.5p, is a speculative buy as a potential bid target.

Feature Tips: Simon Thompson offers his portfolio of undervalued stocks for 2009: Mallett, 50p; GNE Group, 150p; French Connection, 48p; Trikona Trinity Capital, 34p; Trafficmaster, 16p, and BATM Communications, 24p.

Results' Tips: Buy AstraZeneca, £26.70; Buy Eaga, 149p; Sell Arm Holdings, 92p.

Funds Tips: Buy Ecofin Water & Power, 120p, for its management track record and yield.

Ideas of the Week - IC: FTSE 350 Construction & Materials: there remains a significant risk of a major pull-back.

Euro/Dollar: expect progress this year towards E0.90.

Gold: the price is likely to be below US$700 again this year.

FTSE 100: the bears may eventually have the edge on the bulls.

Ideas of the Week - City: Dow Jones Industrial Average: the eventual breakout will be `strong and sudden'.

FirstGroup: Charlie Menegatos at Accendo Markets thinks the case for the downtrend seems compelling.

HMV: Steven Mayne at Montague Pitman sees a short-selling opportunity after the recent bounce.

Sterling/Dollar: Tarquin Coe at Investors Intelligence thinks a sustained move towards US$1.30 would create the target of sterling-dollar parity.

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Post Sun Feb 15, 2009 11:28 pm   Reply with quote      

Share Tips from the Weekend Press 14 Feb - 15 Feb 2009

The Times

Tempus: Nick Hasell says that when Go-Ahead Group this week kicks off the reporting season for the big rail and bus groups the main issue will be whether the government will provide some assistance in the same was as it has done for the car companies. But while a bailout of train operators is likely to prove politically unacceptable, the government could ease the restrictive fare formulas based on the RPI now that inflation has fallen so sharply.

The Daily Telegraph

Brokers' Tips: Buy Compass Group at 343p, says Bank of America/Merrill Lynch; Buy BP at 487p, says Evolution; Buy BHP Billiton at £11.60, says Deutsche Bank; Buy Carpetright at 368p, says Seymour Pierce.

Hold Barclays Bank at 105p, says Cazenove; Hold Sage Group at 186p, says Teathers; Hold Wolfson Microelectronics at 72p, says Panmure Gordon; Hold Yell Group at 48p, says Crédit Suisse.

Sell Scottish & Southern Energy at £11.99, says SG Cross Asset Research.

The Independent

No Pain, No Gain: Derek Pain reveals that Pan Andean Resources chairman John Teeling plans to `sweat out these difficult times' in the hope that some of the exploration group's promising but as yet untapped operations in South America eventually pay off.

The Daily Mail

Investment Extra: Ben Laurance reveals the sobering conclusion of the latest Global Investment Returns Yearbook, sponsored by Crédit Suisse, which says there is no better than a 50% chance that stock markets will regain their highs by 2019.

Brokers' Tips: Buy Centamin Egypt at 51p, says Evolution; Buy Antisoma at 26p, says KBC Peel Hunt; Buy Micro Focus International at 295p, says Piper Jaffrey.

Sell Punch Taverns at 44p, says KBC Peel Hunt; Sell Fidessa Group at 620p, says Panmure Gordon; Sell Randgold Resources at £33.96, says Evolution; Sell Sage at 177p, says KBC Peel Hunt.

The Sunday Times

Inside the City: Jenny Davey thinks that Shire Pharmaceuticals is worth a look at £10.04 in spite of the price being close to a 52-week high. But this week's results are likely to show continued revenue growth from new drugs, with the City backing its well thought-out business plan to deliver alternative revenue streams when blockbuster Adderall XR loses patent protection.

Sharewatch: BT's 81% slide in Q3 profits has left the company valued at less than BSkyB, with little hopes of a market recovery if the dividend is cut as expected.

Directors' Deals: Unilever non-executive director Byron Grote bought £25,000 worth of shares after the solid Q4 results; SSL International divisional MD Ian Adamson bought shares to the value of £35,000.

The Observer

Market Forces: Richard Wachman says that Thursday's Q4 trading update from Kingfisher will not only reveal bad news from B&Q in the UK but even worse figures from China. Investors now fear CEO Ian Cheshire may throw good money after bad rather than exit the Chinese market.

New Reed Elsevier CEO Ian Smith could be interested in a merger with Dutch rival Wolters Kluwer, although investors should hold the stock for fundamentals rather than hopes of a mega deal.

The Sunday Telegraph

Sunday Questor: Garry White says buy Rolls-Royce, 328.5p, as a safe haven in turbulent times, especially as the market is undervaluing the visibility of future earnings.

Hold Rio Tinto, £19.89, until there is more clarity from regulators over the Chinese investment stake.

Hold BT Group, 99p, as there is no point in selling at current levels.

The Mail on Sunday

Midas: Joanne Hart says buy Thomas Cook Group, 224p, as it is looking more focused than it has done for years while the 6% yield also offers attractions for income.

Update: Take some profits in HCL, tipped two months ago at 115p and now 137p, although hold the rest as there is more to come.

The Investors Chronicle

Buy Aviva at 389p; enjoys a strong capital position, with solid growth and good geographical spread. The 9% yield also looks tempting.

Buy Educational Development at 53p; should benefit from extra government focus on training in the recession, helped by a chunky cash pile.

Sell Liberty International at 402p; there is more bad news from the property sector to come, making hopes of a rally unlikely to come true.

Sell Clapham House at 77p; vulnerable to even a small drop in turnover because of its high operational gearing.

Sell Ryanair at E3.40; the strategy of expansion at all costs is questionable, given the uncertain outlook.

Sell Maxima Holdings at 99p; looks set for a difficult year because of the slowdown in spending by key clients.

Updates: Keep selling BSkyB, recommended as a sell on 10 October 2008 at 406p and now 470p.

Keep buying London & Stamford, tipped on 9 January 2009 at 103p and now118p.

Keep selling Morse, recommended as a sell on 23 October 2008 at 24p and now 7p.

Keep selling Zetar, recommended as a sell on 30 January 2009 at 133p and now 115p.

Peter Hambro Mining, recommended as a sell on 2 January 2009 at 331p, looks high enough at 507p.

News Tips: Real Estate: Sell Hammerson, 425p, although keep an eye on Great Portland Estates, Derwent London and Shaftesbury.

General Retail: it is still too early to buy into the retail sector, so keep selling DSG International, Home Retail Group, Debenhams, JJB Sports and Carpetright.

Industrial Transportation: Hellenic, 67p, Globus, 74p, and Goldenport, 118p, remain high enough in spite of the rise in the Baltic Dry Index.

Technology Hardware: CSR, 197p, looks only fairly priced after the £91m deal for US based chip supplier SiRF.

Oil & Gas: keep buying BG Group, £10.32, as it bids £361m for Pure Energy Resources.

Telecoms: Cable & Wireless, 157p, remains good value even after market disappointment that favourable currency movements have not led to an earnings upgrade.

Feature Tips: Martin Li and Mark Robinson believe that a bull market in uranium is on the cards, which could benefit Kalahari Minerals and Niger Uranium.

Results Tips: Buy BG, £10.12; Sell Randgold Resources, £30.37; Sell Wolfson Microelectronics, 76p; Sell Barclays Bank, 113p; Buy GlaxoSmithKline, £12.50.

Funds Tips: Buy Artemis Income Fund, 130p, for its track record and high historic yield.

Ideas of the Week - IC: FTSE 350 Banks: further heavy losses seem likely, with a good shorting opportunity set to arise before long.

Dollar/Sterling Exchange Rate: the dollar could return to 74p and then 78p.

Long Gilt Future: record highs above 124.9 are likely this year, but now is not yet the time to go long.

FTSE 350 General Retail: an eventual retreat to the lows of 846 is likely, with possibly 598 further out.

Ideas of the Week - City: Dow Jones Industrial Average: the bears are frustrated at the rally back upwards.

Euro/Sterling Exchange Rate: David Linton at Updata thinks the crisis for Sterling is over for the short term.

Nasdaq 100: Tarquin Coe at Investors Intelligence says the technology-laden index remains oversold even after the recent rally.

Shaftesbury: Steven Mayne at Montague Pitman thinks a buying opportunity may be materialising.

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Post Sun Feb 22, 2009 7:40 pm   Reply with quote      

Share Tips from the Weekend Press 21 Feb - 22 Feb 2009

The Times

Tempus:...Dan Sabbagh says Centaur Media's disclosure that its recruitment advertising had fallen by 66% has hit sector sentiment hard and suggests that several professional publishing stocks are overvalued in a business facing a sharp downturn. Even such resilient players as Reed Elsevier, 528p, are unlikely to do much more than hold their own, although Reed's quality portfolio means that it should recover well whenever the upturn comes.

Personal Investor:...Robert Cole thinks that while Legal & General may be worth watching as a recovery opportunity when the present uncertainty surrounding it and the sector clears, it is too early to start buying just yet.

The Daily Telegraph

Brokers' Tips: Buy Rolls-Royce at 315p, says Credit Suisse; Buy Carillion at 233p, says Numis; Buy BPP at 318p, says WH Ireland; Buy Serco at 428p, says Deutsche Bank; Buy G4S at 194p, says Collins Stewart.

Hold Lloyds Banking Group at 90p, says Panmure Gordon; Hold Halma at 177p, says Cazenove; Hold Schroders at 772p, says Bank of America/Merrill Lynch.

Sell HMV Group at 144p, says Seymour Pierce.

The Independent

No Pain, No Gain:...Derek Pain thinks Blavod Extreme Spirits, 5p, looks interesting with its rather trendy black vodka brand which could prove more resilient in a downturn than some of the mass market brands from the stock market's only other quoted wine & spirit group, Diageo.

The Daily Mail

Investment Extra:...Simon Duke says sell Autonomy after the 20% surge in the shares over the past year which has led to a `dizzying valuation', with some investors also worried about founder and CEO Mike Lynch's `penchant for a deal'.

The Sunday Times

Inside the City:...James Ashton notes that Cookson's £240m fund raising was accompanied by a move to ensure that CEO Nick Salmon and FD Mike Butterworth still received their bonus shares. Although it may be a small price to pay for management continuity, they might have had difficulty finding other jobs in current conditions if they had walked. But Investec regards the shares as not particularly expensive in comparison with its peers.

Logica shares may look cheap on a p/e of seven, but there are not enough reasons to buy the shares at present.

Sharewatch: Centaur Media could have further to fall after last week's 27% slide to 24p following a surprise profit warning.

The Observer

Market Forces:...Tim Webb thinks Anglo American made the right call to cut the dividend and preserve cash, something that Rio Tinto CEO Tom Albanese might have considered rather than pushing through the Chinalco deal.

Centrica will have to put up with the bad press from its high profits - expected to top £2.5bn this week - as it needs the money to invest in new power plants. Meanwhile, CEO Sam Laidlaw should stick to his guns over buying the 25% stake in British Energy as he cannot afford to pass up this opportunity.

The Sunday Telegraph

Sunday Questor:...Garry White says buy Hargreaves Services, 542.5p, as the recent fall looks overdone given the revamped prospects for coal-fired power generation.

Hold Fresnillo, 413p, after the 62% gain since being tipped on 19 January as precious metals are likely to remain an attractive safe haven this year.

Hold Anglo American, £10.27, as most of the bad news is already in the price.

The Mail on Sunday

Midas:...Joanne Hart says buy Halfords, 254.5p, as it is performing better than many retailers because it provides a distinctive offering and also has the potential to grow over the next few years.

Update: Take some profits at Asterand after a strong run, selling 75% and keeping the rest.

The Investors Chronicle

Tips of the Week: Buy Smith & Nephew at 542p; a medium-term play on sales of its orthopaedic products being sold to the baby boomer generation now living longer, but still facing knee and hip problems.

Buy Polo Resources at 3p; a small miner with big ambitions, backed by a portfolio of assets including mining licences and equity investments which gives it a demonstrable value of twice its share price.

Buy Local Shopping Reit at 29p; undervalued as it is trading on a 74% discount to NAV and has the financing to ride out the recession.

Buy Sepura at 34p; the rating is too low as it reflects past disappointments rather than the robust potential for its secure and reliable communication products for emergency services in the downturn. Sell Abbey at 310p; the Dublin-based housebuilder which has two-thirds of its business in the UK is set to make a full-year loss and there is no chance of a dividend.

Sell Hunting at 424p; the premium rating looks undeserved given its exposure to distressed well-services markets in the US and UK.

Updates: Helesi, tipped on 19 January 2007 at 121p now looks only fairly priced at 49p; Keep selling British Land, recommended as a sell on 19 December 2008 at 551p and now 454p.

Keep buying AssetCo, tipped on 5 December 2008 at 54p and now 39p.

Halma, tipped on 10 December 2007 at 225p, looks only fairly priced at 177p.

Keep buying Relax, tipped on 4 December 2008 at 23.5p and now 70p.

News' Tips: Rio Tinto: Keep selling at £18.90 given doubts over the Chinalco deal. But buy Kalahari Minerals, 64p, where Rio has taken its stake to 16%.

Legal & General: keep selling at 40p given the uncertain outlook.

Lloyds Banking Group: sell while you can as the prospect of State control grows.

GlaxoSmithKline: offers good value for its defensive appeal, although both AstraZeneca and Shire are buys.

BSkyB/ITV: avoid both but take a look at niche specialists such as Future and Ten Alps.

Hardy Oil & Gas: high enough at 180p as it is unclear whether the market is discounting the expected highly dilutive rights issue in the next year or two.

Raven Russia: good value for speculative investors at 15.5p.

Hydrodec: fairly priced at 9.5p after being hit hard by the US slowdown.

Restaurant Group/Clapham House: sell both given the poor consumer outlook.

Sports Direct/JJB Sports: keep selling both retailers.

Aquarius Platinum: sell at 182p even after the Ridge Mining deal as its prospects still depend on the platinum price recovering and a favourable refinancing.

Neuropharm: sell at 17p given the weak sentiment towards biotech stocks.

Clean Air Power: fairly priced at 26p after the recent doubling of the price.

Micro Focus: keep selling at 266p following the stock sale by a long-term investor.

Pace: fairly priced at 54p given potential weak sentiment, while BSkyB remains a sell as it may struggle with subscription growth.

Kentz: keep buying at 106p following its latest contract win.

Telecom Plus: good value at 340p, given the positive outlook.

Results' Tips: Sell InterContinental Hotels Group, 487p; Buy Diageo, 867p; Buy Domino's Pizza, 220p; Buy Antisoma, 28p; Buy (speculative) 1st Dental Laboratories, 4.5p; Buy Encore Oil, 8.5p; Buy Fiske, 53.5p; Sell Morse, 7p; Buy Centamin Egypt, 52p.

Funds' Tip: Buy City Financial Strategic Gilt Fund, 139p, for a possible higher return than from corporate bonds.

Ideas of the Week - IC: British Land: the outlook looks bleak and it could fall as low as 365p.

FTSE 100: likely to slide to 3600 and below sooner or later.

J Sainsbury: a return to October's low of 236p is probable, with 215p possible.

Yen-Sterling: a final upward thrust of the yen bull market is due.

Ideas of the Week - City: Balfour Beatty: Steven Mayne at Montague Pitman suggests it may be time to consider shorting the stock after its recent run.

DJIA: inherent weakness and 7000 seems a credible target on the downside.

FTSE 100: David Linton at Updata thinks the downside risk remains high, with the market having the potential to take out its March 2003 low of 3277.

IBEX 35: Warren Firth at IG Markets thinks Spanish stocks are primed for a big move, so buy above 8020.

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Post Sun Mar 01, 2009 11:25 pm   Reply with quote      

Share Tips from the Weekend Press 28 Feb - 01 Mar 2009

The Times

Temps: Nick Hasell believes Henderson or Aberdeen Asset Management look the best plays among fund managers with their long-term focus and earnings driven more by cost-saving consolidations than improved investor sentiment.

Personal Investor: Robert Cole thinks that Persimmon's results this week should give an indication whether it offers recovery potential for investors, especially given its lower-level of indebtedness than for most of its competitors.

The Daily Telegraph

Brokers' Tips: Buy Associated British Foods at 647p, says Panmure Gordon; Buy BAE Systems at 386p, says Cazenove; Buy Prudential at 256p, says Keefe, Bruyette & Woods.

Hold Tesco at 345p, says Merrill Lynch; Hold Kingfisher at 132p, says Credit Suisse; Hold Anglo American at £10.27, says Deutsche Bank; Hold Redrow at 122p, says Citigroup.

Sell Millennium & Copthorne Hotels at 218p, says Citigroup; Sell InterContinental Hotels Group at 475p, says Teathers.

The Independent

No Pain, No Gain: Derek Pain thinks Kaupthing's 15.6% stake in Circle Oil, 18p, will weigh on the price until the shares owned by the distressed Icelandic bank are eventually placed.

The Daily Mail

Brokers' Tips: Buy Abcam at 560p, says Oriel Securities; Buy Communisis at 27.5p, says Panmure Gordon; Buy Cosalt at 86p, sys Evolution.

Sell Bodycote at 107p, says Finncap; Sell Cadbury Schweppes at 523p, says UBS; Sell (reduce) Psion at 40p, says Teathers; Sell (reduce) Liberty International at 329p, says Oriel Securities.

The Sunday Times

Inside the City: Jenny Davey thinks Carillion is worth buying at 220p as a sum-of-parts valuation give it a value of 310p a share. The dividend also appears safe and speculation of a rights issue seems wide of the mark.

HSBC has come up with a list of `safer cyclical' stocks for recovery, headed by Rolls-Royce and followed by Morgan Sindall, Elementis, Thomas Cook, Kier, Tui Travel, 888 Holdings, United Business Media, Kesa and Eurasian Natural Resources.

Sharewatch: Rightmove surged 5% on Friday to 206.5p after it showed that sales & lettings property advertising had moved online from newspapers and other traditional media.

The Observer

Market Forces: Richard Wachman thinks Pearson must be careful this week not to upset the market with its comments on future prospects as the current mood is an unforgiving one.

Persimmon's share price rise suggests that perhaps the tide is turning for housebuilders.

Keep clear of HMV, 128p, where all the good news is already in the price.

The Sunday Telegraph

Sunday Questor: Yvette Essen says buy Bunzl, 581p, which is benefiting from Sterling's weakness against both the dollar and euro.

Avoid Segro, 107p, which remains too risky in spite of its restructuring and lowly p/e.

Buy Hardy Underwriting, 264.5p, which does not look expensive on a prospective p/e of 6.3.

The Mail on Sunday

Midas: Joanne Hart says buy Amlin, 343p, which is a well-managed, focused specialist insurer.

Update: Take some profits at Kalahari Minerals, tipped at the start of February at 43p and now 73p, by selling 50% and holding the rest. But new investors should wait for a price dip before buying.

The Investors Chronicle

Tips of the Week: Buy Unite at 49p; positive news on funding with the 9 March results could give the shares a major lift, although the big discount to NAV makes it a buy in any case.

Buy Altona Energy at 2p; offers significant upside potential from its coal-to-liquids project in South Australia and already has strong partnerships in place.

Buy Manpower Software at 42p; offers defensive appeal from its long-term contracts, cash in hand and a focus on IT projects that help companies cut costs.

Sell Carnival at £13.14; even the historical low rating could be vulnerable to further downgrades given the potentially challenging market for cruising.

Sell Go-Ahead Group at 964p; faces short-term weakness from falling numbers of rail travellers, along with long-term structural problems, especially in its troubled aviation services business.

Sell Thorntons at 55p; its vertically integrated structure leaves it sensitive to a slowdown in sales or cost increases in the current market.

Updates: Keep selling Land Securities, recommended as a sell on 29 January 2009 at 674p and now 544p.

Keep buying Coffeeheaven International, tipped on 7 November 2008 at 17p and now 13p.

Keep buying Balfour Beatty, tipped on 11 July 2008 at 413p and now 329p.

Keep buying Nighthawk Energy, tipped on 16 January 2009 at 32p and now 23p.

Keep buying Fortune Oil, tipped on 19 October 2007 at 6.5p and now 5.7p.

Keep buying EMED Mining, tipped on 19 June 2008 at 27p and now 4p.

News' Tips: Retailers: The downturn in the central and eastern European economies means that Kingfisher is a sell while Kesa Electrical and Unilever look high enough.

Bulgarian Property Developments: Shareholders should reject the 16p a share offer from Joe Lewis's Windsorville vehicle, although investors with a risk appetite should consider buying at 17p.

Pubs: keep selling Enterprise Inns, 46p, and Punch Taverns, 38p, although Mitchells & Butlers (a 2009 Tip of the Year) remains a speculative play on the view it will survive the downturn.

Civil Aerospace: Senior, 25p, and Umeco, 172p, are downgraded to high enough, while Meggitt, 123p, is fairly priced.

Mining: Chinalco's deal with Rio Tinto is good news for European Nickel, a long-term buy at 7.5p; Circle Oil is also a buy at 18.5p.

Microgen: Has proved resilient in the downturn so far and offers good value.

Hirco: The slide in the price and 92% discount to NAV looks a buying opportunity at 57p for those prepared to take a risk.

Amec: Fairly priced at 528p after its latest contract win.

Cattles: Sell at 4p as time may be running out.

Associated British Foods: High enough at 658p as its future looks unclear in spite of Primark's strength.

Results' Tips: Sell Barratt Developments at 78p; Buy Kier, 928p; Buy Dechra Pharma, 395p; Sell Rentokil Initial, 44p; Buy Rexam, 265p; Sell Travis Perkins, 309p; Buy International Ferro Metals, 21p; Sell Petra Diamonds, 26p; Buy Shire, 900p; Buy BAE Systems, 397p; Buy London Capital Group, 273p; Buy Albemarle & Bond, 201p; Buy XP Power, 137p.

Funds' Tip: Buy Henderson Far East Income trust, 198p, for its sustainable yield and no gearing.

Ideas of the Week - City: Dow Jones Industrial Average: the bearish momentum is not yet oversold, leaving more scope for further downside.

FTSE 100: David Linton at Updata is worried that the market could emulate the long-term decline that has characterised Japan for many years.

Next: Steven Mayne at Montague Pitman suggests waiting for a near-term rally to go short, targeting a move back to 800p.

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Post Tue Mar 10, 2009 7:27 am   Reply with quote      

Share Tips from the Weekend Press 07 Mar - 08 Mar 2009

The Times

Tempus: Nick Hasell thinks that risk-averse investors looking for stocks with resilient dividends should consider companies identified by Citigroup for their scale, potential yield and dividend cover. These include: AstraZeneca, BAE Systems, Homeserve, Keller Group, LogicaCMG, Mitie Group, Stagecoach, Thomas Cook, WH Smith, WPP and WS Atkins.

Personal Investor: Robert Cole thinks that `nervous' HSBC shareholders should sell their `nil-paid' rights to buy new shares as soon as possible, since experience shows the value of these options erodes quite quickly.

The Daily Telegraph

Brokers' Tips: Buy National Express at 233p, says Merrill Lynch; Buy Persimmon at 347p, says Ciitigroup.

Hold Royal Bank of Scotland at 23p, says Charles Stanley; Hold William Hill at 247p, says Numis; Hold RSA Insurance Group at 144p, says Deutsche Bank; Hold Pearson at 660p, says Cazenove.

Sell Marks and Spencer at 265p, says Crédit Suisse; Sell White Young Green at 26p, says Altium; Sell Whitbread at 747p, says SG Cross Asset Research.

The Independent

No Pain, No Gain: Derek Pain believes that HSBC's decision to raise £12.5bn funds from investors has probably sealed the comeback of traditional rights issues, with a steady flow of similar cash calls likely in the months ahead.

The Daily Mail

Investment Extra: Ian Lyall suggests taking some profits at ImmuPharma following the recent surge on speculation of good news for its early stage cancer treatment. Also, keep a close eye on another recent tip, Cryptologic, where former head Javaid Aziz is agitating for change.

Brokers' Tips: Buy Ascent Resources at 3p, says Fox Davies Capital; Buy DSG International at 21p, says Oriel; Buy Leni Gas & Oil at 3p, says WH Ireland; Buy Senior at 25p, says KBC Peel Hunt.

Sell Dimension Data at 38p, says Altium; Sell Robert Walters at 85p, says Panmure Gordon; Sell Playtech at 341p, says Evolution; Sell Tesco at 308p, says Oriel.

The Daily Express

Taking Stock: David Shand thinks that while so-called clean technology stocks have been hit by the recession and shortage of finance, next month's Energy Bill could provide a catalyst for the sector. Broker Edison favours players such as Novera Energy, Hansen Transmissions, Renesola, Ocean Power Technologies and Kedco.

Ones to Watch: Goals Soccer Centres, 152p, looks good value, as the downturn has so far not hit the popularity of organised five-a-side football.

Heritage Oil, 240p, is interesting for bid appeal and exploration prospects.

The Sunday Times

Inside the City: Jenny Davey thinks results this week from Wm Morrison will consent to show the supermarket group's remarkable success under CEO Marc Bolland. But the real challenge lies ahead in addressing the strategic challenges of non-food sales and online shopping.

Keep an eye on National Grid which insists it will not cut its dividend while continuing its policy of increasing this by 8% a year until 2012.

Sharewatch: Investors should keep clear of UK Coal, down 29% last week to 77p, as commodity prices show little sign of recovery.

Heaven & Hell Portfolio: Peter Sherlock has sold Mitchells & Butlers as it was trading near the top of its range, while also getting out of Minster Pharmaceutical just ahead of its steep fall.

Directors' Deals: Rank Group CEO Ian Burke added 85,000 shares at 60p each; Greencore CEO Patrick Coveney bought 302,500 shares at ~0.82 each.

The Observer

Market Forces: Richard Wachman says the key question for BP is the direction of the oil price, with analysts convinced the dividend will have to be cut substantially if the price falls below the current US$40-UD$45 a barrel.

Results this week for JD Wetherspoon are likely to show it is still outperforming its rivals in the recession, although there are concerns it may still have to raise funds from shareholders.

The good news is already in the surging Greggs share price, with brokers sounding a note of long overdue caution.

The Sunday Telegraph

Sunday Questor: Garry White says avoid Old Mutual, 32p, given the continued risk and lack of dividends at present, although it may prove a buying opportunity before too long.

Buy Aggreko, 413p, which is benefiting from growing demand in developing countries for temporary sources of power because of the lack of finance for permanent generation.

Buy Balfour Beatty, 323p, which has strong momentum and good earnings visibility in the year ahead.

The Mail on Sunday

Midas: Joanne Hart suggest Greggs is a buy, even at £36.53 as a likely ten-for-one share split should leave it at a more manageable level of about 350p, while there is more growth to come.

Update: Hold RWS, tipped nine months ago at 380p and now 240p, as brokers firmly believe it is worth over 400p.

The Investors Chronicle

Tips of the Week: Buy Lonrho at 2.5p; offers speculative upside from its diversified strategic assets and growing investor interest in Africa.

Buy New Britain Palm Oil at 240p; a long-term investment for its yield and strong cash flows, along with good growth prospects.

Buy Hirco at 55p; a speculative play for investors with a strong risk apptitite as Laxey's proposals could act as a catalyst.

Sell Whitbread at 742p; remains vulnerable to the consumer slowdown as well as facing fierce competition, especially given the fixed costs of the catering industry.

Sell Grafton at ~1.36; facing a tough time because of its exposure to both the depressed UK and Irish housing markets, with the dividend also likely to be axed.

Sell Umeco at 164p; poised to breach banking covenants, while declining demand for aircraft is adding to its problems.

Updates: Keep selling Goals Soccer Centres, recommended as a sell on 23 January 2009 at 123p and now 118p; Keep buying Dragon Oil, tipped on 30 January 2009 at 144p and now 136p; Keep buying Valiant Petroleum, tipped on 5 June 2008 at 938p and now 275p; Keep buying Eros International, tipped on 9 January 2009 at 138p and now 79p; Keep buying Petrofac, tipped on 5 January 2008 at 605p and now 440p; Keep buying BG, tipped on 31 October 2008 at 731p and now 909p.

News Tips: Mining: take profits at Fresnillo and Hochschild as bullion prices are set to fall.

Trikona: a high-risk buy at 28p as activist investors seek to return cash to shareholders.

Cattles: sell quickly as there is little left for investors.

Taylor Wimpey: keep buying at 18p as it moves closer to restructuring its debts.

Real Estate: Segro looks fairly priced at 88p given its poor dividend visibility, while Brixton is a sell at 24p as bond debt maturing next year could finish it off.

Results Tips: Sell ITV, 23p; Sell LSL Property Services, 65p; Buy Carillion, 253p; Sell Restaurant Group, 125p; Buy Sportingbet, 40p; Sell CRH, ~14.83; Buy STM, 42p; Buy Boomerang Plus, 98p; Buy Macau Property Opportunities Fund, 51p; Buy Primary Health Properties, 255p; Sell Atlas Estates, 40p; Buy ROC Oil, 14p; Buy Anglo Pacific Group, 105p; Sell Hunting, 404p; Buy Hansard Global, 146p; Sell Royal Bank of Scotland, 22.5p; Sell RSA Insurance, 138p; Sell Lloyds Banking Group, 47p; Buy Amlin, 377p; Buy Hardy Underwriting Bermuda, 263p; Buy Netcall, 13p; Buy Ultra Electronics, £11; Sell Liberty International, 307p; Buy 4imprint Group, 110p; Buy Capita, 648p; Buy Serco, 382p; Sell Hays, 72p; Sell Trinity Mirror, 21p; Sell Wilmington, 98p; Buy Novera Energy, 33p; Sell Rightmove, 222p; Sell BBA Aviation, 70p; Sell National Express, 221p; Sell Minerva, 8p; Sell Rank, 62p.

Funds Tips: Buy iShares S&P Global Clean Energy, US$9, for its broad exposure to clean energy themes supported by the new Obama administration.

Ideas of the Week - IC: Banks: any corrective rallies may offer good short-selling opportunities.

FTSE 100: the bear market still has further to go.

FTSE 250: it is only a matter of time before November's low-point is revisited.

General Retail: further falls are likely.

Ideas of the Week - City: CRB Commodity Price Index: Tarquin Coe at Investors Intelligence thinks that while the index is a buy again, traders should go short on a break below 183.

Dow Jones Industrial Average: the Dow falling towards 6400 or so, followed perhaps by a bounce.

FTSE 100: David Linton at Updata points out that the Blue Chip index has already breached 2003 lows in dollar terms, if not Sterling.

Marks and Spencer: Steven Mayne at Montague Pitman thinks that short to medium-term traders should consider opening short positions as the rally appears overdone.

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Post Mon Mar 16, 2009 11:35 am   Reply with quote      

Share Tips from the Weekend Press 14 Mar - 15 Mar 2009

The Times

Tempus:...Nick Hasell thinks that GlaxoSmithKline, £10.33, is worth buying for the long-term on fundamentals rather than because of speculation it might make a move for AstraZeneca. But it is more likely that new CEO Andrew Witty will add consumer healthcare brands that become available, such as Wyeth's following the takeover by Pfizer.

Personal Investor:...Robert Cole says buy Ventus, an investment fund managed by Climate Change Capital, as a long-term environmental play with attractive tax breaks as a venture capital trust.

The Daily Telegraph

Brokers' Tip: Buy WPP at 374p, says Numis; Buy Carillion at 225p, says Charles Stanley; Buy Aggreko at 377p, says Altium; Buy Arriva at 433p, says Panmure Gordon; Buy BG Group at 894p, says SG Cross Asset Research; Buy British Airways at 126p, says Collins Stewart; Buy Cobham at 184p, says Evolution.

Hold BP at 422p, says Credit Suisse.

Sell DSG International at 22p, says SG Cross Asset Research.

The Independent

No Pain, No Gain:...Derek Pain says small shareholders in GNE Group, 156p, think they have a chance to defeat plans by the company to renege on payment of a 150p a share special dividend. The cause of the change of plan was the arrival of Microgen chairman Martyn Ratcliffe on the share register with ambitious proposals to turn the company into a fully-listed investment trust specialising in high-tech shares.

The Daily Mail

Investment Extra:...Alex Brummer reports back from a trip to Chicago with a team from Neptune Investment Management, led by veteran fund manager Robin Geffen. The fund has outperformed most of its rivals and Geffen thinks that US stocks offer opportunities at present as the US may be first out of the recession. Neptune is also enthusiastic about the defensive qualities of healthcare and biotech stocks in the US.

Brokers' Tips: Buy Inmarsat at 459p, says Investec; Buy Plant Health Care at 172p, says Evolution; Buy Regenersis at 61p, says KBC Peel Hunt; Buy JD Wetherspoon at 341p, says Blue Oar Securities.

Sell Britvic at 236p, says Altium; Sell Electrocomponents at 130p, says KBC Peel Hunt; Sell Home Retail at 189p, says Oriel.

The Sunday Times

Inside the City:...Jenny Davey believes the Aim market is too important to lose as a means for small and medium sized companies to raise funds. But the government needs to take bold action fast to ensure its survival.

Sharewatch: Standard Life surged 36% to 181p last week after revealing a 6% profits increase and hiking the dividend.

The Observer

Market Forces:...Richard Wachman thinks the sell-off of Thomas Cook and Tui last week looks overdone, although this week's trading update from Cook should prove interesting reading.

The market appetite for rights issues has got to end some time, which could be bad news for weaker stocks such as Brixton Estates.

The 10% surge in Tullow Oil's price over the past three weeks to 748p suggests there may be some truth to speculation it is a target for Chinese predators.

The Sunday Telegraph

Sunday Questor:...Garry White says buy Cineworld, 120p, given the strength of the movie market even in a recession, with several blockbuster films due to be released over the summer.

Hold Dignity, 595p, for its defensive appeal although its rating looks rather full.

Buy National Grid, 554p, as a strong defensive play with income attractions.

The Mail on Sunday

Midas:...Joanne Hart says buy Petroceltic International, 4p, which looks cheap as the potential from its massive Algerian gas field is not priced in by the market.

Update: Hold Cobham, tipped last November at 172p and now 184p, as it should deliver strong growth over the next few years.

G4S, tipped last November at 202p and now 184p, remains a `compelling buy' as the world's biggest security company and following last week's 23% rise in core profits.

The Investors Chronicle

Tips of the Week: Buy Imperial Tobacco at £15.14; still offers defensive appeal with strong cash flow and rising dividends, while the Altadis integration is going well.

Buy European Nickel at 8p; looks cheap given the likely revival in the nickel price at some point.

Buy FDM at 94p; the below-sector rating is unjustified, given the IT company's defensive attractions.

Sell Michael Page International at 197p; profits are set to fall sharply this year although it has enough cash to survive the recession.

Sell Lonmin at £10.51; a fund-raising looks likely even after scrapping the dividend, while there is little prospect for a platinum price recovery until next year.

Sell DSG International at 19p; the new store formats may be too late to offer much help against the downturn.

Updates: Keep buying Abcam, tipped on 28 November 2008 at 475p and now 537p.

Keep buying (speculative) Bulgarian Land Developments, tipped on 15 January 2009 at 35p and now 26p.

Keep buying Unite, tipped on 27 February 2009 at 49p and now 72p.

Keep selling GTL Resources, recommended as a sell on 15 May 2008 at 33.5p and now 11.5p.

Sell Scott Wilson, recommended as a buy on 31 October 2008 at 113p and now 49p.

Keep selling Zenergy, recommended as a sell on 21 November 2008 at 107p and now 112p.

News' Tips: Oil: keep buying the long oil trade using the ETF Securities instrument based on the Brent price (OILB), even though at US$29.55 it is down slightly on the January tip price.

Banks: keep selling Barclays Bank, 66p, which may need to raise even more capital, while investors should also sell Royal Bank of Scotland and Lloyds Banking Group as both face nationalisation.

Real Estate: European property stocks Unibail and Corio look more attractive buying opportunities than their UK rivals.

Pharmaceuticals: keep buying Shire, 788p, for bid appeal, while GlaxoSmithKline is favoured over AstraZeneca for its fast-growing consumer healthcare business.

Johnston Press: fairly priced at 6p, although a successful renegotiation of it debts could see a re-rating.

Renishaw: fairly priced at 254p given the poor prospects for global manufacturing.

Resolution: good value at 92p in spite of the FSA probe putting a brake on potential acquisitions.

Feature Tips: Veteran investor Jim Slater suggests a portfolio to protect against inflation while also giving scope for participation in eventual recovery. This includes the following leading international stocks, accounting for 15% of the portilio: McDonald's, Exxon, Microsoft, Wyeth, Amec and BHP Billiton. In addition, he also suggests adding agriculture stocks (10% of the portfolio): Monsanto, Potash and Syngenta.

Results' Tips: Buy International Power, 194p; Buy G4S, 187p; Buy Interserve, 187p; Buy Tullow Oil, 794p; Buy Chime Communications, 70p; Buy BPP Group, 298p; Buy Mears, 233p; Buy Talvivaara, 173p; Buy Petrofac, 450p; Sell Wolseley, 146p; Buy Software Quality Systems, 220p; Buy Aviva, 207p; Buy Novae, 299p; Buy Brit Insurance, 192p; Buy Cobham, 191p; Sell Premier Foods, 27.5p; Sell Galliform, 14p; Buy Biocompatibles International, 100p; Buy Genetix, 45p; Buy Balfour Beatty, 341p; Sell Marshalls, 80p; Sell Aggreko, 417p.

Funds' Tip: Buy Schroder Income Maximiser A Inc, 28p, for its yield and lower volatility than provided by traditional equity income funds.

Trading Tips - IC: Brent Crude: momentum may falter and though US$50 in the short-term is possible, a drop towards US$30 is likely thereafter.

FTSE 350 Chemicals: the sector's bear market remains firmly in place.

FTSE 100: continue to short-sell as the corrective rallies keep failing.

Swiss Francs/Sterling: the next phase of Sterling's fall against the euro and Swiss franc may be under way.

Trading Tips - City: Dow Jones Industrial Average: on a long-term basis, the bear market has further to run.

FTSE 350 General Retailers: David Linton at Updata says the sector rally this year is now in reverse.

Hargreaves Lansdown: Steven Mayne at Montague Pitman suggests going short on any upwards move based on light volume.

S&P 500: Tarquin Coe at Investors Intelligence thinks the bears are retreating and a recovery rally is due.

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Post Sun Mar 22, 2009 10:38 pm   Reply with quote      

Share Tips from the Weekend Press 21 Mar - 22 Mar 2009

The Times

Tempus: Nick Hasell thinks that share buying by Robert Walters, CEO of Robert Walters International, is of more than usual interest as the head of the recruitment consultancy has shown an unerring ability to get his timing right in the past. But other investors might like to wait until the company's Q1 trading update in early April before following his lead.

Personal Investor: Robert Cole says buy Premier Farnell as a play on government efforts to stimulate the economy actually working. If not, then it may have to conserve cash by cutting the dividend.

The Daily Telegraph

Brokers' Tips: Buy International Power at 205p, says Deutsche Bank; Buy G4S at 176p, says Charles Stanley; Buy Wm Morrison at 246p, says Crédit Suisse; Buy Weir Group at 345p, says Merrill Lynch; Buy Tullett Prebon at 173p, says Singer Capital Markets; Buy Cineworld at 120p, says Evolution.

Hold Tullow Oil at 758p, says Collins Stewart; Hold Marshalls at 83p, says Numis.

Sell Johnston Press at 7p, says Numis.

The Independent

No Pain, No Gain: Derek Pain reveals that Relax Group, 66p, is one of several candidates to join his portfolio. But there is no need to rush.

The Daily Mail

Investment Extra: Ian Lyall is adding both British American Tobacco and Imperial Tobacco to the Mail's 2009 portfolio to add a defensive edge.

The Sunday Times

Inside the City: Jenny Davey thinks investors should steer clear of Kingfisher for now in spite of the resilience of the price over the past year. But the rating may not reflect the full economic and execution risks facing the company.

Jarvis is suffering from the uncertainty over Network Rail's investment plans, with few investors willing to bet on big spending on rail over the next five years.

Sharewatch: Carpetright lost 14% to 388.5p last week on concerns CEO Lord Harris might be tempted to swoop on a rival such as Topps Tiles or Allied Carpets.

Heaven & Hell Portfolio: Peter Sherlock has added to his investment in Spice.

Directors' Deals: Wolseley CEO Chip Hornsby has bought 25,000 shares at 201.5p each; Three Friends Provident directors bought heavily into the stock following the 2008 results.

The Observer

Market Forces: Richard Wachman warns that Monday's trading statement from the Daily Mail & General Trust is unlikely to reassure investors, although retail advertising may not be as badly hit as the City's worst fears.

Analysts believe that Smiths Group is benefiting from the strengthening of the dollar, given its US exposure.

Bank shares have surged since the start of the month, but will this be enough for a sustained rally?

The Sunday Telegraph

Sunday Questor: Garry White says buy Playtech, 425p, as there are `exciting prospects' for the group over the next two years.

Buy Cape, 65.5p, as a significant re-rating is a `near certainty'.

Hold Premier Farnell, 120p, for its yield, although this is not a reason to buy.

The Mail on Sunday

Midas: Joanne Hart suggests many small income investors need to focus in companies with cash in the bank and a degree of confidence about the future - such as Serco or BAE Systems.

The Investors Chronicle

Tips of the Week: Buy Weir at 383p; the current rating is too low given its sound balance sheet and good cash generation, along with an attractive yield.

Buy Circle Oil at 19p; offers low operating costs and solid cash flow, with considerable exploration potential.

Buy Rok at 33p; has switched to higher-margin business and continues to have a strong pipeline of work.

Buy Savile Group at 49p; lowly rated but benefiting from continued strong demand for outplacement services.

Sell Game Group at 150p; vulnerable to cyclical downturns in both consumer spending and demand for new consoles, along with fierce price competition in the sector.

Sell Carluccio's at 61p; the prospective of 13x does not look appetising, given the anticipated fall in profits this year.

Updates: Leed Petroleum, tipped on 8 May 2008 at 38p, now looks good value at 15p.

Keep selling Debenhams, recommended as a sell on 16 January 2009 at 34p and now 42p.

OPD, recommended as a sell on 18 September 2008 at 135p looks high enough at 40p in spite of having £10m in net cash.

Keep buying K3 Business Technology, tipped on 16 March 2008 at 121p and now 60.5p.

Keep buying Hirco, tipped on 2 March 2009 at 55p and now 57p.

News Tips: Mining: keep selling Rio Tinto, £18.50, as metal prices head downwards.

Royal Dutch Shell: fairly priced at £15.37 as oil prices are set to firm this year.

ITV: keep clear at 20p as it is expected to make a cash call soon.

Real Estate: the central London real estate investment trusts are likely to recover first, so buy Derwent London, 638p, Great Portland, 233p, and Shaftesbury, 325p.

JJB Sports: sell at 13p.

Trifast: sell at 9p give the risk of operational problems emerging.

Morgan Sindall: good value at 572p.

SIG: fairly priced at 94p as the fund-raising clears up any remaining uncertainties.

Chemring: good value at £20.55 following its results.

Accys: keep buying at E0.73.

BowLeven: a take-out price of 150p should succeed.

Feature Tips: Jim Slater identifies three AIM stocks worth including in a portfolio for `tough times'. They are: Advanced Medical Solutions, Education Development and London Capital Group.

Results Tips: Buy Dignity, 577p; Buy RCG Holdings, 55p; Buy Venture Production, 745p; Buy KBC Advanced Technology, 33p; Buy Derwent London, 638p; Buy Advanced Medical Solutions, 32p; Buy BATM Advanced Communications, 27p; Buy Falkland Oil & Gas, 69p; Buy James Fisher & Sons, 352p; Buy French Connection, 54p; Buy Axis Shield, 295p; Buy Emerald Energy, 408p; Buy Quarto, 78p; Buy Epistem, 277.5p; Buy Healthcare Locums, 122p; Sell Brixton, 16p; Buy Medical House, 15p; Sell Aga Rangemaster, 82p; Sell JD Wetherspoon, 390p; Sell Partygaming, 229p; Buy Coal of Africa, 39p.

Funds Tip: Buy Melchior Japan Investment Trust, 22p, given the 30% discount to NAV and the attractive rating for Japanese stocks.

Trading Tips - IC: FTSE 100: the current rally should prove a good short-selling opportunity.

FTSE 250: further overbought momentum may provide a good time to go short.

FTSE 350 Industrial Engineers: a fall below 1987 is likely to lead to 1393 as the next objective.

FTSE 350 Media: once support around 2277 collapses, expect an eventual fall to 1638.

Trading Tips - City: Dow Jones Industrial Average: it too early to decide whether there is a new upturn.

Fresnillo: Steven Mayne at Montague Pitman suggests the next move for the stock will be negative.

FTSE 100: Warren Firth at IG Markets says that while the bear market may be over, the final bottom has not yet been reached.

Sterling/Dollar: Nicole Elliott at Mizuho Corporate Bank believes the US$1.35 support level will probably hold this year.

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Post Mon Mar 30, 2009 12:31 pm   Reply with quote      

Share Tips from the Weekend Press 28 - 29 Mar 2009

The Times

Tempus: Nick Hasell reviews the Tempus Ten, which is down 4.1% on average since January against a 10.2% slide in the wider market. Best performers are Advanced Computer Software, BHP Billiton, Salamander Energy, Rank Group and Balfour Beatty. Those in negative territory are PayPoint, Babcock International, BAE Systems, Brit Insurance and Futura Medical.

Personal Investor: Robert Cole says buy J Sainsbury even though it looks expensive, as the growth story suggests there is more value to come.

The Daily Telegraph

Brokers' Tips: Buy JD Wetherspoon at 341p, says Numis; Buy Prudential at 252p, says Merrill Lynch; Buy BAE Systems at 328p, says Cazenove.

Hold Stagecoach at 111p, says Collins Stewart; Hold Lloyds Banking Group at 47p, says Citigroup; Hold Cookson Group at 18p, says Arden Partners.

Sell Antofagasta at 542p, says Evolution; Sell Whitbread at 771p, says SG Cross Asset Research; Sell Regus at 66p, says Ciitigroup.

The Independent

No Pain, No Gain: Derek Pain believes the slump in the Mears share price, down from 280p in mid-February to 213p, reflects current market jitters about small stocks as its profits were not quite as good as expected.

The Daily Mail

Investment Extra: Ian Lyall sees signs that the current FTSE 100 strength is nothing more than a traditional bear market rally, with institutional investors preferring to remain overweight in cash rather than plunging back into equities.

The Sunday Times

Inside the City: Jenny Davey believes the attitude of institutional investors to excessive executive remuneration appears to be hardening, although Aviva still managed to get through an above-inflation hike for its directors.

Many retailers desperate to reduce rent bills are likely follow JJB and dump stores using a Company Voluntary Arrangement.

Sharewatch: The 20% surge in Rio Tinto's shares last week to £24.78 could have further to go.

Directors' Deals: Northern Foods CEO Stefan Barden and FD Andrew Booker both added to their stakes in the company last week; Big Yellow co-founder Philip Burks sold 205,000 shares to earn him £430,000.

The Observer

Market Forces: Richard Wachman reports that Blue Oar analyst Douglas McNeill is surprisingly bullish about prospects for British Airways, suggesting a target of 355p against Friday's close of 136p. But airline stocks traditionally recover rapidly after a cyclical downturn, although the trick is to get the timing right.

M&C Saatchi CEO David Kershaw has shown that it is possible for media companies to grew profits even if a recession if they work hard enough.

Cairn Energy, £21.18, could have further to go, not just from its Indian investment but also as a result of the potential in Greenland.

The Sunday Telegraph

Sunday Questor: Garry White says buy Qinetiq, 133p, as the recent falls have been overdone and the 21 May full-year figures should offer reassurance to investors.

Hold Smiths Group, 687p, as it will continue to feel the drag of the recession.

Buy Northern Foods, 51p, as the operation is more tightly run now and the 9% yield looks pretty secure.

The Mail on Sunday

Ask Andy: Schroders fund manager Andy Brough, writing a new occasional column, suggests that William Hill remains an attractive investment and so he will be taking up his rights in the £350m fundraising.

Midas Update: Joanne Hart says investors in Autonomy, tipped last April at 948p and now £12.92, should take some profits, although new investors may also consider buying for future growth.

The Investors Chronicle

Tips of the Week: Buy Scottish & Southern at £11.39p; attractive for its defensive appeal and income, with an expected yield close to 6%.

Buy Catlin at 301p; the rating looks low compared with its peers, given its prospects and the potential yield of over 8%.

Buy Brady at 50p; trading on a lower rating than that of its rivals, with Edison Investment Research suggesting a value closer to 88p on a DCF valuation method.

Buy Northern Petroleum at 81p; well financed and a key player in promising regions, along with an active drilling programme.

Sell Regus at 63p; sell on the back of the recent rally as it faces a difficult time during the recession.

Sell Cape at 77p; the bounce in the price looks a selling opportunity given the squeeze on margins and lack of any bid speculation.

Updates: Keep selling Barclays Bank, recommended as a sell on 23 January 2009 at 75p and now 166p.

Keep buying Lonrho, tipped on 6 March 2009 at 2.5p and now 6p.

Keep selling Oxonica, recommended as a sell on 10 July 2008 at 22.5p and now 10p.

News Tips: Mining: Both Anglo American, 312.28, and BHP Billiton, £14.04, remain fairly priced until the global economy picks up.

Vodafone: fairly priced at 120p following new network deals to reduce costs.

Media: avoid the print media sector as its future looks bleak.

British Airways: fairly priced at 146p pending news of the Iberia merger.

J Sainsbury: keep selling at 326p as margins are being eroded.

Life Assurers: Aviva is the preferred sector play at 233p, with Legal & General a sell at 39p.

Premier Oil: keep buying at £10.77 following the move for Oilexco.

Trikona Trinity: a high-risk buy at 31p as it plans a break-up.

Innovation Group: a speculative buy at 7.5p following the bid interest shown by Carlyle Group.

Dawson Holdings: high enough at 15p after the latest contract losses.

Feature Tips: Nick Louth suggest ten strong recovery plays; Rok, Cookson, 32Red, Stadium, Punch Taverns, Taylor Wimpey, Old Mutual, Raymarine, Costain and Uniq.

Results Tips: Buy Bioquell, 113p; Buy Mallett, 54p; Buy Vindon Healthcare, 21p; Buy Glisten, 58.5p; Buy Nautical Petroleum, 28.5p; Buy European Goldfields, 185p; Buy Prostraken, 62p; Buy Stanley Gibbons, 97p; Buy Alkane Energy, 18p; Buy Mount Engineering, 62.5p; Buy Brainjuicer, 93p; Buy Tenon, 46p.

Funds Tip: Buy City Natural Resources High Yield Trust at 97p for the attractive discount and experienced management.

Trading Tips - City: Dow Jones Industrial Average: the momentum signal is a buy, although it could face resistance between 7909 and 8173.

FTSE 100: David Linton at Updata says the downtrend is set to continue.

ISEQ Overall Index: Warren Firth at IG Markets thinks traders should buy on a fall to 2040, taking profits on a rally to 2350.

NYSE: Tarquin Coe at Investors Intelligence suggests the markets' surge in the past two-weeks could be the signal for the start of a new bull run

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Post Sun Apr 05, 2009 6:54 pm   Reply with quote      

Share Tips from the Weekend Press 04 Apr - 05 Apr 2009

The Times

Tempus: Catherine Boyle sees signs that Sterling's decline against the dollar may be coming to an end, although a sharp rise in value could be disastrous for the UK's fragile manufacturing industry as well as hit companies, including miners and oil producers, which have benefited from the pound's recent weakness.

Personal Investor: Robert Cole reveals that his tips of the year have underperformed by 14% on average against a drop of 12% in the FTSE 100 index. All the shares were down apart from 3i, which has shown a 23% gain since the start of the year. Worst performers were Workspace, National Grid and Serco. Also in the portfolio are AstraZeneca, Associated British Foods, Vodafone, Tesco, Reed Elsevier and Sage.

The Daily Telegraph

Brokers' Tips: Buy Kingfisher at 142p, says SG Cross Asset Research; Buy Fuller Smith & Turner at 377p, says Panmure Gordon; Buy Man Group at 213p, says Jefferies International.

Hold Punch Taverns at 47p, says Citigroup; Hold Legal & General at 39p, says Daiwa Research; Hold Next at £12.94, says Charles Stanley; Hold SIG at 114p, says Royal Bank of Scotland; Hold 3i Group at 261p, says Bank of America/Merrill Lynch.

Sell Mitie Group at 175p, says Altium Securities.

The Independent

No Pain, No Gain: Derek Pain reviews the 10-year performance of his portfolio which has achieved a profit of around £77,000 (ignoring dealing costs and dividends) on an initial investment of £200,000. But he is holding on for the moment to the current 11 stocks, including Whitbread, and Nighthawk Energy, and is looking to add another four or five shares in the coming months.

The Daily Mail

Investment Extra: Ian Lyall believes that Vodafone, 125p, remains a core holding for cautious investors, especially given its 6.5% yield, and is adding it to the Daily Mail portfolio.

Brokers' Tips: Buy Coolabi at 6.5p, says Evolution; Buy M&C Saatchi at 49p, says Singer; Buy Booker at 32p, says Evolution; Buy IG Group at 201.5p, says Daniel Stewart; Buy Hilton Foods at 162.5p, says FinnCap; Buy Prezzo at 24p, says Evolution; Buy ITE at 63p, says KBC Peel Hunt.

Sell Misys at 124.5p, says Citi; Sell Icap at 336.5p, says Daniel Stewart; Sell United Utilities at 482.5p, says Charles Stanley; Sell Marks and Spencer at 316p, says KBC Peel Hunt; Sell Punch Taverns at 83p, says Charles Stanley.

The Daily Express

Taking Stock: David Shand believes there are potentially rich pickings on offer in the oil & gas sector, although the uncertainties over explorers turning their discoveries into actual production means that investors have to do extra research when choosing stocks. Top pick for Citigroup analyst Marc Kofler is Dana Petroleum.

Ones to Watch: Hargreaves Services, 415p, offers good visibility from its long-term transport contracts.

Cranswick, 612p, should benefit from a strong trading update.

The Sunday Times

Inside the City: Jenny Davey thinks Liberty International may have missed the boat with a possible fundraising or asset sale and if it fails to ride out the current `rough period' then the market will be unforgiving.

Speculation is growing that Steve Morgan may opt for a rights issue to fund the acquisition of new development land now that he is back in control at Redrow.

Sharewatch: National Express surged 36% last week to 225p on the appointment of a new chairman and hopes it could renegotiate its East Coast Main Line franchise.

Directors' Deals: ENRC non-executive director Mehmet Dalman has bought 120,000 shares at 415p each; AstraZeneca non-executive director Jean-Philippe Courtois has bought 2,135 shares at £22.99 each.

The Observer

Market Forces: Richard Wachman says avoid the London Stock Exchange, 610p, as a merger or acquisition looks a forgone hope whatever the market may think.

A rally by media shares, with ITV up 28% last week, could finally enable BSkyB to sell down its 17.9% investment without losing as much face and capital as once seemed likely.

Hammerson is rumoured to be poised to sell its Bishops Square development in the City to the Oman Investment Fund.

The Sunday Telegraph

Sunday Questor: Garry White says hold Electrocomponents, 135p, as it should survive the recession and return to normal once the recovery comes, although new investors should stay out for the present.

Hold Senior, 32.5p, following the recent rerating after the buy tip a month ago, although the yield remains impressive.

Buy Tesco, 332.5p, ahead of the 21 April results as it plans a massive assault on the financial services sector.

The Mail on Sunday

Midas: Andy Brough, fund manager at Schroders, thinks PV Crystalox Solar is a buy at under 90p as it trades on a low p/e and has very good prospects over the next three years.

The Investors Chronicle

Tips of the Week: Buy IG at 182p; remains profitable, debt free and cash-generative, along with offering a prospective yield of 7.7%.

Buy Great Portland Estates at 253p; an early-stage recovery play given its exposure to London's West End, backed by a decent 4.7% yield.

Buy Central Rand Gold at 47p; the potential from its Johannesburg gold mine could give the shares a value of 100p, analysts believe.

Buy H&T Group at 193p; the 30% discount to rival Albermarle & Bond looks unjustified, especially given the strong trading the downturn.

Buy Air Partner at 361p; in spite of the market turbulence, the yield of over 9% looks tempting.

Buy Vislink at 23p; prospects look promising in a transitional year, with a large backlog of orders and resilient end markets.

Updates: Keep buying Cobham, tipped on 3 November 2008 at 193p and now 170p.

Keep selling Enterprise Inns, recommended as a sell on 30 January 2009 at 43p and now 68p.

Phorm, recommended as a sell on 16 May 2008 at £17.13, is high enough at 440p.

News Tips: Housebuilders: keep buying Taylor Wimpey as a `double-or-nothing' play at 22p as it has already risen 53% this year. Meanwhile, Bellway remains fairly priced as it looks up with events.

Oil & Gas: keep buying Heritage Oil, 336p, in spite of its 85% surge since last October, with Dana Petroleum, Premier Oil and Venture Production also looking positive.

Automotive Engineering: GKN is fairly priced at 69p but investors would do best to avoid the sector.

General Retailers: keep selling Marks and Spencer, 295p, as the whole sector remains under pressure.

Barclays Bank: keep selling as it could still be forced to accept government funds, which would hit sentiment.

Clapham House: sell at 69p in spite of the group indicating it will meet full-year expectations as it may take some non-cash impairment charges.

Speedy Hire: fairly priced at 156p as trading conditions remain tough.

Concanteno: fairly priced at 94p as it remains vulnerable to takeover negotiations collapsing.

Polo Resources: buy at 3p as it looks undervalued in relation to its investment portfolio.

Altona Energy: buy at 4p as there is plenty of upside still to come.

Cattles: sell as it is difficult to see it surviving.

Feature Tips: David Stevenson highlights 16 stocks with relative safe dividend income: BP, British Land, Centrica, Diageo, FirstGroup, GlaxoSmithKline, Icap, Imperial Tobacco, Marks and Spencer, National Grid, Pearson, Pennon, Sage, Schroders, Scottish & Southern Energy and Vodafone.

Results Tips: Sell Corin, 55p; Buy Dragon Oil, 197p; Buy M&C Saatchi, 50.5p; Buy SWP, 80p; Buy Mouchel, 306p; Buy Cairn Energy, £20.93p; Buy Plexus Holdings, 34p; Buy Nighthawk Energy, 33.5p; Buy Nationwide Accident Repair Services, 99p; Buy Chesnara, 137p; Buy Salamander Energy, 130p; Buy JKX Oil & Gas, 228p; Sell Songbird Estates `B', 25p; Sell Next, 66; Buy Sportech, 77p; Sell Legal & General, 39p; Buy Metals Exploration, 11p; Buy Abbey Protection, 58p.

Fund Tip: Tip of the Week: Buy HGCapital Trust, 695p, for its strong balance sheet and potential in the private equity sector.

Ideas of the Week - IC Tips: Euro/Sterling: a real possibility is a euro costing £1, with a move to £1.01 and £1.03 likely.

FTSE 100: the main outlook remains bearish with a drop to 3000 in the medium-term.

FTSE 350 Media: the media sector is set for further losses, down to possibly 1817.

FTSE 350 General Retailers: the sector remains in a bear market in spite of the 40% surge from recent lows, with a drop to 832 favoured in the medium-term.

Ideas of the Week - City Tips: Anglo American: Steven Mayne at Montague Pitman thinks it is time to end the short-selling approach he previously recommended, as long-term resistance has become a new support level.

Dow Jones Industrial Average: the index is pausing for breath after its recent run, although April is traditionally a great month for the Dow.

Gold: Dhiren Sarin at Barclays Capital says that once the long `bull flag' formation currently in place is completed, then a new record of US$1,180 is possible.

S&P 500: Tarquin Coe at Investors Intelligence sees signs the bottom of the bear market may have been reached.

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Post Mon Apr 13, 2009 10:19 pm   Reply with quote      

Share Tips from the Weekend Press 11 Apr - 12 Apr 2009

The Times

Personal Investor: Robert Cole believes that the quoted water utilities such as United Utilities, Severn Trent, Pennon and Northumbrian Water are solid investments as inflationary hedges because of their regulated status. But even if deflation takes hold, it need not be as bad as is feared for these utilities, especially if they are given extra leeway by the regulator.

The Daily Telegraph

Brokers' Tips: Buy Compass Group at 319p, says Cazenove; Buy Cairn Energy at £21.75, says Collins Stewart; Buy InterContinental Hotels Group at 559p, says Natixis Securities; Buy Mothercare at 375p, says WH Ireland; Buy Game Group at 151p, says Seymour Pierce.

Hold Johnson Matthey at £10.53, says Citigroup; Hold Bellway at 676p, says Panmure Gordon.

Sell Marks and Spencer at 265p, says Crédit Suisse; Sell Electrocomponents at 131p, says KBC Peel Hunt.

The Independent

No Pain, No Gain: Derek Pain is concerned for the future of the Aim market, with eight of the 11 constituents of his portfolio trading on the junior market which no longer looks to be cost-effective for many of the stocks listed. But one of his portfolio on Aim, Booker, is leaving for the positive reason of moving to a full listing.

The Daily Mail

Investment Extra: Ian Lyall says buy Amec, 570.5p, which appears to be a conservatively-run but well-capitalised company with the ability to fund its growth during the recession.

Brokers' Tips: Buy Chloride at 144p, says KBC Peel Hunt; Buy Hill & Smith at 159p, says Evolution; Buy RSA at 121p, says Collins Stewart; Buy Serco at 357p, says Oriel.

Sell Aberdeen Asset Management at 126p, says Singer Capital Markets; Sell Diageo at 798p, says UBS; Sell (reduce) Inchcape at 13p, says Nomura; Sell (reduce) Smiths Group at 682p, says Evolution.

The Sunday Times

Inside the City: Dominic O'Connell thinks investors are right to be wary of companies with exposure to car markets, including Manganese Bronze which makes London's black taxis. At 72p, the shares are 85% down on a year ago.

Even though William Hill can celebrate after its successful £350m rights issue, bookies must now employ all their lobbying skills to try to stop Alistair Darling raising betting tax in his Budget.

Sharewatch: Renovo, 30.5p, offers some upside on bid hopes, although otherwise it faces running out of cash before its main product, Juvista, finally makes it to market.

Directors' Deals: Hilton Food Group CEO Robert Watson bought 200,000 shares at 161p each; Evolution Group non-executive director Peter Gibbs made his maiden purchase with 100,000 shares at 103p each.

The Observer

Market Forces: Richard Wachman thinks new BT CEO Ian Livingstone is facing the company's toughest test for years, with a massive pension fund deficit needing urgent attention which could lead to a dividend cut.

Keep clear of Cadbury, where CEO Todd Stitzer's strategy of hiking prices in a recession may not pay off.

Taylor Wimpey, up 50% last week to 47p, is rumoured to be the target for a private equity group keen to take a minority stake.

The Sunday Telegraph

Sunday Questor: Garry White says avoid Michael Page, 228p, as it will continue to struggle in the near term as the job market worsens.

Buy Hilton Food Group, 160p, which offers good value at this level backed by a secure dividend.

Hold YouGov, 38p, which could be an early beneficiary when the recovery comes.

The Mail on Sunday

Midas: Andy Brough, a fund manager at Schroders, thinks there may be a surprise consumer spending bounce under way which has helped stocks such as Punch Taverns, Enterprise Inns, Taylor Wimpey and Barratt Developments all surge in price over the past month. But it may be wiser to book some profits than chase the shares after such a sharp movement.

Update: Simon Watkins says hold SSL International, tipped last October at 444p and now 450p.

The Investors Chronicle

Tips of the Week: Buy Amlin at 350p; expect further upside, given its sector-beating potential following the rise in premium rates.

Buy Fuller, Smith & Turner at 430p; should be able to use its healthy balance sheet to acquire quality pub premises at cheap prices.

Buy Provident Financial at 869p; still proving that sub-prime lending can be profitable, backed by an impressive dividend yield.

Buy Kentz Corporation at 119p; has a substantial cash pile and growing order book, along with being relatively insulated from any fall in the oil price.

Buy Alpha Pyrenees Trust, 35p; attractive for its well-covered yield as well as trading at a large discount to NAV.

Buy Trading Emissions at 78p; a play on carbon markets maturing, with the gap between price and NAV likely to narrow as this becomes clearer.

Updates: Keep buying Plant Health Care, tipped on 2 February 2009 at 173p and now 170p.

Medicsight, tipped on 3 March 2008 at 70.5p looks only fairly priced at 8p.

Keep buying Melorio, tipped on 7 January 2008 at 107p and now 99p.

Keep buying Northern Petroleum, tipped on 27 March 2008 at 81p and now 97p.

Keep buying Mears, tipped on 25 April 2008 at 291p and now 224p.

News Tips: Airlines: British Airways remains only fairly priced at 160p as there is little sign of an upturn in passenger demand just yet, which leaves both EasyJet, 316p, and Ryanair, E3.10, as sells. Meanwhile, Rolls-Royce is fairly priced at 325p until the aerospace cycle picks up.

Pubs: Mitchells & Butlers, 264p, looks fairly priced and it might be time to lock in some profits.

Car Dealers: the share price rallies by Inchcape, Lookers, Pendragon and Vertu look premature.

Bowleven: positive drilling results could see a re-rating of the shares, 31p.

JJB Sports: keep selling even though its survival now seems more likely.

Michael Page: keep selling at 214p.

Ithaca Energy: good value at 40p given the start of production from the Jacky field in the North Sea.

Results Tips: Buy Afren, 35p; Buy Shed Media, 62p; Buy Judges Capital, 74p; Buy West China Cement, 152p; Buy Kalahari Minerals, 126p; Buy Bezant Resources, 9.5p.

Funds Tip: Tip of the Week: Buy Allianz RCM BRIC Stars A Acc, 98p, as an experienced fund manager with exposure to the growth potential from emerging markets.

Ideas of the Week - IC View: British Land: the present rally is likely to be just a bear market correction in the short term.

FTSE 100: the most likely scenario remains a drop towards 3000.

Gold: the outlook remains bullish, with a move above US$1,033 and beyond.

Long Gilt Future: the bull market for gilts looks intact, given the BoE's continued willingness to buy up government bonds.

Ideas of the week - City View: Aer Lingus: Davin McAnaney at thinks the momentum looks massively oversold, with a rally back towards E1.

Dow Jones Industrial Average: the evidence suggests a bear market rally, with a top likely in May-June.

FTSE 100: Warren Firth at IG Markets says the market is on course to meet his minimum target of 4325.

Misys: Steven Mayne at Falcon Securities thinks now would be a good time to open short positions, given the recent 30% rally on March lows.

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Post Sun Apr 19, 2009 8:11 pm   Reply with quote      

Share Tips from the Weekend Press 18 Apr - 19 Apr 2009

The Times

Tempus:...Nick Hasell thinks that it would be no surprise if we are seeing the start of a new bull market as these are usually built on faith and hope rather than rock-solid foundations. But even if company profits still have further to fall, the appetite for investors to shift into riskier, cyclical stocks looks underway.

Personal Investor:...David Budworth thinks that Redhall Group, 171.5p, is worth a look as a play on the growth of nuclear power generation in the UK. Redhall specialises in installing, maintaining and decommissioning energy plants and is already well-placed in the nuclear industry.

The Daily Telegraph

Brokers' Tips: Buy Findel at 85p, says Seymour Pierce; Buy Vodafone at 129p, says Deutsche Bank; Buy GlaxoSmithKline at £10.77, says Cazenove; Buy Icap at 273p, says Numis; Buy British Airways at 164p, says Citigroup.

Hold Friends Provident at 72p, says Bank of America/Merrill Lynch; Hold Rexam at 284p, says Cazenove.

Sell Smiths Group at 682p, says Evolution; Sell Michael Page at 212p, says Bank of America/Merrill Lynch.

The Independent

No Pain, No Gain:...Derek Pain reviews his portfolio, including Lighthouse Group which has some £12.3m in cash on hand according to its latest accounts, close to its current stock market value. But the financial adviser and wealth management group still faces a tough year.

The Daily Mail

Investment Extra:...Michael Bell, head of sales at FinnCap, believes there are opportunities to be found among small cap stocks in the current climate. His `top tips' are: Pace, Healthcare Locums, Cranswick Food Group, Talvivaara and Hardy.

The Sunday Times

Inside the City:...James Ashton notes that defensive Blue Chips have fallen out of favour since the start of the year as investors switch to recovery stocks. But their optimism may be premature and now would be a good time to pick up bargains from among the likes of British American Tobacco, AstraZeneca, National Grid and Diageo.

Sharewatch: Blue Bay Asset Management surged 47% last week to 190p as Citigroup upgraded the stock to buy.

Heaven & Hell: Peter Shearlock has sold Kingfisher from the `Hell' side of his portfolio and added more Royal Dutch Shell to his `Heaven' stocks.

The Observer

Market Forces:...Tim Webb thinks that Rio Tinto's small shareholders at last week's AGM were rightly concerned at the tripling of audit and legal fees to US$160m.

Healthy first-half figures from Debenhams this week may persuade CEO Rob Templeman to go for a rights issue.

Centrica's hopes of being the only UK company involved in the building of nuclear reactors apparently rests with it selling its stake in Belgian utility SPE to France's state-owned EDF.

The Sunday Telegraph

Sunday Questor:...Yvette Essen says hold Standard Life, 199p, for the long-term as it looks the best placed among the major insurers, given the strength of its reserves.

Buy Bunzl, 482p, as the 10% fall last week following its trading update was unjustified, given its defensive strengths.

Buy NCC Group, 329p, where the fall since being tipped in January at 341.5p now presents a buying opportunity.

The Mail on Sunday

Midas:...Joanne Hart says buy Premier Oil, £12.28, as the Oilexco deal puts it in a different league.

Buy British American Tobacco, £15.73, as its remains a solid defensive play even if the market is looking for something a little more racier.

Ask Andy: Andy Brough, a fund manager with Schroders, thinks Dechra (where he holds a 15% stake) is a buy at between 400p and 410p.

The Investors Chronicle

Tips of the Week: Buy BAE Systems at 346p; looks set to resume its role as a safe haven, given the new clarity on US defence spending plans as well as BAE's traditional capacity for generating huge cash flows. The risk of further corruption probes looks priced in.

Buy Valiant Petroleum at 418p; production from the West Don and Don Southwest fields could prove a catalyst for the price, with further near-term production potential. Sell Old Mutual at 53p; struggling in `grim' investment conditions, with the US life-insurance operation offering the biggest worry.

Sell CSR at 272p; the recent rally looks a good opportunity for nervous investors to exit, especially given the execution risks for the SiRF acquisition.

Sell Punch Taverns at 74p; a recovery could still be a long way off, making the shares look vulnerable after their recent surge.

Sell Amiad Filtration Systems at 128.5p; too highly rated given the uncertainties in the boardroom and high operational leverage.

Updates: Jetion, tipped on 24 July 2008 at 75p, looks fairly priced at 45p.

Keep buying Cussons, tipped on 1 July 2008 at 160p and now 158p.

Keep buying Pennon, tipped on 22 August 2008 at 628p and now 423p.

News' Tips: Oil & Gas: take profits in the ETF Securities oil tracker, up 12% since the 12 January recommendation.

Car Retailers: keep clear of the sector even though dealerships such as Inchcape, Pendragon, Lookers and Vertu may get a short-term boost from the proposed £2,000 incentive for motorists to scrap their old cars.

Telecoms: keep buying Intec Telecom, tipped on 1 December 2008 at 29p and now 47p; keep buying BATM Advanced Communications in spite of a 42% slide to 30p since being tipped last December as it still has £36m cash in the bank. Meanwhile, Spirent remains fairly priced at 54p.

Renewables: Clipper Windpower is high enough at 66p even with an expected `green' Budget boost, although Hansen Transmissions looks good value at 116p.

BG Group: offers solid long term value at £10.55.

Small brokers: Panmure Gordon and Blue Oar (soon to be renamed Astaire) are fairly priced in tough conditions at 35.5p and 5p respectively.

SSL: good value at 454p as its defensive strength is clear in the recession.

Avocet Mining: good value at 75p as it bids for Oslo-based Wega Mining.

WS Atkins: buy at 504p as it offers exposure to a number of defensive end markets.

JJB Sports: fairly priced at 14p.

Software & Services: Autonomy looks fairly priced at £13.19 as data management seems less affected by the broader downturn in IT spending, while Alterian offers good value at 78p.

Afren: keep buying at 35p as there is plenty of upside potential.

Results' Tips: Buy JD Sports Fashion, 410p; Buy Havelock Europa, 40p; Buy Aurelian Oil & Gas, 15p.

Funds' Tip: Buy Royal London Index-Linked, 132p, for its consistent returns and as an inflation hedge.

Trading Tips: Ideas of the Week - IC: British Airways: the charts suggest an eventual retest of 105p is likely, although not just yet.

FTSE 100: expect a fall towards 3000, especially in the traditionally negative month of May.

FTSE 250: a retest of 5750 is likely before long as the outlook remains bearish.

Euro/Sterling: there is scope for a bounce-back before long, with a target of £1 and slightly beyond for the euro.

Ideas of the week - City: DJIA: there is a risk of a short-term top next month or in June.

Inmarsat: Steven Mayne at Falcon Securities suggests going short after the 25% surge since January.

Sterling/Dollar: David Linton at Updata thinks the recent downtrend for the pound may be near its end.

US 10-Year Note Future: Nicole Elliott at Mizuho Corporate Bank, believes the market is getting used to extreme levels and preparing for a break higher.

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Post Sun Apr 26, 2009 7:42 pm   Reply with quote      

Share Tips from the Weekend Press 25 Apr - 26 Apr 2009

The Times

Tempus: Nick Hasell sees no reason why companies with high exposure to public sector spending (led, according to Goldman Sachs analysis, by Mouchel, Eaga and Babcock International), should, be worried in the short-term by the Budget given that the Chancellor expects public spending to rise 5.5% this year, the strongest pace of growth since 1991. But the medium term the outlook for such exposure to the State may prove less rosy for such companies and their shareholders.

Personal Investor: David Budworth thinks specialist real estate investment trusts (reits) such as the Local Shopping Reit and Primary Health Properties are worth a look for their yield, with most of the property sector's bad news already factored into their prices.

The Daily Telegraph

Brokers' Tips: Buy Halfords at 322p, says WH Ireland; Buy Bunzl at 490p, says Charles Stanley; Buy Aggreko at 526p, says Panmure Gordon; Buy SIG at 134p, says Davy Stockbrokers; Buy Pace at 151p, says Altium Securities.

Hold Marston's at 157p, says Deutsche Bank; Hold Burberry Group at 331p, says Citigroup.

Sell French Connection at 63p, says Seymour Pierce; Sell SAB Miller at £10.79, says Bank of America/Merrill Lynch.

The Independent

No Pain, No Gain: Derek Pain has added recovery play Clarity Commerce Solutions to his portfolio at 29.5p, his first addition since buying Whitbread last summer. He is also considering adding Healthcare Locums and Marston's.

The Daily Mail

Investment Extra: Ian Lyall says hold Intertek, tipped last January at 799p and now £10.18 on bid speculation, because of its 13.7p a share final dividend. But this is not due to be paid until 19 June, so nervous investors should set a new stop-loss at about 950p to at least lock in some profits if the price collapses before then.

Brokers' Tips: Buy Alternative Networks at 114p, says Investec; Buy Smiths News at 90p, says Oriel; Buy Spring Group at 41p, says KBC Peel Hunt; Buy Ultra Electronics at £11.70, says Evolution.

Sell Lavendon at 160p, says Panmure Gordon; Sell Rexam at 293p, says Oriel; Sell Schroders at 760p, says Singer Capital Markets; Sell Sports Direct at 70p, says Investec.

The Daily Express

Taking Stock: David Shand reveals that stock market historian David Schwartz believes that we are already months into a new bull market, although another catastrophic event such as trouble at a major bank could mean that all bets are off.

Fund managers believe that the likely dividend cut at BT could be followed by other income stocks under pressure, including United Utilities, Drax and National Grid.

Ones to watch: Patsystems has stalled at 18.5p after a recent surge, although it remains cash generative with a strong sales pipeline.

Buy May Gurney, 159,5p, given its long-term maintenance contracts which provide visibility and good cash flow.

The Sunday Times

Inside the City: Jenny Davey reveals research from HSBC analysts into the impact of `shock' statements from the corporate sector that trigger a significant sell-off in the shares, with the latest figures suggesting we may have already seen the low point for negative newsflow from corporates.

The problem with Tesco's struggling US business is not the scale of the operation - which turns over less money than Tesco's Newcastle store - but the fact that senior executives are highly incentivised around the US venture's success. If there is no chance of bumper payouts in 2013-14 as hoped, then some could seek other opportunities. The sale last week by Tesco's US CEO Tim Mason of 630,000 shares has added to the speculation.

Sharewatch: Thorntons surged 15% to 90p last week after a strong Easter for sales of its chocolate eggs, but it is unclear how much further it can now go.

Directors' Deals: Interserve non-executive director David Thorpe has bought shares worth £25,000 in the group.

The Observer

Market Forces: Richard watchman says sell Hammerson as CEO John Richards appears to have gone to ground rather than trying to sell assets to cushion the group against a prolonged slump.

AstraZeneca CEO David Brennan should avoid the temptation to go for a big acquisition to make up for the loss of patents on blockbuster drugs, especially since a new report from ABN Amro points out that such mergers rarely pay off in the drugs sector.

Taylor Wimpey's result this week will be awful, but key interest will be whether it sees any `green shoots' of recovery.

The Sunday Telegraph

Sunday Questor: Garry White says buy Randgold Resources, £33.62, given its exploration and production potential.

Buy Cape, 109p, as a speculative recovery play.

Buy Compass, 336p, which appears to be managing the downturn rather better than French rival Sodexo.

The Mail on Sunday

Midas: Joanne hart says buy Experian which has a good reputation with brokers and whose credit risk services are likely to be increasingly in demand.

Update: Hold Abcam, tipped in February at 600p and now 640p.

Ask Andy: Andy Brough of Schroders is a buyer of Babcock International below 400p and a seller at above 450p.

The Investors Chronicle

Buy European Goldfields at 150p; analysts believe it has an underlying value of 200p a share as well as plenty of cash in the bank.

Buy Hampson at 88p; attractively priced for the medium-term as the rating already discounts sector uncertainty.

Buy SciSys at 39p; the turnaround is well under way, with a substantial order book and potential bid-interest from a well-funded buyer.

Sell Fresnillo at 463p; in spite of its attractions it looks vulnerable to a fall in the silver price, with the shares looking `toppy' against other silver mining plays such as Hochschild.

Sell Luminar at 180p; the recent rally on recovery hopes looks premature as it may be vulnerable to a correction when the market's appetite for cyclical stocks is sated.

Sell Majestic Wine at 178p; recent price gains may prove unsustainable as the impact of the recession leaves its traditional customers looking to trade down.

Updates: Keep buying Halfords, tipped on 11 September 2008 at 292p and now 322p.

Keep buying Globo, tipped on 3 March 2008 at 13.5p and now 10p.

Keep buying Chesnara, tipped on 3 April 2008 at 168p and now 147p.

Keep selling Aveva, recommended as a sell on 3 November 2008 at 800p and now 555.5p.

Telford Homes, recommended as a sell on 22 August 2008 at 103p, now looks high enough at 50p.

News' Tips: Budget: Increased public sector outsourcing and efficiency drives should benefit the sector, leaving Capita, Serco and Connuaght all buys.

Real Estate: corporate property bonds offer attractions for long-term investors, although that are not easy to buy or trade.

Pubs: keep selling Punch Taverns, 98p, and Enterprise Inns, 119p, while profits should be taken at Mitchells & Butlers.

Metals: Sell Rio Tinto, £23.72, as significant risks remain.

Mining: Avocet looks good value at 69p following the Wega Mining acquisition.

Pharmaceuticals: Buy GlaxoSmithKline for its yield and possibly more deals to come following the US$3.6bn takeover of Stiefel.

Aquarius Platinum: high enough given the vulnerability of the platinum sector near-term.

Hargreaves Lansdown: fairly priced at 194p as a result of trading at a `chunky' 19 times prospective earnings per share.

London & Stamford: keep buying at 116p as there is no shortage of potential recovery deals in the property sector.

Feature Tips: Algy Hall identifies five investment trusts worth backing for exposure to a recovery in stocks, especially small-caps. The five are: Invesco English & International (Manager: Andy Crossley) Standard Life UK Smaller Companies (Harry Nimmo), Gartmore Growth Opportunities (Gervais Williams); Gartmore Fledgling (Gervais Williams) and Henderson Smaller Companies (Neil Hermon).

Results' Tips: Buy Gulfsands Petroleum, 198p; Buy Gas Turbine Efficiency, 26p; Buy Kenmare Resources, 13p; Buy China Food, 32.5p; Buy Velosi, 73p; Sell Peter Hambro, 524p; Buy Faroe Petroleum, 72p; Buy AT Communications, 14.5p.

Funds' Tip: Tip of the Week: Buy Directors' Dealing Investment Trust (formerly Eaglet Investment Trust), 197p, for its defensive positioning and new strategy which has been successfully back-tested.

Chart Tips: Ideas of the Week - IC: Brent Crude: expect more downside with a possible retest of US$36.

FTSE 100: the charts suggest the imminent start of the next leg downwards.

Long Gilt Future: an upwards trend could soon resume.

Sterling/Swiss Franc: the Swiss franc is set for a rally against the pound.

Ideas of the Week - City: Diageo: Davin McAnaney at paddypowertrader sees an opportunity to go long as a bullish crossover may be imminent.

Dow Jones Industrial Average: David Linton at Updata says the old saying about `selling in May' really appears to work based on historical data.

Travel & Leisure: Steve Mayne at Montague Pitman sees a short-selling opportunity at Greene King.

Industrial Metal (Lead):

Nicole Elliott at Mizuho Corporate Bank says use any dips in the price of lead towards US$1,300 as buying opportunities.

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Post Sun May 03, 2009 7:45 pm   Reply with quote      

Share Tips from the Weekend Press 02 May - 03 May 2009

The Times

Tempus: Nick Hasell wonders whether the surge in retail stocks over the past quarter has gone too far, with investors now likely to become more selective and with any further advance depending on the outlook for 2010. But the broader problem is that it has left other cyclical sectors - such as engineers, media, property developers and financials - on much lower valuations, meaning that they are more likely to offer the better gains.

Personal Investor: Robert Cole thinks that investors in the pharmaceutical sector should be recognised for providing the capital to help Big Pharma develop the drugs to cope with such outbreaks as swine flu. Both GlaxoSmithKline and AstraZeneca's valuations leave plenty of room for justifiable rewards for further long-term investment.

The Daily Telegraph

Brokers' Tips: Buy WH Smith at 415p, says Citigroup; Buy National Grid at 541p, says Deutsche Bank; Buy Domino's Pizza at 214p, says WH Ireland; Buy Compass at 333p, says Collins Stewart.

Hold Greene King at 553p, says Bank of America/Merrill Lynch; Hold Aviva at 240p, says Cazenove; Hold Antofagasta at 565p, says GMP Securities Europe; Hold Bodycote at 134p, says Arden Partners.

Sell Scottish & Southern Energy at £10.89, says Goldman Sachs.

The Independent

No Pain, No Gain: Derek Pain is holding English Wines Group, the only Plus-traded stock in his portfolio at 14.5p, with online tipster Tom Winnifrith suggesting the price could double over the next few years. Pain is also holding Whitbread and Mears in spite of both now representing a loss for the portfolio, as they remain well-run companies with the ability and resources to see out the recession.

The Daily Mail

Investment Extra: Terry Coles, director of global equities at F&C, believes that a `barbell' strategy is a useful way of playing the current market, investing in both defensive stocks and more cyclical investments.

Liz Phillips explains the benefits of buying into the index through exchange traded funds which are `easy and cheap to buy'.

Brokers' Tips: Buy DSG International at 43p, says Oriel Securities; Buy Evolution at 115p, says Arden Partners; Buy Genus at 608p, says KBC Peel Hunt; Buy Puricore at 19p, says Nomura Code; Buy Zetar at 95p, says Altium Securities.

Sell Colt Telecom at 95p, says FinnCap; Sell Logica at 78p, says KBC Peel Hunt; Sell Randgold Resources at £32.69, says Evolution; Sell Telecity at 265p, says Charles Stanley.

The Sunday Times

Inside the City: Jenny Davey suggests keeping a look out for potential ownership changes at Songbird, owner of the Canary Wharf development, given speculation that a minority stake owned by Paul Reichmann may have to be sold because of the slide in value of his property empire.

Hull telecoms operator Kcom could have further to go even after an 80% surge in the past three months, especially as the full-year dividend still looks safe in spite of rumours to the contrary.

Sharewatch: The 25% surge in the Rentokil Initial share price to 77p last week reflects signs of recovery under the new management and it might be time for investors to jump aboard for the rest of the ride.

Directors' Deals: Iain Ferguson, the Tate & Lyle CEO, has made his maiden purchase of 1,000 shares at Greggs where he has joined as a non-executive director; Prosperity Minerals founder, chairman and CEO David Wong has added 6.9m shares to give him just under 46% of the group.

The Observer

Market Forces: Richard Wachman hears that the bank lenders to struggling Cattles are close to agreeing a roll-over of a £500m debt facility due to expire in July.

Goldman Sachs is bullish about Southern Cross, 109p, and has put it on its pan-European buy list.

A trading statement from UBM on Thursday may give some clue as to how far the decline in corporate travel is hitting its events division.

The Sunday Telegraph

Sunday Questor: Garry White says buy BG Group, £10.91, as it remains a core energy sector holding.

Hold (downgraded from buy) Vedanta Resources, £11.30, ahead of Thursday's results.

Buy Petrofac, 573.5p, which has started production from its West Don field in the North Sea.

The Mail on Sunday

Midas: Joanne Hart thinks Avanti Communications, 184p, is a speculative play on being the only satellite operator offering broadband services to Europe which offers `massive' potential.

Update: Take some profits at Asos, 391p, but keep a stake to enjoy further growth under CEO Nick Robertson.

Andy Brough of Schroders thinks exhibitions group ITE is a buy at 80p.

The Investors Chronicle

Tips of the Week: Buy Connaught at 346p; looks cheap given the strength of trading which has not been reflected as yet in the price, especially given its assured revenues and improving margins.

Buy Pace at 164p; the price has yet to catch up with the strong demand for set-top boxes from the switch to digital and HD television.

Buy Costain at 26p; offers a healthy balance sheet with a £147m cash pile, backed by a record order book.

Sell Hammerson at 305p; the recent bounce looks unjustified and is likely to run out of steam once reality sets in.

Sell Fidessa at £10.45; the substantial rally has put too much faith in the recovery, so it is time to take profits.

Sell Avis Europe at 17p; its bond prices are trading at 30 cents in the euro, a distress signal that cannot be ignored.

Updates: Keep buying Concurrent Technologies, tipped on 18 September 2008 at 37p and now 33p.

Keep buying BAE Systems, tipped on 16 April 2009 at 346p and now 350p.

Keep selling Asos, recommended as a sell on 23 October 2008 at 262p and now 363p.

Keep selling Sports Direct, recommended as a sell on 12 October 2007 at 133p and now 68p.

Keep selling Thorntons, recommended as a sell on 27 February 2009 at 55p and now 88p.

ITV, recommended as a sell on 10 April 2008 at 63p looks fairly priced at 31p.

News Tips: Travel: The threat of a swine flu pandemic will put travel and hotel stocks under pressure, leaving Carnival, £17.90, and InterContinental Hotels Group, 654p, both sells. But GlaxoSmithKline is a buy at £10.68 given the demand for its anti-viral drug.

Retail: the sector rally may pause as economic reality sets in.

Manufacturing: stocks such as Weir, 452p, and Hampson Industries, 94p, have shown resilience and are rated as buys.

Housebuilders: recent housing market euphoria could soon evaporate, leaving housebuilders overvalued. So sell Barratt Developments, 141p, and Redrow, 201p.

North Sea: The Budget should continue to help Nautical Petroleum, good value at 57p, while Premier Oil, £10.18, and Valiant Petroleum, 500p, remain buys.

Hirco: keep buying at 89p as pressure will be on the company to create value for shareholders if Laxey Partners fails to oust the board.

Oil & Gas: BP offers better value at 479p and should benefit from rising oil prices, while Royal Dutch Shell looks more exposed to high production costs.

BPP: hold at 578p following the bid approach from Apollo Global.

Semiconductors: keep selling Arm, 115p and Wolfson Microelectronics, 122p, as sector conditions remain challenging.

WPP: fairly priced at 420p given the deteriorating economic backdrop.

3i: fairly priced at 318p as it positions itself for recovery.

Liberty International: keep selling at 408p given the share dilution from the placing.

Lonrho: buy at 8p as there is more upside to come.

Feature Tips: Peter Temple suggests investments which should benefit from public spending: iShares Sterling Corporate Bond Exchange Traded Fund, Capita Group, Tristel and Parkwood Holdings.

Results Tips: Buy MP Evans, 279p; Sell Game Group, 183p; Buy Hasgrove, 91p; buy Egdon Resources, 15.5p; Buy China Shoto, 180p; Sell Punch Taverns, 96p; Sell Whitbread, 882p; Buy Serica Energy, 63p.

Funds Tip: Tip of the Week: Buy First State Global Emerging Markets Leaders, 212p, for its low costs and strong management team.

Trading Tips: Ideas of the Week - IC: British Land: expect an eventual retest of March lows at 295p.

FTSE 350 Chemicals: further renewed weakness this year is likely.

FTSE 100: despite the latest rally, the core scenario remains a fall below 4000 to 3500.

FTSE 350 Software: the sector remains at risk of a major sell-off.

Ideas of the Week - City: Dow Jones Industrials: the current bear market rally is proving a long drawn-out affair.

GlaxoSmithKline: Manoj Ladwa at ETX Capital sees a bullish formation emerging on the stock's chart.

Home Retail Group: Steven Mayne at Falcon Securities suggests it is time to exit after the recent run, with perhaps short-selling positions being taken as well.

NYSE: Tarquin Coe at Investors Intelligence believes there are further equity gains ahead.

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Post Sun May 10, 2009 7:30 pm   Reply with quote      

Share Tips from the Weekend Press 09 May - 10 May 2009

The Times

Tempus: Nick Hasell thinks the market's likely support for a 3i rights issue does not mean the worst is over for quoted private equity firms. Their continuing problems could see some, such as Graphite Enterprise, believe their future lies in the private sector rather than public. Other firms, such as Partners Group Global Opportunities, could convert their funds from closed to open-ended vehicles, so becoming unit trusts. Meanwhile, asset-rich firms such as HgCapital and Dunedin Enterprise could also come back into favour as the market looks for rising asset values from their investments in a recovery.

Personal Investor: Robert Cole thinks it is time for investors in British American Tobacco to `kick the habit' as, at best, the shares may do no more than tread water after the returns of recent years. They also seem destined long-term to sit at discount to the market average because of regulatory threats and obvious public health issues.

The Daily Telegraph

Emma Watson talks to a dozen City professionals for their views of the current market and tips for income, growth and capital preservation.

Ken Taylor, Mackenzie Taylor Wealth Management - Market: `The current rally is not sustainable'; Income: M&G Strategic Corporate Bond; Growth: Jupiter Merlin Worldwide Portfolio; Capital: M&G Corporate Bond.

Peter Sleep, Seven Investment Management - Market: `Cautiously optimistic'; Income: iShares Corporate Bond; Growth: BlackRock UK Fund; Capital: Legal & General index-linked gilts tracker.

Juliet Schooling, Chelsea Financial Services - Market: `A bear market rally'; Income: Artemis Income; Growth: Rathbone Global Opportunities; Capital: Gartmore UK Absolute Return.

Mike Warburton, Grant Thornton - Market: `Not a fools' rally'; Income & Capital: Index-linked gilts; Growth: property.

Graham Spooner, The Share Centre - Market: `We remain cautious'; Income: BP; Growth: BG Group; Capital: Tesco.

Julian Chillingworth, Rathbone Unt Trust Management - Market: `Do not chase this rally'; Income: Severfield-Rowen; Growth: Monsanto; Capital: Bonds.

Melanie Bien, Savills Private Finance - Market: `The beginning of a less volatile and gradually improving market'; Income: Invesco Perpetual High Income Fund; Growth: M&G Global Basics; Capital: M&G Corporate Bond.

Andrew Bell, Rensburg Sheppards - Market: `We should not get carried away'; Income: Vodafone; Growth: Emerging markets funds; Capital: Index-linked gilts.

Colin McLean, SVM Asset Management - Market: `The rally can go further'; Income: Standard Life; Growth: Tullow Oil; Capital: Johnson Matthey.

Steven Forbes, Alan Steel Asset Management - Market: `The bull rally has begun'; Income: M&G Global Dividend Fund; Growth: First State Asia Pacific Leaders Fund; Capital: none recommended.

Chris White, Threadneedle - Market: `Further to run short term'; Income: Vodafone, Filtrona, GlaxoSmithKline; Growth: HMV; Capital: Hammerson.

Thomas Becket, PSigma Investment Management - Market: `A bear market rally'; Income: SWIP Credit Advantage Fund; Growth: First State Asia Pacific Leaders Fund; Capital: BlackRock Absolute Alpha.

Brokers' Tips: Buy Computacenter at 125p, says Panmure Gordon; Buy Reckitt Benckiser at £26.77, says Crédit Suisse; Buy Royal Dutch Shell `B' at £15.40, says Collins Stewart; Buy Arm Holdings at 116p, says Natixis Securities.

Hold Davies Service Group at 263p, says Panmure Gordon; Hold BP at 483p, says Bank of America/Merrill Lynch; Hold Friends Provident at 59p, says Deutsche Bank; Hold AstraZeneca at £24.43, says Citigroup.

Sell Whitbread at 869p, says Cazenove.

The Independent

No Pain, No Gain: Derek Pain recalls how Northern Petroleum has transformed itself from a debt-laden oil group at the turn of the centre into a profitable oil producer with a valuation of £90m. Blue Oar Securities believes Northern, 126p, has total assets worth 620p a share while internet tipster Tom Winnifrith has placed a 400p target on the shares. Meanwhile, Nighthawk Energy, 43p, looks set to benefit from the likely sale of extensive minority interests at its Colorado development.

The Daily Mail

Investment Extra: David Byrne, founder of InterMarket Analysis, thinks that while the latest market rally is encouraging, the `tide has not yet turned decisively' and so investors should remain cautious.

Brokers' Tips: Buy Charter International at 586p, says Panmure Gordon; Buy Diageo at 881p, says Eden; Buy Luminar at 134.5p, says Altium; Buy Vodafone at 122p, says RBS ABN Amro.

Sell Aberdeen Asset Management at 131p, says Singer Capital Markets; Sell (reduce) International Personal Finance at 144p, says Evolution; Sell Kingfisher at 181p, says Oriel; Sell Royal Bank of Scotland at 41.6p, says Panmure Gordon.

The Sunday Times

Inside the City: Jenny Davey thinks National Grid is worth `tucking away' for its impressive yield with more to come, especially as the slump in the share price as investors seek more exciting stocks seems a good opportunity to buy.

Compass, 330p, looks undervalued and Wednesday's interims are likely to be ahead of expectations.

Sharewatch: Take profits at Iraqi oil play Heritage Oil, 536.5p, after the surge since last summer.

Directors' Deals: Standard Chartered director Gareth Bullock has sold 19,000 shares at £11.75 each; Connaught chairman Mark Tincknell has sold 650,000 shares at 355p each.

The Observer

Market Forces: Richard Wachman says new London Stock Exchange chairman Xavier Rolet (due to start on 20 May) cannot afford to rest on his laurels after the shares have doubled to 750p since his appointment was announced in March. The real issue he faces is dispelling the impression that the LSE's traditional business model is crumbling as a result of competitive changes.

When Nigel Rudd takes over as new Invensys chairman in July he may face a business in trouble as orders are reportedly down and forecasts may have to be cut.

Ladbrokes should explain why its corporation tax rate is so low at 14%, against the 22% paid by rival William Hill.

The Sunday Telegraph

Sunday Questor: Garry White says buy Dignity, 538p, which has recently been added to the Goldman Sachs `conviction' buy list with a 740p target.

Buy Templeton Emerging Markets Investment Trust, 368p, as a play on growth prospects in Brazil, Turkey and other emerging markets.

Buy Randgold Resources, £36.53, for exposure to the gold price remaining strong.

The Mail on Sunday

Midas: Joanne Hart reviews her `Dogs of the Footsie' high-yielding portfolio (up 13% in the last three months against 3.8% increase for the 100 index). Seven of the ten stocks are leaving as a result of lower yields and the new portfolio consists of: Aviva, BT, BP, Man Group, National Grid, Rexam, Royal Dutch Shell, RSA Insurance, United Utilities and Vodafone.

Ask Andy: Schroders fund manager Andy Brough says buy IG Group for its yield, although wait for an entry price at about 220p instead of the current 243.5p which has been driven by the recent market rally.

The Investors Chronicle

Tips of the Week: Buy Addax Petroleum at £18.55; its active drilling programme offers opportunities to act as a catalyst for the price, with a further boost possible from a licence to export Iraq's oil or the rights to monetise its Nigerian gas.

Buy Stanley Gibbons at 109p; the rating looks too cheap and growth should come from overseas opportunities as well as stamps remaining an attractive investment even in a downturn.

Sell Kazakhmys at 510p; the recent surge in the share price `beggars belief' given copper's weakness, the axed dividend and doubtful value of its ENRC stake.

Sell GKN at 128p; the problems of the car industry means that forecasts look optimistic, while the yield no longer offers any attraction.

Sell Barratt Developments at 135p; the recovery in its shares owes more to unfounded optimism over the housing market recovery than any fundamentals, especially with NAV forecast to fall sharply.

Sell LSL Property Services at 121p; the shares are pricing in an unlikely and immediate recovery in the housing and mortgage markets.

Updates: Keep buying Aviva, tipped on 13 February 2009 at 389p and now 336p.

Keep buying JKX, tipped on 26 August 2008 at 401p and now 214p.

Keep selling BSkyB, recommended as a sell on 9 October 2008 at 406p and now 482p.

Keep selling DSG International, recommended as a sell on 13 March 2009 at 19p and now 43p.

Stratic Energy, tipped on 31 October 2008 at 11p now looks good value at 15p.

News Tips: Real Estate: Keep selling Liberty, 411p, Hammerson, 338p, and British Land, 469p, as their retail exposure leaves them vulnerable; but Land Securities looks fairly priced at 587p ahead of this week's interims, given its asset management strengths.

Mining: Sell Rio Tinto, £28.95, as the risk of a fall in iron ore prices remains high.

Media: Sell Rightmove, 330p, as expectations that the housing market slump is over may be premature.

Banks: Standard Chartered, £11.50, looks fairly priced after its recent rally.

Restaurants: Hold Carluccio's, 96p, given the bid approach, although Restaurant Group remains a sell at 160p.

Pubs: Sell JD Wetherspoon, 460p, as the strong run may prove hard to sustain in the remainder of the recession.

Retail: Keep selling Next given falling profits.

Transport: Keep selling National Express, 333p, following disclosure of problems with the East Coast Main Line franchise.

Defence: Keep buying BAE Systems, 351p, as other fighter deals will compensate for doubts ever the Eurofighter contract.

Data Storage: Telecity looks only fairly priced at 275p even with the sector's growth potential.

Market Research: Research Now offers good value at 344p, with more upside to come from its online research model.

Media: Existing investors in Informa should take up their rights at 150p a share as the stock offers good value.

Real Estate: Hirco now looks good value at 155p after seeing off the threat from activist investor Laxey Partners.

Technology: Sell CSR, 274p, as recovery in the end-market for its Bluetooth chips remains uncertain.

Feature Tips: Jon Mainwaring suggests three `Jekyll' (good) shares for ethical investors, and three `Hyde' (bad) stocks for those with fewer scruples. Jekyll: Clipper Windpower (Buy), Halma (Good value), Wm Morrison (Good value). Hyde: British American Tobacco (Buy), Chemring (Buy), Sportingbet (Good value). But Diageo could be regarded as either a Jekyll or Hyde share and so offers good value.

Results Tips: Sell EasyJet, 324p; Sell Sage, 195p; Buy Tanzanite One, 20p; Buy Fortune Oil, 6p; Buy Bisichi Mining, 145p; Buy Petroceltic International, 9p; Buy Griffin Mining, 32p; Buy Harvey Nash Group, 40p; Buy Panther Securities, 238p.

Funds Tip: Buy DB X-Trackers MSCI AC Asia Ex-Japan Index ETF, £13.29, for diversification of its holdings and a strong balance sheet.

Trading Tips: Ideas of the Week - IC: Crude Oil: the bias remains bearish towards US$32, although there may be significant developments before long.

Sterling/Dollar: remain bearish on Sterling as a retest of US$1.40 is likely.

FTSE 100: keep alert for signs of a reversal of the rally which should improve shorting opportunities.

FTSE 250: medium term momentum is now more overstretched than during the 2002 rally, so await shorting opportunities.

Ideas of the Week - City: Dow Jones: traders should consider taking some profits on long positions.

FTSE 100: David Linton at Updata says there is no sign as yet of a Coppock indicator suggesting the return of a bull market.

Soco: Steve Mayne at Falcon Securities thinks traders should go short on any rally, targeting a move down to £11.

S&P 500 Utilities: Tarquin Coe at Investors Intelligence says it is unclear whether the move into US utilities is a sign of a bigger defensive switch or just a small-scale rotation.

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Post Sun May 17, 2009 7:46 pm   Reply with quote      

Share Tips from the Weekend Press 16 May - 17 May 2009

The Times

Tempus: Nick Hasell says the outperformance of mid-caps this year could soon run out of steam, so investors should consider taking short-term profits in FTSE 250 stocks and use the proceeds to buy undervalued Blue Chips. Citigroup has identified those FTSE 100 index shares that are at, or close to, their 25 year lows and are worth considering as an entry point. These include AstraZeneca, GlaxoSmithKline, Vodafone, Smith & Nephew, Unilever, RSA and Wm Morrison.

The Daily Telegraph

Brokers' Tips: Buy Randgold Resources at £34.88, says Citigroup; Buy Rightmove at 339p, says WH Ireland.

Hold BG Group at £11.03, says Deutsche Bank; Hold Sage Group at 189p, says Bank of America/Merrill Lynch; Hold Aberdeen Asset Management at 130p, says Altium; Hold Bovis Homes at 455p, says Panmure Gordon.

Sell Royal Bank of Scotland at 42p, says Collins Stewart; Sell Next at £15.32, says SG Cross Asset Research; Sell Standard Chartered at £10.60, says Deutsche Bank.

The Independent

No Pain, No Gain: Derek Pain says that Shepherd Neame, 830p, and Falklands Islands Holdings, 220p, may seem to be relics of the past with their long stock market records. But both companies are holding their own in difficult conditions.

The Daily Mail

Investment Extra: Charlotte Beugge reveals that corporate bond sales in Q1 were more than the total combined sales for the past two years as income investors seek improved returns, with M&G and Invesco Perpetual taking more than £2bn between them in sales out of a total in the first quarter of £4.6bn.

Brokers' Tips: Buy Hilton Food Group at 177p, says KBC Peel Hunt; Buy SQS at 161p, says Evolution; Buy Thomas Cook at 246p, says Panmure Gordon.

Sell BT at 88p says Investec; Sell Ladbrokes at 223p, says Blue Oar; Sell Morgan Crucible at 116p, says KBC Peel Hunt.

The Sunday Times

Inside the City: Jenny Davey says buy Experian which is set to deliver robust full-year results this week as well as a bumper dividend increase.

Buy Mothercare which appears to have unfairly been left behind in the recent retail sector rally but is worth tucking away for the long-term.

Sharewatch: Stobart Group surged 12.5% to 108p last week after beating analysts' forecast for the full-year, although there may be some concerns over its acquisition spree which includes Southend airport.

Heaven & Hell: Peter Shearlock has added Minster Pharmaceuticals to his portfolio at 4.5p as he thinks recent management changes mean it is being `readied for a new adventure' as an attractive cash shell.

Directors' Deals: Lonmin chairman Roger Phillimore has bought 15,000 shares at an average price of £14.38 each; Devro non-executive director Stuart Paterson has bought 20,000 shares at 92p each.

The Observer

Market Forces: Richard Wachman thinks that Marston's CEO Ralph Findlay will almost certainly be forced to announce a dividend cut with the results.

Vodafone is set to unveil operating profits for the past year up 15% to £11.5bn, with revenues also up from £35bn to £41bn. The results should ease investor worries over its exposure to the recession.

Estate agents claim that the banks are turning away mortgage applications from potential borrowers who have substantial funds for deposits but no credit card histories because of their prudence.

The Sunday Telegraph

Sunday Questor: Garry White says buy Tullow Oil, 919p, which in spite of its high rating should benefit from an `exciting' year ahead at its African operations.

Buy Hilton Food Group, 177p, which continues to perform well as Europe's biggest dedicated packer of red meat, based on revenue.

Buy Amec, 631.5p, which still looks undervalued in spite of its focus on higher margins.

The Mail on Sunday

Midas: Joanne Hart gives an update on previous tip Kalahari Minerals, recommended in February at 43p and now 113p. She suggests selling half the shares held but keeping the rest in expectation of positive drilling news in August.

The Investors Chronicle

Tips of the Week: Buy Capita at 697p; the high rating looks deserved given the growth potential from increased government outsourcing to save money.

Buy Jardine Lloyd Thompson at 445p; profits should reflect rising premiums, while bid prospects remain a possibility.

Buy Effective Research Now at 344p; looks well set for further growth from its online research model.

Sell Logica at 79p; difficult end markets have hit revenues and margins, making its premium rating hard to justify.

Sell Carpetright at 605p; the rally looks unsustainable, given collapsing sales and difficult trading conditions.

Sell Aero Inventory at 179p; the outlook for the aerospace market remains difficult and it may be forced to take on less profitable contracts.

Updates: Keep selling Travis Perkins, recommended as a sell on 19 February 2009 at 309p and now 761p, as trading conditions are likely to deteriorate further.

Keep buying Costain Group, tipped on 30 April 2009 at 26p and now 28p.

Keep buying EMED, tipped on 19 June 2008 at 27p and now 5.6p, as the copper price is showing signs of recovery.

Keep buying Diageo, tipped on 12 December 2008 at 895p and now 860p.

Keep buying Addax Petroleum, tipped on 7 March 2009 at £18.55 and now £21.85.

News Tips: Banks: Barclays Bank looks high enough at 288p and remains the riskiest play in the sector, with both Royal Bank of Scotland and Lloyds Banking Group now fairly priced.

Centrica: good value at 247p.

Addax Petroleum: keep buying at £21.

Support services: The Ashtead profit warning suggests it is time to exit the sector, with forthcoming results from Speedy Hire and VP likely to add to poor sentiment; but VT Group looks good value at 479p.

G4S: keep buying at 212p for its defensive appeal.

Globus Maritime: good value at 74p given the improved forecasts for cargo shipping.

Sell Johnston Press, 23p, as it looks more vulnerable to the advertising downturn than Trinity Mirror.

Pharmaceuticals: AstraZeneca offers good value at £25.90 on prospects for its Brilinta heart drug, but GlaxoSmithKline remains a buy at £10.55.

Max Property Group, due to float on Aim shortly, will target secondary commercial property for recovery rather than prime.

International Personal Finance looks high enough at 78p after its profit warning.

Hold Next Fifteen Communications, 56p, on a possible takeover.

Buy Dignity, 585p, for its defensive qualities.

Housebuilders: Keep selling Barratt Developments, 134p, and Redrow, 186p.

Feature Tips: Martin Li highlights five undervalued companies: Nautilus Minerals, Polo Resources, Serica Energy, Northern Petroleum and Aurelian Oil & Gas.

Mark Robinson and Malar Velaigam suggest four recovery plays: Croda International, Elementis, Vitec and Weir Group.

Results Tips: Buy GeoPark Holdings, 240p; Sell Enterprise Inns, 132p; Buy Imperial Tobacco, £15.41; Sell Lonmin, 7.5p; Buy (speculative) Innovation, 7.5p

Funds Tips: Buy Investec Monthly High Income Fund, 59p, for income and potential capital growth.

Trading Tips: Ideas of the Week - IC: Long Gilts: the medium term outlook is for one last push to 126p.

Gold: there appears a lack of conviction at present, although a retest of US$1,037 is still likely.

FTSE 350 Mining: looks overbought, with a pull-back to 12,500 possible.

Swiss Franc/Sterling: a break to the upside would see gains towards 68p for the Swiss Franc (59.7p).

Ideas of the Week - City: Barclays Bank: rally in the bank's shares may be coming to an end.

Friends Provident: recent bounce has been overdone.

FTSE 100: the index looks overbought and is entering a seasonally vulnerable period.

S&P 500: David Linton at Updata thinks it too early to be calling a new bull market on Wall Street. Forum Index - Share Club -Postings for UK investment related issues - 2009 share tips - Reply to topic


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