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2008 share tips - newspaper round-ups. Sept - end 2008 - Reply to topic

> alankeys


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Post Sun Jan 06, 2008 9:12 pm   Reply with quote      



This thread was getting too big and taking too long to load. Has been split into three threads.

Use control "f" to search the page for newspaper tips on your company.
summary of weekly newspaper share tips added to this thread every week.


Jan - April
May - Aug
Sep - End



Share Tips from the Weekend Press 05 Jan - 06 Jan 2008


The Times


Tempus: Carl Mortished believs that Canadian oil sands companies are likely to be major beneficiaries of the high oil price, making BP's joint venture partner Husky Energy a possible target.

Hold Carphone Warehouse which although not cheap at 341p is attracting bid speculation, while expectations for the Christmas trading statement are high.

Reduce holdings in ITV given the poor trading outlook and stock overhang from the regulatory move to cut BSkyB's stake from 17.9% to under 7.5%.

Personal Investor: Robert Cole says the yields from bank stocks are looking very attractive for income seekers, while those who believe the credit crunch looks worse than it will turn out to be should buy into the sector for recovery.














The Daily Telegraph


Fundamentalist Views: Bill Mott, manager of the PSigma Income Fund, believes that when the outlook is bleakest, then it is the right time to buy shares. He particularly likes banks, especially for their yields, as well as housebuilders and `household name' companies such as BT.

Brokers' Tips: Buy Michael Page at 269p, says Cazenove; Buy Carnival at £22.13, says Collins Stewart; Buy Northern Foods at 90p, says Merrill Lynch; Buy G4S at 240p, says Kaupthing; Buy SIG at 710p, says Cazenove; Buy Persimmon at 791p, says Panmure Gordon.

Hold Wolseley at 730p, says Deutsche Bank.

Sell Centrica at 363p, says SG Cross Asset Research; Sell InterContinental Hotels Group at 874p, says Natixis Securities.












The Independent


No Pain, No Gain: Derek Pain believes there will be no quick return in popularity of the sort of small-cap stocks he usually chooses for his portfolio, as investors are clearly seeking safer havens in the current climate. But he intends to hold on to stocks which have been hit recently by negative sentiment - such as Private & Commercial Finance and Wyatt - but is considering selling Rentokil Initial, one of his few Blue Chip investments, which is showing a loss for the first time in the portfolio.












The Daily Mail


Investment Extra: Mike Sales, director of Portfolio Management at Henderson Global Investors, suggests investors should keep an eye on the commercial property sector, especially if prices overshoot their fair value during the current correction taking place.

Brokers' Tips: Buy Immunodiagnostic Systems at 233.5p, says Oriel; Buy LSL Property Services at 139p, says Numis; Buy Rexam at 415p, says Kaupthing; Buy Northumbrian Water at 343p, says Killik.

Sell (reduce) Alliance & Leicester at 754p, says Numis; Sell Benfield at 280p, says Shore Capital; Sell DSG International at 85p, says Shore Capital; Sell (reduce) GCap Media at 121p, says Numis.













The Sunday Times


Inside the City: Grant Ringshaw believes Lonmin, £31.94, looks cheap after last year's underperformance, especially as Chinese demand is driving the platinum price up and it looks a prime takeover target in the current wave of sector consolidation.

India-based but Aim-listed Great Eastern Resources, 163.5p, is worth a punt for its efforts to extract coal-bed methane gas using technology well-established in North America but not used so far in Asia.

Directors' Deals: Celtic FC non-executive director Tom Allison has added 1.6m shares at 64p each to take his total to 4.46m; Livermore Investments CEO Noam Lanir has bought 4.7m shares to take his stake to just above 50%.














The Observer


Market Forces: Zoë Wood believes Debenhams, 75.5p, could be worth a look as a contrarian play, especially as Dubai retailer Landmark Group is building a stake.

Both Lloyds TSB and HSBC look attractive for their yield although there may be more gloom to come for the banking sector before it gets better.

ITV could again become a bid target now that the price has fallen to 78p, especially as BSkyB has to sell down its stake.

The slide in Argos-owned Home Retail Group in recent months looks overdone and the acquisition of 27 stores from Focus suggests the management has confidence in the market. [p. B8]

Experts' Tips: Colin McLean, SVM Asset Management: BG Group.

Lesley Duncan, Standard Life Investments: Michael Page.

John Hatherly, Seven Investment Management (consultant): BT.

Robert Talbut, Royal London Asset Management: Reed Elsevier.

Patrick Edwardson, Baillie Gifford: Royal Bank of Scotland.

Jim Wood-Smith, Williams de Broë: BP.

Max Ward, Independent Investment Trust: Lloyds TSB.

Judith Mackenzie, Electra Quoted Management: Young & Co, Software Radio Technology, Advanced Medical Solutions.

Garvis Williams, Gartmore: Corac, Penna Consulting.















The Sunday Telegraph


Questor: David Litterick says sell Next, £14.64, which is finding conditions in the High Street increasingly tough.

Buy Oilex, 72.5p, as an exploration play with potential for considerable newsflow over the coming months.

Sell ReNeuron, 18p, which faces further delays to its drug utilising stem-cell technology to treat strokes.

Buy Cape, 243.5p, which is trading at a discount to rivals such as John Wood and looks likely to benefit from the buoyancy of the oil sector in 2008.















The Mail on Sunday


Midas: Joanne Hart offers her top tips for 2008. They are: Serica Energy, 93.5p, as a long-term bid target; Hilton Food Group, 185p, for its solid and low-risk appeal; Provident Financial, 815p, as a recovery play; Smith & Nephew, 577p, for takeover appeal; and Scottish & Southern Energy, £16.35, for its safe and increasingly generous dividend.













The Sunday Express


Brokers' Notes: Buy Majestic Wines at 268p, says Altium Securities.

Buy ReNeuron at 18p, says Collins Stewart.

Buy (add) Autonomy at 892.5p, says Numis.

Hold Barratt Developments at 408.5p, says Panmure Gordon.

Hold (neutral) Signet Group at 60p, says Crédit Suisse. [p. 20]














Investors Chronicle

Tips of the Year: Buy Vodafone at 185p; only rated in line with sluggish fixed-line rivals in spite of the growth from emerging markets.

Buy Mouchel at 436p; the £46m HBS acquisition will add value to already strong growth prospects.

Buy Halma at 225p; attractive for organic growth as well as its track record for bolt-on acquisitions.

Buy Ferrexpo at 234p; a `must-have' for investors seeking exposure to Ukrainian miners.

Buy ICAP at 665p; thrives on market volatility and so should continue to benefit strongly in 2008.

Buy European Goldfields at 296p; a play on the rising gold price during the current cycle, with Seymour Pierce setting a 400p target.

Buy PV Crystalox Solar at 126p; a play on long-term demand for solar energy, although currently rated well below its main rivals.

Buy SSP at 142p; enjoys a strong position in the insurance software market, with strong recurring revenues and increased activity overseas.

Last Year's Tips: The ten stocks tipped for 2007 achieved an average increase in value of 19.2% compared with a 0.56% fall in the All-Share.

Anglo Irish Bank: keep buying.

Burren Energy: the ENI takeover is due to be agreed this week.

Imperial Energy: still long-term good value.

Kingspan: fairly priced.

MWB Business Exchange: good value.

National Grid: keep buying.

Nationwide Accident Repair Services: keep buying.

Smiths: good value.

Spice: keep buying.

Tanfield: keep buying.

News Tips - Analysis: Small cap brokers: the weaker new and secondary issue market has clearly affected small brokers and is likely to continue in 2008. This leaves Blue Oar, 18.5p, Numis, 254p, and WH Ireland, 168p, all fairly priced.

Oil & Gas: much of the upside from Dana Petroleum's strong North Sea prospects is already in the price, making it only fairly priced at £13.87. The preferred North Sea play is Venture Production, 789p.

Biotechnology: the sector has been hard hit by the credit squeeze, with SkyePharma facing investor concern over its ability to refinance convertible notes next year. Vernalis has a similar risk profile and should be avoided at 7p. But those companies producing cash and with blockbuster potential still have attractions, including Protherics, Meldex, Sinclair Pharma, ProStraken and Acambis.

News Tips - Digest: Maxjet: investors must wait and see what the US bankruptcy process will bring them.

Game Group: fairly priced at 248p as the market has already taken account of the strong demand for Nintendo's Wii console.

Cairn Energy: take profits at £30.03 after the disappointing gas exploration tests in Bangladesh.

London Scottish Bank: fairly priced at 63p after its profit warning and the need to increase capital requirements.

Johnson Service: high enough at 44p given its precarious financial position.

BAE Systems: keep buying at 501p given its defensive qualities.

Kesa Electricals: fairly priced at 235p given the outlook for consumer spending.

Turftrax: the racecourse service management business is worth a bet as it floats on Aim this Friday.

Sandvine: keep selling after its lower-than-expected sales guidance for 2008.

Qinetiq: good value at 199p as its US business is growing strongly.

Mano River Resources: keep buying at 9p given the joint venture by subsidiary Stellar Diamonds with BHP Billiton in the Congo.

Minerva: fairly priced at 135p in spite of trading at a substantial discount to NAV which reflects the risk of developments such as the new Croydon shopping centre.

Southern Cross Healthcare: good value at 540p after providing fresh evidence that its sale-and-leaseback business model is working.

Brixton: buy at 293p given the 37% discount to forecast NAV.

Meldex: buy at 60p as its growth story remains intact.

Acambis: a speculative buy at 117p given the potential for its vaccine against hospital super-bugs.

SkyePharma: keep selling at 12p give its financial problems.

Alphameric: fairly priced at 35p given the poor trading at its software business.

Brokers' Notes: Provident Financial at 834p: Dresdner Kleinwort (Buy), Citigroup (Buy); IC View: fairly priced. Last IC Comment (13 October 2006): Sell.

Rank at 91p: Evolution (Buy), Shore Capital (Hold); IC View: keep selling given the depressed fundamentals. Last IC Comment (15 October 2007): Sell.

Tips - IC Trades: British Airways: could soon breach the 300p level on the way down to 287p or below.

BSkyB: the latest attempted rally may be thwarted.

FTSE 250: the outlook remains bearish.

Whitbread: the risks remain on the downside.

Tips - City Trades: CRB Index: Mark Glowrey at Investors' Intelligence expects renewed upside for the commodities index this year.

March US T-Note Future: Nicole Elliott at Mizuho Corporate Bank envisages a `massive extension' to 117 in January.

Xchanging: Steven Mayne at Montague Pitman says go long with a short-term target of at least 300p.

Results Tips: Sell Sports Direct, 97p; Buy BGlobal, 34.5p; Buy Discover Leisure, 13p; Buy Widney, 13p; Buy Energybuild, 15p; Buy Aortech, 422.5p; Buy Probability, 41p; Buy Impax, 38.5p; Buy Ten Alps, 58p.



> alankeys


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Post Sun Jan 13, 2008 11:04 pm   Reply with quote      



Share Tips from the Weekend Press 12 Jan - 13 Jan 2008

The Times


Tempus: Nick Hasell says the `siren call' of strong, covered dividends may be hard for some investors to resist, although high yields often come with the associated risk of a cut. Morgan Stanley, for example, suggests that the real concern for bank yields is 2009 and not 2008, since it believes the banks will confirm payouts this year. But this may then see banking stocks weaken as investors sell out after collecting the cash.

Keep clear of SCi Entertainment even at 62p as the company has shown poor judgment in recent years, delivering products late and to lacklustre reviews. The collapse of bid talks therefore came as little surprise since buyers were unlikely to match the board's valuation.

Avoid Paragon Group as it may struggle even with a rescue rights issue to survive its exposure to a weakening housing market and the associated rise in bad debts.

Personal Investor: Robert Cole suggests that investors looking for companies brimming with ideas and opportunities should consider `success stories waiting to happen' such as LogicaCMG, Misys and Hays. But a lower-risk approach is to opt for companies with good track records and assiduous succession planning, including BP, Vodafone, GlaxoSmithKline and Anglo American.











The Daily Telegraph


Brokers' Tips: Buy Acambis at 122p, says Nomura; Buy BT Group at 270p, says Citigroup; Buy Man Group at 551p, says Landsbanki; Buy FirstGroup at 701p, says Panmure Gordon.

Hold Greggs at £45.95, says Dresdner Kleinwort; Hold Associated British Foods at 873p, says Deutsche Bank; Hold Autonomy at 874p, says Crédit Suisse.

Sell DSG International at 107p, says SG Cross Asset Research; Sell Next at £15.41, says Seymour Pierce.















The Independent


Week in Review: EasyJet: Sell.

Michael Page: Buy.

Jessops: Avoid.

Staffline: Offers reasonable value.

Hichens Harrison: Hold.

Ricardo: Buy.

The Restaurant Group: Buy.

Vantis: Hold.

Greggs: Hold.

Premier Foods: Avoid.

Legal & General: Hold.

Mears: Buy.

No Pain, No Gain: Derek Pain considers Coffee Republic as a possible recruit to his portfolio at 2p as new management appear to getting to grip with its problems. But he is in no rush to buy as coffee outlets could become a victim of belt-tightening by consumers this year.















The Daily Mail


Investment Extra: Ian Lyall suggests taking a `speculative punt' on Ashtead Group, 72.5p, as it looks oversold with broker ABN suggesting a 170p value, while UBS has set a 130p target.










The Sunday Times


Inside the City: Grant Ringshaw says keep an eye on Autonomy, 950.5p, which has again become a `City darling' following the dotcom crash when its shares lost 95% of their value. But they are now trading on a chunky premium to the rest of the software sector, although on balance they are worth holding.

Keep clear of Michael Page as in spite of its impressive trading there is little City sentiment to support it while the market turmoil continues, as shown by the 60% slide in the price over the past six months.

Directors' Deals: Four Marks and Spencer directors, including CEO Sir Stuart Rose, showed their confidence in the retailer, buying following the downbeat trading update; JD Wetherspoon chairman Tim Martin has taken advantage of recent weakness to add to his holdings.














The Observer


Market Forces: Richard Wachman explains that the appeal of Close Brothers to predators such as Cenkos Securities and Blackstone is its financial restructuring arm which can expect to have more work than it probably can cope with this year.

BG has further to go even after the surge to £10.36 given its spread of international assets, with Deutsche Bank raising its target to £12.

Market sentiment is backing AstraZeneca as a safe haven in times of uncerrtanty, along with possible bid appeal for GlaxoSmithKline. Dealers expect the shares to hit £24 this year.


















The Sunday Telegraph


Questor: Hold J Sainsbury, 385p, as investors should remain confident that CEO Justin King can continue to steer the supermarket chain through a difficult year.

Sell Just Retirement, 110p, following its profit warning and uncertainty over the housing market.

Buy RWS Holdings, 328p, since it looks a possible recession-proof play as the largest patent translator in the world, backed by a healthy (for an Aim stock) 3% yield.

Buy ITE Group, 148p, which offers exposure to the booming economies of the former Soviet Union through its conference business in the region.












The Mail on Sunday


Midas: Joanne Hart says buy Northumbrian Water, 339.5p, as it is attractive not only on fundamentals and for its defensive characteristics but also as a probable bid target within the next year.














The Sunday Express


Brokers' Notes: Buy William Hill at 389p, says Landsbanki.

Hold J Sainsbury at 385p, says Citi.

Buy Premier Foods at 133p, says Collins Stewart.

Buy Dunelm at 154p, says Arden Partners.

Buy Hays at 106p, says Panmure Gordon.













The Investors Chronicle


Buy Bateman Litwin at 197p; lowly rated compared with its rivals because of a pending US legal action against the vendors of a recent acquisition, although the fundamentals remain attractive.

Buy Aero Inventory at 639p; should continue to benefit from the growth in the international aviation industry, helped by profile-raising contract wins.

Buy Melorio at 107p; offers rapid organic growth plus the potential from possible diversification into areas such a logistics, utilities and healthcare training.

Buy Foamasters International at 39p; worth backing for the long-term, especially as it plans expansion once the financial markets strengthen.

Buy Jelf at 250p; growing via acquisitions which provide further opportunities for cross-selling and cutting costs through economies of scale.

Sell Ladbrokes at 316p; its traditional defensive appeal in a downturn does not outweigh its heavy debt and the high costs of recent television racing deals.

Updates: Alterian, tipped on 20 April 2007 at 175p looks fairly priced at 122p.

Keep buying PV Crystalox, one if the IC's Tips of the Year, at 154p.

Keep buying Staffline Recruitment, tipped on 2 November 2007 at 163p and now 127p.

Dragon Oil, tipped on 1 June 2007 at 177, now looks fairly priced at 419p.

Keep buying CRH, tipped on 20 July 2007 at E36.53 and now E24.07.

News Tips - Analysis: Retail: Although the IC view is generally bearish on the sector, Game Group offers good value at 222p because of continuing strong demand. Meanwhile, Marks and Spencer still offers good value in spite of its downbeat trading statement.

Housebuilders: Persimmon, 619p, is the favoured pick in a down-trodden sector although it may have further to fall.

Software: Autonomy looks good value at 960p in the wake of Microsoft's move for Norwegian rival Fast Search & Transfer for US$1.2bn.

Real estate: Investors in Bulgarian Property Development should sit tight given the uncertainty generated by the Joe Lewis bid via his Windsorville vehicle.

News Tips - Digest: Restaurant Group: high enough at 127p give its exposure to under-pressure consumer spending.

Scottish & Newcastle: sit tight at 722p and hope for an improved Carlsberg/Heineken bid before the 21 January deadline.

GCap Media: hold at 194.5p for more clarity about Global Radio's offer or a formal approach.

Domino's Pizza: fairly priced at 177p as the rating looks full.

Savills: good value at 250p following its resilient trading update.

Michael Page: fairly priced at 267p given its exposure to the US.

EasyJet: keep buying at 475p in spite of the market reaction to the fall in its December load factor.

TEG Group: keep buying at 79p as its Manchester Waste PFI contract is finally getting under way.

Renova Energy: high enough at 11p as it may breach its banking covenants.

Computacenter: high enough at 168p as it remains vulnerable to a downturn in IT spending.

Emerald Energy: buy at 229p following successful tests at its Syrian oil discovery, along with Aim-listed joint venture partner Gulfsands Petroleum, 151p, where the market has yet to register the good news.

Cover Feature: Top Aim experts pick their tips for the year.

Nigel Bolitho: Supercart, Bisichi Mining, Carnegie Minerals, Northern Petroleum, Great Eastern Energy, First Artist, Geong, Futura Medical, Medical House, First Property.

David Stevenson: Carlisle Group, European Equity Tranche Income, Immunodiagnostic Systems Holdings, Inland, Impax, SpaceandPeople, Stanley Gibbons, Advanced Frontier Markets, Bond International, India Capital Growth.

Jon Mainwaring: Ascribe, Cape, Educational Development International, Hat Pin, Invocas, Norman Hay, Printing.com, Tikit Group, TMN Group, WIN.

Graham Davies: Kirkland Lake Gold, Platmin, European Goldfields, Peter Hambro Mining, ZincOx Resources, Avocet Mining.

Andrew Hore: Altona Resources, Aukett Fitzroy Robinson, CareCapital, Gladstone, Independent Media Distribution, Plant Impact, Probability, Surgical Innovations, Vindon Healthcare.

Brokers' Notes: 2ergo at 187p: Numis (Buy), Charles Stanley (Buy); IC View: the rating still looks reasonable. Last IC Comment (28 November 2077): Good value.

Morgan Sindall at £10.03: Cazenove (Outperform), ABN Amro (Buy); IC View: offers good value. Last IC Comment (26 October 2007): Fairly priced.

Marshalls at 254p: Landsbanki (Buy), Citigroup Global Markets (Buy); IC View: fairly priced at 250p. Last IC Comment (9 November 2007): Sell.

Scottish & Southern Energy at £16.68: Citigroup (Buy), Crédit Suisse (Outperform); IC View: one of the few utilities actively growing its business. Last IC Comment (14 November 2007): Good value.

Tips - IC Trades: Amec: recent momentum has turned negative.

Barclays Bank: plenty of scope for further downside in the near-term.

British Airways: the outlook is bearish, although a support zone lies between 240p and 277p.

Enterprise Inns: heading lower with some support at 364p.

Tips - City Trades: Dow Jones: momentum is bearish.

Nikkei 225: Tarquin Coe at Investors Intelligence notes the index is close to support levels and a rally is possible later this year.

Sage: Steven Mayne at Montague Pitman says go short with an initial target around 193p.

Shanks: Graeme Dickson at LITE Trading suggests going long and adding to positions on a `convincing break' to 245p.

Results Tips: Buy Arden Partners, 152p; Buy Latitude Resources, 3p; Buy Greenko, 100p; Buy Pan Andean Resources, 14.5p; Buy Niger Uranium, 29p; Buy Templar Minerals, 3p; Buy Firestone Diamonds, 107p; Buy Tricorn, 32p; Buy Newmark Security, 2p; Buy Ensor, 31p; Buy SWP, 75.5p; Buy Digital Marketing, 90p.



> alankeys


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Post Sun Jan 20, 2008 10:38 pm   Reply with quote      



Share Tips from the Weekend Press 19 Jan - 20 Jan 2008


The Daily Telegraph


Fundamentalist Views: Bob Doll, global investment officer of BlackRock Investment Management, believes that the US will narrowly escape recession this year, with the Fed cutting rates to 3.5% and the dollar recovering against the euro.

Brokers' Tips: Buy Unilever at £18.53, says Collins Stewart; Buy William Hill at 406p, says Dresdner Kleinwort; Buy Stagecoach at 235p, says Deutsche Bank.

Hold J Sainsbury at 392p, says Merrill Lynch; Hold Redrow at 267p, says Citicorp; Hold Signet Group at 56p, says Crédit Suisse.

Sell Marks and Spencer at 410p, says SG Cross Asset Research; Sell United Business Media at 579p, says Cazenove; Sell Rolls-Royce at 517p, says Citigroup.








The Independent


No Pain, No Gain: Derek Pain reveals he has been forced to sell Goals Soccer Centres as it unexpectedly fell below his stop-loss of 300p, part of the worrying slump that is hitting most small-cap stocks.

Week in Review: Character Group: Hold.

Experian: Avoid.

Clinphone: Hold.

Taylor Wimpey: Hold.

Northern Foods: Avoid.

Travelzest: Hold.

Balfour Beatty: Buying opportunity.

Premier Oil: Buy.

Goals Soccer Centres: High enough.

Barratt Developments: Hold.

Portland Gas: Speculative.

Inchcape: Buy.







The Daily Mail


Star becomes a black hole: Tony Hazell and Charlotte Beugge expect radical changes at New Star Asset Management after its underperformance and profit warning.

Sativex decision may send GW Pharma's investors on a high: Ian Lyall advises GW Pharma investors to wait until the results of its latest trials for Sativex, a pain-killer derived from cannabis, are released (likely before the end of March) as a positive result will provide some momentum.






The Sunday Times


Inside the City: Grant Ringshaw believes Man looks a `pretty compelling growth' story and the recent fall to 489p could be a buying opportunity, with some analysts setting a target of 700p.

'Irrational alarm' appears have taken hold at Premier Foods, 140p, but things are not likely to get so bad that food sales collapse.

Directors' Deals: Signet chairman Malcolm Williamson bought 100,000 shares to take his stake to 173,000; EasyJet director Sir David Michels and chaiman Colin Chandler have both increased their stakes in the budget airline.







The Observer


Market Forces: Richard Wachman does not think Pearson, 647p, has been oversold as prospects for its educational and publishing operations appear under pressure.

Wm Morrison appears to have staged a revival under new CEO Marc Boland and it should ensure that Sir Ken Morrison can retire in some comfort.

Keep clear of JD Wetherspoon as it is set to unveil a pretty gloomy trading statement this week.

Merrill Lynch, which helped bring Sports Direct to market a year ago, now rates it as one of its least preferred stocks.










The Sunday Telegraph


Questor: Yvette Essen says sell Experian, 373p, as there are too many opportunities for more bad news from slower economic growth.

Buy Tanfield, 104.5p, as an opportunity for long-term investment in an alternative fuel supplier for cars and trucks.

Hold Lookers, 88p, in anticipation of recovery further down the road.

Buy Axon Group, 444p, as analysts believe the recent fall on demand worries has been overdone.














The Mail on Sunday


Midas: Joanne Hart believes Prudential is a buy at 567.5p on fundamentals and some brokers believe it could go to more than £10.

Take a punt on Mama Group, 5p, which has a `compelling story' to tell based on its business model to embrace changes in the music world to take advantage of other income streams.











The Sunday Express


Brokers' Notes: Buy Carphone Warehouse at 302p, says Investec.

Hold Entertainment Rights at 8p, says Collins Stewart.

Sell Home Retail Group at 279p,says Citigroup.

Buy Luminar at 328.5p, says Evolution.

Buy Aveva at 906p, says Landsbanki.















The Investors Chronicle


Buy Renishaw at 627p; its trading prospects look set to improve this year and it could also become a bid target.

Buy STM at 70.5p; modestly-rated and with potential for earnings enhancing deals, backed by a strong cash flow.

Buy Aukett Fitzroy Robinson at 10p; has been unfairly hit by adverse sentiment towards the sector, especially with its solid balance sheet and decent yield.

Sell Amec at 762p; the rating looks too high after the restructuring under new CEO Samir Brikho, given the group's low returns and flawed focus on the wrong geographic markets.

Sell Rentokil Initial at 109p; the fat dividend yield is barely covered by earnings and strong competition will drive down high profit margins.

Sell Horizon Technology at 32p; likely to experience a rough ride before the full-year results in March, with a weaker outlook after then as well.

Updates: Keep buying Coda, tipped on 9 February 2007 at 181p and now 193p; Keep buying Tanfield, tipped on 5 January 2007 at 55p and now 106p; Keep selling Rightmove, recommended as a sell on 7 December 2007 at 489p and now 409p; Keep buying Galliford Try, tipped on 27 October 2006 at 129p and now 8p; Keep buying Venture Production, tipped on 23 June 2006 at 674p and now 758p; Keep buying Balfour Beatty, tipped on 17 November 2006 at 420p and now 460p.

News Tips - Analysis: Gold: the surging price is overdue some consolidation.

Food retailing: Tesco still offers good value even after the recent fall, but not by enough to make it a buy.

Luxury retailing: Burberry looks long term good value as the market remains relatively resilient.

Semiconductors: Intel's gloomy onset outlook means that Arm is fairly priced at 100p, while Wolfson Microelectronics is remains a long-term buy at 160p; But Arc International looks high enough at 28p, with CSR, 448p and Imagination, 106p, also high enough.

Plant Hire: Speedy Hire, 725p, Lavendon, 329p, and Ashtead, 70p, are all good value.

News Tips - Digest: Regent Inns: sell as the bid inspired surge is a good opportunity to get out.

RAB Capital: high enough at 77p given the distraction of Northern Rock.

Business Post: fairly priced at 239p in spite of trading uncertainties.

Ceres Power: the Centrica deal offers only long-term potential, so the shares look high enough at 295p for now.

ZincOx Resources: buy at 268p as it secures funding to develop its Yemen mine.

i-Mate: sell at 21p given its latest supplier problems.

Scottish & Newcastle: take profits.

Bglobal: buy at 38p following the deal with Scottish & Southern Energy.

Clarkson: fairly priced at 920p give the cautious outlook.

Meldex: keep buying at 74.5p, with Nomura Code giving it a 115p valuation.

H&T: keep buying at 202.5p as it should benefit in a downturn.

Brokers' Notes: Bovis at 545p: Citigroup Global Markets (Buy), ABN Amro (Buy); IC View: the longer-term outlook remains good. Last IC Comment (10 November 2007): Fairly priced.

Findel at 533p: Numis (Buy), Kaupthing Singer & Friedlander (Buy); IC View: its defensive qualities will help counter any a consumer spending downturn. Last IC Comment (3 November 2007): Buy.

Tips - IC Trades: FTSE 100: The momentum is negative but not yet oversold, so rallies should be shorted.

InterContinental Hotels Group: signs of a recovery rally are likely to be short-lived.

International Power: an upwards break towards the all-time high of 492p is likely soon.

Reckitt Benckiser: offers a good opportunity to go long as daily momentum is oversold.

Tips - City Trades: Dow Jones: a larger decline may have begun.

Gold: Richard Cunningham at City Index Advisory, expects a move nearer to US$1,000 this year.

Oil: Zac Mir at www.zaks-ta.com, suggests oil is set for further rises.

S&P 500: Tarquin Coe at Investors Intelligence believes a sharp rally `up the wall of worry' is imminent.

Results Tips: Buy Triple Plate Junction, 19p; Buy VT, 42.5p; Buy Coffee Republic, 2p; Buy Indian Film Company, 76p; Buy Uruguay Mineral Exploration, 179,5p; Buy United Carpets. 12p; Buy Southern Bear, 3p; Buy Travelzest, 99p; Buy Jacques Vert 10p.



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Post Sun Jan 27, 2008 7:54 pm   Reply with quote      



Share Tips from the Weekend Press 26 Jan - 27 Jan 2008



The Times


Personal Investor: Robert Cole says buy Wolseley as a classic recovery play, backed by an attractive yield.











The Daily Telegraph


Fundamentalist Views: Andy Brough, manager of the Schroder UK Mid 250 Fund, sees the current market volatility as a chance to buy low and sell high. He cites examples such as Bovis Homes, Daily Mail & General Trust and Keller Group as stocks where recent falls have probably been overdone.

Brokers' Tips: Buy Carphone Warehouse at 303p, says Collins Stewart; Buy HMV at 108p, says Deutsche Bank; Buy Sage at 228p, says Merrill Lynch.

Hold Associated British Foods at 838p, says Merrill Lynch; Hold Kingfisher at 125p, says Credit Suisse; Hold Enterprise Inns at 403p, says Panmure Gordon.

Sell Luminar at 317p, says Cazenove; Sell Burberry at 416p, says Exane BNP Paribas; Sell Kesa at 217p, says Landsbanki.












The Independent

Week in Review: Wolseley: Avoid.

Corin: Buy.

Hat Pin: Avoid.

Chemring: Buy.

NCC: Hold.

GW Pharmaceuticals: Hold.

Tullow Oil: Worth a punt.

Thomson Intermedia: Too early to back the new management.

Trafficmaster: Hold.

Severfield-Rowen: Hold.

Clipper Wind Power: Hold.

3i: Buy.

No Pain, No Gain: Derek Pain believes Nighthawk Energy has further to go, although he is worried at the delayed results announcement from Food & Drink Group.














The Daily Mail


Investment Extra: Ian Lyall suggests five defensive stocks for current market conditions: BT, Greggs, Northumbrian Water, Scottish & Southern Energy and Tesco. He also identifies five possible shares `worth a flutter': Alliance & Leicester, Bradford & Bingley, HBOS, Legal & General and Lloyds TSB.













The Sunday Times


Inside the City: Grant Ringshaw believes Scottish & Newcastle investors would probably be wise to accept the 800p a share offer from Carlsberg and Heineken, although there remains the chance that Anheuser-Busch could still gatecrash the deal.

St Ives, 246.5p, does not look a safe haven for investors as overcapacity continues to dog the printing industry. But the 7% yield remains attractive and suggests that the shares may have at least bottomed out.

Directors' Deals: Southern Cross Healthcare executive directors Bill Colvin and John Murphy have bought nearly 1m shares between them after the recent fall in the price; AT Communications founder and CEO Alex Tupman has added 400,000 shares to take his stake to 16.85%.

Heaven & Hell Portfolio: Peter Sherlock has taken a gamble and bought more Woolworth shares after the price fell to a new low as the market is now valuing the retailer at below its net worth.















The Observer


Market Forces: Richard Wachman wonders what, if anything, British Airways can do to halt its share price slide as it is facing higher fuel costs, possible industrial action and a decline in premium traffic.

Things are likely to get much worse for Greene King before there will be any signs of recovery.

Charles Allen's Global Radio needs to offer more than the mooted 190p a share for GCap Media, although GCap's investors are believed willing to listen to offers even if the management are not.

Figures from Thomas Cook and Tui this week will give a good indication about whether a recession is ahead if forward bookings are down sharply.












The Sunday Telegraph


Sunday Questor: David Litterick looks at high-yielding stocks and says that while the banks look attractive for income they are not without risks attached. Regulated utilities such as United Utilities and Severn Trent may offer less income but look a lot safer, while there are a number of stocks with attractive yields - including BT, Rentokil Initial, Rexam and Royal Dutch Shell.

Buy Concateno, 112p, which should benefit from increased testing for alcohol and drugs, while a joint venture with Philips for a new roadside testing product should add to the potential.

Buy RPS, 270.5p, which looks a buying opportunity after recent falls, especially as most broker targets are 100p above the current price.















The Mail on Sunday


Midas: Joanne Hart says buy transport logistics group Kewill Systems, 79p, which looks more dynamic than most in the City understand, especially as it is capitalising on the growth in online retailing. Target is 125p and Kewill also offers bid appeal from IT sector consolidation.

Buy Ridge Mining, 111p, a as a speculative South African platinum mining play.














The Sunday Express


Brokers' Tips: Buy Marston's at 271.5p, says Evolution.

Buy Adventis Group at 42p, says Arbuthnot.

Buy WPP Group at 598p, says Panmure Gordon.

Hold Prezzo at 45p, says Investec.

Buy Tullow Oil at 560p, says Citigroup.













The Investors Chronicle


Buy Mediterranean Oil & Gas at 142p; offers plenty of potential from three key prospects where drilling is poised to start and if even just one takes off the shares should respond dramatically.

Buy Concateno at 116p; has defensive appeal in growing markets (for drug and alcohol testing), while the Cozart acquisition late last year offers considerable potential from its joint venture with Philips for a next-generation testing device.

Buy StatPro at 80p; attracting strong new business in a niche market, along with the benefit of quality recurring revenues and possible sector consolidation.

Sell Royal & Sun Alliance at 123p; too highly rated in comparison with more profitable rivals such as Amlin and this may prove hard to sustain as the economic slowdown makes its impact on the insurance sector.

Sell Imagination Technologies at 97p; looks vulnerable to a consumer downturn, while rivals ARC International and MIPS have highlighted possible trading problems as companies license fewer new chip designs.

Sell LSL Property Services at 114p; the housing market slowdown and credit crunch is beginning to make an impact and it may have to run hard for some time just to maintain the status quo, with lower profit forecasts adding to the pressure on the shares.

Updates: Keep selling Sports Direct International, recommended as a sell on 12 October 2007 at 133p and now 96.5p, given the outlook and its troubled relationship with the City.

Keep buying Addax Petroleum, tipped on 31 August 2007 at £16.80 and now £18.50, as it looks to have further to go.

Keep buying Zirax, tipped on 2 March 2007 at 13p and now 14p, following the acquisition of Austrian de-icing specialist Solith.

News' tips - Analysis: Mining: Anglo American offers long term good value at £24.48 even without an Xstrata deal as the move to take full control of Brazilian iron ore project MMX Minas-Rio could eventually prove transformational.

Aerospace: Keep buying BAE Systems at 468p following its Australian takeover, with Qinetiq also good value at 187p after its small acquisitions Down Under.

Biotechs: positive sentiment should eventually return to the sector which should benefit those stocks with strong balance sheets or cash-generating revenues. So, buy Acambis, GW Pharmaceuticals, Protherics and BTG.

Technology: LogicaCMG looks high enough at 98p as its remains vulnerable to downgrades and a bid seems unlikely.

Life Assurance: Investors in Friends Provident should sit tight and await developments as it is unlikely to remain independent for much longer.

News' Tips - Digest: Wolseley: sell at 726p as market conditions in the US and Europe weaken.

Wm Morrison: good value at 305p given its defensive qualities.

JD Wetherspoon: high enough at 317p as trading continues to deteriorate.

Pearson: full-year figures are expected at the top end of forecasts.

Rolls-Royce: good value at 466p given the latest engines deal, this time with China Airlines.

ASOS.com: good value (even though highly rated) given its strong share of the online clothing retail market.

Zenergy Power: good value at 254p for the long-term as its strong partnerships enables it to capitalise on its leading technology.

London Scottish Bank: fairly priced at 27p as most of the bad news is already factored in.

Hyder Consulting: keep buying at 401p in spite of the uncertainty in its UK market.

Collier CRE:good value at 59p after the better-than-expected results.

Gas Turbine Efficiency: keep buying at 45.5p following its strong trading update.

Humberts: sell at 8p in he wake of its `nasty' profit warning.

Imprint: sit tight at 83p while the Hydrogen bid at 107p goes through.

AT Communications: fairly priced at 34p as the debt risk appears priced in.

Superscape: the bid from Glu Mobile looks good for shareholders.

Alltracel: await developments following the preliminary takeover approach.

Close Brothers: sit tight as there may be other bidders in the market after Cenkos Securities withdrew its takeover approach.

Hat Pin: fairly priced at 43p given its profit warning and the fact it needs to prove its strategy works.

Feature tips: Richard Hemming selects nine biotech opportunities worth considering: Prostraken, Sinclair Pharma, Acambis, Protherics, Immunodiagnostic Systems, Renovo, Vectura, Antisoma and BTG.

Brokers' Notes: Home Retail Group at 274p: Landsbanki (Hold), Dresdner Kleinwort (Hold); IC View: susceptible to reduced consumer spending. Last IC Comment (26 October 2007): High enough.

Rathbone Brothers: Investec (Hold), Landsbanki (Buy); IC View: fairly priced at £10.10 given the risks.

Taylor Wimpey at 184p: MF Global Securities (Buy), Citigroup Global Markets (Hold); IC View: fairly priced as a result of its exposure to the weak US housing market. Last IC Comment (31 October 2007): Good value.

Woolworth at 8p: Panmure Gordon (Buy), Citi (Sell); IC View: remain cautious even though it looks a possible speculative recovery play. Last IC Comment (19 September 2007): High enough.

Tips - IC Trades: British American Tobacco: momentum is not yet oversold and there could be opportunities to go long.

FTSE 100: now in bear market territory, with 5,500 back in view.

FTSE 350 Banks: a rally should provide shorting opportunities.

FTSE 250: momentum has not yet reached the level which would usually lead to a bear market rally.

Tips - City Trade: Dow Jones: bearish momentum means that traders should be `wary of catching a falling knife'.

FTSE 100: Tarquin Coe at Investors Intelligence sees increased volatility and believes a sustainable recovery will first be needed to shake out the remaining bulls.

S&P 500: David Linton at Updata describes the charts as looking `very ugly' right now.

J Sainsbury: Graeme Dickson at LITE Financial suggests waiting for a break above 404p before going long with a target of 459p.

Results' tips: Sell Sandvine Corporation, 210p; Buy GW Pharmaceuticals, 69p; Buy System C Healthcare, 27p; Buy Renishaw, 657p.



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Post Sun Feb 03, 2008 8:18 pm   Reply with quote      



Share Tips from the Weekend Press 02 Feb - 03 Feb 2008



The Times


Personal Investor: Robert Cole believes Royal Dutch Shell looks cheap enough to buy in hopes of a 15% or so surge over the next three months, backed by a 4.4% yield, if the oil price remains high. But investors should keep a close eye on the oil price and other factors that could change the positive outlook.











The Daily Telegraph


Brokers' Tips: Buy Yell at 307p, says Exane BNP Paribas; Buy Carpetright at 782p, says Deutsche Bank; Buy RAPS Group at 264p, says Numis.

Hold Great Portland Estates at 500p, says Credit Suisse; Hold Marston's at 288p, says Dresdner Kleinwort; Hold London Stock Exchange at £17.31, says Merrill Lynch.

Sell BAE Systems at 468p, says Exane BNP Paribas; Sell JD Wetherspoon at 293p, says Cazenove; Sell Legal & General at 122p, says SG Cross Asset Research.










The Independent


No Pain, No Gain: Derek Pain is saddened that Scottish & Newcastle looks set to lose its independence, although happy with the 800p a share he is getting to boost his portfolio. Meanwhile, he is holding on to the Food & Drink Group as it looks for a buyer after delivering poor results.

Week in Review: Imperial Tobacco: Fairly priced.

Healthcare Locums: Looks cheap.

Beale: Only a bid offers upside.

Prudential: Hold.

Straight: Avoid.

Begbies Traynor: Hold.

GoIndustry: Buy.

Oakdene Homes: Avoid.

Vodafone: Has further to go.

ITM Power: Worth a punt.

Diageo: A long-term investment.

Carluccio's: Hold.









The Sunday Times


Inside the City: Jenny Davey says that while British Land looks a possible buying opportunity after the slide to 988.5p, investors should sit tight for now as things may get worse for the commercial property sector before they start to improve.

ARM Holdings, 118p, has held up well in difficult markets and while vulnerable to a cyclical downturn it could be transformed if more customers outsource chip designing to it.

Directors' Deals: Two directors of Severfield-Rowen have bought 450,000 shares between them; Two Hornby directors have bought 10,000 shares each.











The Observer


Market Forces: Richard Wachman believes BSkyB looks good value at 556p for investors with a horizon of 18 months or longer.

Mitchells & Butlers chairman Roger Carr does not deserve the criticism levelled at him over the hedging débâcle, as the shares at 450p are well up on the 225p when the pubs group was spun off from Six Continents in 2003. But Carr probably still hopes a bidder will emerge.

British Land's high gearing and exposure to the City market is likely to stop property sector bargain hunters from buying back in just yet.











The Sunday Telegraph


Sunday Questor: David Litterick says buy National Grid, 785p, as a defensive play with a `chunky' yield of 4.5% and significant upside from its capital expenditure plans and share buyback programme.

Buy Healthcare Locums, 80.5p, which offers `excellent value' as demand for recruiting temporary healthcare professionals is set to grow further.

Buy Alternative Networks, 158.5p, following last week's confident trading update.

Buy Research Now, 247.5p, which could benefit in a downturn from companies seeking more cost-effective online market research.












The Mail on Sunday


Midas: Joanne Hart reviews the high-yielding `Dogs of the Footsie' portfolio which has underperformed the market since being reformed last April, mainly as a result of the slump in banking stocks. Taylor Wimpey has replaced DSG International in the only change, with the other high-yield shares remaining for now: Alliance & Leicester, Barclays Bank, BT, HBOS, HSBC, Kingfisher, Lloyds TSB, Royal Bank of Scotland and United Utilities.











The Sunday Express


Brokers' Notes: Buy WH Smith at 347.5p, says Pali International.

Hold Greene King at 755p, says Altium.

Sell Carluccio's at 138p, says Investec.

Buy Mouchel Group at 444p, says Citi.

Hold (equal weight) Vodafone at 181p, says Lehman Brothers.












The Investors Chronicle


Buy Forth Ports at £19.98; an auction could develop if Babcock & Brown mounts a bid, with Dresdner Kleinwort analysts suggesting a takeout price as high as £30 a share. But there are other factors, such as the boost to Tilbury docks from the 2012 Olympics, which add to the appeal.

Buy Egdon Resources at 19.5p; offers exploration upside backed by funds in the bank and is also on course to start generating cash from significant oil & gas production.

Buy Immunodiagnostics Systems at 240p; its rating looks too low given the prospect of robust market growth and possible consolidation activity.

Buy Landkom International at 78p; a speculative long-term play on food inflation continuing, along with growing demand for biodiesel feedstock as a result of increased EU targets.

Sell Carphone Warehouse at 310p; the premium rating looks undeserved, given its lack of the cash-generating capability that supports major telecom rivals and it could also become exposed to a consumer spending downturn.

Sell Wolseley at 709p; the outlook remains tough in the short-term as a result of its exposure to the weak US housing market and slower growth in Europe, although the yield still offers some comfort for investors.

Updates: Keep buying Melorio, tipped on 11 January 2008 at 107p and now 103.5p.

Keep selling Pochin's, recommended as a sell on 29 June 2007 at 342p and now 197p.

Maxima, tipped on 13 April 2007 at 282p, looks high enough at 150p.

Keep buying Jelf, tipped on 11 January 2008 at 250p and now 242.5p.

Keep buying ICAP, tipped on 4 January 2008 at 665p and now 669p.

News Tips - Analysis: Real Estate: Keep buying Land Securities, £15.60, as the bargain hunters are already moving into the property sector.

General Financial: ACP Mezzanine, E0.89, Intermediate Capital, £14.31, and Shore Capital, 38.5p, all offer good value as mezzanine finance seeks to fill the void left by the credit crunch.

Furnishings: Keep buying Walker Greenbank, 42.5p, as luxury furnishings appear immune to the spending downturn so far.

Support Services: Aggreko, 535p, looks the better bet than IPSA to take advantage of South Africa's power problems.

Travel: Tui, 250p, still rates good value even if the outlook for holiday spending appears turbulent.

News Tips - Digest: Alliance & Leicester: sell at 698.5p as bid rumours remain vague.

Hornby: fairly priced at 193p as there is only marginal upside.

Standard Life: buy at 221p as the rating looks too cheap.

BSkyB: high enough at 540p after the enforced sale of its ITV stake.

KCOM: high enough at 45p as there seems little upside potential.

Johnson Matthey: good value at £18.15 for both defensive and bid appeal.

Clapham House: sit tight as takeover speculation grows.

Mitchells & Butlers: hold for a bidder emerging.

Prudential: keep buying at 643p given its strong Asian performance.

Avocet Mining: keep buying at 165p as the gold price remains strong.

Mineral Securities: await documents following the merger with CopperCo.

Kesa Electricals: fairly priced at 235p as it presses ahead with plans to sell its French furniture business.

Oakdene Homes: still offers long-term good value even after the slide to 66p.

Sinclair Pharma: buy at 52p as Landsbanki sees fair value at 152p.

Raven Russia: keep buying at 90p as a high-risk but potentially exciting Russian play.

Aim Feature: Jon Mainwaring highlights four US stocks worth watching which have decided to list on Aim rather than in New York: Consentino Signature Wines, Entelos, Powerfilm, and Turbotec Products.

Brokers' Notes: Kingfisher at 142p: Citi (Hold), Evolution (Buy); IC View: high enough. Last IC Comment (21 September 2007): Fairly priced.

Man Group at 523p: Merrill Lynch (Buy); Landsbanki (Buy); IC View: keep buying. Last IC Comment (10 January 2008): Buy.

SIG at 830p: Citi (Hold), ESN Stockbrokers (Buy); IC View: good value. Last IC Comment (13 September 2007): Fairly priced.

VT Group at 627p: Citi (Buy), Numis (Add); IC View: keep buying. Last IC Comment (8 January 2008): Buy.

Tips - IC Trades: British Land: the impressive comeback is under threat and heavy downside remains a risk.

FTSE 100: rallies towards 6000 should be seen as offering shorting possibilities.

FTSE 350 Banks: in spite of the rally, expect further downside.

FTSE 350 General Retail: the final sell-off has yet to happen before recovery can start.

IC Tips - City Trades: British Airways: Graeme Dickson at LITE Financial suggests going long with targets of 354p and 389p.

Dow Jones: rallies from the January low should be seen as corrections.

FTSE 100: David Linton at Updata believes a new all-time high is not yet on the cards.

FTSE 350 Tobacco: Tarquin Coe at Investors Intelligence suggests the strong performance to the broader market will continue.

Results Tips: Buy Tinopolis, 27p; Sell Misys, 172p; Buy 1st Dental Laboratories, 10.5p; Buy West African Diamonds, 23.5p; Buy Begbies Traynor, 112p.



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Post Sun Feb 10, 2008 8:19 pm   Reply with quote      



Share Tips from the Weekend Press 09 Feb - 10 Feb 2008



The Times


Personal Investor: Robert Cole says buy Aviva as the recent slide in its price looks `rather perplexing'. But its low rating and yield in excess of 5% offers a strong combination of value and security.









The Daily Telegraph


Fundamentalist Views: Jorma Korhonen, manager of the Fidelity Global Special Situations Fund, says investing in energy is a `big play' for him at the moment. But he also thinks it is to early to start indiscriminate buying of financial stocks for recovery.

Brokers' Tips: Buy Greene King at746p, says Citigroup; Buy Kingfisher at 151p, says Deutsche Bank; Buy Northern Foods at 96p, says Panmure Gordon; Buy Mitie at 241p, says Numis; Buy Misys at 170p, says Seymour Pierce.

Hold Reckitt Benckiser at £26.20, says Bear Stearns.

Sell Alliance & Leicester at 783p, says SG Cross Asset Research; Sell AstraZeneca at £20.80, says Natixis Securities; Sell British Airways at 332p, says Exane BNP Paribas.















The Independent


No Pain, No Gain: Derek Pain has bought back into former portfolio star MyHome International at 27p with hopes that it could at last reach 80p.

Week in Review: Carpetright: Looks tempting.

Arm Holdings: Hold.

CeNes Pharma: Hold.

Wolfson Microelectronics: Fairly valued.

SThree: Buy.

FKI: Hold.

Georgica: Hold.

Three's A Crowd: Highly speculative.

Yellow Pages: Hold.

Unilever: Buy.

Invensys: Hold.

Woolworths: Avoid.












The Daily Mail


Investment Extra: Brian O'Connor suggests Sigma Capital Group, 32.5p, is worth watching for the potential from the technology-based funds it runs. But investors may decide to wait and see if the confidence of CEO Graham Barnet is reflected in the price.

Ian Lyall says buy Smith & Nephew, 657.5p, on any weakness as a safe haven in difficult conditions.










The Sunday Times


Inside the City: Grant Ringshaw believes that Standard Life is in danger of `making a mess' over naming a successor to CEO Sandy Crombie and the delay is irritating investors already upset by the Resolution bid failure.

Reckitt Benckiser's recent de-rating seems harsh, especially as the results this week should show better profitability even if sales growth is weaker. Reckitt should continue to outperform even in the challenging year ahead.

Directors' Deals: Four directors at Cranswick bought 31,000 shares between them at 629p each; Four Maxima directors bought nearly 90,000 shares at 144.5p each.














The Observer


Market Forces: Richard Wachman wonders whether the rumoured cost-cutting at GCap Media is the only way to achieve growth under new CEO Fru Hazlitt's revival plan.

Go-Ahead Group is not the only bus and trains group likely to suffer this year from a slowdown, with Stagecoach, Arriva, First Group and National Express similarly exposed.

Land Securities is expected to go ahead with the spin-off of its facilities management arm Trillium in the summer.

Tuxedo Money Solutions has become market leader in the fast-growing pre-paid card sector in under a year and a float can only be a matter of time.















The Sunday Telegraph


Sunday Questor: David Litterick says buy BP, 536p, which he considers has a greater upside potential (along with a higher yield) than Shell.

Hold Chaucer Holdings, 98p, for its forecast yield of 5% and as a consolidation play.

Sell McBride, 84.5p, which may look cheap but lacks quality.

Buy Bglobal, 37.5p, as a speculative play on `smart' meters taking off with government backing.
















The Mail on Sunday


Midas: Joanne Hart says buy Care UK, 419p, as a long-term investment on the growing markets for residential care for the elderly as well as the young with behavioural problems.

Buy Vyke, 83.5p, as the recent fall looks a buying opportunity for a business (cheap international mobile calls) in a fast-growing market.













The Sunday Express


Brokers' Notes: Buy Halfords at 274p, says WH Ireland.

Buy Invensys at 249p, says Evolution.

Hold Unilever at £16.23, says Panmure Gordon.

Hold (equal weight) Go-Ahead Group at £22.15, says Morgan Stanley.

Buy Compass Group at 326.5p, says Citi.













The Investors Chronicle


Buy Eaga at 163p; offers defensive appeal given that future revenues look fairly secure, while it is currently trading on a rating below that of other outsourcing companies.

Buy Pixel Interactive Media at 35p; a growth play on the online advertising market's potential in Asia Pacific, with possible bid appeal as well.

Buy Global Oceanic Carriers at 108p; demand for dry bulk carriers is set to recover, which could lead to a re-rating of the stock.

Buy Zenergy Power at 264p; should benefit from positive news flow as a result of contract wins, with analysts suggesting it could break even in 2009.

Sell National Express at £12.03; vulnerable to a downturn in consumer spending as a third of all rail and bus spending is discretionary, with little support from the 3.1% yield.

Sell Vanco at 99p; its precarious finances mean it may be forced into an emergency fund-raising, with no guarantee when it can become cash-generating.

Updates: Keep buying Melrose, tipped on 7 December 2007 at 171p and now 152p.

Keep buying Mouchel, tipped on 4 January 2008 at 436p and now 434p.

Keep selling Standard Chartered, recommended as a sell on 15 June 207 at £16.40 and now £16.74.

News Tips - Analysis: Mining: BHP Billiton appears high enough at £15.26, while bid Target Rio Tinto looks no better than fairly priced at £54.17.

Fuel-Cell Technology: Protonex offers speculative good value at 95p.

Food Processors: Cranswick appears fairly priced at 55p.

News Tips - Digest: Ryanair: high enough at E3.49 while oil prices remain strong.

Silverjet: only fairly priced at 31p.

Mitchells & Butlers: high enough at 454p as there is no certainty Punch Taverns will proceed with its bid.

Northern Rock: sell at 95p.

Carpetright: High enough at 779p.

Aviva: keep buying at 604p as the shares are trading below embedded value.

Thus: high enough at 112p.

Sage: keep buying at 227p.

Quintain: fairly priced at 484p.

GlaxoSmithKline: keep buying at £11.62; SkyePharma: sell at 12p.

Extract Resources: good value at 46p.

Kentz: good value at 124p.

Latchways: high enough at 880p.

Sports Direct International: sell at 112p.

Biocompatibles: a speculative buy at 152p.

Helesi: keep buying at 122p.

Dataforce: keep buying at 9p.

Gulfsands: buy at 164p; Emerald Energy: buy at 215p.

Kirkland Lake Gold: buy at 497p.

Synchronica: keep buying at 7p.

Grainger: good value at 408.

Chaarat Gold: keep buying at 43p.

Marchpole: high enough at 17p

Feature Tips: Jon Mainwaring reviews the most promising investment companies quoted in London that hope to exploit intellectual property generated by universities: IP Group (Good value), Biofusion, Amphion Innovations (Buy) and Braveheart (One to watch).

Brokers' Notes: Aberdeen Asset Management at 148p: Landsbanki (Buy), Dresdner Kleinwort (Buy); IC View: keep buying as it looks cheap for the long-term. Last IC Comment (3 December 200): Buy.

National Grid at 785p: keep buying. Last IC Comment (4 January 2008): Buy.

Scottish & Southern Energy at £15.60: Crédit Suisse (Outperform), Dresdner Kleinwort (Hold); IC View: good value with defensive appeal. Last IC Comment (8 January 2008): Good value.

Shire at 930p: Jeffries (Buy), Goldman Sachs (Neutral); IC View: keep buying. Last IC Comment (5 November 2007): Buy.

Tips - IC Trades: British American Tobacco: the chart offers plenty of scope for upside action.

British Airways: expect further downside.

Diageo: the bullish case would be undermined by a fall to 975p near-term.

Persimmon: a move back to 612p still remains a risk.

Tips - City Trades: BT Group: Richard Cunningham at City Index Advisory suggests traders should go long.

Cable & Wireless: Tarquin Coe at Investors Intelligence believes momentum is turning upwards.

Dow Jones: Sandy Jadeja at www.spreadbettingtowin.com, says a break below 12,250 could lead to further falls.

QinetiQ: Steven Mayne at Montague Pitman believes traders should go long.

Results Tips: Buy Wolfson Microelectronics, 160p; Buy Henderson Morley, £15.25; Buy Image Scan, 6p; Buy Cosalt, 318p; Sell MyHome, 29p.



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Post Mon Feb 18, 2008 8:01 am   Reply with quote      



Share Tips from the Weekend Press 16 Feb - 17 Feb 2008



The Times


Personal Investor: Robert Cole believes the `rediscovery' of dividends by many companies makes equities more attractive for many income seekers and now is not the time to lose faith in shares.












The Daily Telegraph


Fundamentalist View: Richard Woolnough, a bond fund manager, not surprisingly believes government bonds and high quality corporate bonds will be back in favour this year.

Brokers' Tips: Buy WPP at 630p, says Panmure Gordon; Buy BG Group at £10.77, says Crédit Suisse; Buy Barclays Bank at 458p, says Deutsche Bank; Buy Unilever at £16.55, says Collins Stewart; Buy Rolls-Royce at 431p, says Merrill Lynch.

Hold BT Group at 238p, says Bear Stearns; Hold GlaxoSmithKline at £10.78, says SG Cross Asset Research; Hold Yell at 284p, says Numis.

Sell Signet Group at 62p, says SG Cross Asset Research.














The Independent


No Pain, No Gain: Derek Pain says veteran investors see the current markets as an opportunity, such as Bob Morton who has increased his stake in Clarity Commerce Solutions which could prove a rewarding investment for him.

Week in Review: Reckitt Benckiser: Fairly priced.

WS Atkins: Buy.

Formjet: Speculative.

Hargreaves Lansdown: Not worth chasing at present.

888 Holdings: Sector consolidation remains likely.

Grainger: Unlikely to recovery until housing market concerns ease.

International Greetings: Avoid.

RWS: Good value.

Patsystems: Fairly priced.

Southern Cross Healthcare: Good value.

Phorm: A tempting punt.

Leyshon Resources: Speculative.













The Sunday Times


Inside the City: Ben Laurance reports that not even the mighty General Electric is immune to the credit crunch and what is bad for GE is likely to be bad for Britain as well, specially as GE is relocating its consumer finance division to London.

Directors' Deals: Two directors of PayPal have sold stock, while two directors of Norcros were buyers of their company's shares.














The Observer


Market Watch: Richard Wachman believes Reed Elsevier is an attractive defensive play with news of a special dividend likely this week.

While some investors believe Tomkins is a recovery play ahead of the US coming out of recession, ABB may be a better opportunity.

WH Smith CEO Kate Swann has yet to show she can grow the business, although she may be poached by Marks and Spencer before she is found out.

Rexam is worth another look, especially following the acquisition of fast-growing Russian can manufacturer Rostar.















The Sunday Telegraph


Sunday Questor: Yvette Essen says buy Reckitt Benckiser, £28.05, following last week's sparkling figures.

Buy Balfour Beatty, 442p, which appears to have overcome the negative publicity associated with the Metronet collapse.

Hold Southern Cross Healthcare, 406p, after the better-than-expected Q1 results.

Hold Fidessa Group, 885p, although there is no case for buying just yet.












The Mail on Sunday


Midas: Joanne Hart says buy Travelzest, 87.5p, for recovery as a specialist travel operator.

Update: Hold Biffa, 366p, but consider selling if the stock hits 390p; Investors in Coda, 203p, should accept the offer from Unit 4 Agresso at 205p a share.











The Sunday Express


Brokers' Notes: Lehman Brothers has a 210p target for Bodycote International, 194p.

Hold Reckitt Benckiser at £28.05, says Investec.

Rightmove is an underperform at 483p, says WH Ireland.

Cazenove rates Detica, 235p, as an outperform.

Buy Man Group at 555p, says Citigroup.











The Investors Chronicle


Buy Rolls-Royce at 408p: the rating is undemanding, given the strong order book and the potential from high-growth markets.

Buy Vectura at 44p; a speculative play for its strong cash position and the zero value attributed by the market to its drugs pipeline.

Buy Hamworthy at 421p: the rating looks too low for a stock set to deliver annual earnings growth of 15% this year and the next.

Buy Amino Technologies at 61p: looks to have finally turned the coroner, with a strong cash balance and bid appeal in a consolidating market.

Buy Software Radio Technology at 35p: should benefit from strong Chinese demand while its royalties model reduces risk.

Sell InterContinental Hotels Group at 736p: without bid speculation, the hotel chain looks overexposed to the weakening US market.

Updates: Yell, previously tipped on 3 August 2007 at 457p is downgraded to good value at 259p.

Keep buying Telecom Plus, tipped on 11 August 2006 at 118p and now 224p, for its defensive appeal.

Keep selling Standard Chartered, recommended as a sell on 15 June 2007 at £16.40 and now £15.25 as the rating is too high in comparison with the rest of the UK banking sector.

News Tips - Analysis: Pharmaceuticals: GlaxoSmithKline remains good value at £11.06 as a defensive play, while AstraZeneca looks fairly priced at £19.80. But Shire is a buy at 918p.

General Retail: ASOS is fairly priced at 274p on a `punchy' prospective p/e of 40, while Next remains high enough at £13.90.

Real Estate: Indian real estate play Trikona is a speculative buy at 98p, with Ishaan, 112.5p and Hirco, 375p, good value for the brave.

IT Services: Phoenix IT's derating looks out of kilter with its prospects, so it offers good value at 260p.

News Tips - Digest: Balfour Beatty: still a good long-term buy at 446p.

Pipex: hold at 7.5p while asset sales are negotiated.

Smiths: keep buying at 954p on break-up speculation.

Mears: good value at 273p given momentum from contract wins.

Biffa: sit tight and await a rival offer emerging.

Silverjet: fairly priced at 17p.

British Energy: keep selling as further output downgrades are likely.

Eaga: keep buying at 176p given the positive newsflow.

Norcros: keep buying at 444p as full-year figures should be in line with forecasts.

888 Holdings: fairly priced at 139p as the strong performance is already factored in.

Peter Hambro Mining: keep buying following the latest production forecast.

EMED: keep buying at 19p as there is more positive news to come.

Lamprell: good value at 358p.

Imprint: the Hydrogen offer still looks to have the edge over OPD.

Kurawood: keep buying at 82.5p as prospects look stronger than ever.

Micro Focus International: high enough at 227p given its exposure to the US slowdown.

Mediterranean Oil & Gas: a buying opportunity at 103p.

I-mate: high enough at 20p after recent write-downs and supply problems.

Cover Feature suggests five `penny shares' worth buying: Western & Oriental, Fidelity Systems, Leyshon Resources, Weatherly International and Impax Group. (Five to avoid are: Wren Homes, Stonemartin, Pubs `N' Bars, HC Slingsby, and Top Ten.)

Brokers' Notes: Aviva at 579p: UBS (Buy), Cazenove (Outperform); IC View: keep buying given the strong growth profile. Last IC Comment (6 February 008): Buy.

Barclays Bank at 442p: Collins Stewart (Buy), Citigroup (Sell); IC View: keep buying as the prospective p/e of six is too low. Last IC Comment (15 November 2007): Buy.

British Land at 970p: JP Morgan (Overweight), Citigroup (Hold); IC View: the 40% discount to NAV looks too much. Last IC Comment (2 January 2008): Good value.

BT at 231p: Citigroup (Buy), Charles Stanley (Hold); IC View: high enough as there are plenty of reasons to be cautious. Last IC Comment (9 November 2007): Fairly priced.

Travis Perkins at £10.84: UBS (Neutral), Landsbanki (Buy); IC View: the markdown seems harsh. Last IC Comment (15 October 2007): Good value.

Workspace at 284p: Cazenove (Underperform), Investec (Buy); IC View fairly priced. Last IC Comment (20 November 2007): Fairly priced.

Tips - IC Trades: EasyJet: the charts suggest a potential downside target of 395p and even 214p.

FTSE 250: expect the 8903 level to be re-tested soon.

FTSE 350 Support Services: traders should look for short positions as the downtrend is still intact.

FTSE 100: there remains a high-risk of downside towards 5000.

Tips - City Trades: Balfour Beatty: Graeme Dickson at LITE Financial suggests going long as there are signs of a new uptrend line.

Dow Jones: even if the Dow is oversold, it can remain there for extended periods in bear markets.

Lonmin: Steven Mayne at Montague Pitman says go long as less favoured miners are worth a look.

Trinity Mirror: Tarquin Coe at Investors Intelligence suggests going short with the aim of hitting all-time lows.

Results Tips: Buy BG Group, £11.27; Sell Aquarius Platinum, 695p; Sell Bradford & Bingley, 215p; Buy Georgica, 39.5p; Buy Manpower Software, 58p; Sell Capital Lease Aviation, 75.5p; Buy Goldplat, 16.5p.



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Post Sun Feb 24, 2008 9:53 pm   Reply with quote      



Share Tips from the Weekend Press 23 Feb - 24 Feb 2008

The Daily Telegraph


Fundamentalist Views: Catherine Raw, natural resources fund manager at Blackrock, believes that China and India are becoming the key powers in the global mining industry as the world enters an era where the importance of the US diminishes.

Brokers' tips: Buy Serco at 444p, says Deutsche Bank; Buy Prudential at 608p, says SG Cross Asset Research; Buy Reckitt Benckiser at £26.06, says Credit Suisse; Buy Shanks at 232p, says Cazenove.

Hold Royal Bank of Scotland at 369p, says Deutsche Bank; Hold Diageo at £10.80, says Deutsche Bank.

Sell Morgan Sindall at £11.60, says Panmure Gordon; Sell Bradford & Bingley at 187p, says SG Cross Asset research; Sell Alliance & Leicester at 529p, says Collins Stewart.










The Independent


No Pain, No Gain: Derek Pain wonders if there may be something going on at Lennox, the `basket-case' of his portfolio at 3p (acquired in 2005 at 64.5p). Investor Rakesh Sehgal has put together a 27.8% stake, with a reverse deal seen as a possibility.

Week in Review: InterContinental Hotels Group: Hold.

Domino's Pizza: Buy.

Morgan Crucible: Attractive.

Speedy Hire: Hold.

Low & Bonar: Buy.

Phytopharm: Hold.

Thorntons: The recovery has further to go.

Millennium & Copthorne: Hold

Altona Resources: Speculative.

Tomkins: Buy.

Galliford Try: Hold.

BATM Advanced Communications: a recovery play.















The Daily Mail


Investment Extra:...Ian Lyall says shareholders in Cadbury Schweppes might hold on for the benefits of the demerger to show through, although new investors should not rush to buy.

Brokers' tips: Buy Centaur Media at 82p, says Altium; Buy Croda International at 561p, says Collins Stewart; Buy Domino's Pizza at 222p, says Panmure Gordon; Buy WH Smith at 365p, says Evolution.

Sell Alliance & Leicester at 492p, says Collins Stewart; Sell Ladbrokes at 322p, says Investec; Sell Game Group at 214.5p, says Altium.













The Daily Express


Taking Stock: David Shand says there appears to be no lack of interest among serial investors including Joe Lewis, John Magnier and JPL McManus in taking a punt on gambling stocks such as Ladbrokes, with Malaysian investors Genting and Guoco also keen to get into the game at Rank. But the sector could prove more risky for smaller investors.

Analysts are beginning to question whether Centrica really has a long term future as an independent.

Ones to watch: Senior offers good value at 95p as a result of positive news on US defence spending.

Concateno, 141.5p, has defensive attractions.













The Sunday Times


Inside the City:...Jenny Davey believes Logica is facing bad news on several fronts, including reports of a mass walk-out by some 70 IT staff in Germany. New CEO Andy Green will have his work cut-out to address the underperforming UK business and integrating the acquisitions made by his predecessor, but it may take some time for signs of the upside potential that exists to start to emerge.

Sports Direct celebrates its first anniversary as a public company after an eventful year, but while several analysts believe the stock is now a hold or buy, it is hard to see it ever getting close to the 300p float price anytime soon.

Directors' Deals: Thorntons chairman John Von Speckelsen has added 100,000 shares at 154.5p each, taking his total to 600,000; Former Dixons chairman Lord Kalms has bought 140,000 shares at 125p each in investment company Volvere of which he is chairman, with three other directors also buying stock.

Heaven & Hell Portfolio: Peter Shearlock is doing nothing on the `Heaven' side of his portfolio in the current market, but has sold Oilex from the `Hell' side for 62p, taking a 16% loss.









The Observer


Market Forces:...Heather Connon believes that Hammerson will start to look cheap once the market stabilises, as it is estimated to stand on a 28% discount to NAV.

Results from housebuilders Persimmon and Barratt Developments this week are likely to be horrible but even with generous-looking yields, the shares remain in a classic value trap.

Moneysupermarket.com is already 20% off the float price and there are too many sector uncertainties to warrant buying at this level.






The Sunday Telegraph


Sunday Questor:...David Litterick says buy Rexam, 444p, as the stock has already recovered from its December fall and is again looking good value.

Buy Volga Gas, 395p, which appears well-placed to capitalise on Russian gas prices rising when production begins by the end of the year.

Buy Bluestar SciTech, 37.5p, as a China play for its digital video recorders used in the country's growing surveillance industry.

Buy Invista, 64.5p, as the price fall over the past year has left the property specialist fund manager with cash and investments almost equal to its market cap, with management fees in the price for free.











The Mail on Sunday


Midas:...Joanne Hart says buy Low & Bonar, 105p, which in spite of a strong management team, sound products and wide customer base still suffers from a lack of investor awareness about its transformation to a specialist flooring and textiles business.

Buy Thus, 110.5p, as a recovery play on fundamentals as well as possible telecoms sector consolidation.










The Investors Chronicle


RPS at 268p presents a buying opportunity after the mauling received by design and engineering stocks in the market downturn, given RPS's strong trading outlook and impressive acquisition record which justifies its premium rating.

Buy Volga Gas at 385p; material upgrades to gas reserves at the Vostochny-Markarovskoye field are likely in the near future, while the significant upside at its Kerpenskiy prospect is not factored into the price at all.

Buy Trikona Trinity Capital at 99p; the 54% discount to potential NAV looks anomalous and out of step with prospects from Indian real estate as well as its cash-rich balance sheet.

Buy Superglass at 138p; offers long-term potential from the drive to save energy and reduced carbon emissions, especially the government's Carbon Emission Reduction Target programme (CERT). The 40% fall in the price since September because of CERT delays looks overdone.

Buy Probability at 64p; the fast-growing mobile gaming business has attracted high-profile investors, including Icap CEO Michael Spencer who has built a 21.6% stake via his family-controlled vehicle IPGL. The recent £1.7m cash-call, which IPGL subscribed to, will be used for marketing.

Buy Skywest Airlines at 15p; well-placed to capitalise on the booming Western Australian mining industry and its demand for air transport services. Skywest also offers a tasty prospective yield and hefty cash pile.

Updates: Keep selling Telecity, recommended as a sell on 28 December 2007 at 272p and now 245p, as the rating remains sky-high while competition is likely to increase, with heavy future investment also needed.

Hold Novera Energy, tipped on 15 December 2006 at 60p and now 88p, and await a possible bid at 90p a share from 3i Infrastructure.

Keep buying Protherics, tipped on 16 November 2007 at 57p and now 52p, after last week's positive trading statement, with Numis setting a 104p target.

News' Tips - Analysis: Banks: Northern Rock shareholders can expect relatively little for their shares following nationalisation, with Cantor Spreadfair offering a fairly wide spread of 25p-45p on the level of compensation achieved. Virgin's offer for Northern valued the shares at just 50p each.

Housebuilding: Barratt Developments looks no better than fairly priced at 349p as the weakness in the buy-to-let market is putting new-build prices under pressure.

Aerospace: keep buying Rolls-Royce, 432p, as concerns about aerospace spending in the face of a global slowdown look overdone.

Online advertising: Phorm's Open Internet Exchange offers speculative good value even at £33.50, up from 138p at the start of 2006 when it was called 121 Media. But the benefits to BT, Virgin Media and Carphone Warehouse from supporting Phorm will only add marginally to their revenues.

Healthcare: remains resilient as shown by the recent bounce, leaving Southern Cross Healthcare, 395p, CareTech, 485p, and Care UK, 452p, all offering good value.

US Economy: latest data suggests the US could escape recession after all, though consumer confidence remains weak.

News' Tips - Digest: Carillion: keep buying at 370p given the latest contract win to add to its strong order book.

Paragon: fairly priced at 105p, with UBS suggesting a 12-month target of 177p.

Management Consulting Group: speculative good value at 37p as it looks vulnerable to a bid following the top management walk-out.

Axis-Shield: buy at 259p after US approval for its Afinion diagnostic tool, with Piper Jaffray suggesting a 346p target.

Netstore: sell at 24p in spite of the bid interest as the discovery of accounting errors makes valuing the stock tricky.

Rambler Metals: keep buying at 66.5p following the positive news from its Newfoundland sites.

Ardana: sell at 24p as any sale of the company may not be on favourable terms for shareholders.

Faroe Petroleum: keep buying at 174p as the Wissey gas field should provide useful cash flow to finance further exploration.

Vernalis: sell at 8p after a rare victory over a US creditor, but even bid interest may not be on attractive terms for its investors.

Alphameric: fairly priced at 22p after the disappointing results which highlight continuing execution issues and external factors.

Oxford Biomedica: fairly priced at 29p as it relies too heavily on the potential from its TroVax cancer treatment.

Feature Tips: David Stevenson says the stock screening system developed by US fund manager and analyst Martin Zweig has consistently been one of the best performers among this type of analysis, which is based on buying shares that are reasonably priced, offer accelerating earnings growth and have some relative market strength. But running the Zweig screen in current market conditions produces just four candidates: FDM, 109p, First Derivatives, 264p, JKX Oil & Gas, 427p, and Serco, 444p.

Brokers' Notes: Hampson at 155p: Investec (Buy), Citigroup (Buy); IC View: keep buying as prospects remain encouraging. Last IC Comment (21 November 2007): Buy.

IG Group at 355p: Investec (Buy), Landsbanki (Buy); IC View: could benefit from market volatility but the rating seems up with events. Last IC comment (14 January 2008): Fairly priced.

Standard Life at 211p: Collins Stewart (Buy), Panmure Gordon (Buy); IC View: appears `churlishly cheap' as the shares trade below embedded value. Last IC Comment (1 February 2008): Buy.

Umeco at 533p: Numis (Hold), Altium (Buy); IC View: good value with defensive appeal. Last IC Comment (7 November 2007): Fairly priced.

Tips - IC Trades: DSG International: a move towards 50p is possible, as there is no sign of the downward trend ending immediately.

Hunting: has further to fall so traders should go short, with a stop-loss above 762p.

Persimmon: the outlook remains bearish and the traditional February bounce for housebuilders seems unlikely this year.


The Restaurant Group: shorting looks the best option as renewed falls back to the January low of 97.5p appear likely.

Tips - City Trades: Admiral Group: Steven Mayne at Montague Pitman thinks the worst may be over and so suggests going long with a target of just above £11.

Copper: Nicole Elliott at Mizuho Corporate Bank says the consolidation pattern indicates an imminent rally.

FTSE 100: David Linton at Updata notes that the current pattern is the sort usually associated with the bottom of the market being reached, although this looks premature and so selling into strength may be the right course.

JJB Sports: Tarquin Coe at Investors Intelligence suggests that shorting the stock at current levels offers a good risk/reward outcome.

Results' tips: Buy Barclays Bank, 473p; Buy Domino's Pizza, 215p; Sell Cadbury Schweppes, 579p; Buy Croda, 582p; Buy Petra Diamonds, 127p; Buy Low & Bonar, 98p; Buy Morgan Crucible, 208p; Buy Mattioli Woods, 291p; Sell Alliance & Leicester, 466p; Buy Northern Recruitment, 57.5p.



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Post Sun Mar 02, 2008 8:50 pm   Reply with quote      



The Times


Tempus: Nick Hasell says hold WPP, 596.5p, as its breadth of interests and share buy-back programme makes it less of a cyclical investment than in the past.

Hold Capita Group, 656p, as it deserves the premium rating to the sector, given the double-digit earnings growth and predictable long-term revenues.

Buy Davis Service Group, 501.5p, as an attractive entry point for long-term shareholders keen to take advantage of the company's bullish prospects.

Personal Investor: Robert Cole believes investment management company Ashmore provides solid exposure for investors seeking to diversify overseas by its strategy of buying government bonds in emerging markets, although it is becoming a little more adventurous in its approach after building a solid base.









The Daily Telegraph


Fundamentalist Views: Veteran fund manager Nils Taube suggests a focus on fundamental analysis techniques will help investors avoid making expensive mistakes, although using a fund manager with a proven track record will (unsurprisingly) also help.

Brokers' tips: Buy Reed Elsevier at 584p, says Numis; Buy Marstons at 265p, says Brewin Dolphin; Buy Rexam at 442p, says Merrill Lynch; Buy Standard Chartered at £15.80, says Collins Stewart; Buy Hays at 116p, says Landsbanki.

Hold Tate & Lyle at 509p, says Charles Stanley; Hold Persimmon at 777p, says Panmure Gordon.

Sell Barclays Bank at 477p, says Panmure Gordon; Sell InterContinental Hotels Group at 834p, says Charles Stanley.













The Independent


No Pain, No Gain: Derek Pain says leisure group Georgica, which he sold at a profit last year and has since seen its share price collapse, now looks cheap on trading considerations and could attract a predatory bid.

Week in Review: Goals Soccer Centres: Fairly valued.

Serco: Buy.

Royal & SunAlliance: Hold.

Dunelm: Looks cheap.

Inchcape: Buy.

Dechra Pharmaceuticals: Hold.

First Artist: Hold.

Robert Walters: Hold.

Darwen Holdings: Speculative.

National Express: Up with events.

Whitbread: Attractively priced.

Redrow: Avoid.














The Daily Mail


Investment Extra: Brian O'Connor suggests ways that Northern Rock investors could get more compensation for their shares after nationalisation, including giving them a stake in the future sale or float of the bank.











The Sunday Times


Inside the City: Jenny Davey thinks a Marks and Spencer move for Next is highly unlikely, given the current problems facing the clothing market. But there are also rumours that value investors such as Brandes are starting to show renewed interest in M&S at 403p, down from a high of over 700p a year ago.

A surge in short sellers in Halfords stock has raised speculation about a profits warning, although this appears unfounded. Halfords, in fact, looks a possible defensive haven for investors interested in the retail sector.

Directors' Deals: Lonmin's chairman and deputy chairman have both stock recently, while Beazley director Johnny Rowell has also been a seller.












The Observer


Market Forces: Richard Wachman reports Warren Buffett's warning to Berkshire Hathaway investors to expect lower insurance earnings over the next few years.

If Premier Foods cuts its dividend as some analysts expect, then this could be good news for the shares, 95p, as Investec is now rating Premier a buy with a 160p target.

Terra Firma's Guy Hands can hardly expect morale at EMI to improve if he is still slagging off the staff more than six months after the takeover.












The Sunday Telegraph


Sunday Questor: David Litterick says buy Royal & SunAlliance, 132p, as a long-term defensive stock for those seeking exposure to the UK insurance market.

Hold William Hill, 377p, even though the price fall makes it look a buying opportunity as there are sufficient concerns to suggest some caution.

Hold St James's Place, 266p, as the short-term risks are already priced into the shares.

Buy Roc Oil, 92.5p, as it should benefit from higher oil prices and good news on the production front.











The Mail on Sunday


Midas: Joanne Hart says buy Eaga, 189p, as it offers plenty of potential as a business promoting improved energy efficiency.

Updates: Hold Communisis, 70p, as signs of recovery under CEO Steve Vaughan are beginning to emerge; Hold TDG, 246p, and keep an eye on the bid approach from Laxey Partners.










The Sunday Express


Brokers' Notes: Buy Whitbread at £12.66, says Investec; Buy (long-term) Cineworld at 121p, says Altium; Buy (outperform) Next at £12.89, says Credit Suisse; Sell Persimmon at 737p, says ABN Amro; Buy (add) Dana Petroleum at £13.32, says Evolution.











The Investors Chronicle


Buy Rexam at 459p; attractive for its yield (4.6%) and ability to generate high-quality profits, with expansion under way into pharmaceutical packaging and fast-growing developing markets.

Buy Invensys at 244p; investors have been slow to take note of the recovery over the past year, although a possible debt rating upgrade by Moody's could significantly help sentiment.

Buy Interbulk at 8p; offers long-term potential from geographic expansion and cross-selling opportunities, although the market will want to see signs of profit improvement before the shares will recover.

Buy Bglobal at 38p; government support for its smart meters should soon help it secure key utility contracts.

Buy Van Dieman Mines at 13p; a play on high tin prices and strong demand, while production is imminent for its new `non-conflict' sapphire mining joint venture.


Sell Experian at 428p; the credit squeeze is hitting demand for credit-checking services in the US and UK, while the prospective p/e of 16 does not appear to take these tougher trading conditions into account.

Updates: Keep buying Carillion, tipped on 1 June 2007 at 432p but now down to 381p, as the order book remains strong.

Keep buying Dawson, tipped on 14 December 2007 at 102p and now 96p, for recovery and income.

Keep buying RCG, tipped on 31 May 2007 at 101p and now 81.5p, as the rating remains too low given its growth prospects.

News' tips - Analysis: Banks: Keep buying Barclays Bank, 500p, and Royal Bank of Scotland, 400p, as their sub-prime exposure looks under control, but remain cautious elsewhere in the sector - keep selling Bradford & Bingley, 204p, and Alliance & Leicester, 579p.

Mining: First Quantum remains good value at £47.52 in spite of the Congo government throwing its mineral mining industry into such confusion. But higher political risks means that CAMEC, 50p, and Mwana, 36p, are only fairly priced.

Real Estate: The Terra Catalyst property fund launched by Laxey Partners on Aim is no better than fairly priced at 104p as the commercial property sector in not yet in the state of widespread distress Laxey is hoping for.

Recruitment: Buy Robert Walters, 148p, as it offers international growth to counter-balance problems in the UK market.

Global Equities: The latest surge in the oil price is not necessarily bad for equities, suggest economists at investment banks (such as Stephen Jen at Morgan Stanley).

General Retail: Moss Bros remains fairly priced at 43p as Baugur has a track record of walking away from deals that do not add up; but French Connection, in which Baugur holds a 14% stake, looks high enough at 100p.

General Financial: Debt management stocks may take some time to recover from the extra competition and crackdown by creditors last year, although the greater diversity of Fairpoint and Debts.co.uk make them more attractive than their rivals.

News' tips - Digest: Xstrata: fairly priced at £40.91 following the rerating to take account of Vale's bid interest.

Imprint: hold at 133p as Premier Group is considering joining the auction with a 115p a share cash offer to trump the bids from Hydrogen and OPD.

Stagecoach: fairly priced at 259p as the growth in passenger numbers is already factored into the price.

British American Tobacco: fairly priced at £19.14 as while the Tekel deal has obvious benefits, the rating is already `punchy'.

Powerleague: good value at 85.5p as it has acquired a number of indoor soccer pitches from JJB Sports.

TDG: hold at 260p and await a formal offer from Laxey Partners at 275p a share.

Biffa: investors should accept the Montagu Private Equity offer at 350p a share as other mooted bid interest has petered out.

Immunodiagnostic Systems: keep buying at 233p as it is set to develop new testing products in collaboration with a metabolism specialist, while Landsbanki has a DCF valuation on the stock of between 278p and 329p.

Focus Solutions: keep buying at 32p following a contract win from HSBC.

May Gurney: keep buying at 252p after it won a long-term property maintenance deal with Network Rail.

Firestone Diamonds: keep buying at 154p following the positive update from its Botswana project.

Cover Feature Tips: Simon Thompson reviews the 2007 `Bargain Share' portfolio (based on the investment criteria used by Benjamin Graham in his book, `The Intelligent Investor') and comes up with new tips for the 2008 portfolio. These are: El Oro & Exploration Company, 610p; Inland, 34.5p; Ambrian Capital, 45p; Raven Mount, 75p; Indian Film Company, 74.5p; and Colefax, 173p.

The 2007 portfolio review is:

Barratt Developments: Hold for recovery.

Aero Inventory: Keep buying.

Quantica: Hold.

Trikona Trinity Capital: Keep buying.

Trading Emissions: Still a medium-term buy.

Pactolus Hungarian Property: Still a medium-term buy.

Avarae Global Coins: Still offers long-term appeal.

Tips - IC Trades: Carnival: the stock could sink towards £17.39 before too long.

FTSE 100: expect a `fantastic shorting opportunity' to emerge sooner or later.

FTSE 250: the mid-cap recovery has the feeling of a counter-trend affair.

FTSE 350 Mining: prospects remain bullish as even a short-term pull-back could provide an opportunity to go long.

Tips - City Trades: New Britain Palm Oil: Graeme Dickson at LITE Financial says the soaring palm oil price means traders should go long with an initial target of 615p.

Sterling/Dollar: Richard Cunningham at City Index Advisory thinks the intermediate outlook is negative for sterling against the dollar.

Dow Jones: Sandy Jadeja suggests that `momentum indicators' have yet to become bullish, while March weakness is suggested by historical trends.

FTSE 100: Zak Mir believes the Blue Chip index is set for a significant upside move as it breaks out of the 150-point range of the past week.

Results' Tips: Buy BAE Systems, 473p; Sell Tomkins, 190p; Buy Aricom, 73p; Buy Ultra Electronics, £11.69; Buy Thorntons, 154p; Buy Microgen, 43p; Sell Colt Telecom, 161p; Buy Robert Walters, 148p; Buy Craneware, 152p; Buy Antisoma, 27p; Buy Hays, 111p; Buy Goldenport, 360p; Buy Dori Media, 177.5p; Buy Electric Word, 7p; Buy Quarto, 156.5p; Buy Premium Bars and Restaurants, 155p; Buy IBS Opensystems, 99.5p; Buy Informa, 398p; Buy Allied Irish Banks, E13.81; Buy Bodycote, 195p; Buy Talvivaara, 340p; Buy Persimmon, 777p.



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Post Sun Mar 09, 2008 8:59 pm   Reply with quote      



Share Tips from the Weekend Press 08 Mar - 09 Mar 2008
The Times


Tempus: Nick Hasell says keep clear of Candover Investments, £21.10, for now, as while its full-year figures were exceptional, the potential turbulence in financial markets suggests it is best to sit on the sidelines.

Avoid Thomas Cook, 290p, as its return to the acquisition trail in India and Egypt could lead it to paying over the odds to enter other emerging markets.

Buy Trafficmaster, 43p, as its offers strong earnings growth at an inexpensive price.












The Daily Telegraph


Brokers' Tips: Buy Aviva at 612p, says Cazenove; Buy National Express at £11.23, says Merrill Lynch; Buy Redrow at 302p, says Panmure Gordon; Buy Whitbread at £13.12m says Natixis Securities; Buy WPP at 596p, says Deutsche Bank.

Hold Royal Bank of Scotland at 410p, says Collins Stewart.

Sell HBOS at 657p, says Citigroup; Sell Ladbrokes at 327p, says Evolution; Sell Rank Group at 99p, says Cazenove.









The Independent


No Pain, No Gain: Derek Pain reviews his portfolio and says that the decline in Myhome International to 21.5p since it was bought back in at 27p is worrying, although the prospective p/e of five does suffer some hope.

Week in Review: Restaurant Group: Up with events.

Johnston Press: Hold.

Omega International: Attractive.

Travis Perkins: Hold.

Ideal Shopping Direct: Good value.

Davenham: Hold.

Close Brothers: Avoid.

Senior: Attractive.

Keller: Buy.

International Power: Buy.

SVG Capital: Hold.

Bulgarian Land Development: Hold.













The Daily Mail


Investment Extra: Nick Batsford, author of the Undercover in the City column for Fleet Street Publications, says that technical analysis suggests selling the FTSE 100 index on any close below 5,700 with a stop-loss of 5,900. Near-term target is 5,500, with 4,900 longer out.

Brokers' Tips: Buy Aberdeen Asset Management at 134p, says Landsbanki; Buy Devro at 81p, says Investec; Buy Premier Oil at £13.68, says Oriel; Buy Regus at 83p, say UBS; Buy Ten Alps at up to 78p, says Collins Stewart.

Sell British Energy at 580p, says ING; Sell Close Brothers at 613p, says Oiled; Sell French Connection at 91p, says Arden Parters; Sell Galiform at 86p, says Panmure Gordon; Sell BSkyB at 490p, says Daniel Stewart.











The Sunday Times


Inside the City: Jenny Davey suggests Prudential is a potential medium-term buy as it still looks like a great growth story even if market sentiment is not favourable to it at present. US investor Capital is also believed to have recently bought back in after three years away.

British Airways, 253.5p, has been the fourth worst performing Blue Chip so far this year - down 53%. But while there are some short-term positives, the view longer out is more worrying. EasyJet, 416.5p, looks a better bet.

Directors' Deals: British American Tobacco deputy chairman Kenneth Clarke, who steps down next month, has sold 4,779 shares for `estate and tax planning reasons'.

Five directors of Helphire have bought stock following recent weakness.

ISA Special: Jessica Brown suggests five buy-and-hold stocks suitable for including in an ISA: BP, BHP Billiton, Tesco, British American Tobacco and Vodafone.









The Observer


Market Forces: Richard Wachman says veteran Savills CEO Aubrey Adams has chosen a good time to retire, with record results due this week. But his successor Jeremy Helsby is likely to face a rather more torrid time in the current market.

Rumours that Legal & General has not set aside enough capital to take account of people living longer may lack substance as, if there was really anything amiss, L&G would have to tell shareholders or face regulatory censure.

Powerleague CEO Sean Tracey is set to deliver a bullish statement this week as demand for five-a-side soccer centres continues to surge, while regular health clubs languish.

Keep clear of Greggs as it is suffering from rising wheat prices with only limited ability to pass on such higher costs to customers.













The Sunday Telegraph


Subway Questor: David Litterick says buy Pearson, 689.5p, as the current weakness in the share price looks a good buying opportunity.

Hold Davenham, 166.5p, although it is really only for the brave in current market conditions.

Buy International Personal Finance, 230.5p, for its growth potential and exposure to emerging markets.

Buy AT Communications, 33p, following last weeks landmark deal with De La Rue to install IP telephony services in its operations around the world.











The Mail on Sunday


Midas: Joanne Hart says buy Xchanging, 271p, as it is benefiting from financial and economic uncertainty which encourages companies to use its business process outsourcing services to cut costs.

Update: Hold Davenham, 166.5p, as the sell-off as been overdone, while new investors should also take the opportunity to buy an hold.










The Sunday Express


Brokers' Notes: Buy IG Group at 370p, says Investec.

Buy British American Tobacco at £18.23, says Dresdner Kleinwort.

Buy (outperform) Kazakhmys at £16.63, says Crédit Suisse.

Sell Schroders at 903p, says Citi.

Hold ITV at 65p, says Numis.










The Investors Chronicle


Buy Serco at 449p; a growth play in uncertain times, along with defensive characteristics created by its assured future revenues.

Buy Ricardo at 346p; its rating puts it more in line with the engineering sector than as a cutting-edge automotive consultancy that advises manufacturers on reducing carbon emissions.

Buy Communisis at 69p; a turnaround story with the management's success so far suggesting their strategy is worth backing.

Buy Futura Medical at 40p; set to get regulatory approval for its innovative condom product to help erectile dysfunction, which could increase its bid appeal.

Buy Medicsight at 70.5p; its computer-aided detection software to spot lung and colorectal cancers is set to become increasingly in demand because of its accuracy over convention methods, with further new products in the pipeline.

Sell JJB Sports at 123p; faces several competitive and market obstacles that it may struggle to overcome, with its recovery plan therefore looking vulnerable and the dividend under pressure.

Updates: MTI Wireless, tipped on 23 November 2007 at 35p and now 27p, is only fairly priced at this level.

Keep selling Royal & SunAlliance, recommended as a sell on 25 January 2008 at 123p and now at 127p.

Corporate Services, recommended as a sell on 31 August 2007 at 5p and now down to 2p, looks high enough.

News Tips - Analysis: Internet Regulation: Increasing government efforts to regulate ISPs could increase costs and legal risks; Carphone Warehouse remains a sell at 304p while specialist network equipment provider Sandvine looks high enough at 134p.

Oil explorer Valiant Petroleum plans an Aim listing on 13 March and, if successful, will buck the trend that saw a sharp fall in IPOs on the junior market last year.

News Tips - Digest: Cable & Wireless: fairly priced at 157p as its new growth targets have disappointed investors.

GCap Media: hold at 204p as it will be hard for the board to reject Global Radio's 225p a share offer.

Cobham: good value at 191p as it will benefit from the US air tanker deal won by EADS and Northrup Grumman.

FKI: hold at 76p and await a formal offer from Melrose at 82p a share.

Game Group: forecasts have been upgraded by the company, which also reveals that the current year has started strongly.

Expro International: fairly priced at £11.85 after it received a preliminary bid approach, thought to be from Candover.

Silverjet: fairly priced at 20p until it becomes cash-generative.

Sepia: fairly priced at 93p after its shock profit warning.

Afren: keep buying at 120p as new contract wins suggest there is more upside to come.

CAMEC: fairly priced at 55p now that it has reached agreement with the Congo government.

Moss Bros: hold at 46p and await a formal offer from Baugur, although the market clearly believes a higher price is likely than the 42p currently on the table.

Renovo: speculative good value on its Juvista drug eventually coming good.

Block Shield: fairly priced at 37.5p after its trading update suggesting sales are taking longer to achieve than anticipated.

Tips - IC Trades: British Airways: the charts suggest continuing downside, although any rally can be uses to establish short positions.

Carnival: the outlook remains bearish, although a near-term close above £22.16 would lead to a re-think.

FTSE 100: the outlook remains negative, although a daily close above 5,975 might temper this view.

InterContinental Hotels Group: more downside seems likely with plenty of room for renewed falls.

Tips - City Trades: Nymex Crude Oil: Tarquin Coe at Investors Intelligence says bullish sentiment provides an upside target of US$112.

Dow Jones: Sandy Jadeja believes a short-term rally is likely to be followed by the next downward leg.

S&P 500: David Linton at Updata believes only a move back above 1,500 can prevent a two-year bear market developing.

Spirax-Sarco: Steven Mayne at Montague Pitman thinks the momentum is indicating sell and traders should therefore target the January lows.

Results Tips: Sell HSBC, 776p; Buy Royal Bank of Scotland, 353.5p; Buy Aviva, 593p; Sell Henderson, 97p; Buy Anglo Pacific, 153p; Sell LSL Property Services, 115.5p; Buy Kier, £13.53; Sell Rightmove, 4891p; Buy Mondi, 397p; Sell Ladbrokes, 332p; Sell Rank, 95p; Sell William Hill, 399p; Sell MJM Gleeson, 264p; Buy WSP, 566p; Buy Amlin, 289p; Buy Dunelm, 80p, Buy Smallbone, 112p; Sell National Express, £11.21; Buy United Business Media, 550p; Buy WPP, 605p; Buy Boomerang Plus, 183.5p; Buy Imagesound, 10p; Buy Rheochem, 12p; Buy Avingtrans, 63.5p; Buy Stadium, 63p; Buy Pressure Technologies, 224p; Buy Swallowfield, 87.5p; Buy Molins, 140p; Buy Xpertise, 108p; Buy Epistem, 150p; Buy Tristel, 45p; Buy Stem Cell Sciences, 25.5p; Buy International Real Estate, 280p; Buy DM, 15.5p; Buy Meggitt, 295p; Buy CRH, E23.75; Buy Keller, 612p; Buy Balfour Beatty, 437p; Buy Carillion, 368p; Sell Premier Foods, 103p.



> alankeys


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Post Sun Mar 16, 2008 8:15 pm   Reply with quote      



Share Tips from the Weekend Press 15 Mar - 16 Mar 2008




The Times


Personal Investor:...Robert Cole say the slide in the Marks and Spencer share price reflects concerns that the retailer's recovery has gone as far as it can under Sir Stuart Rose, with his elevation to executive chairman also causing concerns. But the shares may be too cheap to sell at current levels, especially with the yield touching 6%, and the price could recover 20% and still not look expensive.










The Daily Telegraph


Brokers' Tips: Buy Cobham at 193p, says Numis; Buy Balfour Beatty at 430p, says Cazenove; Buy Carillion at 370p, says Panmure Gordon; Buy Unilever at £15.83, says Collins Stewart; Buy G4S at 213p, says Kaupthing Bank; Buy Computacenter at 174p, says Credit Suisse.

Hold Antofagasta at 728p, says Citigroup; Hold Arriva at 687p, says Merrill Lynch;.

Sell JD Wetherspoon at 268p, says KBC Peel Hunt.










The Independent


No Pain, No Gain: Derek Pain reports signs of recovery at Scotty, a classic penny share, but would not rush to buy the shares - preferring to wait and see whether the promised profits are delivered. If so, then it could also become a bid target.

Week In Review: Greggs: Hold.

Lookers: Hold.

Climate Exchange: Buy.

Hochschild Mining: Buy.

Mears: Buy.

Worthington Nicholls: Sell (says Daniel Stewart).

Oxford Biomedica: A cautious hold.

Brixton: Buy.

Irish Continental: Hold.

Dignity: Buy.

UTV: Hold.

Premier Oil: Buy.

Back to Top

The Daily Mail


Investment Extra:..Ian Lyall identifies potential winners and losers from Alistair Darling's Budget.

Winners: Vectura, 41.5p, as a result of extending the R&D tax credit scheme; Trading Emissions, 122p, for the planned extension of the carbon credits market; Paragon, 99p, if the government really wants lenders to take advantage of the wholesale market for mortgages.

Losers: Aviva, 578.5p, because of the CGT changes which will hit its investment bonds; Rank, 87p, as Darling has ignored pleas on bingo taxes; Enterprise Inns, 383p, following the rise in beer duties.

Brokers' Tips: Buy Aurelian Oil & Gas at 34p, says Fox Davies Capital; Buy Colliers Cre at 74.5p, says Panmure Gordon.

Sell Benfield at 260p, says Panmure Gordon; Sell Premier Farnell at 145p, says Shore Capital.











The Sunday Times


Inside the City:..Jenny Davey thinks Wolseley's interims on Monday will be overshadowed by the problems in the US housing market, and however much ceo Chip Hornsby protests that the US only accounts for 15% of revenues, investors are likely to continue voting with their feet.

Capital & Regional ceo Martin Barber may have left with a £600,000 pay off last week, but he is still fuming over the way he feels he was treated by chairman Tom Chandos. But while Barber may not have the resources to mount a bid, as has been mooted, other predators could start stake-building.

Directors' Deals: Restaurant Group directors have taken advantage of the weak share price to increase their holdings; Cable & Wireless ceo John Pluthero and FD Tony Rice spent £600,000 between them buying the company's shares last week.













The Observer


Market Forces:...Richard Wachman thinks a bid for Ladbrokes could be on the cards, given the stakebuilding by Joe Lewis, John Magnier and JP McManus. But the likely predator could be Betdaq owner Dermot Desmond who has long coveted the bookmaker.

New Smiths ceo Philip Bowman has a reputation as a dealmaker to live up to but there are no obvious buyers in the wings for the engineering group at present.

Tottenham Hotspur FC looks a likely bid target for a Far East buyer with the shares from 125p to 168p in just two months.

Wolseley is worth buying at 532p on weakness as a contrarian play.











The Sunday Telegraph


Sunday Questor:...David Litterick says buy Cadbury Schweppes, 562.5p, as the proposed US drinks demerger has buoyed confidence and ceo Todd Stitzer appears to be winning sceptics over.

Buy Costain, 21p, as it looks too cheap relative to the sector average and it is hard to see the shares falling further - barring an economic collapse.

Buy Chime Communications, 30p, as a long-term investment with a strong balance sheet and excellent outlook.

Buy ISG, 190p, as a recovery play for when the market wakes up to its value.













The Mail on Sunday


Midas:...Joanne Hart says buy Cookson, 606p, as it should be less vulnerable to a downturn this time round because of its changed focus, although the market has yet to appreciate this.

Buy Salamander Energy, 282p, as it offers a balanced approach to exploration and production but is still trading at a discount to its peers.










The Sunday Express


Brokers' Notes: Hold (Neutral) Home Retail Group at 250p, says JP Morgan.

Buy Lookers at 87p, says Numis.

Sell Wm Morrison at 278.5p, says Pali International.

Hold (Neutral) Greggs at £43.95, says UBS.

Hold (Neutral) Aga Foodservice at 297p, says Credit Suisse.










The Investors Chronicle


Buy Kenmare Resources at 46p; recent weakness looks a buying opportunity, given signs that the titanium price is rising and Kenmare's ability to easily expand production.

Buy Biocompatibles International at 147p; attractive for its existing revenue streams, money in the bank and products under development giving it the edge over riskier rivals.

Buy Corac at 75p; a long-term play on its revolutionary compressor technology that can extend the life of gas wells by up to five years, a market it should be able to dominate given the lack of competition.

Buy Education Development International at 46p; the prospective p/e of eight looks too cheap given the company's impressive growth profile and significant scope for expansion, along with a progressive dividend policy.

Sell Signet at 53p; vulnerable to falling consumer demand in the US and UK as well as rising gold and diamond prices.

Sell Syndicate Asset Management at 98p; the `sky-high' rating and more difficult investment climate suggests the risks are on the downside, with no dividend to offer support.

Updates: Sandvine, recommended as a sell on 7 December 2007 at 259p looks high enough at 58p until the US regulatory position is clarified.

Keep buying Hydrodec, tipped on 11 May 2007 at 26.5p and now 41p, as well-funded expansion is going to plan.

Keep buying Trafficmaster, tipped on 26 September 2007 at 59p and now 39p, given its growth prospects and `cheap' rating.

News' Tips - Analysis: Budget: keep buying Diageo, £10.17, as its geographic diversification will help it overcome higher UK alcohol duties.

Housebuilders: conditions this spring are likely to be tougher than usual; Barratt Developments remains fairly priced at 414p, although Persimmon is a buy at 700p given its higher margins.

News' Tips - Digest: Aquarius Platinum: sell at 701p following President Mugabe's new law mandating 51% Zimbabwean ownership of the country's mines.

Cadbury Schweppes: sell at 560p even though it is set to go ahead with the demerger of its US beverages business in May.

Scottish & Southern Energy: good value at £14.31 following its joint venture with Intelligent Energy to develop fuel-cell heating & power systems for commercial and residential markets.

Capital & Regional: keep buying at 548p following the change of ceo.

Phorm: speculative good value at £21.75 inn spite of the privacy concerns over its online tracking systems.

Zenergy Power: buy at 251p after the latest sale of its high-temperature induction heater.

Alkane Energy: fairly priced at 16p after the collapse of bid talks.

I-mate: high enough at 27p as concerns remain about the execution of recent deals to boost sales.

IMI: good value at 442p as a result of bid speculation, with Honeywell International seen as a possible predator.

Scott Wilson: keep buying at 237p as trading remains strong.

TMN: hold at 45p following the offer at about 50p a share from Tangent Communications.

Van Dieman: keep buying at 13p in spite of the latest production slippage.

Worthington Nicholls: sell at 11p as the turnaround under new management may take time.

Computerland UK: accept the Capita offer at 270p a share.

AssetCo: keep buying at 191p following the deal to acquire RIG Systems.

Cover Feature: Top picks among Continental analysts for European stocks are: Telefonica, Maroc Telecom, Getinge, Danone, EDP Energias de Portugal, Oriflame Cosmetics SDB, ABB, Metro, Deutsche Post, Siemens, Akzo Nobel, Nutreco, Dassault Systems, Logitech `R' and Bayer.

Tips - City Trades: Dow Jones: the correct play is to short into rallies as the market is in a downtrend.

Gold: David Linton at Updata sees some short-term resistance to the US$1,000 mark, although further out US$1,500 could be attainable.

Imperial Tobacco: Tarquin Coe at Investors Intelligence says buy on a break above £24.20 as the outlook remains bullish.

Savills: Steven Mayne at Montague Pitman suggests going short with a near-term target of 280p and 240p further out.

Tips - IC Trades: Barclays Bank: the momentum is bearish and a continued slide to 350p seems likely near-term.

FTSE 100: look for a retest of the 5,339 January low, with a drop thereafter to 5,100 or lower also a possibility.

Results' tips: Buy International Personal Finance, 220p; Sell Jardine Lloyd Thompson 363p; Buy Financial Objects, 46.5p; Buy Tanzanite One, 57p; Buy NeutraHealth, 9.5p; Buy Omega International, 258p; Buy StatPro, 87p; Buy Diamondcorp, 93p; Buy Northamber, 56p; Buy medium term Independent Media Distribution, 41.5p; Buy Regenersis, 79.5p; Buy 4imprint, 191p; Buy Sareum, 0.7p; Buy Rok, 119p; Sell JD Wetherspoon, 274p; Buy Melrose, 150p; Buy RPS, 294p; Buy Aggreko, 593p; Buy Brixton, 336p; Buy InterQuest, 94p; Sell Telecity, 208p; Buy Alizyme, 48p; Buy Axis-Shield, 264p; Buy Dmatek, 112p; Buy BrainJuicer, 147p; Buy STM, 68p; Buy FDM, 111p; Buy Chime Communications, 29p; Buy Ark Therapeutics, 75p; Buy Standard Life, 246p; Buy Lighthouse, 23p; Buy Raven Russia, 85p; Sell Amec, 745p; Buy Hochschild Mining, 419p; Buy Stratex International, 8.6p; Buy Tullow Oil, 642p; Buy Serica Energy, 70p; Buy Tianshan Goldfields, 17p.



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Post Sun Mar 23, 2008 7:28 pm   Reply with quote      



Share Tips from the Weekend Press 22 Mar - 23 Mar 2008


The Times


Tempus: Nick Hasell reviewed the Tempus Ten tips for 2008 which are down an average of 13.6% so far this year against a 14.4% fall for the FTSE All-Share index over the same period. Johnston Press and Wolfson Microelectronics were the worst performers, while the only portfolio member showing a positive return is Smith & Nephew. Other stocks included are: Rexam, Keller, Capita Group, AssetCo, Smiths Group, Northern Foods an BPP Holdings.

Personal Investor: Robert Cole believes that banking shares are worth buying after recent falls as it the lower prices may already be discounting possible bad news ahead.











The Daily Telegraph


Brokers' Tips: Buy Regus at 85p, says Crédit Suisse; Buy International Power at 380p, says Deutsche Bank; Buy SIG at 764p, says Panmure Gorodn; Buy Greene King at 628p, says Deutsche Bank; Buy RPS Group at 314p, says Numis; Buy Prudential at 654p, says Merrill Lynch.

Hold Wolseley at 532p, says Numis.

Sell Premier Farnell at 142p, says Citigroup; Sell Wm Morrison at 296p, says Panmure Gordon.













The Independent


Week in Review: Ted Baker: Hold.

Cineworld: Buy.

Melrose Resources: Buy.

IQE: Buy.

Wolseley: Hold.

Shore Capital: Hold.

HR Owen: Sell.

Smiths Group: Hold.

Premier Farnell: Buy.

Accuma: Sell.

Oilexco: A risky buy.

African Diamonds: Hold.

No Pain, No Gain: Derek Pain is holding Lighthouse, 23p, which is starting to produce the profits expected of it and the merger with Sumus looks sensible.














The Daily Mail


Investment Extra: Ian Lyall suggests Redstone, 54.5p, is a long-term buy even though it is out of favour with the City at present. But brokers think 70p is fair value, while the directors' long-term incentive scheme shows they believe 100p or more is feasible.












The Sunday Times


Inside the City: .Jenny Davey believes Bellway, 753p, is the pick of the bunch among under-fire building stocks in a bear market. But while its interims are likely to be only slightly under last year's record £100.8m, there is likely to be `ugly news' on reservation levels.

J Sainsbury may soon be asked by nervous investors to consider a share buyback to bolster the sliding price, down 21% since the start of January.

Directors' Deals: New Smiths Group CEO Phillip Bowman has bought 17,000 shares to take his stake to 20,000; Compass CEO Richard Cousins has bought 50,000 shares to take his holding to 300,000.















The Observer


Market Forces: Richard Wachman says hold Rentokil Initial as the new management are incentivised for a recovery in the share price.

Mitchells & Butlers should hammer out a deal with Punch Taverns rather than flirt with private equity and risk being left in the lurch.

Expect the worst from this week's trading update from Enterprise Inns.

Something could be up at Croatian leisure company Cubus Lux where its directors have snapped up 20m shares at a price of between 17p an 20p.












The Sunday Telegraph


Sunday Questor: David Litterick says hold Icap, 547.5p, which remains a solid investment in spite of concerns over just how long the increased market volatility from which it benefits will continue.

Buy IQE, 16p, as the sell-off looks overdone and it is now offering good value.

Buy Addax Petroleum, £19.02, as it appears a strong buying opportunity given the cashflow and prospects.

Buy Pinewood Shepperton, 235p, for patient investors who want to back veteran property investor John Whittaker who has taken a 20% stake because he feels its assets are underexploited.













The Mail on Sunday


Midas: Joanne Hart says buy Dignity, 787.5p, as a defensive stock and dependable revenues, with analysts suggesting it could go to 900p a share.

Buy Begbies Traynor, 115.5p, as a recovery play on increased demand for its services for companies in financial trouble.













The Sunday Express


Brokers' Notes: Sell (reduce) Debenhams at 68p, says Dresdner Kleinwort.

Buy (overweight) William Hill at 348.5p, says JP Morgan.

Buy (outperform) Next at £11.49, says Crédit Suisse.

Buy Aegis at 118.5p, says Numis.














The Investors Chronicle


Buy Dignity at 742p; a defensive play from its predictable revenues, although with potential for growth by acquisition.

Buy Umeco at 518p; a buying opportunity as it should continue to benefit from increased aircraft deliveries through its supply chain and composites businesses.

Buy SQS at 285p; offers an impressive growth rate as well as a defensive niche, with both the CEO and FD increasing their stakes recently.

Buy Mavinwood at 16.5p; it looks in a strong position for further sustained growth after spending recent years building-up its document storage and insurance businesses.

Buy Neuropharm at 174p; its Prozac-based autism treatment offers huge potential when it is launched later next year or early in 2010 once regulatory clearance is gained.

Sell Alliance & Leicester at 522p; a dividend cut is likely as its premium rating will be hard to maintain given the weaker housing market and extra funding costs.

Updates: Keep buying Global Oceanic, tipped on 8 February 2008 at 108p and now 121p.

Keep buying Climate Exchange, tipped on 7 December 2007 at £11.21 and now £14.63.

Clarkson, tipped on 25 May 2007 at 965p still offers good value at 745p.

Keep buying Powerflute, tipped on 16 November 2007 at 86.5p and now 69.5p.

News Tips - Analysis: Gold: avoid buying into the current boom given a possible summer slump in the price.

Banks: UK banks are unlikely to suffer as much as their US counterparts, so keep buying Barclays Bank, 402p, and Royal Bank of Scotland, 310p. But sell Bradford & Bingley, 197p, and Alliance & Leicester, 496p.

Leisure: Holidaybreak is only fairly priced at 521p as demand for shortbreak holidays could come under pressure.

Life Assurance: pension providers are under pressure to revise mortality assumptions, although both Prudential and Legal & General have already started putting extra funds aside for this. Prudential remains a buy at 609.5p, while Legal & General offers good value at 122p.

News Tips - Digest: British Energy: hold at 653p and await a possible auction.

Whitbread: good value at £11.83 (this was before news of the collapse of the Travelodge merger talks).

Misys: keep selling at 170p as its banking business still looks overpriced.

Informa: buy at 295p in spite of the departure of CEO Brian Gilbertson to Emap.

Freedom4 Communications: good value at 6.5p although speculative because of the scant detail on continuing finances.

Inmarsat: fairly priced at 431p after the delays to its next satellite launch.

Blacks Leisure: high enough at 122p after the profit warning caused by accounting irregularities.

Novera Energy: hold at 87.5p while a possible auction develops.

Aminex: good value at 26p ahead of near-team newsflow.

Matra: fairly priced at 6p following the award of an exploration licence in Hungary.

Granby: await documents following the Silverstone Energy bid at 63.5p a share.

FDM: buy at 110p following the EADS contract win.

Sweet China: worth watching after its return to Aim following the deal to Essential Box Confectionery.

Dolphin Capital Partners: fairly priced at 138p, although the 40% discount to NAV could tempt speculators.

Tips - IC Trades: Euribor Life: expect further highs before long.

FTSE 100: even a bounce at some point will not stop downward pressure to 5,300 and perhaps 4,900.

FTSE 350 Media: looks vulnerable to further downside.

FTSE 350 Travel & Leisure: further downside appears the most likely scenario.

Tips - City Trades: 2008 Bund Futures: Nicole Elliott at Mizuho Corporate Bank sees room for German bunds to follow US Treasury yields down.

FTSE 100: David Linton at Updata has no doubt that we are in a bear market and investors should not think otherwise.

Lloyds TSB: Steven Mayne at Montague Pitman suggests going short on the stock as there is bearish short-term momentum.

S&P 500: Tarquin Coe at Investors Intelligence believes a bear squeeze may now be imminent.

Results Tips: Sell Wolseley, 497p; Buy SIG, 750p; Buy Skywest Airlines, 16p; Buy Huntsworth, 84p; Buy Novae, 35p; Buy Prudential, 622; Buy Capital & Regional, 562p; Buy Charter, 798p; Buy Amphion Innovations, 22p; Buy Northbridge Industrial Services, 152p; Buy Leyshon Resources, 29p; Buy Medusa Mining, 56p; Buy Premier Oil, £13.62; Buy Visonic, 49p; Buy SatCom, 31p; Buy Avation, 67.5p; Buy Marwyn Value Investors, 100.5p; Buy Arbuthnot Banking, 425p; Buy Ascribe, 23p; Buy DRS Data & Research, 21p; Buy Glisten, 371p; Buy Advanced Medical Solutions, 29p; Buy Source Bioscience, 8p; Buy Litho Supplies, 345p; Buy Interior Services, 188.5p; Buy Stanley Gibbons, 204.5p; Buy Forth Ports, £19.11; Buy James Fisher, 625p; Buy Cape Lambert Iron, 23p; Buy Inland, 31p; Buy Aero Inventory, 604p; Buy Emerald Energy, 256p; Buy Headlam, 362p; Buy Venture Production, 632p; Buy Addax Petroleum, £19.18; Buy Melrose Resources, 326p; Buy Dwyka Resources, 25p.



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Post Sun Mar 30, 2008 8:45 am   Reply with quote      



Hi all great traders


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Post Sun Mar 30, 2008 9:32 pm   Reply with quote      



Share Tips from the Weekend Press 29 Mar - 30 Mar 2008



The Times


Tempus: Nick Hasell says keep clear of Dairy Crest, 478.5p, as while it appears cheap the valuation is less compelling after factoring in the debt and reduced short-term prospects for earnings growth.

Avoid SThree, 195p, as its exposure to recruitment in investment banking has hit sentiment and profit downgrades are likely.

Hold T Crake, 169.5p, after its strong full year figures and attractive 7% yield.

Personal Investor: Robert Cole believes 3i offers a buying opportunity as a result of being marked down during the credit crisis. But last week's trading statement and decision to pull-out of early-stage investments suggests it has a good chance of emerging from the market squeeze in decent shape.












The Daily Telegraph


Brokers' Tips: Buy Legal & General at 119p, says Collins Stewart; Buy Dignity at 730p, says Panmure Gorodn; Buy Amec at 731p, says Evolution; Buy Royal Dutch Shell `A' at £16.83, says Natixis Securities; Buy Reckitt Benckiser at £26.06, says Collins Stewart.

Hold De La Rue at 856p, says Merrill Lynch; Hold Diageo at £10.80, says Deutsche Bank; Hold Next at £11.09, says Seymour Pierce.

Sell Smiths Group at 960p, says Deutsche Bank.












The Independent


No Pain, No Gain: Derek Pain is tempted to bring Mears, 272p, back into his portfolio as it looks well-placed to weather the downturn.

Week in Review: ScS Upholstery: Hold.

Bellway Homes: Hold.

FW Thorpe: Hold.

Expro: Buy.

Ceres Power: Buy.

White Nile: Hold.

Skyepharma: Hold.

Clinton Cards: Hold.

Shieldtech: Buy.













The Guardian


10 stocks to beat the credit crunch (chosen by fund managers): BT Group, GlaxoSmithKline, Wolseley, Xstrata, BP, PZ Cussons, Invensys, Rolls-Royce, Reed Elsevier and BAE Systems.











The Daily Mail


Investment Extra: Ian Lyall looks at the pros and cons of following director buying and selling in choosing stocks, with the evidence suggesting that its pays to follow the lead of boardroom wheeler-dealers.

A portfolio tracking 14 wheeler dealers launched by Lyall last October achieved a 3.7% return against a 15% fall in the FTSE 100 overall.













The Daily Express


Taking Stock: David Shand says that Tesco's recent share underperformance shows it is under more pressure than it has been for some time, although Merrill Lynch believes that with price coming to the forefront again this should be to Tesco's benefit.

Ones to Watch: Connaught, 361p, offers organic growth and strong consolidation prospects.

Abcam, 340p, has defensive qualities.












The Sunday Times


Inside the City: Dominic O'Connell says Tate & Lyle looks high enough after the recent rally to 550p even though this week's trading update should confirm the robust outlook.

Buy Severfield-Rowen where the sell-off ha been overdone, with Wednesday's finals likely to come in at £42m against £30.4m last time.

Director' Deals: HBOS directors bought stock to show their confidence in the wake of the sharp fall caused by malicious rumours; Sportingbet chairman Peter Dicks has added 119,000 shares at 38.5p. each.













The Observer


Market Forces: Richard Wachman says keep an eye on African Eagle, 8p, which has some deep-pocketed partners, including South Africa's Randgold, and Seymour Pierce rates it a buy with a 23p target.

Gary Dugan at Merrill Lynch's wealth management arm points out that investors who are slow to spot the early stages of recovery in shares typically miss out on 50% of the subsequent annualised returns over the next three years.

Private equity groups are reportedly struggling to refinance high profile buyouts, including Bupa Hospitals, Foxtons and Countrywide.

New GlaxoSmithKline CEO Andrew Witty, who takes over in May, needs to try something radical to boost the flagging share price.













The Sunday Telegraph


Sunday Questor: Yvette Essen says buy Pennon Group, 645.5p, which is a classic defensive play with progressive divined.

Hold Uniq, 98p, and keep a close watch on its recovery prospects given the unpredictability of commodity markets.

Buy Babcock & Brown, 110p, as a safe harbour with an attractive yield.

Hold Halma, 191.5p, and wait for market sentiment to recover.
















The Mail on Sunday


Midas: Joanne Hart says buy and hold Whitbread, £11.74, which is well managed and focused on delivering service to customers and value to shareholders.

Update: Hold Hamworthy, 446p, as this week's trading update should provide fresh evidence of growth, while new investors should take advantage of current weakness.













The Sunday Express


Brokers' Notes: JP Morgan is underweight on AstraZeneca, £18,48.

Buy Rank at 88.5p, says Evolution.

Buy Tullow Oil at 648p, says Citi.

Hold J Sainsbury at 346.5p, says Numis.

Buy Topps Tiles at 116.5p, says Landsbanki.













The Investors Chronicle


Buy Spice at 424p; its end markets have defensive characteristics which provides it with growth opportunities in difficult conditions, while a move to the main market should raise its profile.

Buy ProStraken, 53p; potential US regulatory approval for its anti-nausea patch for cancer patients could prove a catalyst for a share price surge.

Buy Amur Minerals at 17p; the huge discount to net present value means the shares have speculative upside appeal plus bid potential.

Buy Cineworld at 130p; attractive for the impressive list of films coming up its cinemas, along with a good yield.

Sell Standard Chartered at £16.32; expensive in comparison with the ratings of rivals such as Royal Bank of Scotland and Barclays, while US economic weakness could eventually hit its key Asian markets.

Sell nCipher at 124p; the market is not impressed with the turnaround story under new management in the current economic environment.

Updates: Keep selling Imagination Technologies, recommended as a sell on 25 January 2008 at 97p and now 65p.

Keep buying Aricom, tipped on 14 November 2007 at 67.5p and now 76p.

Keep buying Accsys Technologies, tipped on 7 September 2007 at E4.07 and now a `buying opportunity' at E2.24.

News Tips - Analysis: Oil Services: Hold Expro International, £11.77, after the strong trading statement and bid approach, while Lamprell is still good value at 380p.

Media: Aegis, 124p, offers good value as it continues to outperform its peer group.

Software: keep buying SSP and SQS as a result of their reliable income streams in a downturn, but remain cautious on Telecity, Misys and Micro Focus.

Aerospace: Keep buying Rolls-Royce, 412p, in spite of delays to the Boeing 787 project for which it is one of the engine suppliers.

News Tips - Digest: Kazakhmys: fairly priced at £16.01 as the Kazakh government seeks to take a 15% stake.

J Sainsbury: fairly priced at 348p as the joint-venture with British Land is earnings neutral in the short-term.

Xstrata: fairly priced at £33.51 after the collapse of the Vale bid talks.

Clipper Windpower: fairly priced at 535p as it needs to resolve the technical issues facing its turbine technology.

Moss Bros: hold at 46p as Laura Ashley has take a 6% stake at 46p a share, indicating it and others believe that Baugur will have to raise its 42p-a-share offer.

Ceres Power: fairly priced at 183p as investors remain sceptical about its technology paying off.

3i: fairly priced at 826p as the decision to stop funding early-stage investments reflects the more difficult environment it faces.

Erinaceous: avoid at 1.5p as there is little left for investors.

Hichens Harrison: fairly priced at 271.5p given the small potential bid premium.

Faroe Petroleum: keep buying at 153p given the strong operational progress.

British Airways: keep buying at 244p as it seeks closer ties with Iberia.

RM: fairly priced at 95p after warning that orders were taking longer to convert into revenues.

Zenergy Power: keep buying at 241p as it is in a strong position to win a US government contract to protect the national power grid from unexpected surges.

American Leisure Group: high enough at 92.5p given its exposure to stricter lending conditions in the US.

Cover Feature: Algy Hall suggests seven defensive shares with growth prospects in current economic conditions.

Mouchel, 410p; Spice, 452p; Shanks, 232p; Pennon, 656p; Debts.co.uk, 47p; Begbies Traynor, 121p; and Eaga, 176p.

Tips - IC Trades: British Airways: a possible rally is likely to peter out, providing a good shorting opportunity.

BP: a corrective rally could happen in the near-term, although this is likely to be followed by further downside.

Coffee (Liffe Contract): set for recovery, while a bounce to 2,110.70 would be a good point for opening long positions.

Gold: the bull run is taking a breather but once further downside has bottomed out, the strategy should be to go long.

Tips - City Trades: 3i Group: Steven Mayne at Montague Pitman suggests going long with a medium-term target of £10.

Dow Jones Industrial Average: Sandy Jadeja sees signs of long-term bullishness, although caution is needed short-term.

FTSE 100: David Linton at Updata notes that the index has frequently staged March rallies in recent years.

NYSE Composite Index: Tarquin Coe at Investors Intelligence sees a bullish outlook for the months ahead.

Results Tips: Buy Ted Baker, 409p; Sell Next, £11.83; Buy OPD, 170p; Buy Vindon Healthcare, 17p; Buy Asian Citrus Holdings, 240p; Buy H&T Group, 193p; Buy Hardy Underwriting, 278p; Buy Alpha Pyrenees, 76p; Buy European Goldfields, 299p; Buy Nautical Petroleum, 9.5p; Buy Ridge Mining, 118p; Buy KBC Advanced Technologies, 41p; Buy AFC Energy, 15p; Buy Tepnel Life Sciences, 9.5p; Buy Blackstar Investors, 106.5p; Buy Energybuild Group, 19.5p; Buy SovGem, 17p; Sell Qualceram Shires, 85p; Buy Bateman Litwin, 188p; Buy Chieftain, 197p; Buy Cenkos Securities, 192p; Buy Bellway, 802p.



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Post Sun Apr 06, 2008 6:47 pm   Reply with quote      



Share Tips from the Weekend Press 05 Apr - 06 Apr 2008


The Times


Personal Investor:...Robert Cole says Reckitt Benckiser remains a buy and while there may be some temptation take profits, there is no sign as yet that the eight-year growth record under ceo Bart Becht is coming to an end.











The Daily Telegraph


Brokers' Tips: Buy Bellway at 792p, says Citigroup; Buy Vodafone at 154p, says Bear Stearns; Buy Compass Group at 321p, says Natixis Securities; Buy National Grid at 691p, says Deutsche Bank; Buy Sage Group at 188p, says Cazenove.

Hold J Sainsbury at 347p, says Merrill Lynch; Hold VT Group at 655p, says Numis.

Sell Clinton Cards at 65p, says Seymour Pierce; Sell Kingfisher at 130p, says Charles Stanley.












The Independent


Week in Review: AG Barr: Buy.

Ferrexpo: Buy.

Southampton Leisure Holdings: Sell.

Cairn Energy: Hold.

YouGov: Buy.

Neville Porter: Sell.

Tate & Lyle: Hold.

Evraz: Buy (but consider the risks).

Severn Trent: Hold.

Marston's: Hold.

Scottish Media Group: Cautious hold.

American Capital: Hold.

No Pain, No Gain: Derek: Pain has decided not to bring Galliford Try back into his portfolio even though it looks an ideal potential target for a private equity bidder.












The Sunday Times


Inside the City:...Jenny Davey takes a look at research by Blue Oar Securities retail analyst Ian Macdougall who suggests that retail stocks have been hit to hard by the market, providing a longer-term buying opportunity.

Mwana Africa has seen its share surge from 32p to 52p over the past two weeks as result of speculation that it will benefit if Presidant Mugabe is finally ousted from Zimbabwe where it has interests in a nickel operation and gold mine.

Directors' Deals: Those selling or transferring stock ahead of the CGT changes include London Stock Exchange ceo Clara Furse, Domino Pizza chairman Stephen Hemsley and David Goldie at Carphone Warehouse.

Lamprell's ceo and coo both sold stock to earn nearly £10m between them.

Money: David Budworth talks to City fund managers and analysts about shares worth buying in the current market. Their suggestions are: British American Tobacco, Vodafone, Land Securities, Reckitt Benckiser and Thomas Cook.













The Observer


Market Forces:...Tim Webb warns that any takeover premium for British Energy may `not be that spectacular'.

The gloom looks to have be overdone for Easyjet shares, although the real problem remains the oil price.

Margins at Woolworths are at `rock bottom' and explain the sharp dividend cut in spite of the rise in pre-tax profits.















The Sunday Telegraph


Sunday Questor:...David Litterick believes the time has yet to come to move back into UK banking stocks.

Avoid Bloomsbury, 160p, which needs to show it can grow without Harry Potter.

Buy Baltic Oil Terminals, 71.5p, in spite of the risks as Russia is more happy with foreign investors in its infrastructure than overseas owners of its natural resources.

Buy NeutraHealth, 8.5p, which trades on an undemanding rating and offers solid prospects.















The Mail on Sunday


Midas:...Joanne Hart says buy New Britain Palm Oil, 500p, as a play on rising demand and prices, with analysts suggesting it should reach 800p over the next year or so.

Buy Zenergy, 232.5p, as the management looks focused and innovative in the growing superconductor market.













The Investors Chronicle


Buy Fenner at 231p; attractive as a late-cycle industrial play benefiting from buoyant mining markets with more upside to come.

Buy Begbies Traynor at 115.5p; the corporate insolvency and recovery specialist is a potential winner from the credit crisis, helped by diversified income streams.

Buy Nautilus Minerals at 113p; backed by mining industry majors who recognise the potential from sub-sea mining, with the shares valued at little more than cash in the bank.

Sell Royal Dutch Shell at £16.75; the uncertainty over reserves and a shift in City sentiment towards the stock may mean that even US$100 a barrel and good dividend support is not enough.

Sell Dimension Data at 48p; the premium rating is vulnerable to further downgrades, especially as a result of bad news from Cisco and the power supply problems in South Africa.

Sell Photo-Me at 16p; losses are likely and a number of problems remain which make recovery unlikely.

Updates: Keep buying Trading Emissions, tipped on 31 August 2007 at 135p and now 118p, given the widening discount to NAV.

Keep buying Invensys, tipped on 29 February 2008 at 244p and now 234p as it is set to receive £95m compensation following the collapse of Metronet.

Keep buying Melorio, tipped on 11 January 2008 at 107p and now 110p as it has earned a reputation for exceeding City forecasts.

Keep buying Stratex, tipped on 16 November 2007 at 10p and now 7.7p after acquiring a key licencing for its Turkish gold discovery.

Keep selling Mitchells & Butlers, recommended as a sell on 24 August 2007 at 710p and now at 359p, given the uncertainty over possible bids.

Wolfson Microelectronics, tipped on 10 May 2007 at 308p and now 110p, looks high enough in spite of its low rating.

News' Tips - Analysis: Mining: Anglo American, £30.39, looks most attractive in the current environment for its defensive appeal.

Support Services: keep buying Hays, 120p, and Robert Walters, 178p, in spite of the gloomy outlook for recruiters.

Leisure: keep selling Mitchells & Butlers, 365p, following the collapse of the Punch Taverns deal, while Enterprise Inns is fairly priced at 422p as there is only a 50-50 chance of it converting to `reit' status.

Diamond Mining: keep buying Petra Diamonds, 102p, and DiamondCorp, 91p. But best buy for exploration excitement is Firestone Diamonds, 141p.

News' Tips - Digest: Panceltica: offers good value following its listing on Aim last week.

GCap Media: sit tight following the agreed 225p a share deal with Global Radio.

Friends Provident: hold and await developments following the latest JC Flowers approach.

AstraZeneca: fairly priced at £18.85 following the good news for Crestor.

Imperial Energy: good value at 991p as it still trades at a substantial discount to its reserves-based valuation.

Findel: keep buying at 519p following the positive trading update.

National Grid: buy at 715p as it remains the cheapest of the regulated utilities.

Mouchel: keep buying at 420p after solid progress this year.

Immunodiagnostic Systems: buy at 184p after its upbeat trading statement.

Vanco: high enough at 81p even though it appears back on track.

RCG Holdings: a buying opportunity at 71.5p following a good start to the year.

Novera Energy: hold at 93p pending a possible bid from 3i.

Aminex: good value at 25p in the wake of its solid results.

Porvair: good value at 107p after acquiring specialist engineer Toolturn.

Fortune Oil: a long term buy at 8.5p after the deal to buy a municipal gas network in the Chinese city of Xinyang.

WH Ireland: good value at 111p following the arrival of new directors planning to take a 26% stake.

Trikona Trinity: keep buying at 107p as it strengthens its strategic partnership with German fund manager SachsenFonds.

Victoria Oil & Gas: high enough at 28p after getting the go-ahead for its Russian development.

May Gurney: keep buying at 267p as its end-markets look to have defensive appeal.

Carnival: keep selling at £21.38 given the uncertain outlook.

Cover Feature: Peter Temple highlights the best of recent new issues.

Buy Animalcare, 59p; Buy London & Stamford Property, 102p; Buy Darwen Holdings, 37p. All Leisure Group, 187p, looks good value.

Tips - IC Trades: FTSE 100: a further sell-off to around 5,000 seems likely.

FTSE 250: prospects are limited for a sustained recovery.

FTSE 350 Automobiles & Parts: looks to be in a corrective mode rather than in a new bull market.

Schroders: a retest of the March lows at 821p seems likely.

Tips - City Trades: Autonomy: Steven Mayne at Montague Pitman suggests going long with a short-term target of £10.50.

Crude Oil: Dhiren Sarin at Barclays Capital remains bullish long-term but sees some possible downside in the near future.

Dow Jones Industrial Average: Sandy Jadeja believes `choppiness' is typical for a `fourth-wave correction'.

S&P 500: David Linton at Updata says the markets appear more bearish by the week and there looks to be a similar sell signal to the one seen in 2000.

Results' tips: Buy Salamander Energy, 294p; Buy Yamana Gold, 718p; Buy Nationwide Accident Repair Services, 134p; Buy Real Estate Opportunities, 115p; Buy Fayrewood, 116p; Buy Concateno, 122p; Sell Skyepharma, 13p; Buy Plant Health Care, 262p; Buy Libertas Capital, 22p; Buy FW Thorpe, 510.5p; Buy Amiad Filtration Systems, 190p; Buy Volga Gas, 505p; Buy Firestone Diamonds, 145p; Buy Judges Capital, 119.5p; Buy SWP, 79.5p; Buy Croma, 3.5p; Buy Air Partner, 900p; Buy Jetion Holdings, 107p; Buy Afren, 130p.



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Post Sun Apr 13, 2008 8:00 pm   Reply with quote      



Share Tips from the Weekend Press 12 Apr - 13 Apr 2008


The Times


Tempus: James Rossiter reviews last week's sell-off in the commercial property sector and believes that Capital & Regional, 480p, should be avoided, although Land Securities is worth holding at £14.65. Hammerson, £10.04, is a buy on further weakness, although investors should keep clear of British Land, 828p, which is still vulnerable to shorting. Derwent London remains a hold, as do Brixton and Segro.

Personal Investor: Robert Cole believes GlaxoSmithKline is only worth buying if investors believe it can reinvent itself successfully as market conditions change, although the shares are not worth holding in the hope of clawing back past losses any time soon.










The Daily Telegraph


Brokers' Tips: Buy Marstons at 196p, says Blue Oar Securities; Buy Mothercare at 410p, says Kaupthing Singer & Friedlander; Buy Johnston Press at 138p, says Landsbanki; Buy Dimension Data at 51p, says Cazenove.

Hold Halfords Group at 292p, says Citigroup; Hold Game Group at 237p, says Seymour Pierce.

Sell Michael Page at 305p, says Deutsche Bank; Sell Woolworths at 11p, says Crédit Suisse; Sell Carnival at £20.01, says Charles Stanley.













The Independent


Week in Review: Cranswick: Buy.

Signet: Sell.

Entertainment Rights: Buy.

Prezzo: Hold.

888 Holdings: Buy.

Longmead Group: Cautious hold.

Telford Homes: Hold.

Akers Biosciences: Buy.

Charles Taylor Consulting: Buy.

Hays: Cautious hold.

Thomas Cook Group: Hold.

Hardy Oil & Gas: Hold.

No Pain, No Gain: Derek Pain says stocks such a Printing.com, 41p, are worth keeping an eye on as they have become victims of current stock market conditions rather than for any weakening of fundamentals.












The Daily Mail


Investment Extra: Jim Wood-Smith, head of research at Williams de Broë, believes the global shortage of drinkable water (only about 3% is fresh) will put increased focus on companies where advancements in purification technology and infrastructure will make a real difference to their share prices. Unfortunately, he does not name any potential winners.

Brokers' Tips: Buy Akers Biosciences at 13.5p, says Arbuthnot; Buy Servoca at 315p, says JM Finn; Buy Britvic at 326p, says Altium; Buy Cineworld at 132p, says Evolution.

Sell DSG International at 65p, says Numis; Sell Ideal Shopping Direct at 201p, says Oriel; Sell (reduce) Logica at 113p, says Numis; Sell Signet at 67p, says Panmure Gordon; Sell (reduce) Debenhams at 58p, says Landsbanki.















The Sunday Times


Inside the City: James Ashton suggests that even in a downturn for City recruitment, both Michael Page International and Hays offer some value given their diversified base.

It is little surprise that shares in Debenhams are cheap as the management appears to have lost direction.

Directors' Deals: Independent News & Media CEO Sir Anthony O'Reilly has bought another 1m shares to take his stake to 27.2% in the face of pressure from activist investor Denis O'Brien who holds 22.15%.

Petrofac director Maroun Semaan has sold 3m shares for nearly £17m.














The Observer


Market Forces: Heather Connon says there is `huge upside' potential in Yell after its recent slide if it can steer a way through its problems, although the risks are `equally enormous'.

In spite of the 40% fall in Experian's share price over the past year, the stock is still no bargain.

Although Barclays Bank is focusing on its retail and commercial banking businesses this week with an investor presentation, it is still Bob Diamond's Barclays Capital operation on which a share price recovery will depend.













The Sunday Telegraph


Sunday Questor: David Litterick says buy British Airways, 223.5p, as a recovery play after the current troubles are forgotten.

Avoid D1 Oils, 38p, as management has damaged their credibility over the seemingly flawed business model for green fuels.

Buy Havelock Europa, 77.5p, which offers good value longer-term in spite of current weakness in retail markets.

Buy Walker Greenbank, 42p, which shows that luxury brands can still make money even in a downturn.














The Mail on Sunday


Midas: Simon Watkins says buy Rexam, 409p, as a defensive play for the long term, although the recent weakness in the price has created a buying opportunity.

Update: Hold Griffin Mining, 78p, as a recovery to 100p share or more is easily achievable.













The Investors Chronicle


Buy China Real Estate Opportunities at 811p; a speculative play on the surge in China's commercial property market, with the prospect of NAV being doubled by 2010.

Buy Chesnara at 168p; an attractive income-play with no account taken in the current price of future value the management may generate.

Buy Oxford Catalysts at 159p; the licensing-based business model looks appealing and it is fully funded until 2011-12.

Buy Camper & Nicholsons Marina Investments at 60p; demand still exceeds supply for yacht rentals, with rates rising accordingly, while the shares trade below the value of marina assets.

Buy TEG Group at 60p; prospects are stronger than ever and a move into profit is expected next year.

Sell ITV at 63p; short-term recessionary effects and long-term trends in television viewing are both likely to derail Michael Grade's revival strategy.

Updates: Talvivaara, tipped on 14 September 2007 at 214p and now 375p, remains long-term good value.

Keep buying Griffin Mining, tipped on 30 August 2007 at 105p and now 80p.

Keep buying Carillion, tipped on 1 June 2007 at 432p and now 380p.

Keep buying Afren, tipped on 2 February 2007 at 54p and now 130p.

Keep buying Redhall, tipped on 19 October 2007 at 248p and now 272p.

Keep buying Ultra Electronics, tipped on 5 October 2007 at £11.35 and now £12.75.

News Tips - Analysis: Housebuilders: Persimmon remains a buy at 690p, while Taylor Wimpey is only fairly priced at 171p.

Mining: Rio Tinto is fairly priced at £59.30 until the BHP Billiton situation is resolved; but keep buying Anglo American, £33.57.

Carbon Trading: keep buying Trading Emissions, 119p, but take profits at Climate Exchange, £16.15, which now looks fairly priced.

Biotechnology: GW Pharma is downgraded from a buy to fairly priced at 55p, while Vernalis is a sell at 6.5p and Renovo speculative good value at 39.5p.

News Tips - Digest: Friends Provident: sit tight at 137p and await developments from JC Flowers.

ICAP: keep buying at 629p following the Link Asset deal, with full-year profits likely to exceed expectations.

Severn Trent: fairly priced at £14.50 given the uncertainty caused by the pending SFO trial and potential fines.

Mitchells & Butlers: keep selling at 334p in spite of the reassuring trading update.

BT: high enough at 232.5p flowing the forthcoming change of CEO.

Scottish & Southern Energy: good value at £14.14 in spite of the Ofgem probe into potential abuse of its market position.

TMN: hold at 52.5p after Tangent Communications pulled its bid.

D1 Oils: high enough at 37p as its refocuses on developing its Jatropha plantations.

Clipper Windpower: fairly priced at 486.5p following the £76m invested by One Equity.

First Calgary: good value at 133p as the removal of CEO Richard Anderson now looks less likely.

Wellstream: fairly priced at £12.17 following the 13.8% stake sold by Candover Partners.

EnCore Oil: good value at 45p in spite of postponing the Esmond Gordon demerger.

Finsbury Food: good value at 61p after the acquisition of Yorkshire Farm Bakery.

Centamin Egypt: keep buying at 71p given the increased reserves and production due within a year.

Gas Turbine Efficiency: keep buying at 33.5p after the full-year results and record order books.

Feature Tips: Richard Hemming suggests seven stocks which should benefit in difficult economic times. They are: National Grid, Royal Dutch Shell, BP, Diageo, Southern Cross, Care UK and Capita.

Brokers' Notes: Coal of Africa at 104p: Mirabaud Securities (buy), Blue Oar Securities (No opinion as a nominated adviser, although it believes a significant rerating is possible). IC View: Buy, as there is more upside to come.

Hampson: Numis (Buy), Investec (Buy); IC View: keep buying. Last IC Comment (30 March 2007) Buy.

SThree at 192p: Landsbanki (Hold), Investec (Buy); IC View: fairly priced. Last IC Comment (4 February 2008): Good value.

VT at 668p: Numis (Hold), Evolution (Add); IC View: keep buying. Last IC Comment (10 August 2007): Buy.

Tips - IC Trades: Barclays Bank: a peak between 525p and 545p would prove a good shorting opportunity.

British Land: more downside is likely, with 818p as a near-term target.

FTSE 250: a fall back in the direction of 9,500 is likely before along.

BSkyB: short a near-term reversal.

Tips - City Trades: Dow Jones: Sandy Jadeja says a break below 12,520 could mean the index is heading lower.

Gold: David Linton at Updata believes US$1,000 may continue to provide resistance in any recovery.

Grainger Trust: Graeme Dickson at LITE Financial says short positions should be considered, targeting 358p.

ISEQ: Warren Firth at IG Markets believes a break above 6,540 will signal a sharp rise to 7,470.

Results Tips: Buy Mediterranean Oil & Gas, 99p; Buy Aurelian Oil & Gas, 36p; Buy PV Crystalox Solar, 141p; Buy AGI Therapeutics, 99p; Buy Ambrian Capital, 40p; Buy Zirax, 11p; Buy K3 Business Technology, 13p; Sell XG Technology, US$4.25; Buy Haike Chemical, 96p; Sell Signet, 63.5p; Buy Aurora Russia, 89p; Buy Vietnam Opportunity Fund, US$3.22; Buy Consentino Signature Wines, 19.5p; Buy West China Cement, 104.5p; Buy Mercator Gold, 64.5p; Buy Monto Minerals, 8.5p; Buy Brazilian Diamonds, 5p; Buy Bisichi Mining, 73.5p; Buy Latitude Resources, 4p; Buy Getech, 24p; Buy Portmeiron, 260p; Buy DCD Media, 4.5p; Buy Churchill Mining, 58p; Buy Akers Biosciences, 15p; Buy Deltex Medical, 19p.



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Post Mon Apr 21, 2008 6:55 am   Reply with quote      



Share Tips from the Weekend Press 19 Apr - 20 Apr 2008

The Times


Tempus: James Rossiter reviews overseas commercial property stocks, recommending German retail property investor Dawnay, Day Treveria as a buy at E0.67 given its 40% discount to NAV. Other German property companies such as Deutsche Land, 39p, Develica Deutschland, E0.58 and Summit Germany, E0.66 are also worth holding.

Hold Raven Russia, 83p, given its money in the bank and attractive yield. But avoid Hirco, 363p, as the Indian property market increasingly looks a bubble that has yet to deflate.

Hold China Real Estate Opportunities, 771p, as it focuses on developing shopping centres in Shanghai.











The Daily Telegraph


Brokers' Tips: Buy Marshalls at 245p, says Panmure Gordon; Buy Britvic at 326p, says Altium; Buy Hays at 112p, says Landsbanki; Buy Shanks Group at 240p, says Merrill Lynch.

Hold Yell Group at 168p, says Cazenove; Hold DSG International at 60p, says Ciitigroup; Hold Legal & General at 131p, says Panmure Gordon.

Sell BSkyB at 554p, says Citigroup; Sell Signet Group at 65p, says Seymour Pierce.















The Independent


Week in Review: SSL International: Buy.

Sage: Cautious hold.

Healthcare Locum: Buy.

First Artist: Hold.

Burberry: Cautious hold.

Hilton Foods: Hold.

SABMiller: Buy.

Manganese Bronze: Hold.

Peel Hotels: Hold.

Prudential: Hold.

Corin Group: Buy.

Ashmore: Sell.

No Pain, No Gain: Derek Pain has decided against bringing Goals Soccer Centres, 300p, and Prezzo, 40p, back into his portfolio after their recent price falls given the adverse market sentiment towards small-caps at present.
















The Daily Mail


Brokers' Tips: Buy Holidaybreak at 527p, says Altium; Buy Associated British Foods at 891p, says Panmure Gordon; Buy Oxford Biomedica at 22p, says Panmure Gordon.

Sell Bovis Homes at 542p, says Citigroup; Sell NCC Group at 358p, says Investec; Sell Redrow at 293p, says Citigroup.
















The Sunday Times


Inside the City: Dominic O'Connell says Lonrho, 315p, is a speculative buy given its multi-country, conglomerate approach to doing business in Africa.

Long-term investors should start buying into the battered housebuilding sector now, with Berkeley the pick of the bunch according to the latest UBS research.

Directors' Deals: The two founders of Hardy Oil & Gas have sold more than £5m worth of stock; Hilton Food CEO Robert Watson added 40,000 shares at 180p each to take his stake to 4.2%.

















The Observer


Market Forces: Zoë Wood says AstraZeneca looks a better pick in the drugs sector than GlaxoSmithKline which faces significant challenges.

Expect a long phoney war ahead as BHP Billiton seeks regulatory approval for buying Rio Tinto, since only then will the real battle on price start in earnest.

Punch Taverns looks cheap according to Dresdner Kleinwort and a deal with Mitchells & Butlers is still on the cards if M&B's CEO Tim Clarke is ousted by disgruntled shareholders.















The Sunday Telegraph


Sunday Questor: David Litterick says sell Thomson Reuters, £15.54, given the problems hitting financial markets as well as integration risks.

Buy Plant Health Care, 341p, on fundamentals for the long-term.

Buy Gas Turbine Efficiency, 33.5p, as it is set for a profits breakthrough this year backed by a strong order book.

Buy UK Coal, 455p, for its cash generation and land bank which offers substantial upside.















The Mail on Sunday


Midas: Joanne Hart says buy Vodafone, 156p, for long-term value backed by a yield of more than 5%.

Rheochem, 13p, is a speculative recovery play over the next couple of years.













The Investors Chronicle


Buy Domino's Pizza UK & Ireland at 218p; in spite of market competition and the ever-present possibility of brand damage, such as from a food scare, it has a strong market position and smaller rivals may struggle to compete.

Buy Solar Integrated Technology at 100.5p; well-placed in a growing market along with defensive characteristics during an economic slowdown

Buy International Consolidated Minerals: needs only to realise a fraction of its potential to achieve significant upside.

Sell HBOS at 511p; highly exposed to the weakening UK housing market and also vulnerable to stock market sensitivity to more write-offs.

Sell Goldshield at 296p; the outlook remains risky and the legal issues over NHS price-fixing claims may not have entirely gone away, while trading pressures remain competitive.

Sell Liontrust Asset Management at 241p; faces difficulty in maintaining its performance, making it harder to retain funds under management which will hit sentiment.

Updates: Keep selling Bradford & Bingley, recommended as a sell on 29 June 2007 at 412p and now 168p.

Twenty, tipped on 2 November 2007 at 13p, now looks only fairly priced at 8.5p.

Keep buying Pixel Interactive Media, tipped on 8 February 2008 at 35p and now 36p.

News Tips - Analysis: Real Estate: outside the City commercial rentals are likely to be static rather then slide. So British Land, 834p, and Hammerson, £10.40, still offer good value long-term, although Minerva looks high enough at 92p.

Oil & Gas: keep buying BG, tipped on 16 February 2007 at 717p and now £12.80, given its Brazilian exposure.

Agricultural Biosciences: Plant Health Care, 325p, remains the preferred stock in a growing industry.

Travel & Leisure: avoid and use any rally to lock-in profits. But Millennium & Copthorne remains fairly priced at 424p, while Thomas Cook offers long-term good value at 298p.

General Retail: luxury retailers offer strong defensive qualities in the current slowdown, leaving Walker Greenbank still a buy at 43p and Burberry offering long-term good value at 442p.

News Tips - Digest: Imperial Energy: good value at £10.20 and shareholders should take up their rights.

AstraZeneca: fairly priced at £21.45 after settling the legal wrangle with Ranbaxy Laboratories.

Friends Provident: high enough at 120p as the brinkmanship with JC Flowers has not paid off.

Mitchells & Butlers: keep selling at 338p until the strategic direction become clearer.

GlaxoSmithKline: good value at £10.74 after US approval for its new migraine drug.

Tanfield: buy at 110p as it launches a new battery-powered delivery van with Ford.

Experian: keep selling as it continues to suffer from market weakness, although the rate of decline is slowing

Pendragon: good value at 35.5p, highlighted by the 13% stake taken by Jack Petchey.

Legal & General: fairly priced at 125p as conditions remain challenging.

Chrysalis: high enough at 117p now that bid talks have ended.

Helesi: keep buying at 132.5p following its strong results.

Synchronica: keep buying at 65p given the Saudi Arabian investment in the stock.

Empyrean Energy: speculative good value at 35p after positive results in ***.

Clipper Windpower: fairly priced at 497.5p as it continues to disappoint in spite of its potential.

SciSys: high enough at 43p after rejecting the approach from Microgen.

Econergy: a speculative buy at 30.5p given the bid interest.

Titan Europe: hold at 185p on speculation that Titan International, which owns 17%, may buy back the business it demerged 2004.

Deltex: a speculative buy at 24p as a result of the strong interest in Europe for its medical monitoring technology.

Feature Tips: Peter Temple suggests some second-tier mining stocks which should benefit from the commodities `super-cycle'.

Buy Anglo Pacific, 165p; Buy Avocet Mining, 195p; Buy (speculative) Mwana Africa, 38p; Petra Diamonds, 125p, offers good value.

Brokers' Tips: DSG International at 56p: Dresdner Kleinwort (Sell), Ciitigroup (Hold - high-risk); IC View: Keep selling.

Silverjet at 16p: Goodbody Stockbrokers (Not rated but suggests any potential bidder would need deep pockets and a long-term view), Daniel Stewart (Sell); IC View: Cut your losses and sell.

Raymarine at 270p: Citigroup (Buy), Panmure Gordon (Hold); IC View: Good value, especially given the prospects for a bid. Last IC Comment (25 February 2008): Good value.

Thomas Cook at 293p: Citigroup (Buy), Dresdner Kleinwort (Reduce); IC View: fairly priced as it looks vulnerable to profit taking. Last IC View (30 January 2008): Good value.

Tips - IC Trades: 3i: The Elliott Wave suggests further downside towards 625p.

FTSE 350 Electronics: Go short, initially targeting 1,802.

Gold: Momentum is turning upwards after being oversold.

Swiss Franc/Euro: a resumption of the upward trend is likely before long.

Tips - City Trades: Associated British Foods: Steven Mayne at Montague Pitman suggests going short with a target of 810p.

Dow Jones Industrials: Sandy Jadeja says the bears look firmly in command.

FTSE 100: Warren Firth at IG Markets believes a period of range trading has started but says buy only on a fall to 5,810, with a target of 5,910.

Inchcape: Charlie Manegatos at Accendo Markets says the price has entered a `declining channel' and provides an opportunity to go short.

Results Tips: Buy Hilton Foods, 190p; Sell JJB Sports, 110.5p; Buy John David Group, 356p; Buy Walker Greenbank, 43p; Buy Landkom, 91p; Buy Rambler Media, US24; Buy S&U, 390p; Buy Primary Health Properties, 287.5p; Buy AT Communications, 29p; Buy First Artist, 67.5p; Buy Mount Engineering, 79.5p; Buy Healthcare Locums, 92p; Buy Universe, 6p; Buy Hasgrove, 121.5p; Buy Armour, 34p.



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Post Sun Apr 27, 2008 8:19 pm   Reply with quote      



Share Tips from the Weekend Press 26 Apr - 27 Apr 2008




The Times


Tempus: Nick Hasell says hold Go-Ahead Group following its positive Q3 update even though some uncertainties (such as the renewal of the Southern franchise) remain.

Sell F&C Asset Management, 172p, as a sale of the 52% stake held by Friends Provident looks as far away as ever, while market volatility may hamper F&C's plans to attract more high-margin business.

Sell COLT Telecom, 168p, as it remains too expensive on fundamentals without a bid.

Personal Investor: Robert Coles advises shareholders in Royal Bank of Scotland to take up their rights and so benefit from the bank's head start in the race for recovery.
















The Daily Telegraph


Brokers Tips: Buy Prudential at 682, says Keefe, Bruyette & Woods.

Buy Tesco at 391p, says Crédit Suisse; Buy TUI Travel at 254p, says Numis; Buy Holidaybreak at 527p, says Altium; Buy Smith & Nephew at 644p, says Merrill Lynch.

Hold Tomkins at 179p, says Cazenove; Hold Weir Group at 780p, says Crédit Suisse.

Sell Carphone Warehouse at 231p, says Landsbanki; Sell Wolseley at 552p, says Evolution.












The Independent


Week in Review: Associated British Foods: Hold.

Connaught: Buy.

Moneysupermarket.com: Cautious hold.

Arriva: Buy.

Thorntons: Sell.

RPS: Buy.

BlueBay Asset Management: Sell.

Networkers International: Hold.

Sport Media Group: Sell.

Schroders: Cautious hold.

Smiths News: Hold.

William Hill: Buy.

No Pain, No Gain: Derek Pain is selling Food & Drink Group at 32p, having bought the stock at 241.5p, because he cannot risk keeping another laggard such as Lennox or Wyatt.

















The Daily Mail


Investment Extra: Ian Lyall explains the options for Royal Bank of Scotland shareholders from the rights issue, although he suggests getting professional advice before making a final decision.











The Daily Express


Taking Stock: David Shand notes that shares in companies such as Royal Bank of Scotland which undertake hefty cash calls at the same time as reviewing dividend policy often outperform subsequently.

Ones to Watch: BTG, 117p, is on course for a strong financial performance this year and has £55m in cash.

Hamworthy, 472p, is enjoying a strong order book and has the potential for earnings-enhancing acquisitions.














The Sunday Times


Inside the City: Dominic O'Connell believes that while there is little value to be found in the quoted pubs sector, The Restaurant Group, 140p, is a potential target for private equity as it is a solid business with `a bombed-out share price'. But Whitbread, £11.90, also looks cheap and Monday's results are not expected to disappoint.

Investors who still want to invest in the airline sector should look for quality, which still effectively means British Airways, Ryanair and EasyJet. They could all benefit if weaker rivals go under in the face of high oil prices.

Directors' Deals: Amec CEO Samir Brikho added 50,000 shares at 742p each; Zetar CEO Ian Blackburn bought 30,000 shares at 348p each.














The Observer


Market Forces: Richard Wachman wonders how badly Hammerson will be hurt if demand for premium office space in the City and elsewhere falls sharply as the credit crunch bites harder than expected.

Hold off buying back into the banking sector for the moment as there could be a lot more bad news to come as a steep rise in repossessions leads to further bad-debt writedowns.

BG Group may look expensive at £12.77 but the key attraction is its proven reserves which guarantee a production growth rate of about 7% a year, enough to make its bigger rivals weep with envy. Evolution says buy with a £15 target.













The Sunday Telegraph


Sunday Questor: David Litterick believes shareholders in Royal Bank of Scotland, 349p, should take up their rights but not buy new shares at the current price.

Buy Moneysupermarket.com, 115p, as the price has settled down following the float hype and its business model is starting to prove itself.

Buy Connaught, 391p, for its defensive appeal.

Hold Filtrona, 150.5p, as the business has held up well in a challenging environment and is still winning new contracts.













The Mail on Sunday


Midas: Joanne Hart believes that Royal Bank of Scotland shareholders should `probably' take up their rights in the cash call, while there may never be a better time to buy the shares for new investors.














The Investors Chronicle


Buy Keller at 716p; generating substantial amounts of cash with a strong order book, while its ability to almost maintain profits in a difficult US market is also impressive.

Buy Mears at 291p; lowly-rated in comparison with its rivals, although now offers increased contract wins and `exciting prospects' in its home care division.

Buy Nighthawk Energy at 67p; provides a high-impact growth rate without the risks as a result of increasing production, a possible reserves upgrade and exploration potential.

Buy Davenham at 46p; lowly-rated but with a high yield and considerable funding headroom.

Buy Maelor at 82.5p; due for a rerating following the transformation over the past year, which will see a name change to IS Pharma at the end of the month.

Sell Holidaybreak at 518p; in spite of upbeat comments from the travel sector, a consumer spending slowdown will inevitably hit its markets along with the impact of the strong euro.

Updates: Keep buying Trikona Trinity Capital, tipped on 22 February 2008 at 99p and now 117p.

Findel, tipped on 13 April 2006 at 555p and now 247p is no more than fairly priced.

Keep buying Protherics, tipped on 16 November 2007 at 57p and now 45p.

News Tips - Analysis: Mining: Keep buying Peter Hambro Mining, £12.56, as the maiden dividend shows it is coming of age with a move to the official list expected by the end of the year.

Banks: Royal Bank of Scotland now looks no more than fairly priced at 349p as a result of the rights issue. Elsewhere, keep selling HBOS, 520p, Bradford & Bingley, 163p, Alliance & Leicester, 530p, and Lloyds TSB, 440p. Barclays 459p, is downgraded from buy to fairly priced.

General Financial: WH Ireland, 114p, offers good value and is worth watching.

News Tips - Digest: Cattles: take up the rights issue at 128p a share compared with the market price of 224p.

Kewill Systems: good value at 90p given the above-average prospects.

Aegis: good value at 121p as Vincent Bolloré is set to face a brush-off again.

Biocompatibles: buy at 147p, especially given its strong cash reserves.

Melrose: keep buying at 158p as the FKI deal should add impetus to its earnings.

Alizyme: fairly priced at 30p as the market has lost faith in its story.

Rentokil Initial: high enough at 99p after its latest profit warning.

SCi Entertainment: high enough at 54p given the need to raise funds.

Vernalis: take advantage of the 20% spike to sell.

Dana Petroleum: fairly priced at £16.53 following the lately discovery in the North Sea.

Entertainment Rights: fairly priced at 9.5p after bid talks ended.

British Energy: fairly priced at 742p after Lewis Wind Power, a joint venture with Amec, failed to secure planning permission for Europe's biggest on-shore wind farm.

Goldshield: keep selling at 287p after the SFO said it was continuing with its price-fixing probe.

Faroe Petroleum: keep buying at 157p given the cash flow and exploration opportunities.

LogicaCMG: fairly priced at 113p as the City remains sceptical about the recovery plans of new CEO Andy Green.

LSL Property Services: keep selling at 117p given the slowdown in the housing market.

Brokers' Notes: IMI at 464p: Arbuthnot (Neutral), Evolution(Buy); IC View: good value with bid appeal. Last IC Comment (11 March 2008): Good value.

Kingspan at E8.10: UBS (Buy), Crédit Suisse (Neutral); IC View: fairly priced given the weak trading conditions. Last IC Comment (8 March 2008): Fairly priced.

Mecom at 34p: Numis (Buy), Collins Stewart (Buy); IC View: upgraded to good value. Last IC Comment (14 March 2008): Fairly priced.

Morgan Sindall at £10.32: ABN Amro (Buy), Cazenove (Outperform); IC View: good value on a modest rating.

Last IC Comment (19 February 2008): Good value.

Tips - IC Trades: Euro/Sterling: Sterling is likely to continue to lose ground towards E1.16 initially and then perhaps to E1.10.

FTSE 100: a great shorting opportunity looks to be coming up given the potential downside to 4,723.

FTSE 350 Media: interpretation of the Elliott Wave suggests a drop towards 3,127.

Sugar (Liffe Contract): the bounce is impressive and it could go on to attack the March high of 400.

Tips - City Trades: Connaught: Steven Mayne at Montague Pitman suggests going short, targeting the recent low of 341p.

Dow Jones Industrial Average: index remains vulnerable to surprises on the downside.

FTSE 100: David Linton at Updata believes that, on balance, the bears still have the upper hand.

FTSE 350 Banks: Tarquin Coe at Investors Intelligence thinks the sector is ready for a substantial rally.

Results Tips: Buy Kenmare Resources, 48p; Buy Peter Hambro Mining, £13.43; Buy Harvey Nash, 41p; Buy Emed Mining, 23p; Buy Intelligent Environments, 8.5p; Buy Meridian Petroleum, 8p; Buy Medical House, 28p; Buy Smartfocus, 12p; Buy Charteris, 19p; Buy Mission Marketing, 98.5p.



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Post Sun May 04, 2008 6:48 pm   Reply with quote      



Share Tips from the Weekend Press 03 May - 04 May 2008


The Times


Tempus...Nick Hasell says the £21bn in rights issues announced or pending may, contrary to accepted wisdom, not be a sure-fire buy signal. But it probably does suggest the bottom of the market is near.

Wait and see Rentokil Initial's interim figures in August for hard evidence of recovery before thinking about buying back in.

Personal Investor...Robert Cole believes the best option for HBOS shareholders - although he describes it as `hard to swallow' - is to subscribe for new shares in the rights issue and hope that an eventual recovery in the price will enable beleaguered investors to have the last laugh after having seen the value of the holdings sharply reduced over the past year.









The Daily Telegraph


Brokers' Tips: Buy Persimmon at 600p, says Panmure Gordon; Buy Aquarius Platinum at 720p, says Merrill Lynch; Buy Whitbread at £11.72, says Cazenove; Buy WPP at 592p, says Deutsche Bank.

Hold Royal Bank of Scotland at 358p, says Citigroup; Hold GlaxoSmithKline at £11.20, says Merrill Lynch.

Sell Bradford & Bingley at 164p, says Panmure Gordon; Sell HBOS at 496p, says Collins Stewart; Sell Punch Taverns at 545p, says KBC Peel Hunt.











The Independent


Week in Review: Stagecoach: Hold.

Anglo American: Hold.

JD Wetherspoon: Hold.

Game Group: Buy.

Highland Gold: Hold.

ITIS: Buy.

Aegis: Buy.

Home Retail Group: Sell.

BBA Aviation: Hold.

Rexam: Buy.

National Express: Buy.

Sterling Energy: Hold.

No Pain, No Gain: Derek Pain believes two of his portfolio stocks - English Wines Group and Private & Commercial Finance - have been heavily oversold in spite of trading well.












The Daily Mail


Investment Extra...Ian Lyall suggests Personal Group looks a good investment for income seekers, with a yield of over 4% this year moving closer to 5% in 2009. He describes the company, which specialises in workplace benefit schemes, as a `rare gem' - an Aim-listed stock which makes profits and achieves a sustainable dividend.

Private shareholders in HBOS should seek professional advice on whether to take up the rights issue.











The Sunday Times


Inside the City:...James Ashton does not think the proposed Taylor Nelson Sofres nil-premium meger with GfK is good news for shareholders, especially as the deal protects incumbent management positions. A counter-bid seems possible, with Nielsen and WPP both monitoring the position closely.

Eurotunnel is worth a look under its new guise of Groupe Eurotunnel (GET), with investors now being given the opportunity to invest in a business which Dresdner Kleinwort believes could see significant cash flows retuned to shareholders on a continuing basis.

Directors' Deals: Six directors at Johnson Service Group have added to their stakes after the company revealed an improved performance following a difficult 2007; Connaught chairman Mark Tincknell has sold stock worth £8.5m but said he remained `extremely positive' about the social housing maintenance firm's prospects.












The Observer


Market Forces:...Richard Wachman believes Barclays Bank could consider a dividend cut rather than seeking to raise funds from a Chinese bank or Middle East sovereign wealth fund. Oriel's Mike Tippitt estimates a 30% cut would save the bank £600m in much needed capital.

Perhaps the government might be encouraged by the poor election results to try something popular, such as a windfall tax on the oil majors to repay taxpayers for the £25bn of public funds used to bail out Northern Rock.

BG Group's move for Australia's Origin Energy at a 40% premium suggests it, for one, believes the resources boom is far from over.

The City seems to have unfairly savaged Mecom, the European media group headed by David Montgomery, and has clearly overlooked the fact it is benefiting from the strong euro.












The Sunday Telegraph


Sunday Questor:...David Litterick says buy National Express, 950p, as it continues to benefit from the surge in rail travel with no sign as yet of the credit crisis and economic slowdown hitting passenger numbers. Analysts suggest a target of £14, while the 4.5% yield also offers support.

Buy Just Retirement, 110p, following its robust new business figures last week.

Hold JD Wetherspoon, 283p, which finally looks to be successfully fighting back against the various problems facing the pubs trade, although it is hard to see what catalyst could lead to a re-rating in the short-term.

Sell Genus, 808.5p, which now looks fully valued and those who followed Questor's advice to buy 18 months ago at 470p should take profits.











The Mail on Sunday


Midas:...Joanne Hart suggests that now could be a good time to sell HBOS, 495.5p, as its growth prospects look vulnerable to the housing market slowdown. Investors who have enjoyed a good run over the past decade should consider switching into shares that offer better potential.











The Investors Chronicle


Buy Care UK at 461p; offers exciting prospects along with reliable revenues, albeit with some risks.

Buy Hydrodec at 54p; demand remains strong and the all-paper bid for Virotec suggests management confidence in the long-term.

Buy Stanley Gibbons at 193p; should continue to benefit from growing interest in alternative investments especially given its long-established reputation, with more expansion overseas planned.

Sell Easyjet at 294p; the premium rating is not justified in current market conditions, although it should be well-placed to benefit from eventual recovery.

Sell XX1 Century Investments at £14.35; faces development and financial restraints in exploiting its Ukrainian real estate assets, putting values under pressure.

Sell MWB Business Exchange at 103p; profits are likely to contract quickly in a downturn as office rents look vulnerable.

Updates: Keep buying Axis-Shield, tipped on 16 March 2007 at 234p and now 280p, as they have further to go from positive newsflow.

Keep buying Leyshon Resources, tipped on 3 August 2007 at 26p and now 23p, following the resources upgrade.

Keep selling Rightmove, recommended as a sell on 7 December 2007 at 489p and now 420p, as it remains vulnerable to the housing market slowdown.

News Tips - Analysis: Oil & Gas: keep selling Royal Dutch Shell at £20.29, given the squeeze in its refining margins, while BP is high enough at 616p. But long-term, BP appears the better bet.

Oil & Gas: keep an eye on recent Aim listing Valiant Petroleum which offers good value at 835p, while newcomer Petro Matad is the first major Mongolian firm to trade on a leading international exchange.

Market Research: Taylor Nelson Sofres, 199p, looks good value whether or not it merges with GfK or is bought by another player.

Travel & Leisure: public sector transport operators appear to be surviving the downturn well enough so far, leaving Stagecoach, 244p, and Go-Ahead, £16.36, fairly priced. But Arriva offers good value at 684p.

Support Services: hire companies that provide builders with tools do not yet seem to be feeling the downturn in the sector, with VP good value at 320p for its low gearing and specialist focus, although Ashtead is high enough at 61p.

News Tips - Digest: BG Group: keep buying at £12.56 following the Q1 figures.

Bodycote: keep buying at 235p given the plans to sell its testing division.

PartyGaming: sell at 25p as there is little room for disappointment.

SkyePharma: keep selling at 10p as the latest positive news over Flutiform is too little, too late.

Antofagasta: offers long-term good value at 770p given the promising exploration upside.

Kazakhmys: fairly priced at £15.86 after a poor Q1.

DSG International: keep selling at 65p, given the dire outlook.

HBOS: keep selling at 471p and ignore the rights issue.

Aquarius Platinum: keep selling at 789p as production forecasts are flat.

Cineworld: keep buying at 145p given the positive impact of summer blockbuster films.

Jacques Vert: fairly priced at 9p following the profit warning.

Silverjet: high enough at 18p as it raises funds from a new Middle Eastern investor.

McBride: high enough at 104p but will remain under pressure while oil prices stay strong.

Nighthawk: keep buying at 82p given the positive newsflow.

Asos: good value at 296p after its strong figures, although ethical online fashion rival Adili.com, 12p, is a buy. Meanwhile, Asos spin-off EBTM, 2.6p, looks fairly priced.

Caretech: good value at 409p given the double-digit earnings per share growth prospects.

Genus: fairly priced at 794p after revealing it faced challenging market conditions.

Gulfsands Petroleum: keep buying at 156p as it focuses on its Syrian discovery.

Arena Leisure: high enough at 44p following the warning that trading is below expectations.

Kirkland Lake Gold: keep buying at 383p given the new discovery at its Canadian mine.

Cover Feature: Jon Mainwaring picks a portfolio of small-caps offering high yields. They are: Braemar Shipping Services, 454p; Centaur Media, 75p; Creston, 67p; SThree, 172p; Severfield-Rowen, 320.5p; and Smiths News, 98p.

Tips - IC Trades: Euro/Sterling: the wave-count suggests a deeper correction is possible, down to £0.76391 or even £0.749.

FTSE 100: get ready for a move back to 5,550 and beyond.

SABMiller: the energetic recovery looks overstretched, so prepare for a decisive turn to go short.

FTSE Support Services: the downtrend looks likely to resume at some stage.

Tips - City Trades: Dow Jones IA: a sudden U-turn is possible, suggesting the current upturn is a false breakout.

FTSE 100: David Linton at Updata says the lack of volume in the current relief rally is worrying and indicates that sellers over the past year have not yet come back.

FirstGroup: Tarquin Coe at Investors Intelligence expects a rally to 700p.

St James's Place: Steven Mayne at Montague Pitman reports that the recent rally has run out of steam, suggesting it is time to go short with a 222p target.

Results tips: Buy Smiths News, 98p; Buy Gulfsands Petroleum, 161p; Buy Velosi, 130p; Buy ZincOx, 178p; Buy Cyprotex, 4p; Buy China Shoto, 145.5p; Buy Stockcube, 36.5p; Buy Gladstone, 24p; Buy Cluff Gold, 94p; Buy Renewable Energy, 45.5p; Buy Superglass, 119p; Buy N Brown, 248p; Buy Acambis, 122p; Buy Fortune Oil, 9.5p.



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Post Sun May 11, 2008 9:05 pm   Reply with quote      



Share Tips from the Weekend Press 10 May - 11 May 2008


The Times


Tempus:...Nick Hasell says Hold Intertek, £10.11, which has performed strongly this year as one of the Tempus Ten picks. The multiple of 16 may seem expensive but not when the sustainable double-digit earnings growth is taken into account.

Sell Aga, 292p, which looks vulnerable to a consumer downturn, while higher steel prices are also unhelpful. The 121p special dividend from selling its catering equipment business may put a short-term floor under the shares, but that is not a good enough reason to hang on.

Avoid HMV, 141p, as not only has the strong start to the year already been factored into the shares (up 54% from their January low) but it now faces tougher sales comparisons with last year.

Personal Investor: Robert Cole believes safety-first investors should avoid bonds issued by investment companies such as banks and look at investment funds instead. The ones to consider first are those funds managed by Engage Mutual, Rothschild PIC, Invesco Perpetual, Schroder, M&G and Fidelity.












The Daily Telegraph


Brokers' Tips: Buy Smith & Nephew at 570p, says Deutsche Bank; Buy National Express at 926p, says Merrill Lynch, Buy BG Group at £13.07, says Charles Stanley; Buy Whitbread at £12.15, says Citigroup.

Hold Barratt Developments at 277p, says Panmure Gordon; Hold GKN at 299p, says Merrill Lynch; Hold Thomson Reuters at £15,63, says Cazenove; Hold Rexam at 448p, says Credit Suisse.

Sell Galiform at 69p, says Panmure Gordon.













The Independent


No Pain, No Gain: Derek Pain believes that Myhome International, 15p, could be `another Stagecoach' as it could be significantly oversold ahead of a substantial recovery.

Week in Review: British American Tobacco: Buy.

InterContinental Hotels Group: Hold.

Numis: Cautious hold.

Capita: Hold.

United Drug: Buy.

Hipcricket: Hold.

Diageo: Buy.

Lonmin: Hold.

Royal & SunAlliance: Buy.














The Daily Mail


Investment Extra:...Ian Lyall says buy Premier Oil as the current price does not reflect the potential from its Vietnam exploration which could be worth an immediate 240p to the NAV currently estimated at about £16.














The Sunday Times


Inside the city:...James Ashton says Tuesday's trading update from G4S (Group 4 Securicor) should confirm it is moving in the right direction to emulate Serco or Capita as a `secure logistics' operator, although it will take some time before it can also enjoy their ratings.

Full-year figures this week from Invensys, 302p, are expected to show steady improvement. But any return to bid speculation will have to wait for its latest three-year valuation due in December.

Directors' Deals: BP non-exec director Sir William Castell has bought shares worth £200,000 in the oil group, having picked up an initial 50,000 in June 2007; Smith & Nephew chairman John Buchanan and CEO David Illingworth have both topped up their holdings following the price fall on its profit warning.















The Observer


Market Forces:...Heather Connon believes Compass Group is coping with higher food costs fairly well by cutting costs elsewhere and provides defensive appeal in turbulent times.

Wolseley remains determined to avoid a rights issue and Cazeove agrees.

Aberdeen Asset Management's Martin Gilbert may be premature in suggesting it is time to buy back into property stocks, as there could be more bad news to come news as banks pull the plug on property.












The Sunday Telegraph


Sunday Questor:...David Litterick says sell Unilever, £17.75, as there is little opportunity for a major re-rating at current levels.

Buy Lamprell, 520p, as the fundamentals remain strong even if there is a takeover premium already embedded in the price.

Buy IP Group, 105p, for the potential from its portfolio of inventions from university research labs.

Buy Numis, 190p, given that it has one of the strongest balance sheets in the sector and is a punt on financial markets recovering.
















The Mail on Sunday


Midas:...Joanne Hart reviews the `Dogs of the Footsie' high-yield portfolio and reports that five of the ten stocks held are being replaced this month as a result of their yields falling. Out go HBOS, HSBC, Kingfisher, Royal Bank of Scotland and Taylor Wimpey and in come Aviva, Marks and Spencer, Old Mutual, Persimmon and Wolseley.













The Investors Chronicle


Buy Anglo American at £33.34; looks less vulnerable than its peers to a fallout in hard commodity prices, while analysts think it offers the top earnings momentum next year for South African mining plays.

Buy Cookson at 701p; due a re-rating as the market has so far failed to appreciate the cost-saving benefits from the Foseco acquisition along with its strong position in supplying those steel makers taking advantage off the growth of infrastructure spending in emerging markets.

Buy Panceltica at 103p; a construction play on the cash-rich, high-growth Gulf states and more contract wins could lead to broker ugrades.

Buy Leed Petroleum at 38p; the shares should respond once the market takes note of the quality and potential of its oil & gas reserves, with a strong product pipeline as well.

Buy TyraTech at 458p; its technology to develop insecticides from plant oils which are safer but just as effective as conventional products looks set to win more contracts across a broad range of applications. Sell PartyGaming at 25p; faces strong competition and uncertainty over how it will cope with an economic downturn.

Updates: Cadbury, recommended as a sell on 21 September 2007 at 575p, now looks good value at 641p following the demerger.

Keep buying Hampson Industries, tipped on 30 March 2007 at 139p and now 159p following the US acquisitions which effectively doubles its size.

Keep buying TEG, tipped on 10 April 2008 at 60p and now 70p, as it is finally receiving cash flow from the Manchester waste management contract.

News' Tips - Digest: Real estate: Capital & Regional 348p, is fairly priced because of market concerns about its highly geared funds; but British Land remains good value at 848p given its 37% discount to NAV.

Mining: Buy Anglo American for its exposure to growing demand for metallurgical coal and manganese; meanwhile, the ferrochrome price boom makes International Ferro Metals a buy at 160p.

Oil & Gas: Mediterranean Oil & Gas is a buy at 130p given the good news from its well in the Italian Adriatic, while Northern Petroleum is also a buy at 136p for its southern Adriatic prospects.

Travel & Leisure: tour operator margin recovery stories Thomas Cook and TUI look set for more volatility and both are only fairly priced in the short-term until they provide more reassurance.

Software: IDOX, 12.5p, looks an obvious target for private equity, while Anite, 52.5p, remains good value in spite of the price surge following news of an approach.

Tips - Digest: Tullow Oil: consider taking profits at 917p as the shares look no better than fairly priced.

Taylor Nelson Sofres: take profits following the 40% surge to 241p.

Bovis: fairly priced at 459p in spite if the profit warning as there is no talk yet of cutting the dividend.

Rightmove: keep selling at 412p given the weak housing markets.

Randgold Resources: high enough at £23 but offers a more positive stance once seasonal weakness is over.

Lamprell: good value at 470p following the rig acquisition in Thailand.

Eurasian Natural Resources: good value at £11.98 after taking a 50% stake in a Brazilian iron ore project.

Smith & Nephew: fairly priced at 555p given the blow to management credibility from the problems uncovered at Plus Orthopaedics.

Playtech: good value at 491p after its strong Q1 update.

Vantis: good value at 110p following its rejection of an unsolicited all-share approach.

Vanco: now suspended at 64p as it reviews its financial position although with little hopes of an early improvement.

Arden Partners: good value at 125p as it holds merger talks with Cenkos Securities.

XG Technology: keep selling at US$4.75 in spite of moves to sell territories in North America to local distributors.

Cover Feature:...looks at the ten shares nominated for the annual competition to find the most popular stock among IC readers. They are: Aero Inventory, BAE Systems, BHP Billiton, BG Group, Capita, Dignity, Shire, SIG, Unite and Whitbread.

Media Feature:...suggests film and television production companies to watch: Ten Alps (buy), RDF (speculative good value), Pinewood Shepperton (expensively rated), Shed Media (buy), ContentFilm (speculative buy), Entertainment Rights (speculative buy), Motive TV (no view) and The Works Media Group (no view.)

Brokers' Notes: AstraZeneca: Evolution (Add), Charles Stanley (Reduce); IC View: fairly priced at £21.07 as the low rating is justified by its late-stage pipeline and drugs going off-patent. Last IC Comment (15 April 2008): Fairly priced.

Tips - IC Trades: FTSE 350 Aerospace & Defence: continued upside is suggested by the charts and a Friday close above 3452-3468 would indicate the bullish trend has resumed (although there is still scope for an unexpected reversal).

Euro/Sterling: current weakness is unlikely to mean the end of the euro's strength against the pound, with £0.90 likely long-term.

FTSE 100: the sustainability of the recent recovery is in doubt given the unconvincing volumes, so traders should look out for a turn to open short positions.

Gold: a recovery from the `savage sell-off' is now in prospect, with a return to record highs in the near future.

Tips - City Trades: Euro Bund Future June 2008: Nicole Elliott at Mizuho Corporate Bank says go long at E113.65 with a short-term target of E116 and E118 in the long-term.

Drax: Tarquin Coe at Investors Intelligence says the stock remains under pressure and headed for new lows, so closing stop-losses should be placed above 650p.

Euro/Dollar: David Linton at Updata believes that above US$1.54 the bull trend is still in evidence, although a move below that would be abnormal and signal the probable end of the run.

Standard Chartered: Steven Mayne at Montague Pitman suggests going long with a target of £20 and beyond in the short term and a tight stop-loss just below £18.

Results' Tips: Sell Desire Petroleum, 88p; Buy Griffin Mining, 83p; Buy Geopark Holdings, 390p; Buy Anglo Irish Bank, E9.65; Sell Easyjet, 306p; Buy Wensum, 59p; Buy Europa Oil & Gas, 21.5p; Buy Egdon Resources, 16,5p; Buy Libra Natural Resources, 6p; Buy Puricore, 24p; Buy Plethora Solutions, 65p; Buy Real Estate Investors, 10p; Buy Axis Intermodal, 7.5p; Buy Shed Media, 67p; Buy Fenner, 247p; Buy Aberdeen Asset Management, 141p; Buy Mano River Resources, 9p.



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Post Sun May 25, 2008 7:47 pm   Reply with quote      



Share Tips from the Weekend Press 18th May 19th May 2008


None this week



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Post Sun May 25, 2008 7:47 pm   Reply with quote      



Share Tips from the Weekend Press 24 May - 25 May 2008


The Times


Tempus: Angela Jameson says the UK transport sector (apart from airlines) is facing a possible consumer downturn from a position of strength. But she thinks that the companies heavily weighted towards the defensive bus industry offer most attraction, especially Arriva, while FirstGroup also has defensive appeal and room for growth. But Stagecoach, which operates the South West Trains franchise, looks vulnerable to a downturn in the City while Go-Ahead should probably be avoided because of the uncertainty surrounding its Southern rail franchise.

Personal Investor: Robert Cole says buy British Land, 825p, given the 40% discount to stated NAV as historically the share price usually responds to such disparity in the end, even if current market conditions are difficult.








The Daily Telegraph


Fundamentalist Investor: Sam Morse, manager of Fidelity MoneyBuilder Growth Fund, says companies that are likely to grow their dividends over the next five to ten years are becoming harder to spot. But he likes Intermediate Capital, which has benefited from the banks' troubles, as well as support services stocks such as Serco and Mitie.

Brokers' Tips: Buy Anglo-American at £35.40, says Crédit Suisse; Buy British Airways at 233p, says Collins Stewart; Buy BT Group at 233p, says Citigroup; Buy Balfour Beatty at 454p, says Landsbanki; Buy Holidaybreak at 496p, says Numis.

Hold National Grid at 726p, says Cazenove; Hold SABMiller at £12.50, says Merrill Lynch.

Sell Wolseley at 585p, says Merrill Lynch; Sell DSG International at 69p, says SG Cross Asset Research.






The Independent


Week in Review: JJB Sports: Sell.

Alizyme: Buy.

Premier Oil: Buy.

Business Post: Buy.

Thus Group: Buy.

Mitie Group: Hold.

Trafficmaster: Hold.

Manganese Bronze: Hold.

Great Portland Estates: Hold.

De La Rue: Buy.

Grainger: Hold.

Mothercare: Buy.

No Pain, No Gain: Derek Pain has decided against adding Asos, 273p, to his portfolio even though most brokers are fairly bullish about the online fashion retailer, with Cazenove suggesting it could reach 387p. But the rating looks too full given the difficult outlook ahead for consumer spending, although Asos could prove an attractive acquisition for other hard-pressed fashion chains.













The Daily Mail


Investment Extra: Charlotte Beugge gives the experts' views on whether retail investors should take up the spate of recent rights issues, suggesting that the Royal Bank of Scotland and HBOS provide a good opportunity for `tail-swallowing' - selling some of the shares already owned to take advantage of the discounted cash call. But the Bradford & Bingley rights issue looks the weakest of those available at present as the consensus market view is that the shares are a sell, although the Imperial Tobacco move is worth taking up.

Brian O'Connor says Silence Therapeutics, tipped 18 months ago at 18p and now 38p (having reached 145p in the interim) needs some positive news to highlight its underlying potential.













The Sunday Times


Inside the City: James Ashton believes the underperformance of Qinetiq since floating two years ago suggests a break-up might be the only way to unlock value for investors.

It is time for a rethink at the top of Yell, whose directories business is migrating faster online that it might like to admit. But an injection of fresh talent is urgently needed - or at least a clearer succession plan to veteran CEO John Condron.

Directors' Deals: Xstrata CEO Mick Davis has topped up his holding with another £7m worth of stock; Business Post CEO Guy Buswell has added 20,665 shares at 305p each to take his stake to just under 0.2%.













The Observer


Market Forces: Richard Wachman says figures this week from Burberry should show whether demand for luxury goods from petro-dollar regions is making up for job losses in the financial services in London and New York.

Durex-maker SSL International continues to trump forecasts with promises of double-digit sales and profits growth.

Speculation is growing that Vodafone CEO Arun Sarin could leave at the end of the year, with deputy CEO Vittorio Colao in line to replace him.

Investors in Northern Foods will be delighted that CEO Stefan Barden would rather turn away unprofitable business from Marks and Specer than give in to retailer pressure at any cost.














The Sunday Telegraph


Sunday Questor: Yvette Essen says avoid Wolseley, 533.5p, as unless a predator emerges there are few other catalysts to boost the shares in the short-term.

Buy SSL International, 483p, as there is scope for further outperformance even after the recent strong results and share surge.

Buy TGE Marine, £126, as it offers some more upside from a growth rate at least in line with its peers.

Avoid Bank of Ireland, E8.12, where the outlook is likely to become more challenging and the time to buy for recovery is still some way away.














The Mail on Sunday


Midas: .Joanne Hart offers some general advice to retail investors over whether to take up the current wave of rights issues. She suggests they ask basic questions of themselves, such as whether they still like the company and want to continue to support the management. But also key is whether they actually have spare cash to invest.













The Investors Chronicle


Buy Vitec at 484p; the price does not reflect the potential demand for television equipment from the shift to HDTV programming, with Dresdner Kleinwort suggesting a target of 700p looks feasible.

Buy Lamprell at 526p; well-placed to dominate the oil & gas drilling equipment market, with an impressive order book and plans to move to the main market later this year.

Buy First Artist Corporation at 66p; looks a bargain on a sum-of-parts valuation as well as on earnings and free cash flow.

Buy Velti at 171p; offers impressive prospects in a growing market as well as trading on an undemanding rating compared with the sector average.

Sell Taylor Wimpey at 123p; remains particularly vulnerable because of its exposure to the weak US housing market.

Sell Regus at 107p; the price surge following the trading update looks a good opportunity to sell as the company remains a highly-cyclical business heading for a downturn in demand.

Updates: Keep selling JJB Sports, recommended as a sell on 7 March 2008 at 123p and now 125p.

Keep buying PV Crystalox, tipped on 4 January 2008 at 126p and now 185p.

Keep buying Trafficmaster, tipped on 26 September 2007 at 59p and now 37p.

News Tips - Analysis: Mining: In spite of high platinum prices. Aquarius Platinum remains a sell at 872p as it is most exposed to a slowdown in demand from European industrial users.

Industrial Engineering: Manitowoc's increased offer for Enodis suggests the sector still offers value, although Enodis investors should sit tight ahead of a possible improved bid from Illinois Tool Works. Elsewhere in the sector, IMI at 518p offers good value and is worth watching.

General Financial: New Star Asset Management looks high enough at 130p in spite of an undemanding rating given the fall in assets under management; but keep selling Henderson Group, 128p, while Liontrust Asset Management's investors should sit tight at 313p and await developments following a preliminary bid approach.

Oil & Gas: Chariot Oil & Gas, 149p, looks fairly priced after its Aim float while rival Tower Resources is also fairly priced at 7p ahead of firmer project developments. But BG is a buy at £13.63.

News Tips - Digest: Rightmove : keep selling at 376p after the decision by HBOS to sell its stake.

BAE Systems/VT Group: keep buying BAE Systems, 456p, and VT Group, 664p, after the go-ahead for their aircraft carrier joint venture.

British Energy: fairly priced at 721p as Suez says it is still interested in participating in a bid although the merger with Gaz de France is its immediate priority

Dana Petroleum: good value at £19.67 for the short-term after its latest expansion in the Gulf of Suez.

Anite: high enough at 44p after the collapse of bid talks.

Torotrak: high enough at 23.5p as there is little to drive them higher short-term.

TMN: sit tight at 58p following the private equity-backed MBO approach at 70p.

Look out for a £25m fund being launched by YouGov, Numis and Four Capital Partners which aims to exploit insights provided by YouGov's research.

Delek: keep buying at 92p, especially given its high yield.

Ashley House: good value at 157p following its infrastructure deal with Babcock & Brown International.

Renew Holdings: keep buying at 114p after it made `decent progress' in the first half.

TGE Marine: good value at £127.50 following its Aim float to raise £21.3m.

Genus: fairly priced at 866p as its looks vulnerable to weakness if no bid materialises.

ReNeuron: fairly priced at 11.5p as the stock remains volatile given uncertainty over changes to the laws on fertility research in the UK.

Share Champions 2008: Whitbread has become the first stock to be ejected by IC readers.

Tips - IC & City Trades: British Airways: has yet to show decisive signs of reversing its broader downtrend, and the charts point to new lows.

FTSE Support Services: the larger downtrend that started last June looks likely to continue, according to the charts.

Dow Jones: Sandy Jadeja says that while momentum indicators are in positive territory, the current move should be seen as a correction within a larger downtrend.

FTSE 100: Zak Mir says that in theory the index has just given its biggest buy signal of the year, opening it up to all-time highs of 7,000 and beyond.

Results Tips: Buy British Airways, 208p; Sell Holidaybreak, 490p; Buy National Grid, 723p; Sell Mitchells & Butlers, 338p; Buy Invensys, 309p; Buy Care UK, 450p; Buy First Derivatives, 280p; Buy Meldex International, 51p; Buy Ormonde Mining, 12p; Sell Freeplay Energy, 6p; Buy Armor Designs, 525p; Buy Mercury Recycling, 23p; Buy Icap, 641p.



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Post Sun Jun 01, 2008 8:33 pm   Reply with quote      



Share Tips from the Weekend Press 31 May - 01 Jun 2008




The Times


Tempus:...Nick Hasell previews this week's results from the main water utilities whose shares have been hit by regulatory uncertainty and the demise of bid speculation. The near-term outlook for the utilities is unlikely to disappoint and could even lead to upgrades, especially at Pennon where Credit Suisse believes its Viridor waste management business is doing especially well. Overall, the sector is attractive for secure profits and yields (apart from Pennon) ahead of 4%. But Severn Trent faces negative publicity on Monday as it is due to be sentenced at the Old Bailey after pleading guilty to providing false data on water leakages to Ofwat.

Personal Investor:...Robert Cole says buy Vodafone following the planned departure of ceo Arun Sarin who was the `transition man' in the mobile operator's development this decade. The shares look relatively cheap on a prospective p/e of 12 with a potential yield of 4.8%.











The Daily Telegraph


Buy Marston's at 215p, says Numis; Buy Britvic at 325p, says Deutsche Bank; Buy Imperial Tobacco at £21.35, says Merrill Lynch.

Hold Marks and Spencer at 417p, says Seymour Pierce; Hold Telecom Plus at 331p, says Charles Stanley; Hold Icap at 611p, says Credit Suisse; Hold EasyJet at 280p, says SG Cross Asset Research.

Sell Yell Group at 160p, says Numis; Sell Dimension Data at 52p, says Deutsche Bank.













The Independent


Week in Review: Topps Tiles: Sell.

Electrocomponents: Hold.

Jarvis: Buy.

Aveva: Buy.

Liontrust Asset Management: Hold.

Queenco: Hold.

Shanks: Hold.

Young & Co Brewery: Cautious hold.

GB Group: Buy.

No Pain, No Gain: Derek Pain regrets not having cut his losses with underperforming portfolio members Lennox and Wyatt, although their failure to deliver has been balanced out by the strength of Hargreaves Services and Mears.














The Daily Mail


Investment Extra:...Brian O'Connor says marketing services stock Creston, 60p, looks cheap on a rating half that of its rivals. Even if the company only marks time with its profits, this suggests the price should be closer to 85p.














The Daily Express


Taking Stock: David Shand believes that BT could start to perform under new ceo Ian Livingston, with an attractive yield of 8% underpinned by healthy cash generation and the potential for expanding global services.

Ones to Watch: Directors at Telford Homes, 132.5p, have bought stock after the strong full year figures.

Brazilian gold miner Serabi Mining, 21p, looks set to build on its recent recovery.















The Sunday Times


Inside the City:...James Ashton says Ryanair's results this week are expected to show a credible performance as the full impact of higher fuel prices will not be included. But the main interest will be in ceo Michael O'Leary's comments on just how badly the airline industry will suffer. Yet O'Leary's rival at EasyJet, ceo Andy Harrison, clearly believes the market is too gloomy about the sector as he has just spent £500,000 on buying Easyjet shares.

Cable & Wireless's approach for Thus is part of ceo John Pluthero's determination to show that his recovery plan is more than just about shrinking the business, although if he fails with Thus, Global Crossing UK might provide a better opportunity.

Directors' Deals: Easyjet ceo Andy Harrison has bought 187,452 shares at 265p each to take his stake to 682,523; Marks and Spencer non-executive director Martha Lane Fox has bought 5,100 shares at 391p each to take her total to 20,100.

Money Tips: William Kay identifies six `unloved' shares tipped for recovery by leading fund managers: British Airways, 232.5p, Alliance & Leicester, 425p, Astra Zeneca, £22.05, GlaxoSmithKline, £11.14, Bovis Homes, 413.5p, New Star Asset Management, 135.5p, and Severfield-Rowen, 282.5p.













The Observer


Markey Farces:...Tim Webb believes that Carphone Warehouse ceo Charles Dunstone, who is due to unveil full-year figures this week, will need all his charm to persuade investors the Best Buy joint venture will pay off in the current retail climate.

Scottish & Southern Energy ceo Ian Marchant has shown the benefits of focusing on such unglamorous activities as encouraging energy efficiency in the home with full-year profits up 14% to £1.2bn.














The Sunday Telegraph


Sunday Questor:...David Litterick says buy Vodafone, 162p, which he thinks has further to go under its new ceo with most analysts suggesting targets above 200p.

Avoid Benfield Group, 257p, given the increasingly challenging insurance market, although bid speculation may re-emerge if the shares fall much further.

Hold BSS, 369p, as analysts' ugrades are likely.

Buy Dawson Holdings, 92p, for its yield and growth potential.














The Mail on Sunday


Midas:...Joanne Hart says buy Mears, 301p, which is set to benefit from switching to the main market later this month, with analysts suggesting a target of 400p is achievable as its defensive appeal with a solid track record becomes more appreciated.

Update: Hold Plant Health Care, 320p, where the shares should continue to outperform as the business moves into profit next year.














The Investors Chronicle


Buy IMI at 524p; offers defensive qualities from its diverse businesses which should shield it from varying demand cycles, along with attractions from its yield and takeover potential.

Buy Connaught at 402p; a slowing economy will have little impact on its compliance services business and may boost its other arm, social housing. The management are confident of 30% a year earnings growth for some time to come.

Buy AG Barr at £12.50; although a good summer is important, it also has funds available for international expansion.

Buy Axeon at 60p; due a re-rating given its strong order book with the Ristma acquisition also boosting business substantially.

Buy Immupharma at 77p; development of a successful treatment for lupus could maker it a bid target for a bigger player.

Buy Plexus at 76p; booming oil & gas demand is benefiting its superior well-head technology.

Updates: Keep selling LSL Property Services, recommended as a sell on 25 January 2008 at 114p and now 75p.

Keep buying Redhall, tipped on 19 October 2007 at 248p and now 286p.

Keep buying Biocompatibles, tipped on 14 March 2008 at 147p and now 185p.

Keep buying Mano River Resources, tipped on 1 September 2006 at 9p and now 11p.

Keep buying Nautical Petroleum, tipped on 12 May 2006 at 12p and now 9p.

News' Tips - Analysis: General Retail: Moss Bros remains fairly priced at 40p given the potential for a special dividend of 1.3p a share now that Baugur has walked away from a bid, although the trading outlook remains poor.

Soft Commodities: Surging palm oil prices means that Equatorial Palm Oil is worth watching after listing on Aim, while MP Evans, REA Holdings and Anglo-Eastern Plantations also offer good long-term value. But New Britain Palm Oil now appears fully valued.

Real Estate: The severity of the commercial property downturn is not yet fully clear, so it is best to avoid companies with speculative City development projects and high debt. British Land, fairly priced at 814p, and Minerva, high enough at 98p, also match those criteria.

News' Tips - Digest: Expro International: hold at £16 as a bid contest is now possible, with Halliburton expected to trump the Umbrellastream consortium in the end.

Chemring: good value at £24.40 following the Scot Inc acquisition in the US.

Raymarine: good value at 214p after the slump following news that bid talks had ended.

Thus: fairly priced at 132p until Cable & Wireless makes its bid intentions clear.

SMC: high enough at 9.5p as the rating still looks hard to justify.

Flomerics: high enough at 108.5p unless a rival offer to the 104p on the table from Mentor emerges.

Anite: high enough at 43.5p after the poor year-end trading statement.

Empyrean Energy: speculative good value at 68p following good news at its Sugarloaf discovery.

Begbies Traynor: keep buying at 126p as it has increased its finance facilities to back expansion.

Solar Integrated Technologies: keep buying at 114p after its first contract win in Greece.

OPG Power Ventures: worth watching as it floats on Aim to raise £65m.

Griffin Mining: keep buying at 83p following the decision to buy back its shares at a profit from Citadel Equity Fund.

Debts.co.uk: good value at 42p after buying loan broker Relax Finance for £3m.

Dwyka Resources: keep buying at 31p as it raises £10.3m for expansion.

Share Champions: Dignity is the latest share to be ousted by IC readers in the competition to find the most popular share.

Tips - IC Trades: Carphone Warehouse: if the key 228p support level breaks, then it could fall to 191p.

FTSE 100: momentum indicators suggests room for more selling, down towards 5,975 and lower.

FTSE 350 Gas, Water & Multi-Utilities: the sector is set for substantial downside with a fall to 3,532 likely if it breaks through 4,358.

InterContinental Hotels Group: the downward trends seems likely to resume, with new lows possibly bottoming out at 562p.

Tips - City Trades: Crude Oil: David Linton at Updata believes a clear target exists for US$155, although there appears a reluctance to buy a long way forward at current levels.

De La Rue: Tarquin Coe at Investors Intelligence says the trend is bullish with the price likely to breach the record high of £10.50 achieved in 1994.

Dow Jones: the relative strength indicator has suggested a sell signal.

Tate & Lyle: Steven Mayne at Montague Pitman reports that the upward momentum has petered out but traders should wait for any bounce before going short.

Results' tips: Sell Experian, 408p; Buy Telecom Plus, 366p; Buy Vectura, 55p; Buy Vodafone, 164p; Buy Intercede, 40p; Buy Mothercare, 396p.



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Post Sun Jun 08, 2008 7:00 pm   Reply with quote      



Share Tips from the Weekend Press 07 Jun - 08 Jun 2008

The Times


Tempus...Nick Hasell says sell Signet, 60p, as apart from the current trading worries its plans to switch its primary listing to the US may see its dividends reduced over time.

Hold Fuller, Smith & Turner, 548.5p, which looks a solid long-term play in a troubled brewery sector.

Hold Hornby, 170p, which has some defensive appeal in a downturn from its core hobby spending, while it is also less vulnerable to margin-squeezing by multiples.

Personal Investor:...David Budworth says sell Bradford & Bingley as, however cheap the shares may look now, there is worse to come. Only those with strong stomachs should consider take up the rights issue and hold on for longer-term recovery.












The Daily Telegraph


Brokers' Tips: Buy Intermediate Capital at £14.64, says Cazenove; Buy Scottish & Southern Energy at £14.52, says Merrill Lynch; Buy Group 4 Securicor at 223p, says Collins Stewart; But Vodafone at 161p, says Citigroup; But Man Group at 588p, says Credit Suisse.

Hold Topps Tiles at 91p, says Panmure Gordon; Hold British Energy at 737p, says Charles Stanley; Hold Burberry Group at 494p, says SG Cross Asset Research.

Sell Kesa Electricals at 199p, says Collins Stewart.












The Independent


Week in Review: Northumbrian Water: Cautious hold.

IG Group: Hold.

Opsec Security: Hold.

Hogg Robinson: Buy.

Hamworthy: Buy.

Umeco: Buy.

Chloride: Hold.

Detica: Buy.

E2V Technologies: Buy.

Johnson Matthey: Buy.

Wincanton: Hold.

Synergy Healthcare: Buy.

No Pain, No Gain: Derek Pain says he will be cautious about adding new stocks to his portfolio at present, although his star performer has been Nighthawk Energy, acquired for 44p in August last year and now 99p.














The Daily Mail


Investment Extra...Ian Lyall believes Protherics is a punt with very little downside for its Cytofab treatment for the deadly sepsis infection which it is developing with Astra Zeneca's financial support. But a catalyst for the shares possibly taking off is not likely until the first half of 2010.

Keep clear of Bradford & Bingley as there is more pain to come.

Charlotte Beugge reports that Anthony Bolton, president of investments at Fidelity, believes the commodity bull run is coming to an end and now is the time to switch into bank stocks.















The Sunday Times


Inside the City:...James Ashton suggest buying Johnson Matthey which looks an ideal target for General Electric if ceo Jeffrey Immelt can get his act together.

It is difficult to see where any catalyst for recovery in Home Retail Group's share could come from given the pressures on consumer spending and the BoE's reluctance to cut rates further.

Directors' Deals: Seven directors of Bradford & Bingley sought to shore up support for the beleaguered bank by buying more than 500,000 shares between them last Thursday; Northern Foods ceo Stefan Barden's wife Sandra spent nearly £200,000 adding to the family's investment in the company.













The Observer


Market Forces:...Richard Wachman believes Cable & Wireless must raise its 165p a share offer for Thus to nearer a 200p target, if it hopes to have any chance of success.

New BT ceo Ian Livingstone is considering joining the auction for WiMax wireless frequencies this summer to enable BT to offer a mobile broadband service, as well as conventional voice and texts.

Barclays Bank may be in denial over a rights issue in much the same way as was Royal Bank of Scotland.














The Sunday Telegraph


Sunday Questor:...David Litterick says buy United Utilities, 743p, as a good defensive stock now that it is pretty much a pure water play, with a prospective yield of about 4.5%.

Buy Umeco, 570p, where its composites division offers significant growth prospects, with more acquisitions likely as well.

Hold Detica, 282p, which is set for a short-term pause after recent momentum, especially as the market was not overly impressed by last week's results.

Buy Smallbone, 117.5p, which is benefiting from continued demand for its luxury kitchens from those unaffected by the economic slowdown.














The Mail on Sunday


Midas:...Joanne Hart says buy Imperial Tobacco, £19.49, which remains a strong defensive play in spite of government efforts to curb smoking.

Update: Hold Thus, 158p, as Cable & Wireless's bid approach could flush out other bidders, forcing C&W into an auction.













The Investors Chronicle


Buy Chemring at £25.01; continues to benefit from strong demand for its military countermeasures technology as a result of global conflicts, while Oriel suggests it could be a useful acquisition for a major defence contractor.

Buy International Ferro Metals at 142p; befitting from surging ferrochrome prices even though it faces problems in South Africa from restricted power supplies and violence against its miners, many of whom are immigrants.

Buy Rurelec at 64p; a focused play on South American power markets, with a decent yield and the potential to benefit from carbon credits as well.

Buy Assetco at 191p; offers robust growth providing increased outsourcing for the emergency services, especially fire brigades, along with increased opportunities for expansion overseas.

Buy Valiant Petroleum at 984p; looks set to benefit from developing more wells in the North Sea which have been limited by infrastructure constraints, with Oriel calculating a NAV for its main assets of £14.34 a share.

Sell Close Brothers at 585p; the shares are likely to come under further pressure as trading will remain difficult and the protracted bid saga may have taken management's eye off the ball.

Updates: Keep buying Dwyka Resources, tipped on 14 September 2007 at 39p and now 31p, although it remains speculative.

Keep buying Novera Energy, tipped on 15 December 2006 at 60p and now 83.5p, as prospects remain strong.

Keep buying Raven Russia, tipped on 14 December 2007 at 97p and now 104p, as it has put finance in place for ambitious expansion

News Tips - Analysis: Banking: keep selling Bradford & Bingley, 67p, as it will continue to suffer from the buy-to-let market's problems.

Mining: while `optionality' is the latest buzzword among miners - it refers to added value among big players because they deal with top-tier assets - Rio Tinto remains fairly priced at £60.01 on the basis of its prospective p/e. But recent falls make Xstrata good value at £39.54.

Airlines: in spite of the poor outlook for aviation, British Airways remains a buy at 244p as it should benefit most if Silverjet does not fly again. Buy Ryanair looks high enough at E3.05 while Easyjet is a sell at 315p.

Tobacco: new measures to restrict sale of cigarettes has, not surprisingly, hit tobacco stocks, leaving both Imperial Tobacco, £20.05, and British American Tobacco, £18.97, vulnerable to any disappointments.

News Tips - Digest: TT Electronics is fairly priced at 127p following new contract wins in the Middle East and Africa.

BAE Systems: keep buying at 460p after it secured new US defence contracts.

Emerson Electric: high enough at 252p as analysts consider its true value is closer to 225p.

BG: still a long-term buy at £12.30 as it agrees a deal to supply LNG cargoes to Petrobas.

Econergy: hold at 31.5p following the agreed deal with Trading Emissions, a buy at 137p even if it is eventually outbid by Suez.

Cover Feature: Nigel Milton identifies small-cap stocks which look bid targets after recent falls. They are: First Artist, Harvey Nash, Touchstone, K3 Business Technology, Celsis International, TMN, Ascribe, Cape, RDF Media and Jelf Group.

Share Champions: the latest share ejected by IC readers is Unite.

Brokers' Notes: British American Tobacco: Dresdner Kleinwort (Buy), Citigroup (Buy); IC View: fairly priced as the shares leave no room for disappointment. Last IC Comment (1 November 2007): Fairly priced.

Marshalls at 198p: Shore Capital (Sell), NCB Stockbrokers (Accumulate); IC View: fairly priced given the weakness in near-term growth prospects. Last IC Comment (7 March 2008): Fairly priced.

Tips - IC Trades: British American Tobacco: momentum is not yet oversold, so expect more downside before any fall back.

Centrica: there appears no end to its larger downtrend, although a break above the 55-day average would lead to a reconsideration of this view.

FTSE 100: the current sell-off has further to go even if bear market lows have already occurred.

Next: further falls to £10.05 and below seem likely.

Tips - City Trades: Cadbury: Steven Mayne at Montague Pitman says that the shares appear to have run out of momentum so traders should go short.

Dow Jones: a sell signal for the index was posted last week.

Euro/Sterling: David Linton at Updata does not expect the euro to return to below 70p against Sterling for a long time.

Serco: Tarquin Coe at Investors Intelligence says buy ahead of the expected break with a target of 590p.

Results Tips: Buy Man Group, 602p; Buy May Gurney Integrated Services, 284p; Buy RWS, 378p; Buy Avon Rubber, 104.5p; Buy Island Gas Resources, 86.5p; Buy Redknee Solutions, 38.5p; Buy Northern Bear, 98p; Buy Dawson Holdings, 92p; Buy Hamworthy, 578p.



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Post Sun Jun 15, 2008 9:24 pm   Reply with quote      



Share Tips from the Weekend Press 14 Jun - 15 Jun 2008



The Times


Personal Investor: Mark Atherton says buy Lowland Investment Trust, as there seems a buying opportunity at the current level close to 730p. Atherton already has Lowland shares and intends to keep hold them.












The Daily Telegraph


Brokers' Tips: Buy Johnson Matthey at £19.63, says Merrill Lynch.

Buy Goals Soccer Centres at 290p, says Panmure Gordon.

Buy Bellway at 594p, says Landsbanki; Buy Royal Dutch Shell `B' at £20.46, says Natixis Securities.

Hold Kingfisher at 137p, says Seymour Pierce; Hold SSL International at 478p, says Deutsche Bank.

Sell Wm Morrison at 293p, says Panmure Gordon.

Sell Bradford & Bingley at 69p, says Cazenove; Sell Hornby Group at 175p, says Altium.













The Independent


Week in Review: GlaxoSmithKline: Sell.

First Property Group: Worth a punt.

UBS Media: Buy.

Oxford Instruments: Hold.

Peter Hambro Mining: Buy.

Media Square: Hold.

RM Group: Buy.

Hyder Consulting: Hold.

City of London: Buy.

Savills: Sell.

Cobham: Hold.

Charles Stanley: Hold.

No Pain, No Gain: Derek Pain believes there is a still a future for the Aim market in spite of the current testing times. But the lack of investor interest in Aim was clearly shown by the reception to the fairly good Printing.com results and the stock deserves more support invertors.















The Daily Mail


Investment Extra: Ian Lyall suggests a `Dogs of the Footsie' portfolio but with tweaks to avoid some of the less secure banks, retailers and housebuilders. Hence his portfolio is: Lloyds TSB (yielding 10.2%), BT (7.5%), Friends Provident (6.8%), Wolseley (6.7%), Marks and Spencer (6.4%), United Utilities (6.3%), Old Mutual (6.1%), Kingfisher (6.1%), Aviva (5.6%), and ITV (5.5%).















The Sunday Times


Inside the City: James Ashton believes the London Stock Exchange, 880p, is vulnerable to investors' concerns about new share-trading platforms hitting its volume and margins.

After a troubled beginning, Phorm's time may have finally come as it enables under-pressure internet service providers, including Virgin Media, Talk Talk and BT, to develop new revenue streams from Phorm's website tracking software.

Directors' Deals: JD Wetherspoon chairman and founder Tim Martin has bought shares in the pubs group worth more than £700,000; Mondi's European and International division CEO Peter Oswald has invested £60,000 in the company's shares.

Heaven & Hell Portfolio: Peter Sherlock has sold IMI at 501p to lock in 17% profits achieved in just three months.














The Observer


Market Forces: Heather Connon notes speculation that BT's yield could be under threat from higher pension costs and there also seems little reason for the shares to recover from their 15% underperformance so far this year.

Whitbread could be due a re-rating as the market comes to appreciate its defensive qualities.

Research suggests that if the performance of the late 1980s and early 1990s is anything to go by, banking stocks are not already discounting too much bad news. It therefore looks too early to buy back into the sector.














The Sunday Telegraph


Sunday Questor: David Litterick says buy Drax, 785.5p, which will continue to benefit for some time to come from higher power prices.

Hold Domino's Pizza, 213p, which remains upbeat about the market in spite of the slowdown, with some analysts looking to upgrade forecasts.

Buy Rensburg Sheppards, 565p, which does not deserve to trade at a near-20% discount to its peer group.

Sell Warner Estates, 258p, as whatever the long-term prospects for property investment it does not seem to offer much in the short-term.














The Mail on Sunday


Midas: Joanne Hart says buy Aricom, 85.5p, as a play on strong global demand for iron ore continuing even in a slowdown. Analysts are targeting 150p next year and at least 300p by 2010.

Update: Take some profits at BG, tipped in October 2006 at 683p and now £12.59, as there are some concerns it might overpay for Australian energy group Origin.













The Investors Chronicle


Buy Weir at 904p; should continue to benefit from strong demand in emerging markets even if the global economy slows, especially as the company looks increasingly like an oil equipment and services business than an engineer.

Buy Synergy Healthcare at 785p; offers a strong order book and overseas growth potential, with Morgan Stanley suggesting a £11 target.

Buy GoIndustry at 10p; offers defensive appeal from its Blue Chip clients on an undemanding rating.

Buy Northern Petroleum at 146p; dominates its core markets, including Italy and Holland, with a potentially `transformational' drilling programme.

Sell Kingfisher at 135p; the premium rating to its peers looks hard to justify given its poor trading prospects, especially at B&Q.

Sell Climate Exchange at £19.35; concerns are growing over structural problems within the EU carbon trading market which could turn sentiment against the stock.

Updates: Keep buying BTG, tipped on 2 June 2006 at 168p and now 142p.

Keep buying Corac, tipped on 14 March 2008 at 75p and now 80p.

Interbulk, tipped on 29 February 2008 at 8.25p and now marginally lower, looks fairly priced.

News Tips - Analysis: Commodities: Oil looks near its peak so consider shorting it with the ETF Securities Short Crude Oil instrument.

Mining: Keep buying Kalahari Minerals, 41p, as a play on strong uranium prices via its investment in Extract Resources, while VANE Minerals is also a buy at 9.5p.

Pharmaceuticals: GlaxoSmithKline still offers good value at £10.54 for its yield and impressive late-stage drugs pipeline.

Housebuilders: avoid all housebuilding stocks until the mortgage market unfreezes.

News Tips: Digest: Informa: hold at 433.5p while United Business Media considers an all-paper bid.

Tesco: sell at 388p as weak non-food sales harm its traditional defensive qualities.

Minerva: high enough at 107p given that a potential bid from Dubai may not materialise.

Tullow Oil: good value at 949p following the sale of its Hewitt oilfield in the North Sea to ENI for a price higher than expected.

FTSE 100: Ferrexpo, Petrofac, Drax and Invensys are set to replace Alliance & Leicester, Persimmon, Home Retail Group and Tate & Lyle.

ScS Upholstery: high enough at 18p given the problems with its credit insurance.

Afren: keep buying at 179p as it produces its first oil from its flagship project off the Nigerian coast.

Dawnay Day Treveria: fairly priced at E0.56 in spite of the wide discount to NAV.

SQS Group: good value at 301.5p as the deal to acquire Validate Technology will be earnings enhancing.

Hydrodec: keep buying at 48.5p following its move into Japan.

Adventis: good value at 27.5p after the acquisition of technology marketing business Second2 for up to £10.5m.

Fairpoint: high enough at 31p after its profit warning.

Cover Feature suggests stocks on Aim's India Index worth watching: Hardy Oil & Gas, KSK Power Ventures, Greenko, Eros International, Indian Film Company, UMP, Hirco, Ishaan Real Estate, West Pioneer and Trikona Trinity Capital.

Share Champions: Shire Pharmaceuticals is the latest stock to be evicted by IC readers from the portfolio.

Brokers' Notes: Corin at 231p: Landsbanki (Hold), Brewin Dolphin (Hold); IC View: fairly priced as takeover potential should be discounted. Last IC Comment (18 April 2008): Good value.

Mears at 295p: Brewing Dolphin (Buy), Investec (Buy); IC View: keep buying as it appears to be regaining its previous vigour. Last IC comment (24 April 2008): Buy.

Tips - IC Trades: Amec: could be heading for £11.27 in the medium term.

Euro/Sterling: the euro's surge against the pound may be far from over.

FTSE 100: a retest of March's lows at 5,414 could be on the cards.

FTSE 350 Industrial Transport: recent selling leaves the sector looking oversold in the near term.

Tips - City Trades: Dow Jones: further weakness could take the index down to 12,111.

Euro/Dollar: Zak Mir believes the ECB's aggressive noises over rates seems, so far, like nothing more than a bull-trap.

Nasdaq 100/Dow Jones: Tarquin Coe at Investors Intelligence suggests an outperformance of 15% by the Dow in the coming weeks.

S&P 500: David Linton at Updata forecasts further downward pressure to test this year's lows in the mid-1,200s.

Results Tips: Buy Hampson Industries, 169p.

Buy Oxford Instruments, 237p; Buy Penna Consulting, 100p; Buy Wincanton, 300p; Buy Educational International Development, 42p; Buy Melorio, 123p; Buy Hyder Consulting, 375p; Buy Advanced Power Components, 20.5p; Buy BP Marsh, 124p; Buy Densitron, 8.5p; Buy Widney, 11p; Buy Jelf, 265p; Buy Carclo, 85p; Buy Redhall Group, 289p.



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Post Mon Jun 23, 2008 7:09 am   Reply with quote      



Share Tips from the Weekend Press 21 Jun - 22 Jun 2008



The Times


Personal Investor: David Budworth says buy Barclays Bank which looks cheap at under 350p, with a 10% yield. If its plan to raise funds from overseas investors rather than the stock market works, it could signal that the worst is over for Barclays at least.









The Daily Telegraph


Brokers' Tips: Buy Imperial Tobacco at £20.03, says Crédit Suisse; Buy Tesco at 402p, says Charles Stanley; Buy Carillion at 350p, says Citigroup; Buy MITIE Group at 229p, says Evolution; Buy Anglo American at £31.63, says Crédit Suisse.

Hold Royal Bank of Scotland at 233p, says Deutsche Bank; Hold William Hill at 354p, says Ciitigroup; Hold London Stock Exchange at 891p, says Crédit Suisse.

Sell Grainger at 264p, says Cazenove.










The Independent


No Pain, No Gain: Derek Pain is adding Booker and Pubs `n' Bars to his portfolio as long-term plays, especially given the current depressed outlook for Aim stocks.

Week in Review: Majestic Wine: Sell.

Mouchel: Hold.

Thomson Reuters: Hold.

Halma: Hold.

Premium Bars and Restaurants: Sell.

Trifast: Hold.

Park Group: Buy.

Soco: Hold.

Safeland: Sell.

Go-Ahead: Buy.

Cadbury: Hold.

Cattles: Hold.










The Daily Mail


Investment Extra: Ian Lyall says buy Close Brothers which looks as `cheap as chips' at 530p and in the absence of renewed bid interest is doing the right thing by developing its banking arm while nursing the fund management and private equity operations though the market downturn. But it would be a mistake to sell Winterfloods at this stage of the cycle.











The Sunday Times


Inside the City: James Ashton says the dominance of commodity and mining stocks in the FTSE 100 index is helping to shield investors in tracker funds from what would be a rockier ride without their inclusion.

Transport groups are benefiting from the switch by drivers to cheaper public transport, shown by Go-Ahead last week. Now Stagecoach has the opportunity to impress with Wednesday's finals.

Directors' Deals: International Power chairman Sir Neville Simms has started rebuilding his stake after selling all his shares in March to avoid paying the higher CGT rate. He has now acquired 110,000 shares.

Aubrey Adams, ex-CEO of Savills, has taken a maiden stake in Air Partner, where he is non-executive chairman, by buying 7,500 shares.















The Observer


Market Forces: Heather Connon believes that the slide in HBOS shares may have more to do with the market problems it identified in its trading statement rather than concerted short-selling.

Aviva could be due a re-rating if there is a successful conclusion to its moves to free up orphan assets.

Kesa looks increasingly more attractive for investors in comparison to struggling DSG International.
















The Sunday Telegraph


Sunday Questor: David Litterick says buy Whitbread, £11.99, as a defensive play in a downturn.

Hold Ten Alps, 54p, where its rating looks a little mean in relation to its peers, given its track record and growth potential.

Buy Solar Integrated Technologies, 107.5p, which in spite of the risks associated with alternative energy companies, remains one of the most attractive plays in the sector.

Buy Mano Rover, 12p, which is showing signs of recovery momentum and is worth a punt in spite of the risks.















The Mail on Sunday


Midas: Joanne Hart says HBOS shareholders should leave their decision whether to take up their rights as late as possible. If the price is hovering just above the rights level then those with a long-term view should consider `tail-swallowing' - selling just enough stock to buy their allocation.














The Investors Chronicle


Buy BTG at 541p; investors are finally in a position to benefit from moves to bring Varisolve to market in the US and it also has a strong pipeline of other drugs, along with a healthy balance sheet and positive cash flow.

Buy Low & Bonar at 114p; well-set to take advantage of strong demand for its innovative textiles and coverings, as well as an attractive yield.

Buy Datong at 95p; the price reflects none of the potential from its surveillance technology, especially in overseas markets, while it also has a healthy balance sheet and growing dividends.

Buy EMED Mining at 27p; set for a re-rating when a Spanish copper mine owned by Rio Tinto restarts production next year.

Buy Northern Bear at 97p; offers strong earnings visibility from public sector contracts, but still looks under-rated in comparison with its peers.

Sell Tesco at 386p: its non-food sales are vulnerable to a consumer slowdown, while it also faces more competition in international markets.

Updates: Keep buying Aero Inventory, tipped on 11 January 2008 at 639p and now 618p.

Keep buying Lamprell, tipped on 22 May 2008 at 518p and now 565p.

Keep selling XXI Century, recommended as a sell on 1 May 2008 at £14.35 and now £11.33.

News Tips - Analysis: Retail: the pure-play online retail sector still shows strength, so EBTM, 4p, and Asos, 305p, both offer good value.

Banks: Barclays Bank is fairly priced at 337p as the shares look up with events.

Real Estate: Land Securities still offers good value at £13.35 although even its quality assets are not immune to the credit crunch.

Support Services: cracks are starting to show in the recruitment sector, so Hydrogen looks high enough at 138p.

News Tips - Digest: Informa: hold at 421p on hopes of a possible private equity bid.

J Sainsbury: high enough at 323p as it is perceived as the most expensive of the major chains for prices.

Wincanton: dropping the bid for TDG could provide a share boost.

Woolworths: fairly priced at 9p as CEO Trevor Bish-Jones is set to depart.

DTZ: high enough at 196p after terminating its alliance with US property broker Staubach.

PZ Crystalox: keep buying at 191p as it looks cheap in comparison with its rivals.

BlueBay Asset Management: fairly priced at 271p after its profit warning.

Share Champions: BAE Systems is the latest stock to be evicted by IC readers from the portfolio.

Brokers' Notes: Barratt Developments at 90.5p: Panmure Gordon (Buy), Dresdner Kleinwort (Sell); IC View: high enough until it becomes clear if there will be a rights issue. Last IC Comment (13 March 2008): Fairly priced.

William Hill at 344.5: Citigroup (Hold), Dresdner Kleinwort (Buy); IC View: keep selling. Last IC Comment (27 February 2008): Sell.

Tips - IC Trades: Alliance & Leicester: expect further downside.

Antofagasta: the fourth wave correction may last some time.

Brent Crude: oil looks overbought and so a pull back to just under US$130 a barrel seems likely.

Cadbury: a break below 514p could see a collapse to 300p.

Tips - City Trades: BP: Zak Mir sees near-term consolidation in the 580p to 600p range.

Dow Jones: further volatility is likely within the next few weeks.

Sterling/Dollar: David Linton at Updata believes the pound's strength against the dollar may be coming to an end.

Wincanton: Steven Mayne at Montague Pitman sees support at about 300p which may halt the recent slide.

Results Tips: Sell Carphone Warehouse, 212p; Sell CML Microsystems, 85p; Buy Brulines, 136p; Buy ILX Group, 36p; Buy Ten Alps, 50p; Buy Focus Solutions Group, 30p; Buy Printing.com, 38p; Buy OMG, 59p; Buy Halma, 205p.



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Post Sun Jun 29, 2008 8:16 pm   Reply with quote      



Share Tips from the Weekend Press 28 Jun - 29 Jun 2008



The Times


Tempus: Nick Hasell reviews the Tempus Ten tips halfway through the year, revealing that the portfolio is down by 22.1% on average against a decline in the benchmark All-Share index of 14.6%. Worst performer have been Johnston Press (down 70.3%) and Wolfson Microelectronics (41.6% lower) while the only tip in positive territory is Smiths Group, up 4.8% so far this year.

Personal Investor: David Budworth says the fall in share prices means that many defensive stocks now look good value again. He suggests investors seeking relatively safe havens should buy British American Tobacco and Shire Pharmaceuticals.












The Daily Telegraph


Brokers' Tips: Buy Home Retail Group at 220p, says Merrill Lynch; Buy Whitbread at £12.70, says Numis; Buy Go-Ahead Group at £15.23, says Citigroup; Buy Aggreko at 644p, says Altium; Buy Cadbury at 625p, says Panmure Gordon; Buy Kesa Electricals at 172p, says Seymour Pierce.

Sell Woolworths at 9.6p, says Credit Suisse; Sell HBOS at 297p, says Ciitigroup; Sell J Sainsbury at 336p, says SG Cross Asset Research.














The Independent


No Pain, No Pain: Derek Pain believes more companies will follow the example of portfolio member Mears and list on both the main market (it move up from Aim last week) and Plus, especially as times are clearly changing for share trading platforms.

Week In Review: Bunzl: Buy.

Weir Group: Hold.

ACM Shipping: Hold.

Aggreko: Hold.

Chemring: buy.

Regal Petroleum: Buy.

Old Mutual: Sell.

WS Atkins: Hold.

Red24: Hold.

Standard Chartered: Sell.

United Business Media: Buy.















The Daily Mail


Investment Extra: Ian Lyall says buy IP Group, 110.5p, as an opportunity to gain the benefits from potential cutting-edge science and technology developed in university business spin-offs, with analysts suggesting it has a fair value of between 185p and 275p a share.

Dawnay Day has recruited three of the `City's cheekiest chappies' to be sales traders in its newly-created Capital Markets Division - Nick Batsford, Lee Richardson and David Russell.

Brokers' tips: Buy Astra Zeneca at £21.50, says Panmure Gordon; Buy Interserve at 452p, says Blue Oar; Buy N Brown at 183p, says Landsbanki; Buy Standard Chartered at £14.53, says Barclays Wealth.

Sell Blacks Leisure at 149p, says Altium; Sell DSG International at 45p, says Panmure Gordon; Sell J Sainsbury at 315p, says Oriel; Sell Thomson Reuters at £13.59, says Collins Stewart.
















The Daily Express


Taking Stock: David Shand suggests there could be further upside at Smiths Group under new CEO Philip Bowman, although the `road to rehabilitation' at Rentokil Initial looks likely to take longer under its new management team.

Ones to Watch: Take a punt on Playtech, 542p, which is raising £112m for acquisitions.

Rotork deserves its premium rating at £10.82.














The Sunday Times


Inside the City: James Ashton believes Thomson Reuters is set to drift further after a £250m share buyback programme is due to finish this week. But the real test for CEO Tom Glocer is whether he can grow revenues in the financial markets division next year in the face of a sharp downturn.

While all the focus has been on InBev's bid for Anheuser-Busch, keep an eye on SABMiller which could increase its presence in Latin American markets with a bid for Femsa, the rival to Modelo which is 50% owned by Anheuser.

Directors' Deals: Booker CEO Charles Wilson has added 2m shares at 22p a share, taking his stake to about 8.3%; Domino's Pizza chairman Stephen Hemsley and non-executive director Nigel Ray sold stock worth nearly £20m between them last week.












The Observer


Market Forces: says keep an eye on traffic figures from British Airways this week which will give an indication as to how much the downturn is hitting travel.

Aviva-owned Norwich Union is set to hold more talks with policyholder advocate Clare Spottiswoode this week to try to resolve the future of £2.6bn in `orphan assets'.

London Stock Exchange CEO Dame Clara Furse may regret not being willing pay the US$250m the Qatari stock exchange wanted as investment in return for a potentially lucrative tie up, which has now gone to NYSE Euronext.

Oil services company John Wood is unlikely to disappoint when it updates investors on Tuesday.












The Sunday Telegraph


Sunday Questor: David Litterick says avoid Carnival, £15.79, as the risks from higher fuel costs and slowing demand are all on the downside.

Buy Porvair, 94p, as the recent fall provides a buying opportunity in a company confident about its future prospects.

Hold Beazley, 111p, which looks cheap on a modest rating and generous 7% yield.

Buy Micro Focus, 268p, given the strong transparency of revenues provided by its business model.














The Mail on Sunday


Midas: Joanne Hart says buy Halma, 205p, as the recent fall in the price seems unfair given that it is in relatively recession-proof markets along with a solid client base and international presence.

Update: Hold Oxford Instruments, tipped last December at 197p and now 249.5p, as it still has strong investor support.












The Investors Chronicle


Buy Capita at 700p; it enjoys predictable revenues along with favourable markets and a strong track record.

Buy Morgan Sindall at 764p; its diversified revenue stream has helped maintain a good flow of orders, backed by a prospective yield of 5.5%.

Buy Accsys Technologies at E2.81; innovative products should continue to increase its share of an established market, while there is also good visibility on licensing deals which could act as a catalyst for a rerating.

Buy Bezant Resources at 60p; a play on underexploited gold and copper deposits in the Philippines as well as a joint venture in Tanzania.

Buy Radicle Projects at 64p; benefiting from the boom in global commodity prices, including food, while the shares trade at a modest premium to NAV of 52p.

Sell Ark Therapeutics at 54p; a high-risk play, especially as a failure or underperformance of its new Cerepro treatment will damage sentiment.

Updates: Keep buying BG, tipped on 16 February 2007 at 717p and now £12.30.

Keep selling HBOS, recommended as a sell on 10 April 2008 at 511p and now 269p.

Keep buying Sibir Energy, tipped on 26 June 2007 at 433p and now 711p.

News Tips - Analysis: Oil & Gas: Kazakh oil producer KazMunaiGazE&P (MEP) enjoys a privileged position in the country and should not be unduly concerned by proposed new subsoil resource taxes due next year.

Banks: investors in Bradford & Bingley, 78p, should sit tight while the Resolution proposals are fully explored.

Housebuilders: Barratt Developments remains high enough at 84p even if the 10 July trading statement manages to clear fears of it breaching banking covenants. But sell Taylor Wimpey, 65p, given its problems in the US and Spain as well as the UK.

Support Services: the sector de-rating has probably been too steep, given that many companies retain strong business prospects. So previous tips still offer good value: RPS, 296p, Scott Wilson, 223p, and Hyder Consulting, 365p.

News Tips - Digest: Barclays Bank: fairly priced at 327p after its £4.5bn fund raising.

TUI Travel at 209p: fairly priced after the sale and leaseback of 19 aircraft to raise £266m.

TDG: fairly priced at 217p as Laxey Partners comes under pressure to make a bid or walk away.

Lamprell: keep buying at 560p after its latest contract win.

Imperial Energy: buy at 874p following its upbeat trading statement.

ScS Upholstery: suspended at 6.5p with little value left for investors.

Debenhams: high enough at 45p as debt worries remain.

Land of Leather: avoid until it has repaired its balance sheet and markets improve.

Energy XXI: keep buying at US$5.88 now that it has cut debt and increased liquidity.

Addax: keep buying at £24.82 as the Iraq government has agreed to honour oil export rights granted by the Kurdistan regional government.

Craneware: good value at 205.5p after a new contract win.

Leed Petroleum: buy at 62p following the upbeat performance from its Eugene Island A-7 well.

Meldex: a speculative buy at 35p as it raises new funds.

Pure Wafer: fairly priced at 5.5p until a recovery plan is announced.

Churchill Mining: keep buying at 68p, especially now that coal production will be accelerated.

Proteome Sciences: keep selling at 24.5p given its debt worries.

Claimar Care: keep selling at 17p after its profits warning.

Kerry Holdings: a long-term buy at 11.5p as an Asian oil play.

Feature Tips: Peter Temple highlights four shares that are best-placed to benefit from the credit crunch. They are: Begbies Traynor, 148p; H&T Group, 184p; London Scottish Bank, 6p; and Davenham Group, 129p.

Share Champions: BHP Billiton is the latest stock to be voted off the IC share portfolio by readers.

Brokers' Notes: Hampson at 180p: Numis (Buy), Arbuthnot (Strong buy); IC View: keep buying as the business is firing on all fronts. Last IC Comment (16 May 2008): Buy.

Home Retail at 215p: Landsbanki (Hold), Citi (Sell); IC View: high enough given the poor trading outlook. Last IC Comment (30 April 2008): High enough.

Tips - IC Trades: Admiral: offers plenty of scope for more short-term selling.

BAE Systems: the potential for further falls is growing.

Vodafone: the price could fall below 100p in the medium term.

Wolseley: any rally attempts may be short-lived.

Tips - City Trades: 888 Holdings: Steven Mayne at Montague Pitman suggests going long with a target of 160p.

Dow Jones: David Linton at Updata says the focus remains firmly on the downside in the short-term.

FTSE 100: Warren Firth at IG Markets suggests a bounce is in prospect, although take profits at 5,905.

Sterling/Yen: Nicole Elliott at Mizuho Corporate Bank says rallies should be treated as selling opportunities ahead of falls later this year and in 2009.

Results' tips: Buy Celsis, 156p; Buy Chemring, £22.60; Buy First Property, 23p; Buy Victoria, 262.5p; Buy Petrel Resources, 66p; Buy Geong, 50p; Sell Carnival, £16.82; Buy Idox, 14p; Buy GMA Resources, 9p.



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Post Sun Jul 06, 2008 9:54 pm   Reply with quote      



Share Tips from the Weekend Press - 5TH AND 6TH JULY 2008


The Times


Tempus:...Steve Hawkes says keep clear of Marks and Spencer, 227p, unless you are a speculative investor happy to take a punt on recovery. But if Sir Stuart Rose decides he has had enough and walks away, then the price could have further to fall.

Avoid Pendragon as it can do little to mitigate the slide in car sales.

Personal Investor:...David Budworth suggests buying Anglo American as a play on the continuing popularity of diamonds among the ultra-wealthy even in a downturn, especially as Anglo also has a presence in most mining markets where the strength of demand is unlikely to disappear in the near future.













The Daily Telegraph


Brokers' tips: Buy WPP at 498p, says Numis; Buy Barclays Bank at 298p, says SG Cross Asset Research; Buy Stagecoach at 262p, says Deutsche Bank; Buy National Express at 941p, says Credit Suisse; Buy Serco at 443p, says Cazenove.

Hold LogicaCMG at 106p, says Merrill Lynch.

Sell Carnival at £17.18, says Charles Stanley; Sell DSG International at 45p, says Credit Suisse; Sell Trinity Mirror at 152p, says Cazenove.















The Independent


No Pain, No Gain: Derek Pain says veteran City player Mark Watson-Mitchell is an enthusiastic supporter of the Plus share market, with his Addworth group adding five companies to Plus last year with eight planned for this year.

Week in Review: Clapham House: Buy.

Terrace Hill: Sell.

CRH: Hold.

Finsbury Foods: Sell.

Northgate: Sell.

Hunting: Buy.

Intermedia Capital: Sell.

Drax: Hold.

Carillion: Buy.

Amec: Buy.

Galliford Try: Cautious hold.

Phytopharm: Hold.














The Daily Mail


Investment Extra:...Ian Lyall reviews his tips since last September and reports the 14 stock selections since September are about 10% down on average, with TDG the best performer because of bid action and Ceres the worst.

The HBOS rights issue looks too close to call for investors with the shares hovering around the 275p rights issue price.

Brokers; tips: Buy Aurelian Oil & Gas at 42p, says Fox Davies Capital; Buy Marshalls at 131.5p, as Panmure Gordon; Buy Healthcare Locums at 100p, says Collins Stewart; Buy Premier Oil at £15.73, says ABN Amro.

Sell Arena Leisure at 34p, says Landsbanki; Sell Game Group at 237p, says Shore Capital; Sell NCC Group a 394p, says Investec; Sell SThree at 151p, says Panmure Gordon.

















The Sunday Times


Inside the City:...James Ashton says a squeeze in public spending is behind Southern Cross Healthcare's profit warning last week. However sector star Capita, albeit on a high PE rating, remains a growth stock, even if not a pure counter-cyclical play.

Prostraken is worth a look as it appears on the verge of securing US approval for its Sancuso treatment for the sickness caused by chemotherapy.















The Observer


Market Forces:...Richard Wachman believes the First Group sell-off has been overdone since it is benefiting as people switch from cars to buses and may also sell its US Greyhound business worth US$1bn.

Hold Greene King, 424.5p which has pushed up food sales following the smoking ban and a move to REIT status should underpin the shares.

Further writedowns by UBS in the autumn could lead to a takeover, with HSBC said to be considering a US$80bn approach. But HSBC does not want the investment banking division and could decide to wait to allow UBS to get even cheaper.
















The Sunday Telegraph


Sunday Questor:...Yvette Essen says buy Prudential, 508.5p, as its exposure to Asia and bid speculation should counter worries over the UK downturn.

Hold Northgate, 332.5p, which could offer some defensive appeal in a downturn as companies rent rather than buy or lease commercial vans.

Hold ("worth tucking away") Finsbury Foods, 45.5p, which appears able to pass on rising raw material costs to customers and should also be in a position to deliver growth from higher margin products.

Sell London Capital Group, 302.5p, which looks vulnerable to a bear market hitting its spread-betting business.















The Mail on Sunday


Midas:...Joanne Hart says buy Imperial Energy, 774.5p, which has one of the best exploration and production records of any oil stock in the FTSE 250, with most brokers suggesting a target of around £15.

Buy Antrim Energy, 157.5p, as the price does not reflect its real value or potential from operations in Argentina and the North Sea.

Buy Hunting, 821p, which has further to go on fundamentals as well as from bid speculation.














The Investors Chronicle


Buy Yamana Gold at 739p; should benefit from a possible autumn rally for gold, especially as it looks cheap in relation to its peers.

Buy Eros International at 275p; a fast-growing play on India's booming economy and strong growth in the media sector.

Buy Dyson at 94p; the rating is too low given its recovery prospects.

Buy Elixir Petroleum at 12p; looks cheap as it is using increased cash flow from the US to finance higher-risk and reward exploration in the North Sea and western Africa.

Sell DTZ at 190p; a shrinking market and high rating makes it time to get out in spite of the high yield.

Sell SABMiller at £11.06; even with bid speculation it faces too many concerns over rising costs and increased competition.

Updates: Keep buying Cineworld, tipped on 28 March 2008 at 130p and now 111p.

Keep buying Morgan Sindall, tipped on 27 June 2008 at 764p and now 612p.

Keep buying (speculative) Van Dieman, tipped on 25 February 2008 at 13p and now 6.5p.

News' Tips - Analysis: Media: Trinity Mirror looks fairly priced at 90p after its profit warning, although there is likely to be more bad news to come for the sector.

Mining: Rio Tinto is high enough at £59.30 as the BHP Billiton takeover now seems increasingly unlikely to take place.

Real Estate: Bulgarian Property Developments looks a speculative buy at 51p, although investors will need patience to see the full potential from its development pipeline.

News' Tips - Digest: Taylor Wimpey: keep selling at 28p as its future looks bleak without a capital injection.

AstraZeneca: good value at £22.51 given the patent victory for its Seroquel drug.

Informa: sit tight at 417p as the price is below the private equity indicative offer of 506p.

Flomerics: await documents, as the Mentor Graphics bid looks a done deal.

Marks and Spencer: fairly priced at 240p until there is evidence of a recovery.

Agriculture: good news on US grain prices should alleviate some concerns at food manufacturers such as Tate & Lyle (high enough at 421p), Premier Foods (sell at 95p) and Northern Foods (fairly priced at 61p).

Mattioli Woods: keep buying at 251p given its defensive appeal.

Velti: keep buying at 188.5p after its strong interims.

Lonmin: high enough at £30.22 given its continuing operational problems.

Southern Cross Healthcare: fairy priced at 78p after its profit warning and departure of FD Jason Lock.

Tanfield: fairly priced at 9p following its rapid share price collapse.

Thus: sit tight since, although the Cable & Wireless offer at 180p a share looks reasonable, the board has failed to recommend it.

Venture Production: keep buying at 860p, as the fundamental story remains sound.

Infrastructure India: fairly priced at 100.5p until it develops its portfolio.

Gulfsands Petroleum: keep buying at 219p, as progress towards initial production should boost the stock further.

Devro: fairly priced at 81p as the food sector remains out of favour.

Meldex: fairly priced at 26p following the acrimonious AGM.

Oxford BioMedica: fairly priced at 20p, as the price is likely to drift in the short-term.

Leed Petroleum: keep buying at 60p after it secured new licences in the Gulf of Mexico.

Feature Tips: Martin Li suggests potential consolidation targets among smaller mining stocks: Centamin Egypt, Angus & Ross, International Consolidated Minerals, Caledon Resources, Mano River Resources, Metals Exploration and Kopane Diamonds.

Share Champions: SIG is the latest stock to be voted out by IC readers.

Brokers' Notes: International Personal Finance at 275p: Merrill Lynch (Buy), Landsbanki (Hold); IC View: keep buying as it deserves its premium rating. Last IC Comment (27 July 2007): Buy.

Punch Taverns at 313p: Blue Oar (Buy), Numis (Buy); IC View: fairly priced at 318p in spite of the low rating.

Tips - IC Trades: Aviva: expect renewed downside after a possible short-term bounce.

FTSE 250: in spite of potential short-term recovery, the bear market seems likely to continue in the longer-term.

FTSE 350 Automobiles & Parts: a corrective bounce is in order given the latest sell-off.

FTSE 350 Banks: traders wanting to ride a possible bounce should wait until it has started.

Tips - City Trades: Dow Jones: index looks far from oversold if it is in a genuine bear market.

FTSE 100: David Linton at Updata believes that the worst is yet to come.

Standard Chartered: Tarquin Coe at Investors Intelligence believes there is a good buying opportunity at present.

WSP: Steven Mayne at Montague Pitman says the stock has potential for further downside.

Results' Tips: Buy Aurora Russia, 83.5p; Buy Dawson International, 1.5p; Buy Albany Capital, 28.5p;Buy Japan Leisure Hotels, 51p; Buy EBTM, 4p; Sell Goldshield, 279p; Buy Accident Exchange, 60p.



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Post Mon Jul 14, 2008 2:06 pm   Reply with quote      



Share Tips from the Weekend Press 12 Jul - 13 Jul 2008



The Times


Tempus: Nick Hasell says avoid C&C Group, E2.44, as the slump in Magners cider sales is likely to continue, while most of its cost-cutting efforts have already been implemented.

Keep clear of Thomas Cook, 174p, as there is probably more bad news to come.

Charlemagne Capital, 37p, could be harmed by further falls in performance fees and higher yields available from more liquid stocks. There is better value to be found elsewhere.

Personal Investor: Mark Atherton believes that New Star Asset Management is a speculative buy for the brave, but not for another six or nine months.











The Daily Telegraph


Brokers' Tips: Buy Tesco at 358p, says Citigroup; Buy Greene King at 400p, says Numis; Buy Punch Taverns at 271p, says Merrill Lynch.

Hold Carpetright at 661p, says Seymour Pierce; Hold Marks and Spencer at 255p, says Kaupthing Singer & Friedlander; Hold Yell at 60p, says Cazenove; Hold Persimmon at 228p, says Panmure Gordon.

Sell Next at 909p, says Panmure Gordon; Sell HMV at 113p, says Merrill Lynch.











The Independent


Week in Review: EasyJet: Sell.

Morgan Crucible: Buy.

Cashbox: Cautious hold.

Interserve: Buy.

3i: Hold.

Big Yellow Group: Cautious hold.

Connaught: Buy.

PartyGaming: Cautious hold.

Jacques Vert: Sell.

Experian : Hold.

Dawson Holdings: Held.

Photo-Me International: Sell.

No Pain, No Gain: Derek Pain is keeping Private & Commercial Finance in his portfolio in spite of the recent share slide to 17p, as the company continues to thrive despite the credit crunch. But while Myhome International has also seen its shares fall again after weak results, it could still prove a winner in a year to two.














The Daily Mail


Investment Extra: Ian Lyall talks to investment experts who highlight the best stocks in the worst-performing sectors, although this is no guarantee of their performance.

Banking: Standard Chartered and HSBC.

Property: Grainger and Quintain.

Retail: WH Smith and N Brown.

Building: Berkeley Group.

Money Mail: Charlotte Beugge says that New Star Asset Management is recovering but is not out of the woods yet.

Oxford BioMedica, which closed Friday just under 8p, has the equivalent of 7p a share of cash in the bank which should provide some support.












The Sunday Times


Inside the City: James Ashton says both Thomas Cook and TUI remain resolutely optimistic about their prospects in spite of the downturn, although the key factor for holidays will be whether unemployment rises sharply in the coming months.

Ithaca Energy is not a stock for the faint-hearted even with the oil price at record levels, while the rejection of a £160m offer from US group Endeavour looks a mistake.

Directors' Deals: Lonmin non-executive director Jim Sutcliffe has more than doubled his stake by buying 2,000 shares at £27.61 each; several directors of Southern Cross Healthcare have taken advantage of recent falls to increase their stakes.














The Observer


Market Forces: Richard Wachman reports that Premier Foods is rumoured to have found a buyer for its RF Brookes and Avana Bakeries businesses, both suppliers to Marks and Spencer. But speculation of a bid from Kraft seems unlikely.

Morgan Stanley says buy BSkyB, 428p, with a 585p target, arguing that it is resistant to the cycle, has strong subscriber growth and is `a good value proposition'.

Anthony Bolton and other gurus who are pushing bank stocks may be a little premature as they look likely to have further to fall.

Citigroup says commercial property values have fallen by their fastest for 20 years, with rental income and surveyors' confidence also falling.














The Sunday Telegraph


Sunday Questor: David Litterick says avoid the London Stock Exchange, 697.5p, given the uncertainties as a result of new platforms emerging, especially if it needs to offer pricing concessions to prevent losing market share.

Hold Autonomy Group, 941p, although the upside is limited given the significant premium it already enjoys in relation to its peers.

Buy NCC Group, 349p, which is showing solid growth but appears to have been overlooked by the market.

Buy Avocet Mining, 154p, as the market does not yet appear to have caught up with its turnaround under new management, with its cash pile alone accounting for about 66% of current market capitalisation.













The Mail on Sunday


Midas: Joanne Hart says buy Telecom Plus, 315p, which is benefiting from people searching for lower utility bills and retains considerable potential for growth with the shares' resilience in recent months.

Buy Carrs Milling, 627p, which is in a strong position in the food chain and the recent slide in the price seems unfair.















The Investors Chronicle


Buy Sibir Energy at 722p; rated at a similar level to peers such as Dragon and JKX which do not have the same growth profile.

Buy Balfour Beatty at 413p; in spite of the sector's troubles it is still a well-diversified company with plenty of cash and a strong order book.

Buy PZ Cussons at 160p; concerns over rising raw material costs seem overdone, especially given its strong balance sheet.

Buy Globo at 13.5p; offers solid prospects from expansion, backed by good revenue visibility in its Greek market.

Sell Safestore at 143; looks vulnerable to a downturn as self-storage in the UK is likely to prove cyclical.

Sell Oxonica at 22.5p; there are too many uncertainties at present, although concrete newsflow could lure new investors.

Updates: Keep buying Care UK, tipped on 1 May 2008 at 461p and now 317p.

Kingfisher, recommended as a sell on 12 June 2008 at 135p, now looks high enough at 92p.

Keep buying Plexus, tipped on 29 May 2008 at 76p and now 70p.

News Tips - Analysis: Housebuilders: the sector should be viewed with caution, although social housing may help Bellway, Bovis and Persimmon get through the crisis. But Barratt Developments, Taylor Woodrow and Redrow face wider financial problems.

Retailers: Marks and Spencer is high enough at 235p as further downgrades are possible.

Banks: Barclays Bank remains fairly priced at 293p given its long-term prospects, but HBOS is seen as a sell at 273p because of its heavy exposure to the housing market, while Bradford & Bingley is also a sell at 43p given its uncertain future.

Mining: CAMEC, Mwana Africa and Central Africa Gold are best-placed to benefit from Zimbabwe's mining potential, although uncertainty over clarification of title and terms makes them only fairly priced for now.

News Tips - Digest: Savills: fairly priced at 198p given the UK's housing market weakness, spreading into Europe.

Tullow Oil: good value at 884p as its increases development in Ghana.

Taylor Nelson Sofres: hold at 277p now that WPP has gone hostile.

Autonomy: fairly priced at 985.5p as the rating already reflects its strong prospects.

London Stock Exchange: high enough at 740p given the increased competition.

Moneysupermarket.com: high enough at 59p following its profit warning.

PartyGaming: sell at 217p as it revealed weaker than expected Q2 revenues.

SkyePharma: sell at 3.5p as the bondholders are now exercising their muscle.

Heywood Williams: sell at 75p following its profit warning.

Telecom Plus: keep buying at 315p as it continues to show strong growth.

Bulgarian Property Developments: keep buying (speculative) at 37p now that activist investor Carrousel Capital has taken a 4.2% stake.

Big Yellow: high enough at 262p as trading conditions remain challenging.

Share Champions: Capita is the latest stock to be voted out by IC readers.

Brokers' Notes: AstraZeneca at £23.90: Citigroup (Buy), Charles Stanley (Reduce); IC View: good value for its yield and defensive appeal.

Ferrexpo at 326p: Cazenove (Outperform), Deutsche Bank (Hold); IC View: good value as the shares trade at a significant discount to the potential value of its resources.

Tips - IC Trades: British Airways: the most likely long-term scenario is downwards to 150p.

C&C: a short-term rebound seems likely, followed by the downtrend resuming.

FTSE 350 Chemicals: a bounce seems probable in the short-term.

FTSE 100: long-term support may increase the chances of a near-term revival.

Tips - City Trades: Anglo American: Steven Mayne at Montague Pitman says traders should go short with an initial target of £26.70.

Dow Jones: the current momentum signs do not indicate a significant low is imminent.

FTSE 100: David Linton at Updata says sell the index.

Reed Elsevier: Tarquin Coe at Investors Intelligence believes it could outperform once the market recovers.

Results Tips: Buy Digital Marketing, 78p; Buy Alternative Networks, 136p; Buy NCC, 366p; Sell Oxford Advanced Surfaces, 87p; Buy MS International, 169p; Buy Private & Commercial Finance, 17p; Buy Petro Matad, 32.5p.



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Post Sun Jul 20, 2008 8:24 pm   Reply with quote      



Share Tips from the Weekend Press 19 Jul - 20 Jul 2008


The Times


Tempus: Catherine Boyle says hold Kier Group, as its trading update indicated it has a more resilient business model than some others in the housing sector.

Avoid Anite following its disappointing results, with little upbeat news likely in the near-term.

Buy Global Mena Financial Assets as a play on the booming financial sector across the Middle East and North Africa.

Personal Investor: Mark Atherton says buy Scottish and Southern Energy, Pennon or an exchange-traded fund covering the utilities sector which all offer a safe haven in uncertain times.














The Daily Telegraph


Brokers' Tips: Buy Wm Morrison at 256p, says Cazenove; Buy Moneysupermarket.com at 60p, says Numis; Buy Daily Mail & General Trust at 260p, says Citigroup; Buy 3i Group at 814p, says Merrill Lynch.

Hold Associated British Foods at 768p, says Crédit Suisse; Hold Computacenter at 122p, says Cazenove; Hold First Group at 540p, says Deutsche Bank.

Sell Redrow at 110p, says Panmure Gordon; Sell SIG at 412p, says Merrill Lynch.















The Independent


Week in Review: JD Wetherspoon: Hold.

Thorntons: Sell.

Best of the Best: Cautious hold.

Cable & Wireless: Hold.

Trikona Trinity Capital: Buy.

StatPro: Hold.

St Modwen: Sell.

SDL: Buy.

Low & Bonar: Buy.

Dairy Crest: Buy.

Central African Mining and Exploration Company: Buy.

Mothercare: Buy.

No Pain, No Gain: Derek Pain has recruited Booker and Pubs `n' Bars to his portfolio and is looking at PSG Solutions as well.














The Daily Mail


Investment Extra: Ian Lyall says shareholders in Alliance & Leicester should take advantage of the stock trading just above the offer to sell in the market if they want to exit the `rollercoaster' banking sector. But those who want to stay in could do worse than sticking with Santander.

Brokers' Tips: Buy Gem Diamonds at 995p, says Blue Oar; Buy Lavendon at 240p, says Altium; Buy Midas Capital at 103.5p, says Arbuthnot; Buy Debenhams at 32.5p, says Kaupthing.

Sell Luminar at 188p, says Investec; Sell Trinity Mirror at 60.5p, says Kaupthing; Sell (reduce) Dimension Data at 42p, says Evolution.















The Sunday Times


Inside the City: Dominic O'Connell believes that in spite of recent weakness in mining stocks, such as Rio Tinto, BHP Billiton and Anglo American, they offer continuing defensive appeal as well-funded demand from emerging markets will not go away.

Support services is another defensive sector and Mears Group, 258.5p, is worth watching as a possible next Capita.

Directors' Deals: Director buying was seen at Afren and Greencore.














The Observer


Market Forces: Richard Wachman says new Vodafone CEO Vittorio Colao is facing worries on all fronts ahead of Tuesday's trading update, with Morgan Stanley suggesting `positives are hard to find'.

Mothercare is benefiting from net cash on its balance sheet and a rising birth rate driving UK sales, along with overseas growth. Landsbanki rates the shares at 346p.

Icap continues to go from strength to strength, with revenues up 15% in Q1 and Citigroup looking for 575p against Friday's close of 481p.

Seymour Pierce says buy African Eagle at up to 23p as a mining play in central and east Africa.














The Daily Telegraph


Sunday Questor: David Litterick says that while chances remain slim of a counter-bid for Alliance & Leicester, 328,5p, those who think it is possible should hold on.

Hold SDL, 324p, following its upbeat trading statement.

Buy Clapham House, 92p, as the sale for £4.4m of its Bombay Bicycle Club business could lead to a re-rating.

Buy Great Eastern Energy, 252.5p, as a speculative early-stage exploration play.
















The Mail on Sunday


Midas: Joanne Hart says buy Mattioli Woods, 223p, which has strong support from brokers in spite of recent falls and could get back to at least 285p.

Update: Cautious investors should sell Imperial Energy after the recent surge to £10.50 following a bid approach, believed to have come from Indian oil group ONGC, as no deal is guaranteed and without a takeover the price will sink.













The Investors Chronicle


Buy GlaxoSmithKline at £11.89; a good share in a bear market given its defensive qualities combined with decent trading news.

Buy Ablon at 143p; the prices does not reflect the value of its assets, supported by an attractive yield.

Buy Tenon at 54p; in a good position to benefit from the tougher climate, especially given its low rating in comparison with rival Begbies Traynor.

Buy ARC International at 15.5p; should soon start delivering on its potential, helped by recent acquisitions.

Buy BowLeven at 371p; well-financed and with significant upside potential from its Cameroon operations.

Sell Topps Tiles at 41p; trading is likely to remain poor for years rather than months, making City forecasts look doubtful.

Updates: Goldshield, recommended as a sell on 18 April 2008 at 296p, offers good value at 265p.

Keep selling Experian, recommended as a sell on 29 February 2008 at 428p and now 374p.

Keep buying Immupharma, tipped on 22 March 2008 at 77p and now 63p.

News Tips - Analysis: Banks: Sell Alliance & Leicester into the market at 318p to avoid taking Santander's paper.

Oil & Gas: Soco International now rates good value at £13.19 following the sharp fall on test results from Vietnam, while Tullow Oil also remains good value at 794p.

Telecoms: BT is fairly priced at 192p until there is further clarity on its broadband expansion plans.

Gaming: Playtech offers good value at 482p after its strong Q2 sales figures last week.

News Tips - Digest: Dawnay Day Carpathian: good value at 41p with a near-20% yield.

Wolseley: sell at 271p after it axed the final dividend.

Jessops: high enough at 5.5p as trading continues to deteriorate.

Burberry: fairly priced at 399p as there is a question over profit margins.

Hamworthy: keep buying at 495p following its reassuring trading update.

Northern Petroleum: keep buying at 125p after the sale of a Dutch gas storage asset.

Healthcare Locums: buy at 105p as it has a history of delivering.

Share Champion: BG Group was voted this year's champion by IC readers.

Brokers' Notes: Interserve at 434p: ABN Amro (Add), Investec (Hold); IC View: offers long-term good value. Last IC Comment (12 March 2008): Good value.

J Sainsbury at 268p: Lehman Brothers (Underweight), SocGen (Sell); IC View: the premium valuation is not justified. Last IC Comment (18 June 2008): High enough.

Tips - IC Trades: FTSE 350 Gas, Water & Multiutilities: the outlook remains unpromising.

FTSE 350 Real Estate: it is premature to talk of the bottom being reached yet, with more falls likely to come.

FTSE 350 Retailers: appears to be in the final wave of its descent, although this does not guarantee it will end soon.

FTSE 250: a short-term rally is likely before moving downwards again.

Tips - City Trades: Aggreko: Steven Mayne at Montague Pitman suggests an opportunity exists for traders to go short.

Dow Jones: 10,700 is the index's next major target.

FTSE 100: David Linton at Updata suggests the 2003 low of 3,270 is the probable ultimate target.

Trinity Mirror: Tarquin Coe at Investors Intelligence advises keeping short positions open.

Results Tips: Sell Sports Direct International, 62p; Buy Begbies Traynor, 162p; Buy Spice, 511p; Buy Low & Bonar, 93p; Sell DTZ, 145.5p; Sell Photo-Me, 12p; Buy Omega Diagnostics, 28.5p; Buy Cybit, 37.5p; Buy Strategic Natural Resources, 26.5p; Buy St Peter Port Capital, 70.5p; Buy Trust Property Management, 9.5p; Buy Polar Capital, 92p; Buy Avocet Mining, 156p; Buy Emerald Energy, 350p; Buy Greenko, 117p.



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Post Sun Jul 27, 2008 9:13 pm   Reply with quote      



Share Tips from the Weekend Press 26 Jul - 27 Jul 2008


The Times


Tempus: Nick Hasell says buy Royal Bank of Scotland, 215p, on any further weakness after the recent bounce, if you assume that the 165p level reached earlier this month represents rock bottom for the bank. In spite of concerns over its exposure to commercial property and US monoline insurers, RBS's balance sheet is strong and the decision to pay dividends in shares rather than cash also allows investors to participate in future recovery.

Personal Investor: David Budworth warns investors against following directors' share deals too closely as an investment strategy, even though mimicking such trading does seem to yield positive results. Now might not be the best time to test this.














The Daily Telegraph


Brokers' Tips: Buy Icap at 454p, says Merrill Lynch; Buy Luminar at 192p, says Panmure Gordon; Buy Smith & Nephew at 555p, says Deutsche Bank.

Hold BT Group at 202p, says Collins Stewart; Hold Land Securities at £11.48, says Citigroup; Hold Bellway at 448p, says Cazenove.

Sell Dimension Data at 44p, says Evolution; Sell Autonomy at £10.08, says Kaupthing Singer & Friedlander.














The Independent


Week in Review: Fuller Smith & Turner: Avoid.

Vantis: Buy.

Holidaybreak: Hold.

Great Portland Estates: Hold.

Myhome International: Avoid.

Trafficmaster: Hold.

SThree: Buy.

Mears: Buy (says Brewing Dolphin).

Peter Hambro Mining: Hold.

Capita: Buy.

Imperial Tobacco: Hold.

Probability: Speculative.

No Pain, No Gain: Derek Pain is adding Whitbread, £11.05, to his portfolio as a solid, well-run group with a progressive dividend policy.












The Daily Mail


Investment Extra: Ian Lyall believes pawnbroker H&T is worth considering as a defensive play in the current economic conditions, especially as the 179p price looks to be at an undeserved near-20% discount to its only other quoted rival, Albemarle & Bond.

Brokers' Tips: Buy BG Group at £11.40, says Charles Staley; Buy JJB Sports at 90p, says Panmure Gordon; Buy Lonrho at 25p, says Collins Stewart.

Sell ARM at 95.5p, says Panmure Gordon; Sell Capita at 669p, says Evolution; Sell Smith & Nephew at 577p, says Nomura Code; Sell EasyJet at 360p, says Blue Oar.
















The Daily Express


Taking Stock: David Shand believes Whitbread remains one of the safer but speculative plays for investors, given its manageable debt and asset-backed businesses. Its budget hotels in particular offer defensive appeal in a downturn.

Ones to Watch: Dairy Crest offers value at 400p following its recent trading update which suggested it can still achieve growth in spite of rising raw material prices.

BATM Advanced Communications, 52p, is worth a look as a result of big contract wins and strong cash generation.













The Sunday Times


Inside the City: Dominic O'Connell believes Rolls-Royce, 370.5p, remains a good long-term investment in the future of commercial aviation in spite of the present gloomy outlook as airlines cut back capacity in the face of high oil prices and economic downturn.

Directors' Deals: Roman Abramovich has acquired 1.5m shares in Highland Gold from former MD Ivan Koulakov; two non-executive directors of Land of Leather have been recent buyers in spite of the furniture retailer's struggles.













The Observer


Market Forces: Richard Wachman says Merrill Lynch believes Reed Elsevier, which reports its interims this week, has further to go and has a target of £10.60. Meanwhile, Bain Capital is believed to be among the frontrunners to acquire Reed's business publishing division for £1bn.

Misys head Mick Lawrie is probably being over-optimistic when he talks of raising sales by between 5% and 8% this year.

Seymour Pierce believes Compass is overvalued at 345p, although worth holding at 320p. It could also eventually prove attractive to a larger rival.

Hold Kingfisher which, although struggling in the UK, is benefiting from the strong euro, given its substantial interests in France.













The Sunday Telegraph


Sunday Questor: David Litterick says hold Rentokil Initial, 71p, as an act of faith in the new management team succeeding where others have failed. But, if not, then a break-up seems inevitable.

Buy Oilexco, 771p, as a play on its ability to extract more value from North Sea oil fields.

Buy Entertainment Rights, 9p, as a speculative recovery play with potential growth overseas, including China.

Buy Leyshon Resources, 21.5p, as it could soon attract increased attention as a result of the potential from its Zheng Guang gold mine in China which has significantly lower costs than those facing rival operators.














The Mail on Sunday


Midas: Joanne Hart says buy and hold Monitise, 12p, for the potential it offers from financial transactions carried out over mobile phones. But it is still in its early stages of development and so carries some risk.

Update: Hold Autonomy, £10.61, as there is further to go even after the recent rise, although those who bought at the tip price of 948p might consider taking some profits.














The Investors Chronicle


Buy Vyke Communications at 54p: well-positioned within its market niche to provide strong growth and the hefty derating since last autumn seems unsustainable.

Buy Jetion Holdings at 75p; the recent positive trading update should boost confidence in the Chinese-based solar power player which looks too lowly rated.

Buy Platinum Australia at 119p; a well-funded platinum play with significant potential.

Sell J Sainsbury at 283p; the latest rally on bid talk is an opportunity to sell, as it will suffer in an increasingly competitive marketplace.

Sell St Modwen Properties at 324p; its traditional business model of buying land and selling on with planning permission has been hit by the downturn in the housing market.

Sell Wellstream at £11.22; all the good news is priced into the shares and any disappointment will be treated harshly.

Updates: Keep buying Bezant Resources, tipped on 26 June 2008 at 60p and now 54p following the resources upgrade.

Keep buying Healthcare Locums, tipped on 24 August 2007 at 97p and now 106p following the upbeat trading statement.

Vodafone, tipped on 4 January 2008 at 185p now looks only fairly priced at 127p, given the surprise warning on revenues.

News Tips - Analysis: Leisure: Enterprise Inns is high enough at 299p as last week's opaque guidance will not help stop the slide.

Commercial Property: Capital & Regional is high enough at 127p although it is working hard to reduce debt.

Oil & Gas Services: Resaca is worth watching at 132p, while ViaLogy is a speculative buy at 6.5p; Corac is also a buy at 73p and OHM is good value at 44p.

Aim: Junior market shares are seen as a credible way into emerging market growth stocks, such as KSK, Eros and Greenko from India and China's Fortune Oil, Prosperity Minerals and Geong International.

News Tips - Digest: Empyrean Energy: good value at 37p on the back of what the Sugarloaf project has so far yielded.

Fortune Oil: a long-term buy at 10p as it maintains momentum in China.

BP: high enough at 527p as a result of its problems in Russia.

International Consolidated Minerals: keep buying at 160p as the potential from Peru remains considerable.

SkyePharma: sell at 3p as its bond troubles have overshadowed positive trial data for Flutiform.

Nestor Healthcare: avoid but use any rally arising from bid speculation to get out.

F&C Asset Management: high enough at 99p as trading remains tough.

Paragon: fairly priced at 105p although analysts suggest fair value is nearer 150p.

WIN: fairly priced at 106p after the veiled profit warning.

Great Portland Estates: fairly priced at 340p as there could be difficult times ahead.

Minerva: await documents although at 125p the market thinks that the Limitless bid at 160p a share may not go ahead.

Detica: good value at 379p as it is clearly attractive as a strategic target.

Parity: good value at 26p as the recovery story appears back on track.

Halfords: good value at 285p after its strong Q1 figures.

Straight: fairly priced at 38p given the continuing problems in its retail business.

SSP Holdings: a higher offer to the 190p bid from Hellman & Friedman is unlikely.

Holidaybreak: keep selling at 360p given the vulnerability of the short-break holiday sector.

T Clarke: fairly priced at 150p as trading problems could emerge next year.

Cover Feature: Robert Anstead highlights high-yielding stocks which could repay their purchase from dividends over the next five year. They are: Dawnay Day, 38.5p; Marchpole, 11.5p; Norcros, 14p; Pendragon, 13p; Styles & Wood, 18p; Abacus, 27p; Inspired Gaming, 34.5p; Topps Tiles, 39.5p; and Sport Media, 13.5p.

IT Feature Tips: Malar Velaigam suggests IT stocks worth considering in the current downturn.

Intelligent Environments: Buy; Planet Payment: Good value; ViaLogy: Buy; Scotty Group: Buy; SQS: Good value; GB Group: Good value; StatPro: Buy; Kewill: Good value.

Brokers' Notes: Genus at 762p: Panmure Gordon (Hold), Landsbanki (Buy); IC View: good value as the trading outlook remains strong. Last IC Comment (21 May 2008): Fairly priced.

JD Wetherspoon at 236p: Landsbanki (Buy), Royal Bank of Scotland (Sell); IC View: high enough, even though better placed than most of its rivals to survive the downturn. Last IC Comment (3 March 2008): Sell.

Tips - IC Trades: Antofagasta: the momentum looks oversold, so a bounce towards 660p is possible.

British Land: a rally towards the 775p region is the `preferred scenario' for now.

Carphone Warehouse: a substantial bear-market rally in the shares is possible, although ultimately it will give way to renewed selling pressure.

HBOS: it is too soon to call the end for its `savage' downtrend.

Tips - City Trades: Dow Jones: momentum indicators have not yet given a buy signal, so wait for confirmation of the current rally.

FTSE 100: David Linton at Updata believes the index is in a recovery phase at present.

ISEQ: Warren Firth at IG Markets says traders should wait for a breach of 5,175 before going long.

Stagecoach: Steven Mayne at Montague Pitman says wait for a breach of the 20-day moving average before going short with a target back to 240p.

Results' Tips: Sell Inspired Gaming, 34p; Buy Immunodiagnostic Systems, 247p; Buy Petrolatina Energy, 45p; Buy Domino's Pizza UK & Ireland, 183p; Buy Trikona Trinity Capital, 77p.



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Post Sun Aug 03, 2008 7:44 pm   Reply with quote      



Share Tips from the Weekend Press 02 Aug - 03 Aug 2008


The Times


Tempus:...Nick Hasell reveals Morgan Stanley research identifying companies badly treated by the stock market even though they are really `safe' value stocks. But the Morgan Stanley approach works best when such recovery plays are bought at the bottom of the market, always a difficult call to make. Stocks highlighted by the research are: Northern Foods, Mondi, Travis Perkins, Debenhams, ITV, Britvic, GKN, Antofagasta, Hays, Rightmove, BSS Group, Daily Mail and General Trust and Thomas Cook.

Personal Investor:...David Budworth says buy National Express which is benefiting from the high petrol prices deterring car drivers and has hedged rising oil prices 100% this year and 47% in 2009.











The Daily Telegraph


Brokers' Tips: Buy Capita Group at 657p, says Seymour Price; Buy Rolls-Royce Group at 368p, says SG Cross Asset Research; Buy Reckitt Benckiser at £25.36, says Natixis Securities; Buy Pearson at 596p, says Numis; Buy Compass Group at 345p, says Panmure Gordon.

Hold Yell Group at 79p, says Merrill Lynch; Hold Marston's at 188p, says Kaupthing Singer & Friedlander; Hold Kingfisher at 116p, says Credit Suisse.

Sell Rentokil Initial at 102p, says Panmure Gordon.











The Independent


Week in Review: Cains: Sell.

Inchcape: Sell.

Bodycote: Buy.

RM: Hold.

National Grid: Buy.

Keller: Buy.

Provident Financial: Buy.

Telecity: Buy.

Renold: Hold.

Prudential: Sell.

Reed Elsevier: Buy.

Unilever: Sell.

No Pain, No Gain: Derek Pain is disappointed with MyHome International's revelation that it had breached some of its banking covenants and would not try to dissuade any shareholder from getting out. But he is hanging on as he feels there is little reason for him in selling at this stage. Meanwhile, Pain has lost patience with Rentokil Initial and sold the stock.














The Daily Mail


Investment Extra:...Niall Firth reviews the appeal of fine wines as an investment since they can still deliver impressive returns. But he says never confuse investment with drinking.

Brokers' tips: Buy Printing.com at 33.5p, says Brewin Dolphin; Buy Mitie at 226p, says Investec; Buy National Express at 979.5p, says Panmure Gordon; Buy Tarsus at 160p, says Oriel.

Sell DSG International at 45p, says Investec; Sell HBOS at 271p, says Panmure Gordon; Sell RPS at 300p, says Panmure Gordon.

Sell (reduce) William Hill at 326p, says Evolution.













The Sunday Times


Inside the City:...James Ashton suggests that Woolworths chairman Richard North should consider ex-GCap Media CEO Fru Hazlitt as someone who might have the style and energy as new ceo to develop a revival strategy for the beleaguered retailer.

Carphone Warehouse is worth considering at current levels, especially as it is debt free from the Best Buy deal and it would make a good fit with Vodafone.

Directors' Deals: Autonomy CEO Michael Lynch has sold 80,000 shares to raise £8m; Marks and Spencer deputy chaiman Sir David Michels has added 47,500 shares at under 249p each.













The Observer


Market Forces:...Richard Wachman says the latest sales fall at John Lewis is bad news for Marks and Spencer, 262p last Friday and possibly headed for 200p.

Hold AstraZeneca where Deutsche Bank liked the Q2 results.

Hold Trinity Mirror, says Numis, until there are signs the slide in advertising revenues is stabilising.

Recent broker support suggests Prudential offers value for those prepared to hang on for the ride.

Seymour Pierce says buy China Medical Systems at up to 193 now that it has secured phase two approval for its new lung cancer drug.












The Sunday Telegraph


Sunday Questor:...David Litterick says buy Reckitt Benckiser, £27.20, following the strong interims last week which suggests there is more to come.

Hold Compass Group, 363.5p, as the recent wobble may have been due to profit taking after a strong run, especially as the growth story looks intact.

Sell Greggs, £37.27, which may be more vulnerable to the consumer slowdown this time round.

Buy Shaftesbury, 404p, where the management sees positive signs in the `vibrant' West End commercial property sector.












The Mail on Sunday


Midas:...Simon Watkins believes that UK investors in Santander, either because they previously owned Abbey or currently hold Alliance & Leicester, may find better value elsewhere, particularly for those who want their returns in Sterling rather than euros.

Update: Hold Rexam, 377p, which provides defensive appeal in troubled times.














The Investors Chronicle


Buy Severn Trent at £13.76; looks the cheapest of the major water utilities and set for recovery now that its regulatory problems are almost over.

Buy Aberdeen Asset Management at 146p; attractive for its conservative stance in an uncertain environment and is well placed to implement big cost savings.

Buy Irvine Energy at 2.33p; the low-cost structure and production potential from its US onshore oil & gas developments is appealing, with a true valuation at least 11p above the current price.

Buy GB at 31p; has a strong Blue Chip and government client base for its identity verification software, with a fair value of 51p from its cash pile and sum-of-parts value which could attract a bidder.

Buy Renewable Energy Generation at 117.5p; well placed for the long-term potential of renewables, along with an attractive yield.

Sell Impellam at 71p; highly rated in comparison with other recruitment agencies and looks vulnerable to economic downturn in the UK and US.

Updates: Keep buying Low & Bonar, tipped on 13 June 2008 at 114p and now 105p.

Keep buying Novera Energy, tipped on 15 December 2006 at 60p and now 81p.

Aero Inventory, tipped on 11 January 2008 at 639p looks fairly priced at 470p.

Keep selling Aquarius Platinum, recommended as a sell on 30 November 2007 at 509p and now 541p.

Keep selling Holidaybreak, recommended as a sell on 24 April 2008 at 518p and now 352p.

Investors in SSP, tipped on 4 January 2008 at 142p and now 182p, should await documents following the Hellman & Friedman bid. A higher offer is unlikely.

News' Tips - Analysis: Aerospace & Defence: Detica looks a good deal for BAE Systems and could lead to Ultra Electronics or Datong also coming on the bid radar soon.

Support Services: strong demand for outsourcing should continue to boost Capita, 675p, and Serco, 410p, which both remain buys.

Real Estate: Hammerson remains fairly priced at 938p although this week's results should be boosted by its exposure to French property.

Life Assurance: companies such as Aviva are still reporting strong sales growth but may face increasing pressure to provide a better measure of financial health, such as new fund growth.

Mining: African Diamonds remains speculative good value at 51p in spite of its spat with De Beers as a takeover could resolve the impasse; DiamonEx looks good value at 12p ahead of its first diamond sales.

News' Tips - Digest: Tesco: keep selling at 378p in spite of plans to expand its personal finance operation.

Rentokil Initial: high enough at 67p as its problems look deep-rooted.

Ryanair: high enough at E2.70 after unveiling its worst results for a decade.

Woolworths: fairly priced at 5.5p while it tries to find a new direction.

Unilever: fairly priced at £15.02 as consumer worries will cap any upside.

Axis-Shield: keep buying at 286p after the resolution of the patent dispute with Diazyme.

National Grid: buy at 679p as it makes progress in the US market.

Wilmington: sit tight at 197p as rival bidders might emerge to the approach believed to have come from HgCapital.

Bateman Litwin: good value at 88p in spite of the profit warning.

Ark Therapeutics: keep selling at 74p as prospects remain bearish.

Clipper Windpower: fairly priced at 402.5p following the warning about the impact of higher steel prices.

Lidco: buy at 9p following the exclusive distribution deal in the US.

First Artist: good value after the fall to 39p and more value could come from the sale of its Dewynters entertainment agency.

Family Shariah Fund: Aim's first Shariah-compliant fund is worth watching.

Intelligent Environments: keep buying at 7.5p as it is well placed for corporate action.

Leed Petroleum: keeping buying at 64p following its £15m fundraising.

Helesi: keep buying at 123p as it remains on course to meet expectations.

Kingfisher: sell after the recent rally to 117p.

Brokers' Notes: Great Portland Estates at 359p: Citi (Buy), Lehman Brothers (Equal weight); IC View: fairly priced as NAV is likely to slip further. Last IC Comment (22 July 2008): Fairly priced.

Man at 591p: Investec (Hold), Numis (Add); IC View: offers defensive appeal. Last IC Comment (10 July 2008): Buy.

Tips - IC Trades: Barratt Developments: expect a retracement to 79p in the near term.

FTSE 100: the most likely medium-term outlook is a fall to 5,600 and then 4,600.

FTSE 350 Banks: the latest rally looks like another `dead-cat bounce'.

FTSE 350 Construction & Building Materials: a potential rally in the short-term is likely to be followed by big falls.

Tips - City Trades: if the 11,014 level is breached then a sharp drop through 10,827 is likely.

National Express: Steven Mayne at Montague Pitman believes traders should go short and target June's lows.

S&P 500: David Linton at Updata suggests the index has a potential 50% downside ahead.

Travis Perkins: Tarquin Coe at Investors Intelligence expects the shares to revisit lows seen in early July.

Results' Tips: Buy GlaxoSmithKline, £12.13; Buy PZ Cussons, 189p; Buy United Business Media, 531p; Sell Galiform, 32p; Buy Capita, 660p; Buy Keller, 702p; Buy Dignity, 746p; Sell Colt Telecom, 138p; Buy NeutraHealth, 6.5p; Buy Newmark Security, 1.65p; Buy Probability, 45.5p; Buy Rolls-Royce Group, 356p; Buy Bodycote, 197p; Buy BG, £10.83; Buy International Personal Finance, 294p.



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Post Sun Aug 10, 2008 8:03 pm   Reply with quote      



Share Tips from the Weekend Press 09 Aug - 10 Aug 2008



The Times


Tempus: Nick Hasell reports Citigroup's view that large-cap stocks with sound balance sheets, trading on low earnings multiples and who have recently raised their profit forecasts offer most potential for investors. On this basis it favours oil, media and telecoms stocks - such as BP, Royal Dutch Shell, Pearson, WPP and Vodafone among others.











The Daily Telegraph


Brokers' Tips: Buy BAE Systems at 450p, says Evolution; Buy HSBC at 837p, says Cazenove; Buy Prudential at 537p, says Keefe, Bruyette & Woods; Hold British Airways at 255p, says Cazenove; Hold AstraZeneca at £24.68, says SG Cross Asset Research; Hold BSkyB at 454p, says Charles Stanley; Hold Standard Chartered at £14.23, says Panmure Gordon.

Sell British American Tobacco at £18.28, says Natixis Securities; Sell Tomkins at 127p, says Merrill Lynch.











The Independent


Week in Review: Nichols: Hold.

F&C Asset Management: Sell.

Eurasian Natural Resources Corp: Buy.

Legal & General: Hold.

Rotork: Hold.

GKN: Buy.

Sage: Cautious hold.

Morgan Sindall: Hold.

888 Holdings: Hold.

Hammerson: Cautious hold.

Millennium & Copthorne: Hold.

Fiberweb: Add.

No Pain, No Gain: Derek Pain believes Printing.com looks oversold at about 32p while he is holding on to Wyatt, 5p, in the hope of recovery.












The Daily Mail


Investment Extra looks at the credit crunch a year on and offers the advice of professional investors.

Nick Bubb of Pali International says sell Debenhams, Marks and Spencer, DSG and Kingfisher and buy WH Smith and Kesa.

Tony Nutt, manger of Jupiter Income Trust, believes British Land and Land Securities offer good value in the long term.

Richard Hunter, head of UK equities at Hargreaves Lansdown, thinks market sentiment towards Standard Chartered will remain positive.

Tom Ewing of the Fidelity High Growth Fund says the worst may not yet be over from the credit crunch bear market.












The Sunday Times


Inside the City: James Ashton thinks Premier Oil is worth a look at £12.86 as it is trading at a 42% discount to NAV based on oil at US$120 a barrel. It is also set for an update on its Vietnam prospects before the interims at the end of the month.

Weir Group has further to go as its trading performance shows no sign of running out of steam, helped by higher margins and possible acquisitions.

Heaven & Hell Portfolio: Peter Sherlock has considered buying back into Mitchells & Butlers but has decided to sit on his cash for the moment.

Directors' Deals: Johnson Matthey chairman Sir John Banham has nearly doubled his stake by buying £120,000 worth of stock; Five directors of SDI Group and 24 managers and employees have spent £660,000 on 6m shares between them.













The Observer


Market Forces: Tim Webb is unsure whether Dresdner's upbeat survey of travel agents last week means that the travel industry can still thrive in a downturn, so it looks time to sell Thomas Cook and Tui.

British Energy CEO Bill Coley has some explaining to do when he delivers Q1 figures this week over what is happening with EDF and when the company plans to start building new nuclear reactors.













The Sunday Telegraph


Sunday Questor: David Litterick says avoid HSBC, 858p, as he is not convinced the stock deserves the hefty premium rating and there are better defensive plays elsewhere.

Buy Fidessa, 961p, which reports it is experiencing no downturn in City demand for its software and so could be set for upgrades.

Hold GKN, 238p, following last week's solid results with a deal for the Airbus site at Filton expected in the next few weeks.

Buy Alphameric, 24p, which should finally be able to deliver on its potential now that the legal row over Turf TV has been settled in the courts.














The Mail on Sunday


Midas: Joanne Hart reviews the Dogs of the Footsie portfolio of high-yielding stocks and says four are being sold: Alliance & Leicester, Persimmon, United Utilities and Wolseley. They are being replaced by BP, HSBC, Legal & General and Vodafone.











The Investors Chronicle


Buy AstraZeneca at £24.92; the discount to the sector rating looks too deep, especially given its impressive sales growth and prospective yield.

Buy Kier at £10.01; the derating as a result of exposure to the housing market looks overdone, given the strong growth prospects in its construction and support services operations.

Buy Interior Services Group at 166p; the sell-off has been overdone and the current valuation does not reflect the increasingly Blue Chip client base, backed by a high and secure yield.

Buy CareCapital at 9p; trades at too steep a discount to estimated NAV, especially given its strong earnings visibility.

Buy Coal of Africa at 147p; well placed to take advantage of rising electricity generation and coking coal prices in a supply-constrained market.

Sell Rentokil Initial at 71p; the rating remains too high as trading conditions worsen and a recovery seems unlikely this time, with a dividend cut also on the cards.

Updates: BGlobal, tipped on 29 February 2008 at 38p still looks good value at 23p.

Keep selling Syndicate Asset Management, recommended as a sell on 14 March 2008 at 99p and now at 88p.

StatPro, tipped on 25 January 2008 at 80p looks fairly priced at 61.5p.

Keep buying Morgan Sindall, tipped on 27 June 2008 at 764p and now 583p.

Keep buying RPS, tipped on 5 March 2008 at 294p and now 310p.

News Tips - Analysis: Mining: Xstrata looks high enough at £32.11 as Lonmin is a deal too far and its shares are not worth chasing at £34. Aquarius Platinum, which has benefited from the bid action, also seems high enough at 448p as an offer is unlikely.

General Financial: Tullett Prebon offers good value at 455p as it holds merger talks with GFI Group.

News Tips - Digest: Rio Tinto: high enough at £48.96 as the BHP Billiton bid looks unlikely to succeed.

Michael Page: sit tight following the unsolicited approach from Adecco.

Carpetright: high enough at 595.5p as conditions are unlikely to improve in the short-term.

Imperial Energy: keep buying at £10.73 as an auction may develop.

AG Barr: keep buying at £11.40 following the Rubicon acquisition.

British Energy: fairly priced at 708p as talks with EDF on its bid could go into the autumn.

Wolseley: keep selling at 400p as the sale of its loss-making US business Stock Building Supply would at best simply give it some breathing space.

Green Dragon Gas: buy at US$8.13 following its latest acquisitions.

Mouchel: buy at 390p as its defensive appeal remains strong.

Accident Exchange: buy at 48p as the fall has been overdone.

888 Holdings: fairly priced at 152.5p given its solid Q2 trading figures.

Hunting: fairly priced at 886p following the sale of its Canada-based Gibson Energy business for £626m.

Salamander Energy: keep buying at 261p as its makes positive progress off Indonesia.

Collins Stewart: sit tight at 100p following the bid approach.

Renewable Energy Holdings: fairly priced at 44.5p after its Bermudan deal.

Serica: buy at 69p as it looks well placed to achieve its busy production programme.

ViaLogy: a speculative buy at 5p as its secures a contract with Los Angeles County for its radiation sensor system.

Johnson Service Group: high enough at 22.5p as it raises a further £10m to shore up its balance sheet.

Taylor Nelson Sofres: sit tight at 275p as WPP keeps up the pressure.

Tips - IC Trades: AstraZeneca: a rally above key chart levels should make further gains to £27.77 likely.

British Airways: the longer-term downtrend looks far from over and ultimately it could slide below 194p.

Euro/Sterling: the Continental downturn reinforces a growing belief that the euro's strength may be coming to a close.

FTSE 350 Banks: further weakness is likely and a retest of 5,272 is possible.

Tips - City Trades: Dow Jones: it is unclear whether the Dow has the strength for a rally.

FTSE 100: Warren Firth at IG Markets believes the price of crude oil remains the key, since a sustained fall would reduce inflation and make rate cuts likely.

FTSE 350 Mining: David Linton at Updata says the mining bull market looks over, which will unsettle the mining-heavy FTSE 100.

Kesa Electricals: Steven Mayne at Montague Pitman believes the longer-term bear trend is intact even after the recent rally.

Results Tips: Sell Standard Chartered, £14.88; Sell HSBC, 831p; Sell Royal Dutch Shell `B', £17.10; Sell HBOS, 324.5p; Sell Jardine Lloyd Thomson, 423p; Buy Rexam, 382p; Buy BAE Systems, 461p; Sell National Express, 970p; Buy AEC Education, 13p; Buy Mondi, 291p; Buy Standard Life, 244p; Sell ITV, 44p; Buy Ultra Electronics, £13.47; Buy Cookson, 618p.



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Post Sun Aug 17, 2008 6:41 pm   Reply with quote      



Share Tips from the Weekend Press 16 Aug - 17 Aug 2008



The Times


Tempus: Nick Hasell says the rise in the value of the dollar has already benefited UK companies with significant US exposure, including Pearson, Misys, Tomkins and Wolseley. But the impact is complicated by companies such as Rolls-Royce who hedge their exposure. But ABN Amro points out that smaller engineers who hedge less extensively may benefit more, such as Chemring, Rotork, Senior and Vitec. Main losers are likely to be general retailers who source from the dollar-linked economies of Asia.

Avoid Chrysalis, 98.5p, which is suffering from falling CD sales and advertisers cutting back on using its catalogue of 65,000 songs. A takeover is likely eventually but probably not for another couple of years and it is hard to see a catalyst for the shares before then.

Personal Investor: David Budworth says buy Balfour Beatty which offers defensive strength from its focus on infrastructure projects funded by government money around the world. Other infrastructure stocks worth watching include HSBC Infrastructure Company and the PME African Infrastructure Opportunities fund.












The Daily Telegraph


Brokers' Tips: Buy Carillion at 283p, says Numis; Buy Smith & Nephew at 597p, says Merrill Lynch; Buy Cobham at 221p, says Deutsche Bank.

Hold Royal Bank of Scotland at 233p, says SG Cross Asset Research; Hold ITV at 43p, says Cazenove; Hold Carpetright at 567p, says Kaupthing Singer & Friedlander.

Sell Standard Life at 245p, says Merrill Lynch; Sell Meggitt at 211p, says Evolution; Sell Royal Dutch Shell `B' at £17.20, says Cazenove.












The Independent


No Pain, No Gain: Derek Pain is intrigued by activity at struggling department store chain Beale which has risen from 26p in early June to 40p after stake building by veteran property entrepreneur Andrew Perloff who appears to be putting pressure on the company to release value from assets, estimated to be worth close to 100p a share. Other small stocks are also struggling with valuations out of touch with reality, such as Georgica which is trading at around 30p against potential assets of 80p a share.













The Daily Mail


Investment Extra: Liz Phillips reviews Chinese-focused investment funds which have been hit by falling share prices since October, although analysts believe that strong domestic consumption will provide the next engine of growth. But there will continue to be short-term volatility.

Ian Lyall says investors in previous tip Protherics, recommended at 37p in June and now 58p after disclosing bid approaches, should set a stop-loss of 50p a share to lock in their profits.












The Sunday Times


Inside the City: James Ashton says the challenge for BHP Billiton CEO Marius Kloppers is to remain upbeat about prospects even if he does not snare Rio Tinto. But the markets are also getting rather blasé about miners' profits, as BHP's record full year figures due on Monday have done little to lift the price.

Cineworld has underperformed since its float 16 months ago and while its 9% yield is attractive, the 47% still owned by Blackstone is likely to hold the price back until the stock overhang is resolved.

Directors' Deals: Carnival CEO Howard Frank has sold 66,000 shares to realise £1.3m; Claimar Care CEO Mark Hales bought another 2.5% of the company last week and sparked a rally in the shares.













The Observer


Market Forces: Tim Webb says that while Persimmon's interims this week are unlikely to be pretty, they should still be the black. But it seems that the all the builder can now do is more cost cutting until the market recovers.

The impact of the credit crunch was clearly shown by Michael Page's rejection of the Adecco offer at about 400p, since this was at a discount of third to the pre-crunch price of 600p but at a premium of a third to Friday's close of 317.5p.

The Bradford & Bingley rights issue has at least brought the recent troubles at the mortgage bank to `an inglorious end'.












The Sunday Telegraph


Sunday Questor: David Litterick says sell TUI, 225p, as the holiday market may not be as resilient to the downturn as the tour operators would want investors to believe.

Buy Plexus Holding, 64p, following its second deal with Shell for the oil major to use its wellhead technology.

Avoid Southern Cross, 128p, even though the shares look exceptionally cheap after recent falls, since its long-term prospects no longer seem so rosy.

Buy Stagecoach Theatre Arts, 70.5p, which looks good value, albeit speculative.












The Mail on Sunday


Midas: Joanne Hart says buy Capita, 717.5p, as one of the best players in the outsourcing market. It also has defensive appeal in a recession.

Update: Take some profits at Carr's Milling, tipped on 13 July at 627p and now 667.5p, but hold the rest as it appears to have found a winning formula in a sector where others are struggling.











The Investors Chronicle


Buy WS Atkins at 916p; as an opportunity for an attractive defensive play with plenty of growth to come.

Buy Genus at 738p; should continue to benefit from growing global demand for meat with its innovative use of modern genetic technology.

Buy KSK Power Ventur at 390p; riding the boom for Indian power generation, although the shares trade at a 30% discount to the underlying value of its assets.

Buy MDM Engineering at 171p; the below-sector rating looks unjustified given its significant position in the booming African mining sector, although the shares may be hard to trade.

Buy UMP at US$2.27; well-placed to capitalise on the boom in the Indian film industry as well branching out into other media.

Sell Redrow at 183p; the share price rally looks premature, given its weak margins and a dividend under pressure, along with the possible breach of banking covenants.

Updates: Keep buying Trading Emissions Climate Exchange, tipped on 31 August 2007 at 135p and now 128p, as it trades at 30% below NAV.

Keep selling Tesco, recommended as a sell on 17 June 2008 at 386p and now 393p, as it may be losing its focus in its home markets.

Keep buying Hambledon Mining, tipped on 7 June 2007 at 18p and now 7.5p as it remains confident of meeting production targets.

Keep selling Wolseley, recommended as a sell on 1 February 2008 at 709p and now 400p, even though it is considering selling part of its loss-making US operations.

Keep buying BTG, tipped on 20 June 2008 at 154p and now 226p, although watch out for the hype.

Keep buying Kalahari Minerals, tipped on 6 July 2007 at 29p and now 31p as a result of positive newsflow.

News' Tips - Analysis: Oil & Gas: hold the ETF Securities Short Crude Oil (tipped on 12 June) at US$46.60 as the oil price should continue to weaken.

Banks: keep clear of banks exposed to the mortgage market, so sell HBOS, 315p and Bradford & Bingley, 55p. But Royal Bank of Scotland, 234p, and Barclays Bank, 363p, remain fairly priced.

Oil & Gas: an Ernst & Young study of Aim's 20 biggest exploration & production companies emphasises the importance of being at or near production. So keep buying Afren, 91p, Gulfsands Petroleum, 157p, Green Dragon Gas, 813 cents, and Sibir Energy, 572p.

Water Utilities: favoured water stocks are Severn Trent, already 3% ahead of the recent buy tip price of £14.22, while Pennon is good value at 634p.

Chinese companies: China's service sector could be the next engine of growth, making Geong International worth buying at 45p, while RCG Holdings looks a bargain at 56p.

News tips - Digest: Woolworths: fairly priced at 7p after appointing a new CEO.

Vedanta Resources: keep buying at £17.68 after it secured Indian court approval for its bauxite mining project.

Thomas Cook: fairly priced at 236p but likely to remain volatile.

Barratt Developments: high enough at 135.5p after the recent spike caused by US investor interest.

JKX Oil & Gas: a solid buy at 356p following its Hungarian discovery.

Dawnay Day Sirius: good value at E0.52 now that Bryan Myerson's Principal Capital has taken a 48% stake in the management company behind the fund.

SQS Group: good value at 281.5p following recent contract wins.

Sinclair Pharmaceuticals: good value at 60p after disclosing it was in bid talks.

Accsys Technologies: buy at E2.35 after agreeing an extension to a Chinese licence deal.

Tullow Oil: a long-term buy at 690p in spite of the disappointing news from Uganda.

Ascent Resources: buy at 5.5p after starting gas production in Hungary.

Netstore: hold at 31.5p following the 32p a share offer from 2e2 Group.

Dawnay Day Carpathian: good value at 48.5p after agreeing funding for a Romanian development.

Rurelec: buy at 57p as its long-term prospects remain strong.

First Artist: the deal for New York's Spot & Co Manhattan makes strategic sense.

Tips - IC Trades: Euro/Dollar: the end of the eight-year bear market for the dollar could also mean the end of the commodities boom, although it might be good for equities.

FTSE 100: traders should hold off going short, as the latest bear-market rally may have further to go.

FTSE 350 General Retail: traders should hold fire for the moment, as further heavy sell-offs seem likely.

FTSE 350 Household Goods: a great shorting opportunity could come from a failure of the surge to the 6,000 region.

Tips - City Trades: Anglo American: Tarquin Coe at Investors Intelligence believes there is a good opportunity to build long positions with limited risk.

Dow Jones: safer to assume the rallies are simply corrections within the overall downtrend.

Sterling/Dollar: David Linton at Updata believes the dollar will be worth US$1.80 within the next year or so.

Tate & Lyle: Steven Mayne at Montague Pitman suggests going long with a target around 500p.

Results' Tips: Sell Royal & Sun Alliance, 139p; Buy Rok, 94p; Buy Arc International, 19p; Buy Morgan Crucible, 209p; Buy Aricom, 48p; Buy Stanley Gibbons, 163p; Buy Medicsight, 43p; Buy Proventec, 166.5p; Buy Genetix, 50p; Buy 4imprint, 135.5p; Sell Hecta Media, 3.5p; Sell LSL Property Services, 85.5p; Buy Laird, 329p; Buy Weir, 832p; Sell InterContinental Hotels Group, 757p; Buy Balfour Beatty, 413p; Buy Interserve, 415p; Buy Novae, 297p.



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Post Sun Aug 24, 2008 10:41 pm   Reply with quote      



Share Tips from the Weekend Press 23 Aug - 24 Aug 2008


The Times


Tempus: Catherine Boyle says hold WPP, as CEO Sir Martin Sorrell remains bullish about prospects in spite of the current downturn, believing the economy will start to pick up from the middle of next year.

Dragon Oil looks a good bet for the next few years in spite of current poor sentiment towards the stock because of its extensive holdings in Turkmenistan and use of a pipeline running though Georgia.

Spectris does not look a bargain after the recent rally even though it is highly cash generative and lowly-geared.

Personal Investor: Mark Atherton thinks that while the market could fall further, UK shares offer good long-term value at current levels.












The Daily Telegraph


Brokers' Tips: Buy InterContinental Hotels at 750p, says SG Cross Asset Research; Buy Bellway at 577p, says Numis; Buy International Power at 421p, says Charles Stanley; Buy Weir Group at 903p, says Cazenove; Buy Logica at 113p, says Deutsche Bank.

Hold WH Smith at 405p, says Merrill Lynch; Hold Barclays Bank at 352p, says Cazenove.

Sell Liberty International at 863p, says Citigroup; Sell Standard Chartered at £15.99 says Citigroup.













The Independent


No Pain, No Gain: Derek Pain warns of a boiler-room scam targeting Garner, a stock he used to hold before he and many other small shareholders lost out after a radical capital reorganisation. But it now looks a rather promising investment at about 6p.














The Daily Mail


Investment Extra:Ian Lyall says buy Scott Wilson, 180p, which has been unfairly treated by the market and could recover when sentiment towards small-caps returns.

Brokers' Tips:

Buy Unite Group at 211p, says Landsbanki; Buy Connaught at 370p, says Citigroup; Buy Paddy Power at E15.53, says Evolution; Buy PV Crystalox at 177p, says Kaupthing.

Sell Hargreaves Lansdown at 154p, says Investec; Sell Marks and Spencer at 256p, says Oriel.

Sell Xaar at 122p, says Panmure Gordon.

Sell (reduce) Smith & Nephew at 623p, says Nomura Code.














The Sunday Times


Inside the City: James Ashton believes WPP's bid for Taylor Nelson Sofres looks more likely to succeed by the day. But a deal could lead to further consolidation in the market research sector, with Aegis' Synovate looking easiest to dislodge and it could be a target for GfK or Ipsos.

Bovis Homes at 428p is trading at a 43% discount to its NAV and is highlighting the belief that house builders are close to reaching bottom before bouncing back.

Share Watch: Rank Group fell by just over 10% last week on consumer spending worries, although there are lingering hopes that 22% Malaysian shareholder Guoco could still make a bid.

Directors' Deals: BT CEO Ian Livingstone bought 61,092 shares at 163p each; Domino's Pizza vice chaiman Colin Halpern has sold shares worth more than £4m to `satisfy institutional demand'.













The Observer


Market Forces: Richard Wachman says UBS' decision to put Tullow Oil on its buy list is no surprise as it is a strong company which usually delivers.

Diageo looks high enough at close to £10 as a result of potential weakness in its US markets.

Xstrata will need to up its bid for Lonmin significantly, given reports of a potential surge in platinum prices in the second half.

Buy Ted Baker at up to and around 450p, as Seymour Pierce suggests its brands and longer-lasting fashions will continue to appeal.














The Sunday Telegraph


Sunday Questor: David Litterick says hold Cobham, 230p, which should continue to benefit from increased defence spending worldwide.

Buy Tribal, 134.5p, as there is a buying opportunity given it is trading at a discount to the rest of the sector.

Sell Greencore, E2, as there is further downside to come given the likely slowing of demand for ready-made sandwiches.

Buy Mecom, 21p, on any further weakness.












The Mail on Sunday


Midas: Joanne Hart believes there is value to be found in stock markets at home and abroad for investors prepared to accept some risk, with the US and China looking potential recovery plays. But those preferring to invest in the UK should probably consider defensive sectors first.











The Investors Chronicle


Buy Pennon at 628p; offers both defensive appeal as well as a progressive dividend policy, with a possible takeover at some stage.

Buy Phoenix IT at 262p; the strength of its transparent and stable business model has not been reflected in the price, with bid potential adding to its appeal.

Buy Sportech at 78p; the pools business usually shows resilience in a downturn and recovery prospects means it should start generating extra cash to pay down debts.

Buy Prosperity Minerals at 102p; the valuation gap between the company and its peers looks unjustified and should narrow once it is listed in Hong Kong as well as London.

Sell Anite at 37p; looks to be suffering from exposure to the mobile phone industry's problems, although its performance is worse than that of its rivals.

Sell Telford Homes at 103p; the recent rally may be hard to sustain given continued weakness in the housing market and falling profits.

Updates: Clean Energy Brazil, tipped on 29 June 2007 at 119p and now 58p, looks high enough.

Hold Protherics, tipped on 16 November 2007 at 57p and now 56p.

Keep buying Mears, tipped on 25 April 2008 at 291p and now 320p.

Keep buying Plexus, tipped on 29 May 2008 at 76p and now 77p.

Keep selling Bradford & Bingley, recommended as a sell on 29 June 2007 at 412p and now 51p.

Keep buying European Goldfields, tipped on 4 January 2008 at 296p and now 187p.

News Tips - Analysis: Mining: Rio Tinto and BHP Billiton look high enough because the bid is likely to fail, while Xstrata is also high enough as the Lonmin move does not appeal. But Anglo-American offers good value at £27.53.

Agriculture: New Britain Palm Oil is fairly priced at 313p given the volatility of soft commodities.

Biotechs: Best value creation should be when takeovers are based on multiples of earnings rather the potential of future blockbusters. This could favour Vectura, BTG, Antisoma, Genus, Abcam, Neuropharm and Biocompatibles.

Real Estate: Terra Catalyst, the `vulture fund' from Laxey Partners, was forced to buy back its own shares last week, highlighting the fact that while property investment trusts offer value this will be even better when the market unwinds further.

News Tips - Digest: Capital & Regional: high enough at 65p after news of the deal to sell 50% of its stake in its German property portfolio.

Innovation: fairly priced at 16p with a recovery unlikely in the short term.

Cattles: good value at 113p as mainstream lenders turn away potential Cattles clients.

Findel Group: fairly priced at 187p as bad debts have dented investor sentiment.

Autonomy: high enough at £10.81 on fundamentals in spite of its return to the FTSE 100 index.

Hampson: keep buying at 170p as the backlog of jet orders remains strong.

Hamworthy: keep buying at 478p following new contract wins.

EFG-Hermes: fairly priced at 50p after taking a 10% stake in Panmure Gordon.

VP: fairly priced at 244p as it says trading is on track.

Care UK: good value at 346p, downgraded from a buy.

EMED: keep buying at 23p on positive news from Slovakian drilling results.

Rightmove: keep selling at 297p given the housing market weakness.

Renesola: fairly priced at 446 after revealing strong demand for its solar wafers.

Altona Resources: good value at 3p given the deal with CNOOC.

Synchronica: fairly priced at 4p because of the execution risks associated with the AxisMobile acquisition.

Gulf Keystone Petroleum: fairly priced at 27p as it makes progress in Kurdistan.

Galleon Holdings: good value at 27p after news of a broadcasting agreement in China.

Feature Tips: Richard Hemming suggests 10 momentum plays worth watching: Johnston Press, Imperial Energy, Barclays Bank, Investec, Greene King, Keller, Raymarine, EasyJet, Bodycote and McBride.

Brokers' Notes: Bellway at 574p: Citigroup (buy), Shore Capital (Hold); IC View: high enough. Last IC Comment (9 June 2008): Good value.

British Land at 737p: JP Morgan (Overweight), Cazenove (In line); IC View: High enough. Last IC Comment (28 May 2008): Fairly priced.

Fresnillo at 362p: Citigroup (Buy), Evolution (Not rated); IC View: offers short-term good value.

Icap at 451p: Merrill Lynch (Buy), Cazenove (Outperform); IC View: still worth buying. Last IC Comment (20 May 2008): Buy.

RM at 176p: Kaupthing (Buy), Investec (Buy); IC View: Fairly priced. Last IC Comment (13 May 2008): Good value.

TUI Travel at 225p: Deutsche Bank (Buy), Collins Stewart (Hold); IC View: Fairly priced. Last IC Comment (25 June 2008): Fairly priced.

Chart Tips - IC Trades: FTSE 250: there is little support on the downside until the 6,400 region.

FTSE 350 Chemicals: a move downwards to the 4,221 support level seems likely and it could go further.

Gold: wait for signs of stability before taking a punt on long positions.

Sterling/US Dollar: may be some temporary relief in the short-term, although expect more pain further out.

Chart Tips - City Trades: Dow Jones: more volatility on the way down ?

FTSE 100: Warren Firth at IG Markets believes traders should stay long, targeting the 5,705 level.

Ladbrokes: Tarquin Coe at Investors Intelligence thinks traders should go short on corrective rallies.

Nikkei 225: Dhiren Sarin at Barclays Capital is bearish in the short-term on a break below 12,675.

Results Tips: Sell Atlas Estates, 173p; Buy FDM Group, 93p; Buy Avarae Global Coins, 85; Sell Turbo Power Systems, 3p; Buy Primary Health Properties, 272p; Buy Enfis, 82.5p; Buy Nautilus, 73p.



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Post Sun Aug 31, 2008 7:51 pm   Reply with quote      



Share Tips from the Weekend Press 30 Aug - 31 Aug 2008


The Times


Tempus: Nick Hasell says buy Melrose, 162p, on weakness for its experienced management with one of the best track records in the sector.

Hold Regus, 74.5p, which appears to have learned from the last downturn and is taking the effects of the credit crunch in its stride.

Hold Evolution, 97p, which is highly geared for recovery in the broking sector, albeit not yet.

Personal Investor: Robert Cole argues the case for contrarian investing in current markets, suggesting five UK stocks worth considering. They are: Invensys, Charter, Cookson, Smith & Nephew and Serco.















The Daily Telegraph


Brokers' Tips: Buy Aggreko at 711p, says Panmure Gordon; Buy Arriva at 713p, says Cazenove; Buy Bunzl at 687p, says Citigroup; Buy Domino's Pizza at 179p, says KBC Peel Hunt; Buy Rentokil Initial at 69p, says Merrill Lynch.

Hold Lookers at 50p, says Panmure Gordon; Hold G4S at 211p, says Deutsche Bank.

Sell Persimmon at 327p, says Crédit Suisse; Sell Bovis Homes Group at 428p, says Numis.












The Independent


No Pain, No Gain: Derek Pain says that in spite of strong profits from Mears, about 300p, there is still little appetite among investors for small-cap stocks. But profit taking by professional investors who ramped the stock up ahead of the results does not help.












The Daily Mail


Investment Extra: Ian Lyall suggests environmental support services company Eaga, 145p, is a buying opportunity as the shares should recover lost ground (caused by poor investor communications) after the prelims are announced, especially as the management is expected to go on a City charm offensive.















The Daily Express


Taking Stock: David Shand says Stagecoach's strong trading update last week emphasises that the switch to public transport is well under way as result of high fuel prices. But the economic slowdown and consequent job losses could hit operators such as Go-Ahead Group most exposed to key London rail commuter franchises.

The pubs sector has experienced one of its worst years in living memory according to Nielsen, partially as a result of changes in consumer habits following the smoking ban as well as higher fuel and food costs.

Ones to Watch: An earnings upgrade is possible for Healthcare Locums, 121p, as demand from the NHS remains strong.

Full-year figures from Clarkson's, £10.32, are likely to be above expectations.














The Sunday Times


Inside the City: James Ashton says that the Aim market is clearly suffering in current market conditions, although some of its problems are of its own making. The LSE is seeking to address some of these issues with a new fees structure being introduced on Monday, although it remains be seen whether this will end its malaise.

Sharewatch: Forth Ports, which lost another 2% in value last week after a fall in its interims, faces an uncertain outlook if the property downturn deepens.

Directors' Deals: Diageo CEO Paul Walsh has bought nearly £400,000 worth of stock; Qinetiq chairman Sir John Chisholm has made £3.3m from the sale of 1.5m shares.









The Observer


Market Forces: Richard Wachman believes Bradford & Bingley still looks a shambles, with Keefe, Bruyette & Woods suggesting the shares could drift down to 35p from their present 50p level.

Hold Liberty International where founder Donald Gordon, who still holds 22%, is not interested in a sale while property prices are so depressed unless he gets an `offer he can't refuse'.

New Woolworths CEO Steve Johnson, who joins next month, is said to have already prepared his own break-up plan for the group. But the problem of the company's large debts and pension fund deficit could hold him back.













The Sunday Telegraph


Sunday Questor: David Litterick says buy G4S, 233.5p, as a defensive growth play with better growth prospects than its rivals.

Buy Serco, 430p, as its rating is still at an undeserved discount to Capita.

Avoid Savills, 288p, as prospects remain too dark for any but opportunistic investors who might see a long term advantage if the price falls further.

Hold Amec, 845p, which is set for continued growth although looks fully valued at current levels.











The Mail on Sunday


Midas: Joanne Hart says buy Shire, 900p, where the fall from £13 this years looks overdone given the niche drugs in its pipeline.

Buy and hold Vectura, 57p, as it looks seriously undervalued as a biotech stock that is well funded and already generating revenues.














The Investors Chronicle


Buy JKX Oil & Gas at 401p; trades below broker NAV estimates of 511p, backed by increased production and rising prices.

Buy Amlin at 276p; the rating is too cheap as it remains well-placed to continue producing a strong underwriting performance, along with an attractive yield.

Buy Cambrian Mining at 251p; a clear, focused coal play with Landsbanki estimating it has a valuation upside of 50%.

Buy Ashley House at 150.5p; a solid prospect in uncertain markets as its medical property development strategy is backed by government policy and spending.

Buy Healthcare Locums at 120p; offers impressive organic growth rates from its sound business strategy, along with a strong global footprint.

Sell SThree at 200p; negative sentiment is likely to reassert itself and it looks vulnerable at current levels, with bid hopes unwarranted.

Updates: Keep buying BAE Systems, tipped on 28 September 2007 at 477p and now 472p.

Sell OPD, tipped on 25 March 2008 at 170p and now 155p.

Keep selling Tesco, recommended as a sell on 20 June 2008 at 386p and now 367p.

Keep buying Dyson, tipped on 3 July 2008 at 94p and now 100p.

Keep selling XXI Century, tipped on 1 May 2008 at £14.35 and now 718p.

News Tips - Analysis: Real Estate: Liberty International offers cautious good value at 985p given the potential bid interest.

Oil & Gas: Hold Imperial Energy, £11.96, as the ONGC bid has a better chance of succeeding than the market expects; Tullow Oil remains a buy at 807p with good near-term newsflow.

Support Services: Michael Page remains high enough at 249p, while both Impellam and OPD are sells.

News Tips - Digest: Safestore: keep selling at 134p as economic gloom spreads.

Plaza Centers: fairly priced at 116p as emerging market property risks remain.

Bioenergery Africa: Phil Edmonds' latest float on Monday will attract his usual followers but it remains early days.

Nighthawk Energy: keep buying at 77p given the potential upside in its portfolio.

Coal of Africa: keep buying at 140p as a South African coal play.

Augean: speculative good value at 104p as it holds early-stage talks with possible suitors.

Glanbia: good value at E4.47 as it buys Optimum Nutrition of the US.

Taylor Nelson Sofres: shareholders should accept the WPP bid.

GoIndustry-DoveBid: fairly priced at 65p as its end markets are likely to deteriorate.

Unite Group: good value at 231p given its discount to NAV.

BowLeven: keep buying at 233p following its latest oil on discovery.

Certain: fairly priced at 40p after its troubles in Hungary.

Protherics: await developments from current bid talks.

Leed Petroleum: keep buying at 47p as the recent fall was overdone.

Kentz: good value at 156p after its latest contract win.

Radicle Projects: keep buying at 51p given its diverse portfolio.

Hill & Smith: good value at 320p after buying Creative Pultrusions.

Randall & Quilter: good value at 142p as a result of its partnership with Global Re.

Feature Tips: Richard Hemming highlights ten stocks with momentum: Royal Bank of Scotland, Rathbone Brothers, Meggitt, Logica, AstraZeneca, Autonomy, Mothercare, Capital, Diageo and British Airways.

Chart Tips - IC Trades: Admiral: looks set for more selling.

Associated British Foods: renewed falls towards 711p are likely.

AstraZeneca: the uptrend is likely to continue with an assault on £30.

FTSE 350 General Retailers: the potential target in the next few months is 941.

Chart Tips - City Trades: BP: David Linton at Updata expects a bounce when the price moves to the crucial support region of 500p.

Dow Jones: the index's struggle to overcome 11,700 could set the stage for a sharp decline.

Imperial Tobacco: Steven Mayne at Montague Pitman says go short on a possible rally, with a target of £16.20.

Sterling/Dollar: Tarquin Coe at Investors Intelligence believes a break below US$1.83 could lead to a fall to US$1.70.

Results Tips: Sell Rentokil Initial, 69p; Buy Cineworld, 110p; Buy Huntsworth, 61p; Buy ProStraken, 87p; Buy H&T Group, 180p; By PV Crystalox Solar, 176p; Buy Dori Media Group, 117., 5p; Buy VT, 40p; Buy DM, 16p; Buy Dmatek, 135p; Buy Aggreko, 706p; Buy Axis-Shield, 310p; Sell Taylor Wimpey, 46p; Buy Serco, 418p; Buy Petroceltic, 6p.



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Post Sun Sep 07, 2008 8:04 pm   Reply with quote      



Share Tips from the Weekend Press 06 Sep - 07 Sep 2008



The Times


Tempus: Nick Hasell says hold Go-Ahead Group, £19.01, which offers not only defensive appeal but is the lowest-geared among its peers and offers the highest yield.

Hold HMV, 129p, which looks inexpensive given forecast profit growth and possible corporate action following the appointment of Robert Swannell as chairman.

Sell Carr's Milling, 680p, and take profits even though it has an excellent profits record and still looks reasonably priced.

Personal Investor: Robert Cole says the surge in the dollar against the pound should be seen as an opportunity for investors, either by currency trading or buying shares in companies with large US exposure, such as Vodafone and Wolseley, whose profits will be flattered by the translation into Sterling.














The Daily Telegraph


Brokers' Tips: Buy AstraZeneca at £26.93, says Panmure Gordon; Buy Stagecoach Group at 302p, says Deutsche Bank; Buy Carillion at 334p, says Numis; Buy Greene King at 533p, says Citigroup.

Hold Rightmove at 316p, says Cazenove; Hold Diageo at 979p, says SG Cross Asset Research; Hold Hammerson at 925p, says Charles Stanley.

Sell Marshalls at 175p, says Merrill Lynch; Sell Bradford & Bingley at 50p, says Cazenove.












The Independent


No Pain, No Gain: Derek Pain says his portfolio is giving him grief in the current climate, although the 12 stocks he holds are collectively showing a profit even though he finds the erosion of capital since last year's peak hard to accept. But he plans to hold on to the portfolio and add to it when market sentiment improves.













The Daily Mail


Investment Extra: Ian Lyall suggests taking a look at Pure Circle, 243.5p, which is a speculative play on its revolutionary low calorie sweetener which could eventually supplant the costly high fructose corn syrup used in fizzy drinks. It is believed to have agreed a deal to supply PepsiCo with its product and brokers such as Killik & Co are fans, especially as it trades on an undemanding p/e and could go to 450p to 500p.














The Sunday Times


Inside the City: James Ashton reveals that Smiths Group CEO Philip Bowman is planning a radical shake-up of the sleepy engineer with his strategic review on 24 September, although this will probably not follow his usual formula of breaking up the business to enhance value. Instead, he is hoping to polish up some `hidden gems' such as Interconnect. But the shares are not cheap, although Cazenove thinks a 6% earnings upgrade is likely because of its dollar exposure.

International Personal Finance could have further to go as it rolls out its business model across Eastern Europe, although the price has kept up with events so far this year.

Sharewatch: Friends Provident, down 44% this year, only looks attractive to those who believe a bidder will materialise.

Directors' Deals: Tullow Oil's new CEO Ian Springett has bought a maiden 10,000 shares for 804.5p each; Ex-Cobham chairman Gordon Page's wife Judith has sold 700,000 shares at just over 230p each.














The Observer


Market Forces: Richard Wachman says the rise in RSA Insurance to 163p on Friday suggests that either a bid is on the cards or else someone is ramping the stock for their own purposes.

The fall in the Lonmin price last week to below the Xstrata offer price reflected profit taking by hedge funds, since Xstrata remains determined to acquire the platinum miner.

Speculation that the banking authorities could force banks to adopt a more conservative approach to borrowing could see bank shares fall even further.












The Sunday Telegraph


Sunday Questor: David Litterick suggests that the market is already pricing in a worst-case economic scenario and so it might soon be set for the start of a sustained recovery.

Buy RCG Holdings, 76p, which looks undervalued at present as a result of the Nina Wang stock overhang.

Buy Dechra Pharma, 424p, given its growth potential, with Dresdner Bank upgrading its target last week from 525p to 580p.













The Mail on Sunday


Midas: Joanne Hart says buy Serco, 409p, which still has further to go even after the recent rally as the outsourcing boom looks set to continue.

Buy Oxford Catalysts, 168.5p, as a speculative play on its clean-fuel technology taking off.













The Investors Chronicle


G4S at 234p; a good defensive play, especially given the potential from emerging markets such as China.

Buy Petrofac at 605p; the discount to the sector is unjustified, although likely to narrow once the Don fields come onstream.

Buy Advanced Medical Solutions at 30p; set for a breakthrough with US approval of its new wound-closure treatment Liquibrand next year.

Buy Camco International at 59p; the rating suggests its potential is undervalued by the market, with KBC Peel Hunt expecting it will hit profitability this year.

Sell Minerva at 126p; the Limitless bid could collapse, leaving shareholders looking elsewhere for better value.

Sell Business Post at 304p; the attractive yield may not be enough to maintain the price at current levels once profit forecasts are reduced in the downturn.

Updates: Amec, recommended as a sell on 21 January 2008 at 762p and now 842p, remains high enough.

Keep buying Kenmare Resources, tipped on 14 March 2008 at 46p and now 32p.

MWB Business Exchange, recommended as a sell on 1 May 2008 at 103p, looks high enough at 81p.

News Tips - Analysis: Oil & Gas: BP is preferred to Shell for investors keen on the oil sector, although neither looks particularly attractive.

Leisure: Punch Taverns is high enough at 257p after its dividend cut, while Greene King also appears fairly priced at 561p.

Sovereign Wealth Funds: J Sainsbury remains only fairly priced at 356p, given the floor of 320p established by Delta 2 when it increased its stake in late July.

Housebuilders: the IC remains negative on the sector following the government's housing package.

Biotechnology: existing investors in SkyePharma should support the fund-raising, although potential newcomers should wait next month when the impact of the share dilution will be clearer.

News Tips - Digest: BowLeven: keep buying at 256p as significant upside remains from its Cameron and Gabon assets.

Spice: keeping buying at 534p given its defensive appeal and growth by acquisition.

Hamworthy: fairly priced at 487p (down from buy) given the reputational damage from the discovery of minor accounting irregularities.

E2v: good value at 260p following the acquisition of QP Semiconductor.

Ashtead: sell at 80.5p given trading weakness and high debt.

Andor Technology: sit tight at 75p and await a possible bidding war.

Scott Wilson: good value at 200p following strong trading and contract wins.

RCG: keep buying at 65p as performance remains strong in spite of concerns about the Nina Wang stock overhang.

Eros International: keep buying at 335p following the licencing deal with Star TV.

Chart Tips - IC Trades: Crude Oil: the outlook remains bearish with a risk of a fall to US$87 further out.

Euro/Sterling: the euro does not yet look overbought.

FTSE 350 Real Estate: the recent turnaround may be just another correction against a bigger downtrend.

ITV: remain cautious about any recovery just yet.

Chart Tips - City Trades: Dow Jones: a sharp sell-off in September, traditionally a weak month for equities, is possible.

FTSE 100: David Linton at Updata notes that in recent years the second half has been worse than the first.

Severn Trent: Steven Mayne at Montague Pitman suggests going short on any upwards move.

Sterling/Yen: Nicole Elliott at Mizuho Corporate Bank sees `another big lunge down' in this quarter.

Results Tips: Buy Forth Ports, £17.07; Buy James Fisher & Sons, 580p; Sell Premier Foods, 87p; Buy Carillion, 338p; Buy Derek Global Real Estate, 87p; Buy China Real Estate Opportunities, 646p; Buy Chime Communications, 113p; Buy K3 Business Technology, 115p; Buy Severfield-Rowen, 251p; Buy IMI, 482p; Buy Ferrexpo, 247p; Buy Premier Oil, £11.08; Buy Caledon Resources, 83p; Buy Venture Production, 737p; Buy Hardy Underwriting, 218p; Buy Chesnara, 134p; Sell Ark Therapeutics, 65p; Buy Hikma Pharmaceuticals, 416p; Buy Biocompatibles, 168p; Buy Puricore, 12.5p; Buy Bioquell, 1709p; Sell Henderson, 136p; Sell Bradford & Bingley, 45p; Sell PartyGaming, 214p; Buy Stadium, 54p; Buy Judges Capital, 107.5p; Buy Molins, 76p; Buy Visonic, 58p; Buy Source Bioscience, 6.5p; Buy Bisichi Mining, 355p; Buy Goldenport, 339p; Buy DRS Data & Research, 19.5p; Buy Mattioli Woods, 275p; Buy Dechra Pharmaceuticals, 438p; Buy Vindon Healthcare, 19p; Buy Fortune Oil, 10p.



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Post Sun Sep 14, 2008 7:20 pm   Reply with quote      



Share Tips from the Weekend Press 13 Sep - 14 Sep 2008



The Times


Tempus: Nick Hasell reports that Royal Bank of Scotland is highlighting the media sector for recovery plays. While RBS believes defensive stocks such as Reed Elsevier are also worth sticking with, it targets advertising agencies, such as WPP and Aegis Group, as having most potential upside.

Personal Investor: Robert Cole says buy London Stock Exchange, 800p, for its strong brand franchise which even if eroded by new competition could lead to bidders emerging for a possible auction.














The Daily Telegraph


Brokers' Tips: Buy Associated British Foods at 790p, says Panmure Gordon; Buy Whitbread at £11.20, says Numis; Buy HMV at 132p, says Kaupthing.

Hold Wolseley at 485p, says Deutsche Bank; Hold Go-Ahead Group at £19.50, says Cazenove.

Sell Punch Taverns at 317p, says Credit Suisse; Sell DSG International at 53p, says Citigroup; Sell Vodafone at 138p, says Collins Stewart; Sell JD Wetherspoon at 230p, says Merrill Lynch.













The Independent


No Pain, No Gain: Derek Pain says MyHome International, one of his portfolio stocks, has come to an `expensive and unhappy end' after Lloyds TSB pulled the plug on an £8m loan, forcing the shares to be suspended. But there are questions to be asked over why its backers allowed it to carry out five acquisitions last year, including a £16m deal for the ChipsAway franchise.














The Daily Mail


Investment Extra: Sam Morse, manager of Fidelity's MoneyBuilder Growth Fund, believes investors should focus on dividends in current market conditions for long-term returns.

Brokers' Tips: Buy Dana Petroleum at £12.59, says Oriel; Buy Entertainment Rights at 8p, says Canaccord Adams; Buy Ten Alps at 49p, says Oriel; Buy Tenon at 58p, says Numis.

Sell Kesa Electricals at 143p, says Investec; Sell Galliford Try at 65p, says Panmure Gordon; Sell Premier Farnell at 189p, says Investec; Sell Serco at 393p, says Panmure Gordon.














The Sunday Times


Inside the City: James Ashton wonders whether new BT CEO Ian Livingston could take a gamble and buy ITV for its content, boosting the BT Vision business offering video on demand but which has so far failed to excite subscribers.

Sharewatch: BG shares surged last week as it decided not to overpay for Origin Energy while the Brazilian oilfield in which it has a stake is thought to be much larger than expected.

Directors' Deals: New ITV FD Ian Griffiths has invested almost £50,000 on 100,000 shares; the chairman and CEO of Thorntons both added to their stakes with purchases of 45,000 and 30,000 shares respectively.














The Observer


Market Forces: Heather Connon believes Barclays Bank is more interested in poaching Lehman Brothers staff than getting involved in US mortgages and bond distribution.

The banking sector is not all gloom as HSBC shares have risen 2.5% over the past year and its secure 5.3% yield makes it look a fairly safe bet for investors.

Premier Farnell is worth watching as it reinvents itself under CEO Harriett Green.

Both Thomas Cook and Tui Travel should continue to benefit from consumers choosing strong brands when booking their holidays.













The Sunday Telegraph


Sunday Questor: Dominic White says buy SIG, 496p, which is set to benefit from the government's new energy saving schemes.

Sell Kesa Electricals, 136p, as its Comet operation is likely to slide into the red this year because of weaker demand.

Buy Thorntons, 127.5p, which appears to be benefiting from chocolate `comfort-eating' by consumers during the downturn, backed by an impressive 6.1% yield.
















The Mail on Sunday


Midas: Joanne Hart says buy Reed Elsevier, 599.5p, given its transformation into a 21st century multimedia group, with analysts setting targets of 700p or more.

Update: Hold drug tester Concateno, 153.5p, while bid interest unfolds.













The Investors Chronicle


Buy Halfords at 292p; regarded as a potential defensive play even in the retail sector, given the cycling boom and attractive yield.

Buy Caretech at 386p; its long-term debt and earnings profile provide certainty for investors.

Buy ROC Oil Company at 56p; the strong cash flows and growing production base could attract a bid.

Buy Cybit Holdings at 52p; a key consolidator in a fragmented market, backed by a large public sector client base and rising revenue visibility.

Buy Renewable Energy at 50p; a long-term play on renewable energy generation.


Sell Galiform at 32p; prospects are set to get even worse, with kitchen sales hit by the consumer downturn and the weak pound likely to squeeze profits on imported components.

Updates: Keep selling Impellam, recommended as a sell on 31 July 2008 at 71p and now 57p.

Interior Services, tipped on 7 August 2008 at 138p, and now 206p, looks fairly priced.

Keep selling Phorm, recommended as a sell on 13 May 2008 at £17.31 and now 663p.

News' Tips - Analysis: Real Estate: The sector recovery looks a bear market rally at best and it is too early to buy back in.

Retailers: margins remain under pressure, which means Kesa Electricals looks high enough at 145p while Associated British Foods, 794p, is fairly priced as its Primark subsidiary faces a challenging environment. But Next is a sell at £11.21.

Manufacturing: amidst the sector gloom, aerospace & defence offer brighter prospects given their reliance on government contracts, so keep buying BAE Systems at 443p.

News' Tips - Digest: Mining: Xstrata's move for Lonmin could lead to consolidation among smaller players. Buy Eastern Platinum, 62p, Platinum Australia, 92p and Ridge Mining, 60p; Jubilee Platinum, 34p, offers good value while Aquarius Platinum is high enough at 375p.

BG: keep buying at £10.47 after it walked away from Origin Energy.

London Stock Exchange: high enough at 800p, especially after last week's computer glitch.

IG Group: good value at 335p as it is recovering strongly.

Wolfson: high enough at 126p as CEO Dave Shrigley quits.

Resolution: one to watch when it returns to the market.

Kalahari Minerals: await documents as it plans to merge with Extract Resources.

Novera Energy: keep buying at 77p after receiving planning permission for a new wind farm.

XXI Century Investments: keep selling at 618p as its seeks to offload assets.

Trikona Trinity: keep buying at 74p given the 51% discount to NAV.

Telecom Plus: good value at 370p as it should beat full-year expectations.

SPI Lasers: await documents as it has accepted the offer from Trumpf International Beteiligungs-GmbH.

IPSA: good value at 61p as it expands its South African power generation capacity.

Meldex: keep selling at 29p after the departure of CEO Richard Trevillion.

Vectura: keep buying at 51p after it confirmed a partnering deal with Novartis's generics arm Sandoz.

Brokers' Notes: WS Atkins at 904p: Panmure Gordon (Buy), Landsbanki (Reduce); IC View: keep buying for its defensive appeal. Last IC Comment (14 August 2008): Buy.

Drax at 738p: Citi (Sell), Pali International (Neutral); IC View: high enough given the reversing oil price. Last IC Comment (5 August 2008): Fairly priced.

Friends Provident at 102p: Cazenove (Outperform), Goldman Sachs (Buy); IC View: fairly priced, although buoyed by bid talk. Last IC Comment (15 August 2008): Fairly priced.

Savills at 292p: Arbuthnot (Buy), RBS (Buy); IC View: high enough as it is too early to call the recovery. Last IC Comment (9 July 2008): Fairy priced.

Chart Tips - City Trades: Dow Jones: the overall prospect is for consolidation within a bigger downtrend.

US Dollar Index: Tarquin Coe at Investors Intelligence believes the dollar rally may only be temporary.

Chart Tips - IC Trades: Euro/Yen: expect further euro weakness against the yen.

FTSE 100: the current rally looks more a bear market correction rather than the start of a new bull run.

FTSE 350 Index: further bad news could continue to undermine prices.

US Ten-Year Note: this contract is likely to make new highs in the months ahead.

Results' Tips: Sell Signet, 59p; Buy CLS, 377.5p; Buy Island Gas Resources, 70p; Buy Griffin Mining, 33p; Buy Salamander, 224p; Buy Chieftain, 193p; Buy Shore Capital, 33.5p; Buy REA Holdings, 468.5p; Buy Rheochem, 10.5p; Buy Belgravium Technologies, 4p; Buy Churchill China, 220p; Buy KBC Advanced Technologies, 67p; Buy Western Selection, 31p; Buy Brainjucier, 134p; Buy Abcam, 470p; Buy STM, 69p; Buy Pixel Interactive Media, 19p; Buy Densitron Technologies, 7.5p; Buy Glisten, 264p; Buy West China Cement, 131p; Buy Raven Russia, 72p; Buy Plant Healthcare, 309p; Sell Redrow, 206p; Buy Nationwide Accident Repair Services, 133p.



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Post Sun Sep 21, 2008 8:12 pm   Reply with quote      



Share Tips from the Weekend Press 20 Sep - 21 Sep 2008


The Times


Tempus: Nick Hasell believes bargain hunters in the IT sector should sit on the sidelines for while after the recent outperformance. But key to sentiment will be trading updates from Cisco Systems, IBM and SAP.

Personal Investor: Robert Cole says HBOS shareholders should hold on and accept the Lloyds TSB deal as the costs of panic-selling may be greater than standing firm.











The Daily Telegraph


Brokers' Tips: Buy Home Retail Group at 242p, says Merrill Lynch; Buy Greggs at £34.49, says Brewin Dolphin.

Hold Redrow at 190p, says Cazenove; Hold Wm Morrison at 270p, says Deutsche Bank; Hold Barratt Developments at 166p, says Numis; Hold Sage at 203p, says Numis.

Sell Next at £11.43, says Citigroup; Sell French Connection at 65p, says Kaupthing; Sell Kesa Electricals at 158p, says Crédit Suisse.












The Independent


No Pain, No Gain: Derek Pain believes he was right to sell Prezzo at 60p as even if a mooted bid for the restaurant business, currently 29p, does materialise it will be unlikely to top 60p.













The Daily Mail


Investment Extra: Ian Lyall reports some professionals' advice that HBOS investors should sell into the market if they need the money, but otherwise hold tight in the hope that Lloyds TSB can make the merger work.















The Sunday Times


Inside the City: James Ashton does not believe that Friday's market bounce is likely to lead to further good news for equities, pointing out that Fidelity sage Anthon Bolton thinks that the metals and mining boom must be `broken' before the bear market can be finally over.

Smaller pharmaceutical stocks such as Shire are showings the majors the way forward by eschewing their own research to focus on making a success of other people's efforts. Shire trades on a multiple of 15, which is something that AstraZeneca on nine must aspire to.

Sharewatch: The market remains unconvinced that there is any future for Woolworths, which hit a record low of 4.5p last week.















The Observer


Market Forces believes that Thomson Reuters could be hit hard by the impact of the latest round of the credit crisis on its City clients.

In the short term gold may offer better returns than cash and be safer than shares.

Taylor Wimpey's 20% surge in Friday was surprising, given that any thoughts of an early recovery must be put on hold and it may yet breach banking covenants. Meanwhile, Wolseley's investors will want to know on Monday when it publishes its finals whether new equity has been raised or its building materials subsidiary sold.













The Sunday Telegraph


Sunday Questor: Dominic White says buy Kingfisher, 145p, for recovery backed by its property assets and yield.

Hold Chemring, £22.70, which deserves to trade at a premium because of its strong track record and likely earnings growth.

Buy GTE, 29p, as a speculative play on its technology for enhancing the performance of aviation and industrial turbines.















The Mail on Sunday


Midas: Joanne Hart thinks HBOS investors should hold on to their shares until the takeover and thank the authorities for their intervention which lead to the Lloyds TSB takeover and probably saved the bank from collapse. But while Lloyds looks to have got bargain, its shareholders should keep an eye on the integration and hold in the meantime.













The Investors Chronicle


Buy International Personal Finance at 281p; its business model looks profitable, providing strong growth prospects.

Buy Concurrent Technologies at 37p; worth 54p on a DCF basis backed by a decent yield, high-quality earnings and robust demand.

Buy Parkwood Holdings at 97.5p; the rating looks too low given its impressive track record and 4% yield.

Sell Standard Chartered at £14.13; the premium rating may be hard to sustain when the bank's Asian markets start to struggle.

Sell ARM at 112p; without much-needed contract wins even the dollar's revival and growth in royalty revenues will fail to continue to offer support.

Sell OPD Group at 135p; its profitability is likely be challenged by the cyclicality of its business and evidence that gloom in the jobs market is spreading.

Updates: Keep buying Genus, tipped on 15 August 2008 at 738p and now 777p.

Keep buying Connaught, tipped on 30 May 2008 at 402p and now 374p.

Keep buying Phoenix IT, tipped on 14 August 2008 at 262p and now 221p.

Keep buying ProStraken, tipped on 28 March 2008 at 53p and now 98p.

Keep buying Kalahari Minerals, tipped on 6 July 2007 at 29p and now 36p.

Shareholders in Econergy International, tipped on 14 April 2008 at 30.5p, should accept the 45p a share offer from Suez Energy South America.

News Tips - Analysis: Oil & Gas: Hold the Exchange Traded Fund, Securities Short Crude Oil, as liquidity should be restored quickly.

Banks: In the wake of the banking crisis, both Royal Bank of Scotland and Barclays Bank look fairly priced, but keep selling Bradford & Bingley. Meanwhile, the Lloyds TSB takeover of HBOS is a risk but should be good news for the shares in the long term.

Real Estate: Developers with exposure to the City and Canary Wharf may have further to fall from of the impact the banking crisis.

Software & IT: Phoenix IT looks fairly priced at 768p and it may be best to keep clear of software shares for now until the outlook for IT budgets becomes clearer.

Travel & Leisure: TUI, 230p, and Thomas Cook, 247p, both look good value in the aftermath of XL Leisure's demise.

Industrial Transportation: Hellenic remains good value at 216p given its long-term charters at high rates will help protect it from market volatility.

News Tips - Digest: Northgate: high enough at 255p given the weak trading outlook.

Debenhams: high enough at 43p as a result of its gearing.

Adecco: fairly priced after pulling out of bid interest in Michael Page.

Berkeley Group: good value at 851p as it is in a strong position to buy land on the cheap.

Paragon: fairly priced at 83p while the financial turmoil continues.

Nestor: good value at 36p after selling Carewatch for £37m cash.

GKN: good value at 208p following the acquisition of Airbus's UK factory.

Invensys: keep buying at 227p as it looks placed to benefit from the rail renaissance around the world.

EMED Mining: keep buying at 17p as its growing Slovakian gold resource underpins the valuation.

MDM Engineering: keep buying at 156p following the feasibility study contract win in South Africa.

Brokers' Notes: Qinetiq: Merrill Lynch (Buy), HSBC (Overweight); IC View: a good value defensive prospect. Last IC Comment (4 September 2008): Good value.

Chart Tips - City Trades: Crude Oil: Dhiren Sarin at Barclays Capital believes there is a further 10-15% downside for the oil price.

Dow Jones: David Linton at Updata thinks a `seismic shift' in the index is underway.

Investec: Steven Mayne at Montague Pitman says traders should go short on any upward spikes.

S&P 500: Tarquin Coe at Investors Intelligence thinks investors should be bargain hunting as the bottom may have been reached.

Results' Tips: Buy Thorntons, 115p; Buy Hilton Food, 187p; Buy Camco International, 59p; Buy AGI Therapeutics, 72p; Buy Healthcare Locums, 125p; Buy AEC Education, 14p; Buy AT Communications, 13p; Buy Akers Biosciences, 17p; Buy SMC, 7.5p; Buy Brady, 38.5p; Buy Steppe Cement, 187.5p; Buy Tenon, 59p; Buy Faroe Petroleum, 120p; Buy Coffeeheaven International, 34p; Buy The Medical House, 18p; Buy TEG, 51p; Buy Volga Gas, 175p; Buy Medusa Mining, 39p; Buy Amiad Filtration Systems, 223.5p.



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Post Sun Sep 28, 2008 7:02 pm   Reply with quote      



Share Tips from the Weekend Press 27 Sep - 28 Sep 2008


The Times


Tempus: Nick Hasell believes retailers are increasingly likely to cut their dividends rather than risk breaching banking covenants. He cites Citigroup research suggesting stocks most vulnerable to a reduced dividend include Debenhams, DSG, Lookers, Pendragon, Sports Direct International, Mothercare, WH Smith and Kesa Electricals. Those least likely to cut payouts, according to Ciitigroup, are Dunelm, N Brown, Ted Baker and Halfords. Thursday's trading statement from Marks and Spencer will also be watched closely because of intense speculation it will announce a cut.

Personal Investor: Robert Cole believes that while inflation is likely to become a major problem for investors, both equities and property are still the best means of protecting the value of savings.













The Daily Telegraph


Brokers' Tips: Buy Kingfisher at 145p, says SG Cross Asset Research; Buy Inchcape at 221p, says Cazenove.

Hold Mitchells & Butlers at 272p, says Crédit Suisse; Hold Lloyds TSB at 280p, says Collins Stewart.

Sell Wolseley at 414p, says Citigroup; Sell Kier Group at 950p, says Merrill Lynch; Sell Dimension Data at 52p, says Deutsche Bank; Sell Yell Group at 91p, says Charles Stanley; Sell J Sainsbury at 353p, says Panmure Gordon.















The Independent


No Pain, No Gain: Derek Pain plans to hold Nighthawk Energy, acquired for 44p in August last year and now 60p, in spite of recent weakness. Analysts also remain bullish, with Daniel Stewart setting a 130p target for the stock.













The Daily Mail


Investment Extra: Ian Lyall believes that Marks and Spencer could be a great recovery play long-term, although there is likely to be short-term volatility as its food operation struggles in the current market. But Tesco remains a core holding for its defensive qualities. Meanwhile, J Sainsbury's expected 4% increase in sales in its forthcoming trading update will continue to be overshadowed by the 27% stake held by the Qatar Investment Authority.

Pan Pacific Aggregates is set to re-list early this week and is worth a look, especially as it has £10m of assets but a market value of less than half that.

James Murdoch's elevation from CEO to chairman at BSkyB did not please all shareholders, with 13% either voting against or abstaining on the promotion.

Brokers' Tips: Buy Amec at 654p, says Oriel Securities; Buy Highland Gold at 60p, says Fox Davies Capital; Buy Silence Therapeutics at 29.5p, says Nomura Code; Buy S&U at 332p, says Charles Stanley.

Sell Aberdeen Asset Management at 132p, says Evolution; Sell Wolseley at 437p, says Oriel Securities; Sell Luminar at 192p, says Blue Oar Securities; Sell Vodafone at 125p, says Oriel Securities.















The Daily Express


Taking Stock: David Shand say that in spite of the lower oil price, analysts believe there are bargains be found among smaller exploration and production stocks which are likely take part in sector consolidation. Broker Daniel Stewart identifies potential plays including Roc Oil, Faroe Petroleum, Northern Petroleum, Elixir, Oilex and Stratic Energy.

Car dealers Pendragon and Lookers remain vulnerable to the slump in new car sales, with registrations last month the lowest since 1966.

Ones to Watch: Carillion, 285p, is set to further enhance its strong order book with new contract wins.

Pawnbroker Albermarle & Bond, 203.5p, should continue to benefit in the economic downturn.












The Sunday Times


Inside the City: James Ashton says Chrysalis chairman and 30% shareholder Chris Wright should look positively on latest bid talks even if they only fetches 120p a share, as the prospect of someone offering 155p again (as recently as last April) looks remote.

If Emerson does not return with another bid for Chloride, then investors should remember that it has much in common with Aggreko which is currently firing on all cylinders

Sharewatch: This week's trading update from Tui Travel will be watched closely for signs that the consumer downturn is hitting holiday demand, with Tui expected to admit that the winter outlook is uncertain.














The Observer


Market Forces: Richard Wachman says updates from Thomas Cook and Tui Travel this week are likely to show winter bookings well down, although further out there is some good news over expected cost savings from recent acquisitions.

Numis believes M&C Saatchi is good value at 100p as the market has not factored in scope from cost-cutting or the management's proven ability to win new business.

Short-sellers see an opportunity with Man Group and are unlikely to be put off by Keefe, Bruyette and Woods belief that the shares have been massively oversold at 374p.












The Sunday Telegraph


Sunday Questor: Dominic White says hold 3i Group, 789p, which is trading at a 25% discount to forecast NAV.

Buy Silence Therapeutics, 29.5p, which offers speculative upside as a result of the expected positive outcome of a European Patent Office ruling in its favour.

Buy NBT, 256p, which looks a well-run business with further to go.













The Mail on Sunday


Midas: Joanne Hart says buy Balfour Beatty, 325.5p, as its fundamentals remain sound even if it has been hit by poor sentiment towards the construction sector.

Buy pawnbroker H&T, 179p, which has been hit by the market's disenchantment with smaller stocks even though brokers suggest a target nearer 260p.













The Investors Chronicle


Buy Kentz at 159p; the prospective p/e of 10 is at an unjustified discount to the oil services sector, given that it is profitable, cash generative and set to benefit from a major acquisition.

Buy BATM Advanced Communications at 52p; its discount to sector rivals is unjustified as a result of its consistent achievement of double-digit growth rates.

Sell Old Mutual at 88p; further writedowns cannot be ruled out and it remains vulnerable to more bad news in spite of an attractive yield.

Sell Punch Taverns at 236p; the rating looks too high give its extensive gearing, tough trading conditions and poor yield.

Sell Hardy Oil & Gas at 497p: faces a significant demand next year for fresh funds from investors if the current price is to be justified, while it remains highly sensitive to oil price falls.

Sell Expomedia at 41p; its exhibitions & conference business is suffering from the weakening market, while it also has hefty leasing liabilities.

Updates: Keep buying BAE Systems, tipped on 28 September 2007 at 477p and now 415p.

Keep buying Globo, tipped on 3 March 2008 at 13.5p and now 15p.

Keep selling Oxonica, recommended as a sell on 10 July 2008 at 22.5p and now 19p.

News Tips - Analysis: Commodities: Aquarius Platinum and Lonmin both look high enough as the commodities bull run seems to be coming to an end.

Banks: Expect short-term volatility, while further out HSBC remains a sell at 863p. Barclays Bank, 363p, Royal Bank of Scotland, 213p, and Lloyds TSB, 257p, are all fairly priced. But keep selling Bradford & Bingley, 24p.

Support Services: Education and social housing are likely to remain priorities even if public spending is cut back; so Mears, 310p, and Connaught, 407p, remain buys. Capita is also a buy at 735p as it should benefit from further outsourcing. But there is a more cautious outlook for other players, including Balfour Beatty, White Young Green and Speedy Hire.

News Tips - Digest: British Energy: await documents although there is unlikely to be a counter-offer.

Tate & Lyle: high enough at 377p after losing a key patents ruling.

Mitchells & Butlers: keep selling at 255p as the economic slowdown starts to make an impact.

Renewable Energy Generation: a long-term buy at 121.5p following the progress shown by last week's prelims.

Panmure Gordon: high enough at 29p as sentiment remains poor.

Arden Partners: fairly priced at 45p after bid talks ended.

Gresham House: the board faces a tough task in defeating the shake-up proposed by rebel investors led by Rowe Trust.

Arc International: keep buying following its acquisition of Sonic Focus.

Volex: high enough at 69p as it plans a demerger.

Visonic: keep buying at 56.5p even though it failed to sell its Visonic Technologies subsidiary.

Prostraken: buy at 99p as it remains on course for profitability in 2010.

Afren: keep buying at 82p after its West Africa development deal with EDF and Gasol.

Medicsight: keep buying at 48p following new positive research for its CT colonography.

Chart Tips - City Trades: Dow Jones: the long-term trend for the index is negative.

Mothercare: Steven Mayne at Montague Pitman suggests traders should open short position on any upwards spike.

S&P 500: David Linton at Updata says the charts suggest the bear market is not anywhere near over yet.

S&P Energy: Tarquin Coe at Investors intelligence believes oil stocks are worth buying, with their strength likely to be emulated by European rivals.

Chart Tips - IC Trades: Euro/Sterling: the euro looks set for another attempt at new highs against Sterling.

FTSE 250: expect further weakness towards 8,000 and beyond.

Gold: a weekly close above US$920 would support the latest uptrend.

Results Tips: Sell Minerva, 83p; Sell Wolseley, 455p;Buy Kier, 915p; Buy Panceltica, 101p; Buy China Shoto, 130.5p; Buy Regenersis, 80p; Buy SovGem, 15.5p; Buy London Asia Chinese, 38.5p; Buy Peter Hambro Mining, 619p; Buy Ridge Mining, 53p; Buy International Ferro Metals, 55p; Buy Antisoma, 20.5p; Buy Jetion, 78p; Buy Futura Medical, 34p; Buy Camper & Nicholsons Marina, 52p; Sell Lighthouse, 18p; Buy Ormonde Mining, 7p; Buy Tanzanite Ore, 46.5p; Buy JD Sports Fashion, 288p; Sell Kingfisher, 130p.



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Post Sun Oct 12, 2008 6:56 pm   Reply with quote      



Oct 3rd / 4th no roundup this week.



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Post Sun Oct 12, 2008 7:02 pm   Reply with quote      



Share Tips from the Weekend Press 11 Oct - 12 Oct 2008



The Times


Tempus: Nick Hasell says that in the market turmoil, the only prudent option is to focus on companies with strong balance sheets and predictable earnings. These include large-cap telecoms carriers and companies involved in tobacco, healthcare equipment, pharmaceuticals and makers of household goods. But sectors exposed to cyclical recovery, such as media and retailers, should be avoided for the moment.

Personal Investor: Robert Cole suggests that `brave bargain hunters' should take a look at Vodafone, Rexam and Thomson Reuters.















The Daily Telegraph


Brokers' Tips: Buy JD Wetherspoon at 252p, say unnamed `brokers'; Buy GlaxoSmithKline at £12.18, says Citigroup; Buy Enterprise Inns at 178p, says Merrill Lynch.

Hold HSBC at 901p, says Keefe, Bruyette & Woods; Hold Marks and Spencer at 227p, says Deutsche Bank; Hold BP at 464p, says Merrill Lynch; Hold Imperial Tobacco at £18.40, says Citigroup.

Sell Game Group at 197p, says Altium; Sell Barclays Bank at 285p, says Panmure Gordon.
















The Independent


No Pain, No Gain: Derek Pain is reluctantly hanging on to Lighthouse Group, 13.5p, after its uninspiring interims which has hit sentiment.












The Daily Mail


Investment Extra: Ian Lyall says that while banking stocks may look cheap, there remain too many uncertainties hanging over the sector to start buying them again.














The Sunday Times


Inside the City: James Ashton says the fundamentals for Lloyd's of London insurers looks encouraging, with Amlin best of the bunch given its dividend prospects.

There could be some hidden upside from Smiths News, due to report steady progress with its finals on Thursday, if it can succeed with plans for a nationwide distribution network for clothes, books and CDs as well as newspapers.

Sharewatch: In spite of last week's profit warning from Greggs, sales in the past three weeks have started to recover and it has defensive appeal to add to its debt-free balance sheet.

Directors' Deals: Barclays Bank non-executive director Fulvio Conti, who is also CEO of Enel, bought 15,000 shares at 265p each.














The Observer


Market Forces: Tim Webb thinks that SSL International, the maker of Durex condoms, is an ideal defensive play in a recession.

Michael Page International CEO Steve Ingham insists that the recruitment firm is well-placed to ride out the recession, although the shares at 202p are a long way from the 400p offered by rival Adecco back in the summer.

The oil price fall may be at an end if Opec cuts back production, while the oil majors will also not want to see expensive investment in new oil extraction technology wasted if the price weakens too much.














The Sunday Telegraph


Sunday Questor: David Litterick sees reasons to be encouraging about commodity stocks which look oversold, although there may be further falls to come. Investors would probably do well to avoid pure plays such as Lonmin or Antofagasta, although diversified miners such as Xstrata, Rio Tinto and BHP Billiton should continue to perform and take advantage of opportunities that arise.

Sell Uniq, 39.5p, as it has been hit by falling demand for convenience foods and while it remains comfortably within its banking covenants it is hard to see any recovery for some time.

Avoid Thorntons, 110p, as it is still vulnerable to adverse retail conditions.
















The Mail on Sunday


Midas: Joanne Hart says investors should think again about holding bank stocks for income as dividends are likely to be either scrapped or reduced significantly. But HSBC's near-6% yield looks relatively secure, although there are better income stocks around - including BP, Royal Dutch Shell, Vodafone and Aviva.














The Investors Chronicle


Buy Novae at 310p; looks cheap as it is trading well below net tangible asset forecasts of 396p, especially as rivals usually trade at around or just above such forecasts.

Buy Ascribe at 24p; has defensive appeal from operating in the healthcare sector, although a MBO at a significant premium looks likely.

Sell BSkyB at 406p; the rating leaves little room for error in an increasingly competitive market facing a severe downturn or recession, while it could also be forced to sell its ITV stake at a loss.

Sell Aggreko at 538p; exit while the going remains relatively good as the outlook is gloomy.

Sell New Star Asset Management at 58p; even though it trades as a discount to its rivals, it remains vulnerable to an unusually hefty debt pile which could trigger a breach of banking covenants.

Sell Allergy Therapeutics at 13p; the price has plenty of room for further downside given the US regulatory delays over its hayfever vaccine.

Updates: Keep buying BTG, tipped on 19 June 2008 at 154p and now 122p.

Previous tip Cookson has been downgraded to good value at 435p.

Keep buying Ferrexpo, tipped on 24 August 2008 at 247p and now 115p.

Vodafone, tipped on 4 January 2008 at 185p now looks fairly priced at 128p.

Keep buying Education Development, tipped on 14 March 2008 at 46p and now 33.5p.

News Tips - Analysis: Mining: the downturn in the sector leaves BHP Billiton, Rio Tinto and Xstrata all looking high enough. But Anglo-American is a long term buy for recovery at current levels.

Banks: the bailout leaves Royal Bank of Scotland and Barclays Bank offering cautious good value, but Lloyds TSB investors should be concerned that if the HBOS deal collapses then the shares will slide. While HSBC and Standard Chartered look the safest plays for income seekers, they are still too expensive and so the sell ratings on both are maintained.

General Retail: Keep clear of JJB Sports, Moss Bros and Debenhams, although J Sainsbury remains fairly priced at 266p.

News Tips - Digest: Mitchells & Butlers: High enough at 152p given the group's debts.

Dmatek: buy at 131p as a bid from LMS Capital should come at a premium.

Psion: good value at 62p in spite of pending legal action in Japan.

Yell Group: fairly priced at 96.5p as it remains highly geared.

Kewill Systems: fairly priced at 60p after its profit warning.

Vectura: keep buying at 46p after positive trial results for its lung disease treatment.

GlaxoSmithKline: keep buying at £11.55 for the yield close to 5%.

Automotive: Ricardo is downgraded to good value at 309p because of its exposure to the depressed US car market. In the UK both Pendragon, 6p, and Lookers, 33.5p, are fairly priced as they can expect a `torrid time'.

Cover Feature: Five `safe haven' shares in difficult times are highlighted. They are: Albermarle & Bond, 192p; IG Group, 292p; Begbies Traynor, 150p; Tesco, 402p; and GlaxoSmithKline £12.09.

Brokers' Notes: British Airways at 128p: Société Générale (Sell), Evolution (Add); IC View: now looks only fairly priced. Last IC Comment (5 September 2006): Buy.

IG Group at 290p: Investec (Buy), Numis (Buy); IC View: good value following the acquisition of FXOnline Japan.

Chart Tips - IC Trades: British Airways: the shares are deeply oversold and offer scope for a dramatic rally, although the bottom has probably not been reached yet.

FTSE 100: the bear market may not be over, with 3,952 still a significant target.

Gold: a good bet in the current climate, with a medium to long-term view that it could reach US$1,235.

Yen/Sterling: the surge in the yen could see £0.00718 eventually reached.

Chart Tips - City Trades: Dow Jones: the momentum remains bearish with no hints of a turnaround in the immediate future.

Royal Bank of Scotland: David Linton at Updata says the fall below 100p came as a surprise even to the doomsayers but, ominously, the `point-and-figure' chart has a target of just 5p.

S&P 500: Tarquin Coe at Investors Intelligence believes the market is oversold and investors should look for bargains rather than dump stock.

US T-Bonds: Nicole Elliott at Mizuho Corporate Bank says that as 10-year bond prices rise, yields may re-test pivotal lows at 3.25%.

Results Tips: Buy Walker Greenbank, 20p; Buy Irvine Energy, 1.5p; Buy ZincOx, 52p; Buy Sibir Energy, 273p; Buy Mouchel, 344p; Buy Cluff Gold, 24p; Buy Leyshon Resources, 7p; Buy Green Dragon Gas, US$7.75; Buy Persian Gold, 4p; Buy Triple Plate Junction, 3.5p; Buy Marwyn Value, 60p; Buy Tristel, 40p; Buy Neuropharm, 151p; Buy Epistem, 153p; Buy Petrel Resources, 26p.



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Post Sun Oct 19, 2008 7:29 pm   Reply with quote      



Share Tips from the Weekend Press 18 Oct - 19 Oct 2008



The Times


Tempus: Angela Jameson says sell Inchcape which is suffering from the slump in car sales and is expected to report a 15% drop in profits this year.

Avoid UK Coal which looks a risky combination of commodities and property at the moment, two sectors with problems.

Avoid Computacenter even though the shares look cheap, as the risks remain significant.

Personal Investor: Robert Cole thinks that while HSBC is the only UK-quoted bank that investors can own with anything like equanimity, Barclays Bank is the most interesting from an investment point of view as it has eschewed government funding in favour of maintaining control of its own destiny.













The Daily Telegraph


Brokers' Tips: Buy Aviva at 410p, says Panmure Gordon; Buy Carnival at £14.75, says Collins Stewart; Buy Carillion at 268p, says Numis; Buy WH Smith at 345p, says Credit Suisse.

Hold Burberry at 322p, says Merrill Lynch; Hold Bellway at 482p, says Cazenove.

Sell J Sainsbury at 313p, says SG Cross Asset Research; Sell Hays at 74p, says Panmure Gordon; Sell DSG International at 41p, says Citigroup.















The Independent


No Pain, No Gain: Derek Pain reports that while his portfolio is still in positive territory, the recent slump in previously buoyant constituents Hargreaves Services and Nighthawk Energy has shown just how vulnerable small-cap stocks have become.














The Sunday Times


Inside the City: Jenny Davey believes it is too early to call the bottom of the commercial property sector and there is little reason to get involved for recovery just yet. But some cash-rich predators are already sniffing around, such as the small investment stakes taken by Westfield and Simon Group in Liberty.

Sharewatch: TUI Travel shareholders face a rough time over the next six months following German parent Tui AG's botched decision last week not to take full control. This prevents it under Takeover Panel rules from trying again for six months.

Directors' Deals: Chemring non-exec. chairman Kenneth Scobie has bought 12,000 shares at a cost of more than £210,000.














The Observer


Market Forces: Richard Wachman says reports of a bid for J Sainsbury are growing as the current price of 250p `looks a steal' to potential predators. Apart from the Qatar Investment Authority, others said to be circulating include sovereign wealth funds out of China and Singapore as well as Arcadia's Sir Philip Green.

New GlaxoSmithKline CEO Andrew Witty still has much to prove to get the share price back to where it was at the time of the 2001 merger, although Q3 figures this week are likely to prove encouraging.

A trading update from Go-Ahead this week may still be upbeat as more people switch from cars to public transport, but it remains to be seen how long it can hope to fend off the impact of a recession.















The Sunday Telegraph


Sunday Questor: David Litterick says avoid SABMiller, 884.5p, as demand for beer appears to be losing its defensive appeal.

Avoid Clinton Cards, 23.5p, as its markets are weakening and the outlook for Christmas does not bode well.

Buy PureCircle, 142p, as a speculative play on its new sweetener PureVia having the edge over Tate & Lyle's Splenda.
















The Mail on Sunday


Midas; Simon Watkins says Alliance & Leicester shareholders should accept the Santander shares rather than take the cash as it could become one of the best bank shares to hold for the long-term.

SSL International is a long-term buy and the recent price fall to 44p looks overdone, especially as it has defensive appeal in a recession.
















The Investors Chronicle


Buy BP at 431p; a short-term trading play at current levels, backed by a well-covered dividend.

Buy Carillion at 252p; offers a safe haven with strong cash flow and a substantial order book.

Buy May Gurney at 172p; the rating is undemanding while its order book offers robust transparency.


Sell JD Wetherspoon at 229p; vulnerable to the need to refinance debt soon as well as weak trading conditions.

Sell Carpetright at 549p; the premium rating looks too expensive given the tough outlook and risk to the dividend.

Sell NWF Group at 98p; could have further to fall given the uncertainty in its end markets and the high rating in comparison to its peers.

Updates: Keep buying Asian Citrus, tipped on 14 December 27 at 284p and now 145p.

Keep buying Synergy Healthcare, tipped on 13 June 2008 at 785p and now 468p.

Carphone Warehouse, recommended as a sell on 1 February 2008 at 310p, now looks high enough 138p.

GB Group, tipped on 24 July 2008 at 31p, now offers just good value at 28p.

Keep selling DTZ, recommended as a sell on 4 July 2008 at 190p and now 102p.

ILX, tipped on 26 October 2007 at 67p, is now fairly priced at 24p.

News' Tips - Analysis: Oil & Gas: investors who opened a short trade on 12 June using the ETF Securities Short Crude Oil instrument should bank profits; meanwhile, Leed Petroleum remains a buy at 33p.

Housebuilders: Taylor Wimpey is starting to look like a high-risk speculative buy at 16p although Berkeley, good value at 797p, is better placed to capitalise on cheap land prices. Bellway is high enough at 593p.

Middle East: downgraded growth prospects means that Cape, 165p, Panceltica, 90p, and Northbridge, 138p, are now fairly priced.

Media: the grim outlook means that investors should keep selling BSkyB and ITV, while Sport Media Groups remains fairly priced at 17.5p; Trinity Mirror should be avoided at 55.5p.

General Retail: Baugur's problems mean that if Sir Philip Green can acquire its retail assets, the likes of Next, Ted Baker and Marks and Spencer will face renewed competition from his expanded retail empire.

News' Tips - Digest: Premier Foods: keep selling at 61p as it seeks outside investors to help reduce its debt.

JJB Sports: keep selling at 23.5p even though cash from asset sales should prove useful.

TUI Travel: fairly priced at 251p as a bid from majority owner TUI AG may only be around 260p.

Experian: keep selling at 304p as its markets remain weak.

Cadbury: fairly priced at 531p following its Q3 update.

SABMiller: keep selling at 929p as its outlook remains challenging.

Gresham House: fairly priced at 282.5p following the victory by rebel shareholders.

SSL International: good value at 427p for its solid defensive appeal.

Trikona Trinity: keep buying at 48p as activist investor Carrousel seeks to return cash to shareholders.

Microgen: good value at 36p as it plans to buy back up to 25% of its shares.

Rok: keep buying at 98p following the deal with BAA.

Axon: hold at 610p after HCL offered 650p a share and Infosys withdrew.

Cover Feature Tips: Banks:

Royal Bank of Scotland: fairly priced at 70p.
HBOS: fairly priced at 89p;
Lloyds TSB: fairly priced at 156p.
Barclays Bank: fairly priced at 222p.
HSBC: high enough at 851p.
Standard Chartered: high enough at £11.09.

Brokers' Notes: BAE Systems at 359p: Evolution (buy), Merrill Lynch (Buy); IC View: looks cheap on a prospective p/e of 10. Last IC Comment (23 September 2007): Buy.

Ladbrokes at 179p: Evolution (Sell), Investec (Hold); IC View: high enough as there is little to attract investors. Last IC Comment (15 August 2008): High enough.

Rok at 88p: Numis (Buy), Evolution (Buy); IC View: a cheap looking long-term buy. Last IC Comment (12 August 2008): Buy.

Weir at 522p: Citi (Hold), Arden Partners (Neutral, downgraded from add); IC View: fairly priced as a prospective p/e of nine is still not a bargain. Last IC Comment (11 March 2008): Good value.

Chart Tips - IC Trades: FTSE 350 Food Retail: a corrective rally is likely, followed by renewed downside.

FTSE 100: a test of recent lows is likely.

FTSE 350 Banks: a corrective movement is possible, although further out recent lows may be challenged.

FTSE 360 General Retailers: in spite of signs of positive movement, a revised Elliott wave count suggests there is a danger of new lows.

Chart Tips - City Trades: Domino Printing Sciences: Steven Mayne at Montague Pitman believes the next move is upwards.

Dow Jones: the longer-term trend remains bearish with new lows possible next year.

ISEQ: Warren Firth at IG Markets believes it is time to back Irish equities as there is little downside to justify shorting.

S&P 500: Tarquin Coe at Investors Intelligence sees signs of a major market rally starting to emerge which could last into 2011.

Results' Tips: Buy Connaught, 382p; Sell Clinton Cards, 27p.



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Post Sun Oct 26, 2008 6:46 pm   Reply with quote      



Share Tips from the Weekend Press 25 Oct - 26 Oct 2008



The Times


Tempus: Nick Hasell says the sliding oil price means that the imminent results season for the oil majors may be as good as it gets. But BP is still expected on Tuesday to announce a 50% hike in its Q3 dividend which could imply it is willing to reduce investment in the downturn, potentially bad news for the oil services sector which feeds off the majors.

Personal Investor: Robert Cole believes that retail investors should consider following Warren Buffett's lead and invest in equities, although perhaps reducing risk by drip-feeding money into stocks via a monthly investment plan.













The Daily Telegraph


Brokers' Tips: Buy Whitbread at 994p, says UBS; Buy Mothercare at 348p, says Cazenove; Buy Legal & General at 72p, says Panmure Gordon.

Hold Tesco at 356p, says JP Morgan; Hold Standard Chartered at £10.82, says Merrill Lynch.

Sell Wolseley at 376p, says Collins Stewart.













The Independent


No Pain, No Gain: Derek Pain says that Booker, one of the few stocks in his portfolio still recording a gain, was hit by Kaupthing's collapse and there is unlikely to be any recovery before the 22% stock overhang is cleared. Whitbread has also been affected by an Icelandic link - Robert Tchenguiz, who has close ties to Kaupthing, was forced to sell his 3% stake - but it remains well-placed to withstand the worst of the recession.













The Daily Mail


Investment Extra: Ben Lawrence highlights the attractions of those UK companies which ought to benefit from the stronger dollar against Sterling, although warns that investors should focus on fundamentals as well. Both GlaxoSmithKline and Pearson appear to offer good value, backed by attractive yields.















The Daily Express


Taking Stock: David Shand says that with dividends coming increasingly into focus this highlights the attractions of Vodafone, according to Citigroup. Other stocks likely to maintain dividends, according to Morgan Stanley, are: GlaxoSmithKline, BP, Shell, Land Securities, Aviva, National Grid, Scottish & Southern Energy, Pearson, Home Retail Group, Marks and Spencer and BAT.

Ones to Watch: Serco, 328p, should benefit from increased outsourcing by the government.

Mitie, 158p, offers growth potential as it profits from the non-core outsourcing trend.















The Sunday Times


Inside the City: James Ashton thinks Standard Life now looks to have been lucky to have failed with its bid for Resolution last year which has enabled the shares to remain more resilient in the market turmoil than those of larger rivals such as Prudential and Aviva. But the full extent of the recession has yet to be priced into the shares, while CEO Sandy Crombie might also be tempted to go on the acquisition trail.

Pinewood Shepperton could get a boost from the falling pound which should make it more attractive financially to international film makers.

Sharewatch: Market sentiment is turning against Vodafone, 103.5p, because of its exposure to emerging markets.

Directors' Deals: Restaurant Group non-executive director John Jackson bought 200,000 shares at 104p each; John Wood Group's chairman and CEO have both bought shares (1.5m and 200,000 respectively) at prices between 197p and 203p.














The Observer


Market Forces: Richard Wachman says a bid for J Sainsbury at the current price of 257p seems unlikely as the Sainsbury family does not want to sell at such a depressed level. But the Qatar Investment Authority remains keen.

Tensions have reportedly eased at the top of Barclays Bank between CEO John Varley and investment banking chief Bob Diamond.

Hank Paulson maintains that he could not have saved Lehman Brothers even though many do not agree with him.













The Sunday Telegraph


Sunday Questor: David Litterick says buy Prudential, 286.5p, as the price fall looks overdone given analysts' bullish expectations, with targets being set as high as £11.

Buy Telecity, 173p, as the visibility of its earnings offers defensive appeal in uncertain times.

Avoid Prosperity Minerals, 22p, after its severe profit warning.

Buy OMG, 33.5p, as there is significant value from its specialist image analysis technology even though it has suffered from the market's distrust of small cap stocks.













The Mail on Sunday


Midas: Joanne Hart says buy Aveva, 745.5p, which is one if the UK's major software success stories and this will be reflected once market sentiment improves.

Rotala, 34.5p, is worth a speculative punt as a niche bus and coach services operator which could become a target for a larger rival.
















The Investors Chronicle


Buy Cairn Energy at £15.79; the discount to underlying NAV is too big to be sustainable in the long term, although the shares could face near-term weakness from the sliding oil price.

Sell BBA Aviation at 92p; too risky in spite of its attractive yield, given the slowing aviation market.

Sell Hays at 66p; remains sensitive to the downturn with little scope for an improved rating.

Sell ASOS.com at 262p; the premium rating is too rich given the weakness ahead for consumer spending.

Sell Micro Focus at 230p; any mistakes will be heavily punished given its defensive claims.

Sell Wolfson Electronics at 70p; even if it survives the downturn, it will be severely weakened.

Updates: Forth Ports, tipped on 1 February 2008 at £19.98 now rates just good value at £10.58.

Keep selling SABMiller, recommended as a sell on 3 July 2008 at £11.06 and now 929p.

Keep selling JJB Sports, recommended as a sell on 7 March 2008 at 123p and now 34p.

Jelf, tipped on 11 January 2008 at 250p and now downgraded to fairly priced at 122p.

Keep selling Punch Taverns, recommended as a sell on 25 September 2008 at 236p and now 146p.

Coal of Africa, tipped on 7 August 2008 at 147p now rates only good value at 44p.

News' Tips - Analysis: Mining: keep clear of commodities, including gold, with stocks such as Xstrata looking high enough at 951p.

Real Estate: given the increased risks in the Russian and Hungarian markets, Raven Russia and Ablon are now fairly priced at 37p and 64p respectively.

Construction: increased government spending should benefit the sector, so keep buying Balfour Beatty, 260p, and Atkins, 584p.

Aerospace: the aviation downturn means that Senior is downgraded to fairly priced at 49p.

Software & Services: keep clear of software stocks in the short-term as analysts are wary about management forecasts failing to reflect reality.

News Tips - Digest: Woolworths: high enough at 4p given its debts and outlook.

Keep buying Heritage Oil, 181p, and Tullow Oil, 487p, for the potential from their Uganda fields.

Unite Group: offers long-term good value at 168p in spite of losing £30m from the Landsbanki collapse.

Keep buying Salamander Energy, 121p, and Serica Energy, 43p, after Salamander withdrew its offer for Serica.

Barratt Developments: high enough at 67p as it plans asset sales.

Aim: the collapse of Icelandic banks has reduced the number of market makers on Aim and hence liquidity.

Feature Tips: Potential big targets among software stocks include SDL Group, DM Group, Getech, Pennant and RCG.

Brokers' Notes: Inchcape at 77p: Panmure Gordon (Hold), HSBC (Overweight); IC View: fairly priced and caution seems sensible. Last IC Comment (30 July 2008): Good value.

Lamprell at 142p: Cazenove (Outperform), Citi (Buy); IC View: keep buying for growth. Last IC Comment (30 September 2008): Buy.

Mothercare at 271p: Seymour Pierce (Sell), Shore Capital (Buy); IC View: offers long-term good value. Last IC Comment (17 July 208): Buy.

Travis Perkins at 263p: Teachers (Hold), Panmure Gordon (Sell); IC View: high enough and probably has further to fall. Last IC Comment (3 August 2008): Fairly priced.

UK Coal at 136p: Numis (Buy), Mirabaud Securities (Underweight); IC View: fairly priced with little scope for a rerating. Last IC Comment (29 August 2008): Good value.

William Hill at 190p: Daniel Stewart (Buy), Teather & Greenwood (Buy); IC View: good value as the refinancing fears are over down. Last IC Comment (3 August 2008): Fairly priced.

Chart Tips - IC Trades: FTSE 350 Aerospace & Defence: expect a near-term rally before further downside.

FTSE 100: a significant upwards correction is possible over the next several weeks before renewed downside takes hold.

Gold: still looks a long term bull market and could reach record highs above US$1,034.

Long Gilts: further downside looks limited and the uptrend should soon be resumed.

Chart Tips - City Trades: the Dow is not yet out of the woods as the rally may meet further selling.

Euribor: Dhiren Sarin at Barclays Capital believes a final move higher for the June Euribor is likely.

FTSE All-Share: David Linton at Updata sees a repeat of the post-9/11 scenario with a quick recovery followed by a slump to new lows.

Yell: Steven Mayne at Montague Pitman believes the stock remains in a bear market after the failure of the recent rally to reach previous highs.

Results' Tips: Sell Debenhams, 33p; Buy Smiths News, 59p; Buy Sportingbet, 30p; Buy Plexus, 35p; Buy Trading Emissions, 110.5p; Buy Nautical Petroleum, 27.5p.



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Post Sun Nov 02, 2008 8:03 pm   Reply with quote      



Share Tips from the Weekend Press 01 Nov - 02 Nov


The Times


Tempus: Nick Hasell suggests that investors in British American Tobacco and Imperial Tobacco should consider taking profits as the shares could prove volatile in the short-term, while further out investor sentiment may switch to recovery plays

Personal Investor: Robert Cole says shareholders in BP can look forward to further upside in the short-term, although this may be as good as it gets.








The Daily Telegraph


Brokers' Tips: Buy Dimension Data at 26p, says Investec; Buy Dignity at 595p, says Panmure Gordon; Buy Reckitt Benckiser at £25.98, says SG Cross Asset Research.

Hold Johnson Matthey at 885p, says Credit Suisse; Hold GlaxoSmithKline at £11.38, says Deutsche Bank; Hold Davis Service Group at 235p, says Citigroup.

Sell DSG International at 24p, says Collins Stewart; Sell Alexon at 15p, says Panmure Gordon; Sell Tomkins at 119p, says Cazenove.









The Independent


No Pain, No Gain: Derek Pain believes that many dividends are far from safe in the current climate and there are also some `ridiculous yields' among small-caps such as Pubs `n' Bars, one of his portfolio stocks. But while the company may not pay a final dividend this year, its CEO and FD have both bought shares recently - as have two directors at another portfolio constituent, Lighthouse.










The Daily Mail


Investment Extra: Paul Carne, fund manager at F&C Investments, believes it is worth being `slightly on the defensive side' during the current market turmoil. He reveals his reaction to recent movements has been to reduce cash exposure, selectively buy stocks and increase holdings of corporate bonds.










The Sunday Times


Inside the City: Jenny Davey thinks First Group, 408p is a buy after recent falls as it remains a solid defensive play, especially as a result of its US school bus operations.

Small property groups that floated in the boom years, such as Dawnay Day Treveria and Carpathian, are now under increasing pressure and probably should never have been floated the first place.

Sharewatch: Salamander Energy surged 110% last week as the market considered it had fallen too far after abandoning its bid for Serica.

Heaven & Hell Portfolio: Peter Shearlock says he sold his holding in Standard Life and instead has taken opportunistic stakes in Mitchells & Butlers and J Sainsbury.

Directors' Deals: Aviva CEO Andrew Moss has added 22,000 shares at 272p each, with his chairman Lord Sharman also topping up his stake with a purchas of 10,000.










The Observer


Market Forces: Nick Mathiason thinks Libya is planning more `Italian shopping' after injecting US$2bn into Italy's second biggest bank as well as building a stake in Eni, with Telecom Italia possibly next on the list.

Major private equity deals between 2005 and 2007 are looking increasingly in trouble, with cost-cutting and redundancies now likely.

Barratt Developments is reportedly selling a large part of its landbank at a steep discount as new house sales show no sign of improving, while Taylor Wimpey's distressed debt buyers could pull the plug on the company and still make money.










The Sunday Telegraph


Sunday Questor: Yvette Essen says buy Shire Pharmaceuticals, 819p, for its defensive qualities and opportunities in a downturn to make acquisitions.

Buy Hiscox, 244.5p, which should benefit from rising premiums as one of the best sector plays

Hold Wolfson Electronics, 87p, which looks better placed than many to cope with the downturn.

Hold Synergy Health, 375.5p, for recovery.













The Mail on Sunday


Midas: Joanne Hart says buy Spice, 94.5p, which is a well-managed defensive stock, since most of its electricity sub-station maintenance work is non-discretionary. It also has consolidation opportunities as a result of the credit crunch.

Buy Albidon, 19p, which is likely to benefit when nickel prices start to recover.










The Investors Chronicle


Buy BG at 731p; the move for Queensland Gas company is part of long-term confidence in the liquefied natural gas market's potential which consistently exceeds expectations.

Buy Taylor Wimpey at 10p; a speculative play for investors to treat as a traded option on the group's survival, although Merrill Lynch estimates that there is still 37p of NAV if the borrowing covenants can be reworked.

Buy MP Evans at 209p; trading on an unjustified discount to asset value, while a long-term revival in the crude palm oil price would add to its appeal.

Buy Scott Wilson at 113p; trading on an earnings multiple considerably below the average for support services in spite of the government's apparent determination to go on spending.

Buy Stratic Energy at 11p; trades at a huge discount to NAV but is only on a modest prospective p/e of three.


Sell Morse at 24p; vulnerable to companies reducing their IT spending in the downturn.

Updates: Cineworld, tipped on 28 March 2008 at 130p and now 105p, looks fairly priced.

Keep buying Corac for the long-term, tipped on 14 March 2008 at 75p and now 36p.

Keep selling Wolfson Electronics, 67p.

News' Tips - Analysis: Oil & Gas: BP is preferred to Royal Dutch Shell but both offer good value.

Engineering: The collapse in car sales is moving from the US to Europe, making GKN just fairly priced after recent falls.

Travel & Leisure: The highly leveraged pubs sector is poorly placed to withstand a downturn, leaving Punch Taverns a sell at 106p and Enterprise Inns high enough at 86p.

Corporate Lending: Diageo's success in getting a dollar denominated bond away in a tight market highlights its attractions as a good shelter for investors.

Real Estate: activist investors are increasingly making their mark, with Carpathian - high-risk but good value at 20.5p - putting itself up for sale to avoid activists `trousering the value of the fund'.

News' Tips - Digest: RPS Group: good value at 140p after reporting robust trading.

Mecom: fairly priced at 3p as recovery is unlikely in the short-term.

Oxford Catalysts: await developments for a possible reverse takeover of a US rival.

Stagecoach: fairly priced at 198p after its upbeat trading statement.

Bateman Litwin: a strong recovery buy at 14p.

Churchill Mining: fairly priced at 27p given the uncertainty.

Ferrexpo: fairly priced at 43p following the management changes.

Carpetright: keep selling at 426p given the tough outlook.

Kier Group: keep buying at 655p for its focus on resilient sectors.

Senior: fairly priced at 41p as the industry outlook remains bleak.

Daniel Stewart: high enough at 2p given the poor outlook and end of merger talks.

City of London Investment Group: fairly priced at 137.5p as funds remain under pressure.

Persimmon: high enough at 219p as housing market sentiment remains negative.

Hydrogen: High enough at 38p as the City jobs market slows.

Visonic: keep buying at 47p now that it has resolved a dispute with Credit Suisse.

York Pharma: good value at 16p as new business is positive.

Polo Resources: good value at 2p as it starts Mongolian coal production.

Cover Feature: A review of income stocks suggests 10 offering both above-average growth and security. They are: Man Group, Millennium & Copthorne Hotels, Senior, SIG, United Business Media, Amlin, Intermedia Capital Group, Hays, Go-Ahead Group and Aberdeen Asset Management.

Feature Tips: David Stevenson suggests a stock screening system based on Warren Buffett's stock-picking techniques. This suggests 12 shares that he might buy: Bodycote, CRH, Aquarius Platinum, Dunelm Group, Man Group, Filtrona, Centrica, Electrocomponents, Spectris, Weir Group, Next and AstraZeneca.

Brokers' Notes: Afren at 38p: Morgan Stanley (Overweight), Merrill Lynch (Buy); IC View: keep buying following the joint venture deal with Japan's Sojitz. Last IC Comment (2 February 2007): Buy.

Drax at 537p: Evolution (Buy), Dresdner Kleinwort (Sell); IC View: high enough given the downward pressure on power prices.

GlaxoSmithKline at £11.84: Evolution (Buy), Panmure Gordon (Buy); IC View: stands out in a depressed market for its yield and low-risk earnings stream. Last IC Comment (15 July 2008): Buy.

Go-Ahead Group at £14.13: Dresdner Kleinwort (Buy), UBS (Neutral); IC View: fairly priced, as the trading statement confirmed concerns about the impact of recession on its commuter routes.

National Express at 552p: Investec (Buy), Panmure Gordon (Buy); IC View: keep selling, given scepticism it can deliver expected growth. Last IC Comment (6 February 2008): Sell.

Sports Direct International at 39p: Oriel (Hold), Pali International (Sell); IC View: keep selling, as it risks breaching banking covenants. Last IC Comment (7 March 2008): Sell.

Chart Tips - IC Trades: Crude Oil: further falls seem likely and the real issue is how long the descent will take.

Euro/Sterling: a reversal of the euro's uptrend could already be underway.

FTSE 250: the market looks oversold, so a short-term rally is possible.

FTSE 350 Beverages: the likely outlook is for weakness towards 4,292 beyond any near-term gains.

Chart Tips - City Trades: Dow Jones: a really significant low may not occur until December, with new lows likely next year after a powerful rally.

FTSE 100: David Linton at Updata says there is significant risk of further downside.

Jardine Lloyds Thompson: Steven Mayne at Montague Pitman suggests traders should go short as it remains in a longer-term bear trend.

Royal Dutch Shell: Tarquin Coe at Investors Intelligence says the shares are worth buying as they trade at the bottom of their 10-year range.



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Post Sun Nov 09, 2008 9:49 pm   Reply with quote      



Share Tips from the Weekend Press 08 Nov - 09 Nov 2008


The Times


Tempus: Nick Hasell says the impact of the rate cut and recession could see Sterling fall further, boosting the appeal of stocks with substantial overseas sales including AstraZeneca, Rolls-Royce and Bodycote. AstraZeneca has also been identified by Morgan Stanley as a strong dividend play, along with Anglo American, BP, Royal Dutch Shell and RSA. But lower rates should also help companies with a high proportion of short-term debt who will see their interest bill fall, including Marks and Spencer, Inchcape, Logica and Vedanta Resources.

Bargain businesses down but not out: Mark Atherton highlights potential recovery plays. They are: Marks and Spencer, National Express, United Business Media, J Sainsbury and Prudential.

Personal Investor: Robert Cole thinks that in spite of the euphoria over President-elect Obama, investors might find that UK stocks will offer better value than their US counterparts.















The Daily Telegraph


Brokers' Tips: Buy BT at 142p, says Merrill Lynch; Buy BSkyB at 360p, says Cazenove.

Hold Friends Provident at 67p, says Deutsche Bank.

Sell Marks and Spencer at 222p, says Crédit Suisse; Sell Luminar at 160p, says Citigroup; Sell Barclays Bank at 206p, says Collins Stewart.













The Independent


No Pain, No Gain: Derek Pain believes that while shares may look cheap at present, recovery can be unexpected and volatile.













The Daily Mail


Investment Extra: Ian Lyall believes oil services group Hunting is a buy at 460p as there is too much unjustified pessimism already priced in.















The Sunday Times


Inside the City: Jenny Davey thinks it is worth keeping an eye on Warner Estates, 83p, now that veteran corporate raider Andrew Perloff has taken a 5% stake in the property company where Jack Petchey's Trefick vehicle already controls 18%. The word is that Perloff believes there is value in Warner's £3bn asset-management arm.

J Sainsbury is not expected to surprise with this week's interims of between £260m and £270m, with rival Asda also set to reveal 6% sales growth in the third quarter.

Sharewatch: A profit warning at Rok last week as a result of the construction slump saw its shares slide 55% to just 34p.

Directors' Deals: Directors in Lookers have been recent buyers, while Powerleague chairman Claude Littner has increased his stake in the company to 6.12%.














The Observer


Market Forces: Nick Mathiason says Land Securities, 913p, is worth backing for recovery although it is also likely to put its planned demerger on hold.

Aim-listed biotech Plethora saw its shares surge 54% to 24p on Friday on reports that Dr Michael Wyllie, who is credited with developing ***, has now come up with a treatment for premature ejaculation.















The Sunday Telegraph


Sunday Questor: Yvette Essen says avoid Old Mutual, 57p, which looks the most risky play in the sector, with Aviva and Prudential offering more stability.

Buy Wood Group, 217.5p, which looks undervalued and is supported by recent director share buying.

Buy Mears Group, 231p, as the slight discount to rival Connaught does not look justified.

Hold UTV, 79p, for its successful radio station talkSPORT even if advertising revenues for its Northern Ireland ITV franchise are under pressure.

















The Mail on Sunday


Midas: Joanne Hart reviews the `Dogs of the Footsie' portfolio of high-yielding stocks which has struggled (down 26% over the past quarter) given rapid changes as a result of the exit of the previously high-yielding banks. The stocks that remain since the last review in August are BT, Vodafone, Marks and Spencer, Aviva, Legal & General and Old Mutual. They are now joined by Man Group, Antofagasta, Kazakhmys and Fresnillo.
















The Investors Chronicle


Buy Cobham at 193p; a quality play whose price has held up well while other defence stocks have been derated, with scope for further acquisitions.

Buy Antofagasta at 360p; the best placed copper miner to weather the new market realities, maintain its value in difficult times and potentially surprise on the upside.

Buy British Energy at 740p; the discount to the offer price suggests some risk, although this looks low as EDF is unlikely to pull out.

Buy Coffeeheaven International at 17p; appears undervalued, given its strong position in the Polish market.

Sell InterContinental Hotels Group at 522p; the downturn has been slow to hit the hotels sector but there are signs that it is now well underway, adding to concerns over the pipeline in new rooms and potential asset sales.

Sell Aveva at 800p; in spite of market hopes that this week's interims will show strong, the group faces hard times for some years ahead.

Updates: Keep selling BSkyB, recommended as a sell on 10 October 2008 at 406p and now 330p.

Keep buying Nighthawk, tipped on 24 April 2008 at 67p and now 44p.

Keep buying ProStraken, tipped on 28 March 2008 at 53p and now 87p.

Buy Trikona, 43p, given the involvement of activist investor Carrousel Capital.

Keep selling XX1 Century, recommended as a sell on 2 May 2008 at £14.35 and now just 33p.

Lidco, tipped on 8 May 2007 at 12p is now downgraded to just fairly priced at 7p.

News Tips - Analysis: US Election: AstraZeneca, GlaxoSmithKline and Shire remain defensive buys in spite of possible changes to the US healthcare system under the new administration.

Housebuilders: Sell Barratt Developments, 86p.

Food Producers: remain cautious as a result of supermarket pressure, with Premier Foods a sell at 38p.

Oil & Gas: Takeover interest is enhancing the appeal of ROC Oil, Faroe and Volga Gas.

Carbon Trading: Trading Emissions, Camco and EcoSecurities are reduced to fairly priced.

News Tips - Digest: Marks and Spencer: sell at 244p as the dividend looks under threat.

Next: sell at £11.59 as it is not immune to its customers trading down.

BG Group: a long term buy at 963p.

Rok: family priced at 7p after its profit warning.

Finite Assets: a high-risk buy at E0.58.

Mediterranean Oil & Gas: buy at 54p as further upside is likely.

Portland Gas: high enough at 77p on increased funding doubts for its Dorset gas storage project.

Spice: keep buying at 96p.

RM: fairly priced at 157p following the Computrac deal.

BATM Advanced Communications: buy at 505p as the fundamentals remain sound.

Phoenix IT: good value at 161p.

Oxford Catalysts Group: keep buying at 163.

JD Wetherspoon: keep selling at 261p as margins could come under pressure.

Mears: keep buying at 230p for its defensive appeal.

Vectura: keep buying at 48.5p.

Cluff Gold: keep buying at 22p on upbeat production news.

Brokers' Notes: Rolls-Royce at 317p: Evolution (Sell), Numis (Buy); IC View: downgraded to good value. Last IC Comment (25 July 2008): Buy.

Shire at 836p: Deutsche Bank (Buy), Merrill Lynch (Buy); IC View: Buy. Last IC Comment (24 April 2008): Good value.

Standard Life at 237p: Panmure Gordon (Buy), Merrill Lynch (Underperform); IC View: Fairly priced. Last IC Comment (6 August 2008): Good value.

Unilever at £15.18: Finncap (Buy), Investec (Buy); IC View: High enough given recession worries. Last IC Comment (3 August 2008): High enough.

Chart Tips - City Trades: Domino's Pizza: Steven Mayne at Montague Pitman suggests opening short positions on an upward move in the direction of the moving averages, with the target back through 160p.

Dow Jones: the long-term trend remains downwards.

FTSE 350 Banks: David Linton at Updata says that even though falls in bank stocks may have bottomed out, there is no need to rush to buy.

S&P 500: Tarquin Coe at Investors Intelligence believes current prices represent a long-term buying opportunity.

Chart Tips - IC Trades: Dollar/Sterling: once the dollar uptrend resumes, new highs above 65.5p are likely.

FTSE 350 Pharma: the sector should outperform the market over the next near.

Long Gilt Future: looks bullish further out so await a good buying opportunity.

FTSE 100: a revisit to lows at 3,665 could lead to significant risk of a fall to 3,277.

Results Tips: Sell Punch Taverns, 167p; Buy Synergy Healthcare, 355p; Buy FirstGroup, 452p; Buy Sweet China, 1.5p; Buy Probability, 43.5p; Buy BowLeven, 125p; Buy BP Marsh & Partner, 89p; Buy Baqus, 4p



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Post Sun Nov 16, 2008 8:06 pm   Reply with quote      



Share Tips from the Weekend Press 15 Nov - 16 Nov 2008



The Times


Tempus:...Nick Hasell reports that Credit Suisse thinks professional publishers such as Reed Elsevier, Pearson and Thomson-Reuters are contra-cyclical stocks and so their share prices should benefit within months from early signs of US recovery. While it is too early to buy the wider media sector for recovery, professional publishers deserve their premium.

Personal Investor:...Robert Coles believes there is little chance of HBOS retaining its independence and in the absence of a wealthy benefactor emerging at the last minute, shareholders should support the merger with Lloyds TSB.















The Daily Telegraph


Brokers' Tips: Buy Shanks at 137p, says Cazenove; Buy British Airways at 131p, says Citigroup; Buy Tesco at 343p, says Panmure Gordon; Buy 3i Group at 515p, says Merrill Lynch.

Hold G4S at 203p, says Deutsche Bank.

Sell Signet at 762p, says Ciitigroup; Sell Tomkins at 119p, says Merrill Lynch.















The Independent


No Pain, No Gain:...Derek Pain thinks that while five shares in his portfolio - Mears, Nighthawk Energy, Hargreaves Services, Printing.com and Private & Commercial Finance - are all potential recovery plays, he sees little sign that investors are prepared to go back just yet into small-cap stocks.














The Daily Mail


Brokers' Tips: Buy Anite at 26.5p, says Teathers; Buy Imperial Tobacco at £16.21, says Evolution; Buy Man Group at 209p, says Investec; Buy Regal Petroleum at 53p, says Fox Davies Capital.

Sell BT at 123p, says Collins Stewart; Sell (reduce) Cattles at 49p, says Teathers; Sell SABMiller at 930p, says Collins Stewart.















The Sunday Times


Inside the City:...Jenny Davey thinks that betting against Michael Spencer's Icap seems a bad idea since however the derivatives market evolves, Spencer is likely to be one of its key architects. Goldman Sachs has already ditched its sell rating, arguing that the potential problems are already priced in, while interims this week are expected to be about 10% ahead at £177m.

Investors in Land Securities are irritated that CEO Francis Selway and FD Martin Greenslade got part of their bonuses last year for carrying out the strategic review which lead to the planned demerger, now abandoned. If bonuses are meant to be linked to success, then clearly the company needs to re-examine its bonus criteria.

Sharewatch: Analysts appear to have lost faith in Man Group, 224.5p, with Citigroup cutting its rating from buy to hold and Morgan Stanley reducing its target from 455p to 260p.

Directors' Deals: Xstrata director Claude Lamoureux has bought 5,000 shares at £10.93 each; Peter Hambro, chairman of Peter Hambro Mining, has boosted his stake with 40,000 shares at 213p each.

















The Observer


Market Forces:...Richard Wachman says avoid J Sainsbury as the upside is limited in the short to medium term.

Interims from Mothercare and Halfords on Thursday are unlikely to make pretty reading as the retail outlook remains grim.

Wolseley's trading statement on Tuesday could include `restructuring' news, rumours of which seem responsible for nudging up the share price recently.














The Sunday Telegraph


Sunday Questor:...Yvette Essen says buy G4S, 195.5p, which offers some defensive appeal in a downturn and looks good value at current levels.

Buy C&C Group, E1.43, following the appointment of ex-S&N chief John Dunsmore as its new CEO.

Buy Catlin, 386p, for its 7% yield and ability to weather economic turbulence.

Avoid Rightmove, 185p, as there seems little incentive to hold the shares in a housing and advertising downturn.
















The Mail on Sunday


Midas:...Joanne Hart says buy Hargreaves Services, 459.5p, which has been hit by adverse market sentiment towards small-caps but looks defensive in a downturn with several long-term contracts in place.

Buy Renewable Energy Holdings, 38.5p, which has shown some recent momentum with brokers' targeting close to 70p.

















The Investors Chronicle


Buy Afren at 40p; the price fall since the Spring means it is now on an undemanding prospective p/e of five and trading well below Morgan Stanley's core value estimate of 73p.

Buy Novera Energy at 49p; offers takeover appeal as it is building a long-term business that looks undervalued.

Buy Albemarle & Bond at 191p; given its growth prospects in a recession, the shares are not expensive on a prospective p/e of 13.

Buy Bateman Litwin at 35p; looks an undervalued recovery play on fundamentals and is lowly rated in comparison with its peers. Sell Marks and Spencer at 255p; takeover appeal is already in the price and there remain concerns over its sales, capital spending and dividend.

Sell Barratt Developments at 82p; not worth the risk even after the recent bounce, as further writedowns may be necessary.

Updates: Keep buying Dignity, tipped 20 March 2008 at 742p and now 610p.

Keep buying (speculative) Taylor Wimpey, tipped on 29 October 2008 at 10p and now 12p.

Keep buying Kalahari Minerals, tipped on 6 July 2007 at 29p and now 36p.

Keep buying Renewable Energy Holdings, tipped on 11 September 2008 at 50p and now 37.5p.

Keep selling InterContinental Hotels Group, recommended as a sell on 7 November 2008 at 522p and now 517p.

HSBC, recommended as a sell on 2 October 2008 at 861p, now looks high enough at 684p.

News' Tips - Analysis: Real Estate: Hammerson is high enough at 634p, as the fall in the Land Securities valuation has shown that commercial property remains under pressure.

Telecoms: BT's profit warning means it should be avoided, with it and rivals Vodafone and Cable & Wireless only looking fairly priced.

Mining: keep clear of the whole diamond mining sector, with small players such as DiamonEx and Kopane already heavily sold-off.

Support Services: rising unemployment at home and abroad means that Hays, SThree, OPD and Impellum are all sells.

News' Tips - Digest: Expomedia: keep selling at 12p given the difficult outlook.

EDF Media: hold at 96p now that the management have finally unveiled their offer at 120p a share.

G4S: buy at 199p after it disclosed strong organic growth.

Imperial Energy: sit tight at £11.26 now that the ONGC bid has been cleared by the Russian authorities.

Cookson Group: high enough at 132p as it is exposed to all the industries suffering from the downturn.

Moss Bros: good value for speculative investors at 24p on hopes of a Sir Philip Green takeover.

Lloyds TSB: avoid in the short-term although it may eventually prove the banking sector winner.

Powerleague: keep buying at 34p given the discount to rival Goals Soccer Centres.

Psion: high enough at 58p after the dire trading update.

Kier: keep buying at 772p as a result of its strong order book and cash position.

Hellenic Carriers: fairly priced at 79p as it has been forced by market conditions to cancel a new ship.

Safestore: high enough at 60p given the fall in occupancy levels.

Zenergy Power: fairly priced at 112p as it looks too much of an early-stage player for the current market.

CRH: fairly priced at E17.45 after its profit warning.

Prodesse: shareholders should back the board over its dispute with Polygon Global Opportunities.

Pendragon: high enough at 5p as matters are likely to get worse in the near term.

Irvine Energy: high enough at 0.65p as a result of financing problems.

Ithaca Energy: good value at 26p after raising funds from selling a stake in its oil licences to Dyas.

Feature Tips: Graeme Davies suggests taking a look at some oversold Aim stocks: Accsys Technologies, Asian Citrus, Bateman Litwin, Hamworthy, May Gurney and RCG Holdings.

Jon Mainwaring identifies eight stocks that can thrive in a downturn: Albemarle & Bond, Begbies Traynor, May Gurney, IS Pharma, Mears, Telecom Plus, Park Group and Spice.

Brokers' Notes: AstraZeneca at £27.36: Panmure Gordon (Buy), Charles Stanley (Hold); IC View: keep buying given the potential from Crestor. Last IC Comment (31 October 2008): Buy.

British American Tobacco at £17.14: Blue Oar (Buy), Evolution (Buy); IC View: offers long-term good value.

Reckitt Benckiser at £27.46: Panmure Gordon (Buy), Bernstein Research (Market perform): IC View: fairly priced as its strength in current conditions is already priced in.

Rio Tinto at £28.44: Numis (Buy), Evolution (Sell); IC View: High enough. Last IC Comment (27 August 2008): High enough.

Chart Tips - IC Trades: Euro/Sterling: the euro could be headed for 83p or 85p before long.

FTSE 100: new lows are likely once recent strength subsides.

FTSE 250: expect new lows below 5,550.

FTSE 350 Mining: the recent recovery looks a bear market correction rather than the start of a new bull run.

Chart Tips - City Trades: CRB Commodity Price Index: Tarquin Coe at Investors Intelligence expects a recovery over the next few weeks.

Dow Jones: forecasts a significant turn in the market around 15 December, with the immediate outlook bearish.

Restaurant Group: Steven Mayne at Montague Pitman believes there is another opportunity at present to open short positions.

S&P 500: David Linton at Updata says the index would need to get above 1,400 this year to suggest the return of a bull market.

Results' Tips: Buy Invensys, 13p; Buy Alterian, 72.5p; Buy Vedanta Resources, 811p; Buy VT, 555p; Buy IS Pharma, 70.5p; Buy Endace, 391p; Buy Ultrasis, 1p; Sell Aveva, 697p; Sell J Sainsbury, 285p.



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Post Sun Nov 23, 2008 6:49 pm   Reply with quote      



Share Tips from the Weekend Press 22 Nov - 23 Nov 2008




The Times


Tempus: Nick Hasell believes the only clear winners from possible deflation are companies with large pensions liabilities, as a falling RPI effects the annual increases in pensions paid and the calculation of future liabilities. But it will probably still take further share price falls before investors are tempted back into the market.

Personal Investor: Robert Cole believes that shares, unlike bonds, look cheap at present. Moreover, measures in the Pre-Budget Report may give some stocks a boost - such as construction companies if more public building works are announced.














The Daily Telegraph


Brokers' Tips: Buy VT Group at 497p, says Panmure Gordon; Buy Rolls-Royce at 276p, says Merrill Lynch.

Hold SABMiller at 906p, says Citigroup; Hold BT Group at 122p, says Deutsche Bank; Hold Reed Elsevier at 489p, says Numis.

Sell Rentokil Initial at 47p, says Seymour Pierce; Sell Barratt Developments at 65p, says Panmure Gordon; Sell HSBC at 700p, says Cazenove; Sell Wolseley at 272p, says Collins Stewart.















The Independent


No Pain, No Gain: Derek Pain says former portfolio member Access Intelligence appears to have secured a bargain in buying the Solcara specialist software business from ArgentVive, a move which could also help ArgentVive regain its Aim listing before the end of the year.














The Daily Mail


Investment Extra: Ian Lyall suggests some defensive stocks that are still providing attractive yields for income seekers: United Utilities, Severn Trent, Scottish & Southern, Unilever, National Grid, Imperial Tobacco and Centrica.















The Sunday Times


Inside the City: Jenny Davey believes analysts at Investec are wrong to upgrade their stance on the retail sector as there is more gloom to come next year and a real risk that many stores stocks will not survive.

Mitchells & Butlers seems likely to follow Punch Taverns and cut the dividend this week.

Sharewatch: Wellstream Holdings lost 39% of its value last week to 303p because of uncertainty in the oil markets, although it looks well-placed for recovery.

Directors Deals: Andrew Booker, new CFO of Northern Foods, has taken a maiden stake of 200,000 shares for about £100,000; Barratt Developments chairman Bob Lawson has bought 151,841 shares at 65p each.
















The Observer


Market Forces: Keefe Bruyette & Woods believes the Prudential share price fall has been overdone and thinks it stands a good chance of acquiring some of AIG's Asian assets, although this may not be welcomed by investors worried about a rights issue to pay for such a deal.

Dresdner Kleinwort thinks Compass is a `relative safe haven' and now in a better shape to respond to the downturn than previously.

Quintain Estates looks oversold at 27p and is as `cheap as chips'.
















The Sunday Telegraph


Sunday Questor: James Hall says buy Enterprise Inns, 56p, even though it is likely to cut its dividend, as it looks close to the bottom.

Buy Easyjet, 256p, in spite of the boardroom feuding as it offers defensive appeal in a downturn.

Hold Halfords, 237p, as a solid defensive play.

Buy AstraZeneca, £22.45, as last week's 22% fall on a wave of bad news spooking investors should be seen as a buying opportunity.



















The Mail on Sunday


Midas: Joanne Hart believes Centrica investors should take up the rights issue, or else consider `tail-swallowing' by selling some of their rights and using the money to pay for their remaining entitlement.
















The Investors Chronicle


Buy Green Dragon Gas at US$6.13; lowly rated considering the value of its reserves, especially given China's increased need for alternative sources of natural gas.


Sell United Utilities at 684p; the likely slower growth in the dividend suggests it may be time to switch elsewhere in the sector.

Sell De La Rue at 859p; highly-rated in relation to its peers and looks vulnerable to adverse news about replacement orders for banknotes.

Sell Corin at 50p; suffering from sliding profits, disappointing US sales and a high cost base.

Sell Restaurant Group at 112p; the outlook remains tough given the accelerated slowdown in consumer spending expected next year.

Sell Zenergy Power at 107p; will need to raise funds to scale up production to commercial levels, with losses likely for some years to come.

Updates: Keep selling Barratt Developments, recommended as a sell on 7 November 2008 at 82p and now 66p.

Northern Bear, tipped on 19 June 2008 at 97p, now looks no more then fairly priced at 73p.

Keep buying Petrofac, tipped on 4 September 2008 at 605p and now 366p.

News' Tips - Analysis: Banks: Await the outcome of Barclays Bank's 24 November EGM before deciding whether it is worth buying the shares as a way out of the increasingly State-controlled banking sector.

Commodities: Lonmin looks high enough as platinum loses its lustre, which also suggests caution for Aquarius Platinum.

Support Services: WS Atkins, 511p, and RPS, 120p, offer good value while Mouchel, 278p, and Scott Wilson, 106p, remain buys.

News' Tips - Digest: GKN: high enough at 77p as result of the global slowdown in car sales.

Capita: buy at 634p for its growth and defensive position.

Wolseley: sell at 287p as there is little sign of an upturn on the way.

PV Crystalox Solar: buy at 115p given its upbeat full-year forecasts.

Premier Foods: sell at 29.5p as there is little sign of a catalyst for recovery.

888: fairly priced at 75p as profit growth slows.

Bodycote: high enough at 100p as the full-year figures will be below forecasts.

Resolution: worth watching when it launches its IPO.

Woolworths: high enough at 2.6p as a bargain takeover seems likely to put it out of its misery.

Silence Therapeutics: good value at 14.5p as a speculative play.

Antisoma: buy at 21p given its healthy pipeline and cash pile.

Laird: high enough at 67p as there is zero visibility.

Huntsworth: good value at 37p but only for the brave.

Smiths Group: fairly priced at 761p as it should meet full-year expectations.

Hansteen: fairly priced at 66p as its seeks Continental property bargains.

Feature Tips: Malar Velaigam highlights the best opportunities for investors in the water utilities sector. These include: Pennon, Severn Trent, Modern Water and May Gurney Integrated Services.

Chart Tips - IC Trades: BT: further downside is likely with the price falling to 100p again before long.

FTSE 350 Electronic & Electrical Equipment: looks headed back downwards to its historic support level around 1,066.

Euro/Yen: further euro weakness against the yen is likely in the months ahead.

FTSE 100: the bottom of the market has yet to be reached.

Chart Tips - City Trades: BHP Billiton: Steven Mayne at Montague Pitman suggests going short on any spike upwards.

Euro Bund - Dec 2008: Nicole Elliott at Mizuho Corporate Bank thinks that if the yield falls below 3.65% by the end of the month, then a move to 3% could follow.

Sterling/US Dollar: David Linton at Updata says the charts suggest the rate could fall to the US$1.20s.

Dow Jones: October low of 7,882 is likely to be breached again at same stage.

Results' Tips: Sell SABMiller, 974p; Buy BTG, 155p; Buy Celsis International, 157p; Buy Noble Investments, 75p; Buy Cambrian Mining, 35p; Sell ASOS.com, 275p; Sell Enterprise Inns, 74p; Sell Burberry, 181p; Sell Easyjet, 230p; Buy GW Pharma, 33p; Buy Icap, 249p; Buy Oxford Instruments, 163p; Buy Printing.com, 32.5p.



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Post Sun Nov 30, 2008 8:49 pm   Reply with quote      



Share Tips from the Weekend Press 29 Nov - 30 Nov 2008


The Times


Tempus: Nick Hasell reviews the progress of the main Indian stocks on Aim, and says there is unlikely to be a reversal of their recent slide in values anytime soon. Best Indian performer on Aim this year has been Mortice, which is down only 8%, while the worst so far is Unitech Corporate Parks (down 93%).















The Daily Telegraph


Brokers' Tips: Buy Mothercare at 268p, says Cazenove; Buy EasyJet at 219p, says Citigroup; Buy Tullett Prebon at 150p, says Evolution; Buy Fuller Smith Turner at 316p, says Panmure Gordon.

Hold National Grid at 690p, says Cazenove; Hold Daily Mail & General Trust at 251p, says Numis; Hold SIG at 150p, says Merrill Lynch.

Sell Carphone Warehouse at 118p, says SG Cross Asset Research; Sell Marks and Spencer at 200p, says Crédit Suisse.




















The Independent


No Pain, No Gain: Derek Pain says new stockbroker Alexander David is coming to the Aim market via a merger with Griffin, an investment and financial services group, in the belief, according to Alexander CEO David Scott, that there are still opportunities to be found among Aim shares in spite of the adverse sentiment towards small-cap stocks.

















The Daily Mail


Investment Extra: James Salmon explains why New Star Asset Management has lost more than 90% of its share price value over the past year, pointing to poor performances by former star fund managers although he notes that not all New Star's investments are underperforming.
















The Sunday Times


Inside the City: Jenny Davey thinks that Tesco offers value at 295p and betting against the supermarket group in the longer term has proved a mistake in the past.

Berkeley Group, due to update the market on trading this week, is sitting on an estimated £200m cash pile which should enable it to ride out the recession.

Sharewatch: Laura Ashley slid to 13p last week not just because of the trading outlook but also because of Sir Philip Green's decision not to bid for Moss Bros in which Ashley holds a 10% stake.

Directors Deals: IG Group chairman Jonathan Davie bought 90,000 shares for £165,000; Three directors of John Menzies have been recent buyers, adding 109,000 shares between them.





















The Observer


Market Forces: Tim Webb say that in spite of the optimism from Thomas Cook and TUI about next year's travel market, experience suggests that recessions and holidays do not mix well.

Berkeley Group is not immune to the market fall, as this week's interims will show, but it has proved a smarter operator than rivals such as Taylor Wimpey.

ITV's latest plans to cut costs will only delay the inevitable, as it seems in terminal decline.



















The Sunday Telegraph


Sunday Questor: Garry White says buy Compass Group, 306p, for its quality management, cash generation and solid earnings visibility.

Buy Imperial Tobacco, £16.18, for its defensive attractions which are due a re-rating.

Sell Topps Tiles, 245p, as there are better places for investors' money right now given the current state of the housing market.















The Mail on Sunday


Midas: Joanne Hart says buy G4S, 203p, which should benefit from greater cash use during the recession as well as more government outsourcing.

Update: Take some profits in Telecoms Plus, tipped in July at 315p and now 359p, but hold the rest for its yield and potential.
















The Investors Chronicle


Buy Gulfsands Petroleum at 129p; an attractive Syrian oil play, with good local connections and financing.

Buy Hardy Underwriting Bermuda at 255p; benefiting from rising premiums as ell as being on an undemanding rating.

Buy Abcam at 475p; attractive in the medium-term for its solid cash position and strong earnings growth.

Sell Legal & General at 62p; the most likely UK life assurer to issue a profit warning given its exposure to the domestic market.

Sell Songbird Estates at 30p; may breach its debt covenants and dividends are unlikely for some considerable time.

Sell Metalrax at 9p; its core markets are falling fast, so expect further downside.

Updates: Keep buying AstraZeneca, tipped on 7 August 2008 at £24.92 and now £24.81.

Keep selling CML Microsystems, recommended as a sell on 21 November 2007 at 91.5p and now 52p.

Keep buying Kalahari Minerals, tipped on 6 July 2007 at 29p and now 37p.

Keep buying EMED Mining, tipped on 19 June 2008 at 27p and now 9p.

Keep selling Topps Tiles, recommended as a sell on 18 July 2008 at 41p and now 18p.

News Tips - Sectors: Housebuilders: Keep selling Barratt Developments, 45p, and Redrow, 198p.

Oil Equipment: Lamprell looks good value at 75p in spite of worries about Scorpion Offshore's ability to meet final rig payments.

Airlines: British Airways, EasyJet and Ryanair all look high enough following the increase in air passenger duty.

Banks: new investors should steer clear of Standard Chartered, while existing shareholders ought to consider selling their nil-paid rights to the £1.8bn fund raising in the market.

Semiconductors: Keep selling ARM Holdings and Wolfson, while CSR appears high enough.

News Tips - Companies: Rio Tinto: fairly priced after BHP Billiton's decision to abandon its bid.

Venture Production: keep buying as new fields are due to come on stream.

Cairn Energy: keep buying at £16.81.

SCi Entertainment: fairly priced at 19.5p as a bid from Warner Brothers looks unlikely.

Tenon: keep buying at 51p.

JJB Sports: keep selling at 33p given the poor trading outlook.

ImmuPharma: a speculative buy at 57p following the development deal with Cephalon.

Feature Tips: Richard Hemming suggests six stocks to consider in a recession, offering solid cash flows and no funding issues: GlaxoSmithKline, Smith & Nephew, Diageo, Pennon, Aviva and BP.

Results Tips: Sell Business Post, 275p; Buy WS Atkins, 577p; Sell De La Rue, 839p; Buy Intelek, 14p; Buy United Drug, 222p; Buy Halfords, 244p; Buy Vectura, 46p; Buy Digital Marketing, 72p; Buy Severn Trent, £12.26; Buy Opsec Security, 23p; Buy First Property Group, 16p.

Funds' Tips: Buy Edinburgh Investment Trust, 318p, which offers a high yield and has reshaped its portfolio to focus on defensive sectors.

Chart Tips - IC Trades: Dollar/Euro: after the current correction ends, the bull market for the dollar is likely to continue.

FTSE 100: further downside seems likely in the coming months.

FTSE 350 Food Retail: the larger view remains bearish.

Long Gilt Future: expect further gains to come.

Chart Tips - City Trades: Davis Service Group: Steven Mayne at Montague Pitman suggests going long with a target of 284p.

DAX: Dhiren Sarin at Barclays Capital says the medium term indicators are pointing lower.

Dow Jones Industrials: a minor high early this week, followed by a December decline before a strong rally into 2009.

S&P 500: David Linton at Updata sees substantial downside ahead.



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Post Sun Dec 07, 2008 9:22 pm   Reply with quote      



Share Tips from the Weekend Press 06 Dec - 07 Dec 2008


The Times


Tempus: Nick Hasell thinks that the recent strong run for food producers as a result of their defensive attributes may be difficult to match in future. But there are enough reasons - including falling raw material prices - to believe most of the major players can see out the recession comfortably.

Personal Investor: Robert Cole believes Centrica shareholders should take up their rights in full as the deal to take a stake in British Energy following the EDF takeover will give it a foothold in the nuclear industry which could prove invaluable.












The Daily Telegraph


Brokers' Tips: Buy Holidaybreak at 175p, says WH Ireland; Buy Compass Group at 290p, says Merrill Lynch; Buy Kingfisher at 116p, says Deutsche Bank; Buy Coffeeheaven International at 15p, says Panmure Gordon; Buy DSG International at 14p, says Crédit Suisse; Buy Johnson Matthey at 858p, says Cazenove.

Hold Tesco at 292p, says Citigroup; Hold Mitchells & Butlers at 163p, says Deutsche Bank.

Sell Whitbread at 812p, says Cazenove.














The Independent


No Pain, No Gain: Derek Pain is holding Nighthawk Energy at 24p (bought at 44p) as he believes it is undervalued in current market conditions.















The Daily Mail


Money Mail: James Coney explains the options for small shareholders from the Centrica rights issue although offers no recommendation.















The Daily Express


Taking Stock: David Shand says Cadbury, 555.5p, has shown it has defensive appeal in a recession because of the `comfort factor' from its chocolate confectionery.

Ones to Watch: Low debts and strong cash generation should help Waterman Group, 63.5p, survive the recession as it boosts revenues from overseas markets.

Sarantel, 1.5p, ought to be able to build on its first deal with the Pentagon for its special antennae for mobile devices.

















The Sunday Times


Inside the City: Jenny Davey thinks the JJB Sports saga still has some way to go although it could be forced into administration rather sooner if it cannot raise funds to pay back a £20m bridging loan to failed Icelandic bank Kaupthing. But waiting in the wings to pick up the pieces remain rivals JD Sports Fashion and Sports Direct International.

Sharewatch: Investors are losing faith in biotech stock Alizyme ever delivering on its promises, with the shares down another 27% last week to just 7p.

Money Tips: Jennifer Hill suggests eight stocks that could benefit from `the plight of the hard-pressed consumer'. They are: Albermarle & Bond, Halfords, Dominos, Begbies Traynor, SSL International, Associated British Foods, Asos and Ladbrokes.

Heaven & Hell Portfolio: Peter Shearlock reviews his portfolio and notes that De La Rue has been the most consistent performer and so remains a hold.














The Observer


Market Forces: Hold Rio Tinto as the price is underpinned by Chinese aluminium company Chinalco which bought a 9% stake at the top of the market.

Investors with patience should buy BP as it will benefit when the oil price inevitably bounces back.

Serco, Tate & Lyle and Home Retail Group are set for promotion to the FTSE 100 index this week, with those facing relegation likely to include Invensys, Stagecoach, Lonmin, Wood Group and Petrofac.














The Sunday Telegraph


Sunday Questor: Garry White says buy VT Group, 483p, for its defensive appeal, good earnings visibility and strong order book.

Sell Stagecoach, 119p, given its exposure to the rail sector which is likely to suffer falling demand during the recession.

Hold Next, 991.5p, where the difficult Christmas is already factored into the price.















The Mail on Sunday


Midas: Joanne Hart says buy Shanks, 87p, which looks cheap at this level given that it operates in a fast-growing market (waste) and has a sound management team.

Update: Hold Asos, 238p, as this price does not reflect its prospects and some analysts still have a 400p target.
















The Investors Chronicle


Buy Brit Insurance at 211p; a buying opportunity with an attractive prospective 7.1% yield, supported by the shares trading below NAV.

Buy Assetco at 64p; the shares have been oversold as it remains a key outsourcing play to the emergency services sector.

Buy Intec Telecom Systems at 29p; underpinned by bid speculation and its growing presence in emerging markets puts it in a strong trading position in the downturn.

Buy Aurelian Oil & Gas at 20p; even though it will remain loss-making for years to come, it offers significant upside from projects under development.

Sell Marshalls at 75p; while its sound finances leave it in a strong position to survive the recession, the shares will come under further pressure from the poor trading outlook.

Sell Rank at 55p; still expensive even after a 50% fall over the past year, especially as a bid now looks unlikely in the short-term.

Updates: Keep buying Pennon, tipped on 21 August 2008 at 628p and now 435p.

Keep buying Coffeeheaven, tipped on 7 November 2008 at 17p and now 16p.

Keep buying Serica Energy, tipped on 10 August 2007 at 95p and now 40p.

Keep buying Futura Medical, tipped on 23 September 2008 at 34p and now 29p.

Keep selling GTL Resources, recommended as a sell on 15 May 2007 at 33.5p and now 15p.

News Tips: Tesco: fairly priced at 320p in the current retail environment.

New Star Asset Management: its problems are indicative of the wider issues affecting the sector.

Bodycote: high enough at 106p.

British Airways: fairly priced at 155p as the Qantas deal may prove a distraction.

Eros International: a buying opportunity at 155p.

Phorm: keep selling at 225p.

Metalrax: keep selling at 7p as the full-year results could be grim.

May Gurney: a defensive buy at 165p.

Sibir Energy: fairly priced at 40p after bailing out a major shareholder in an `unsavoury' deal.

Feature Tips: John Hughman identifies eight shares to avoid because of doubts about their balance sheets: Premier Foods, 19; DSG International, 13p; Rank Group, 56p; Barratt Developments, 50p; Rentokil Initial, 35p; The Game Group, 162p; Mitchells & Butlers, 167p and ITV, 38p.

Chart Tips - City Views: Crude Oil: Tarquin Coe at Investors intelligence believes there could be a technical rally at around US$40.

Dow Jones Industrials: 15 Dcember could see a potential key low.

FTSE 100: David Linton at Updata thinks the best that can be hoped for in the next few months is simply sideways movement.

William Hill: Steven Mayne at Montague Pitman advises taking short positions on any upwards moves with the aim of retesting the 150p low.

Funds Tips: Buy iShares MCI Emerging Markets at £13.39.

Results Tips: Sell Holidaybreak, 156p; Sell Britvic, 226p; Buy Dawson Holdings 54p; Buy OMG, 27p; Buy Alternative Networks, 152p; Sell Datong, 55p; Buy MS International, 117p; Buy SWP Group, 92p; Buy Educational Development International, 32p; Sell Phytopharm, 6p; Buy Goldshield, 200p; Buy Halma, 179p; Sell Anite, 25p; Sell DSG International, 13p; Sell Assura, 32p; Buy Focus Solutions, 27p; Buy Avon Rubber, 35p; Buy Hexagon Human Capital, 68,5p; Buy GB Group, 22p.



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Post Sun Dec 14, 2008 9:08 pm   Reply with quote      



Share Tips from the Weekend Press 13 Dec - 14 Dec 2008



The Times


Tempus: Nick Hasell suggests that Lloyd's of London insurers may provide something of a safe haven in the downturn, with Numis in a new circular picking out Beasley, Brit Insurance, Hardy Underwriting and Lancashire Holdings.












The Daily Telegraph


Brokers' Tips: Buy Greene King at 357p, says KBC Peel Hunt; Buy British Airways at 157p, says Citigroup; Buy Game Group at 136p, says Seymour Pierce; Buy HSBC at 706p, says Evolution.

Hold Stagecoach at 133p, says Merrill Lynch; Hold Carnival at £13, says Collins Stewart.

Hold Michael Page at 193p, says Collins Stewart; Hold Marstons at 99p, says Cazenove.

Sell Wm Morrison at 251p, says Panmure Gordon.















The Independent


No Pain, No Gain: Derek Pain reviews potential recruits to his portfolio, including Healthcare Locums, Marstons and ASOS but is making no decision just yet.













The Daily Mail


Investment Extra: David Byrne, senior partner of Intermarket Analysis, believes there will be no quick recovery for Sterling with the likely cap for the foreseeable future at about the US$1.59 level.
















The Sunday Times


Inside the City: Jenny Davey thinks Informa is likely to be forced to write down last year's £500m acquisition of Datamonitor, although it has enough options to see it through the downturn.

Laxey Partners may be coming under pressure for its underperforming Terra Catalyst fund, but it has still shown it remains an active investor by encouraging Rugby Estates to shake-up its operations and return cash to shareholders.

Sharewatch: Rio Tinto surged 42% to £14.88 last week after announcing an austerity programme, but the price is still 72% down on the past year.













The Observer


Market Forces: Richard Wachman thinks Cadbury's apparent resilience to the recession is already in the price.

Investors in Rank are waiting with some trepidation for this week's trading statement, although the price is supported by the 11% stakes held by Guoco and Genting.

Kalahari Minerals looks a snip at 33p.

















The Sunday Telegraph


Sunday Questor: Garry White says buy Tesco, 330p, for the long-term given its international growth prospects.

Sell Lonmin, 710p, as demand for platinum is falling and the shares are set to be relegated from the FTSE 100 index.

Hold Carluccio's, 61p, as its strong balance sheet and cash position should enable it to survive a trading slowdown.













The Mail on Sunday


Midas: Joanne Hart says buy BTG, 155p, which last week completed its merger with Protherics as it looks to have significant potential from its business model and cash in the bank.

Buy Omega Insurance, 148p, as it should benefit from the shortage of insurance capacity and is set to move from Aim to the main market in the first half of next year.














The Investors Chronicle


Buy Diageo at 895p; its size and marketing muscle make it well positioned for the long term.

Buy Mouchel at 264p; its attractions, such as a strong order book and defensive end markets, outweigh problems including road spending under pressure.

Buy Vantis at 66p; well placed to take advantage of the recession as more business failures will benefit its recovery division.

Buy Boomerang Plus at 153p; its future looks good with strong visibility and growth prospects.

Buy Relax Group at 23p; demand for its debt rescheduling services is likely to surge in the downturn.

Sell Petra Diamonds, 72p; there seems no key reason why the price should perform better than its rivals as diamond prices fall.

Updates: Keep buying Begbies Traynor, tipped on 3 April 2008 at 115.5p and now 149.5p.

Keep buying Caretech, tipped on 12 September 2008 at 386p and now 290p.

Keep buying Intelligent Environments, tipped on 2 October 2007 at 9p and now 7p.

Keep buying PZ Cussons, tipped on 11 July 2008 at 160p and now 149p.

Ashley House, tipped on 28 August 2008 at 160p now looks fairly priced sat 80p.

News Tips: Construction: large infrastructure programmes from the new Obama administration could boost Balfour Beatty, WS Atkins, Wolseley and Keller.

Aim brokers: the Panmure Gordon merger with Ambrian Capital make sense, although the Evolve Capital move for Blue Oar looks more tricky.

Aim Infrastructure: Trikona is downgraded to fairly priced at 36p, while Eredene Capital looks good value at 14p.

Support services: Hays, SThree, OPD and Impellam are all sells.

Resolution: good value with a simple but solid business model.

Imperial Energy: buy only if your broker can guarantee being able to tender them before the year end.

Rio Tinto: sell at £15.50.

Carphone Warehouse: high enough at 93p after the David Ross affair.

Randgold Resources: high enough at £26.

Bulgarian Property Developments: fairly priced at 17.5p.

BG Group: keep buying at 937p.

JJB Sports: sell at 10p.

Land of Leather: high enough.

Max Petroleum: fairly priced after the fall to 3p.

Meldex: keep selling at 6p.

British Airways: fairly priced as any merger is still some way off.

Feature Tips: David Stevenson suggests five financial stocks worth considering: Jarvis Securities, Tullett Prebon, Polar Capital, Chesnara and Aviva.

Funds Tips: Buy India Capital Growth Fund, 27.5p

Chart Tips - IC: British Telecom: look for a drop back to 100p and beyond.

Euro/Sterling: expect the next strong up-move to take the pound to 90p.

FTSE 100: a drop to 3,333 is likely soon.

FTSE 350 Construction & Materials: look out for a slide to recent lows of 2,345 and then on to 2,133.

Chart Tips - City: FTSE 350 Oil & Gas: Tarquin Coe at Investors Intelligence sees a potential sharp rally to 8,000.

Eurasian Natural Resources: Steven Mayne at Montague Pitman advises traders to go long as there is a buying opportunity at present.

Dow Jones: expect a rally to be followed by new lows.

FTSE 350 Miners: David Linton at Updata thinks underperforming mining stocks this year could soon present an opportunity.

Results' Tips: Sell Northgate, 121p; Buy Redhall, 199p; Buy Scott Wilson, 102p; Buy KSK Power Ventur, 160p;Sell Micro Focus International, 262p; Buy Accsys Technologies, E1.25; Buy MDM Engineering, 63p; Buy Melorio, 65p.



> alankeys


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Post Sun Dec 21, 2008 8:54 pm   Reply with quote      



Share Tips from the Weekend Press 20 Dec - 21 Dec 2008



The Times


Tempus: Nick Hasell says that if the major mining companies are hurting, then you can be sure the smaller players are feeling even more acute pain. Iron ore venture Aricom as a result has been ejected from the FTSE 250 Index, together with International Ferro Metals and UK Coal. The problem is that many small players are still sitting on large and viable resources, although the distinction is between those with cash to survive and those who need a bidder or partner urgently.















The Independent


No Pain, No Gain: Derek Pain remains reluctant to ditch any of his remaining portfolio stocks, especially Wyatt where fresh boardroom support suggests it is making headway.













The Daily Mail


Investment Extra: Ben Laurance thinks small investors should take a look at preference shares which offer a reliable income and are less volatile than ordinary stocks.















The Daily Express


Taking Stock: David Shand believes Reckitt Benckiser has identified the over-the-counter (OTC) drugs market as ripe for growth and potential acquisitions.

Ones to Watch: Scott Wilson, 98p, has a strong order book, little debt and good cash generation.

Shanks Group, 111.5p, benefits from high barriers to entry to the waste disposal business, while it also has bid appeal.















The Sunday Times


Inside the City: Jenny Davey reveals that UBS has compiled a controversial analysis to identify companies whose pension fund deficits could cause problems in the next few years. The list is headed by UK Coal, followed by Johnston Press, National Express, Arriva, Fenner, FirstGroup, Croda International, Mecom Group, Kier and DSG. Also in the top 20 are British Airways and Taylor Wimpey.

Sharewatch: 3i has fallen to 259p, nearly 75% off its value of a year ago as the private equity firm struggles to cope with its highly leveraged investments in a downturn.

Directors' Deals: Johnston Press non-executive director Ian Russell has bought 800,000 shares at 12p each; Logica chairman David Tyler and CEO Andrew Green have bought 262,000 shares between them.














The Observer


Market Forces: Tim Webb thinks Chrysalis, 48p, is only for brave and patient investors who hope that another bidder may come along eventually.

Buy Romag as a long-term investment in clean technology.

J Sainsbury is worth a Christmas punt now that Tesco's juggernaut has come to `a shuddering halt'.













The Sunday Telegraph


Sunday Questor: Garry White says buy Bunzl, 571p, which has growth potential in spite of the recession, while the dividend looks secure.

Hold Moneysupermarket.com, 51.5p, which should benefit from a sustained recovery in financial markets, although this remains some way off.

Sell Kesa Electricals, 87p, given the poor outlook for all retailers, apart from Tesco, tipped last week.















The Mail on Sunday


Midas: Joanne Hart says buy Peter Hambro Mining, 342p, which offers plenty of upside as a Russian gold play with focused management who look in control.

Update: Take some profits at Randgold Resources, tipped in September at £23.90 and now £29.25, but hold on to the rest for future growth.












The Investors Chronicle


Buy Tullow Oil at 581p; a play on the oil price recovering next year given the potential from its licences and Africa and elsewhere.

Buy EAGA at 116p; should benefit from government measures to stimulate the economy, especially as it runs the Warm Front scheme which helps to lift people out of fuel poverty.

Sell CRH at E19.43; the scale of the housebuilding downturn is not yet reflected fully in the price which remains expensive in spite of the currency hedge the shares offer for UK investors.

Sell British Land at 551p; the delayed appointment of a new CEO has been a risk and the newcomer may have to focus on survival rather than acquiring cheap assets.

Sell AGA Rangemaster at 70p; faces a possible dividend cut and now is the not the time for `bottom-fishing' as recovery is still some way off.

Sell Formation Group at 7.5p; faces further downside given concerns over its property activities and financing.

Updates: Keep selling Phorm, recommended as a sell on 16 May 2008 at £17.13 and now 305p.

Keep selling PartyGaming, recommended as a sell on 9 May 2008 at 250p and now 175p.

Keep buying Corac, tipped on 14 March 2008 at 75p and now 12.5p.

Keep buying Kirkland Lake, tipped on 14 December 2007 at 650p and now 227p.

Keep buying Coal of Africa, tipped on 7 August 2008 at 147p and now 40p.

Keep buying Carillion, tipped on 17 October 2008 at 252p and now 244p.

News Tips: Senior: fairly priced at 33p after a cautious trading update.

British Airways: fairly priced at 169p as talks for a stake in Alitalia are a distraction.

Life Assurers: keep selling Legal & General, while Prudential is fairly priced at 363p.

Centrica: good value.

UK Banks: avoid the sector as a whole.

Irish banks: Bank of Ireland, Anglo Irish Bank and Allied Irish Bank look no better than fairly priced.

Imperial Energy: there remain considerable downside risks if the planned takeover falls apart.

Connaught: keep buying at 358p.

Innovation: a speculative buy at 7p for bid interest.

Heritage Oil: keep buying at 229p.

Cadbury: fairly priced at 551p.

Premier Foods: high enough at 28p.

Cattles: high enough at 17p.

Idox: good value at 9p.

Afren: keep buying at 26.5p.

Plant Health Care: keep buying at 225p.

Feature Tips: Richard Hemming suggests five shares for income: Berkeley Group, Melrose, Wm Morrison, Kier and Antofagasta.

Peter Temple identifies five `Dogs of the FT 300' for 2009: BT, GKN, ITV, Ladbrokes and Logica.

Richard Hemming nominates five stocks suitable for a bullish portfolio - HSBC, Prudential, BHP Billiton, Antofagsta and Next - and five for the bears: GlaxoSmithKline, AstraZeneca, Pennon, British American Tobacco and Diageo.

Funds' Tip: Buy ETFS Nickel at US$12.67 which offers significant upside over the next few years.

Chart Tips - City: AstraZeneca: Steven Mayne at Montague Pitman says the momentum indicators are signalling a reversal of the recent uptrend.

Dow Jones Industrials: sidewise action at best but a downward trend is more likely.

Dollar/Sterling: David Linton at Updata thinks Sterling is now in a range, with resistance at US$1.55.

US 10-Year Note: Nicole Elliott at Mizuho Corporate Bank says buy at 125 with a stop well below 122.

Chart Tips - IC: FTSE 350 Aerospace & Defence: the sector is set to nosedive towards 2,000.

US Dollar/Euro: the recent fall should be seen as a correction within an uptrend.

FTSE 250 Index: a deeper sell-off could take the index down to 3,427.

FTSE 100: the market looks increasingly ripe for a big sell-off.

Results Tips: Sell Kesa Electricals, 89p; Sell Carpetright, 334p; Sell Sports Direct, 39p; Buy Spice, 85p.



> markjamesonk
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Post Sun Jun 20, 2010 9:01 pm   Reply with quote      



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