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2008 stockmarket tips. UK recommendations Jan - Apr 2008 - Reply to topic

> alankeys

Joined: 05 Aug 2006
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Post Tue Oct 07, 2008 7:24 pm   Reply with quote      

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

Jan - April
May - Aug
Sep - End

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.

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.

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,, 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.

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, 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.

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. 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.

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.

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, 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.

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 Forum Index - Share Club -Postings for UK investment related issues - 2008 stockmarket tips. UK recommendations Jan - Apr 2008 - Reply to topic


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