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2008 shares recommendations. UK stockmarket May - Aug 2008 - Reply to topic

> alankeys

Joined: 05 Aug 2006
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Post Tue Oct 07, 2008 7:39 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 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, 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.

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.

Share Tips from the Weekend Press 18th May 19th May 2008

None this week

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.

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. 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.

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.

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 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.

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 Forum Index - Share Club -Postings for UK investment related issues - 2008 shares recommendations. UK stockmarket May - Aug 2008 - Reply to topic


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