Newspaper and magazine share tips

By This Is Money
Updated: 14:10 EDT, 30 October 2009

Each week we round up share tips from national newspapers and investment magazines. For the Mail on Sunday's stock picks, read the Midas column.

FRIDAY

Investors Chronicle

The Rolls-Royce's shares are benefiting from a trend in moving back to UK manufactures. Despite the aerospace cycle ending their orders are holding up well. Although the company has an appetite for capital it has plenty of cash. Buy

The full year production report that South Africa focused platinum minder Lonmin delivered on 22 October was every bit as bad as analysts expected. The company is less profitable than its rivals and there is a lull in demand for platinum. Sell

THURSDAY

The Daily Telegraph

BG Group shares are trading at a high valuation already but the company still offers a relatively safe home for your cash. Despite the difficult market backdrop, BG Group's presence in LNG and offshore Brazil means it is operating in growth markets. Buy.

Yesterday's quarterly figures from GlaxoSmithKline were effectively the firs time that the results of their long-term project began to emerge. Despite low trading estimations, GSK's boss seems to be taking on the impossible. Buy.

The Times

Wolfson Microelectronics has been the black sheep of the UK semiconductor sector this year. Its shares have surged in the past six months. There is clearly value in the business and the stock currently trades on one times 2009 revenue forecasts. Hold for now.

Although The Restaurant Group is not due to update the market until the middle of next month, figures this week from Tragus Group provided some cause for optimism. They are trading on a multiple of 12 times full-year earnings, yielding 4.2%. Worth holding.

Shares Magazine

Online market research company, ToLuna's shares offer double-digit organic growth potential. There is execution risk with integrating the Greenfield online survey business but rewards will be great, should management succeed. Buy.

Sirius Exploration is an interesting play on both green trends and soft commodities. Sirius plans to mine salt and potash and use the vacated underground chambers to store natural gas and electricity. Buy.

WEDNESDAY

The Daily Telegraph

ARM Holdings cheered up investors yesterday when it outstripped consensus estimates on profits at a time when the semi-conductor sector is suffering due to reduced demand for gadgets and consumer electronics. The shares have performed well, but Questor believes there could be significantly more upside potential. Buy

BP investors may be feeling aggrieved that their dollar-denominated dividend will have shrunk over the year, but chief executive Tony Hayward yesterday suggested that the quarterly dividend's will not continue into 2010. A slight drop in BP's debt-to-equity, or gearing ratio is reassurance that current dividend is safe, and yield still worth having after progressive yearly payouts. Buy

The Times

Cineworld has suffered from a mediocre third quarter and comparisons have been made to the success of Mama Mia! Last year. However, A Christmas Carol is expected to again pack in the punters. The share price, up 45% this year to 151p, or 9.8 times expected 2009 earnings, reflects much of success story. 6.3% expected yield this year. Hold.

In the first half profits, Braemer reported only 28.6% drop, despite downturn dragging down shipping market. China's appetite for iron ore is keeping ship broking business afloat. If full year results show a similar rise, the shares, now at 8.5 times expected full-year earnings, start to look attractive. One to watch.

Tuesday

The Daily Telegraph

Britain's largest coal miner gave a sombre update yesterday with the news of another death at one of its mines. Investors are likely well and truly fed up with the stock, but should continue to hold on if they have lasted this long. Hold.

Centamin shares have rocketed by 13% since last Wednesday (even after falling back slightly yesterday.) The shares are one of the Questor column's picks of the year. It has soared more than 300%. Hold on for further gains.

The Times

One beneficiary of the gold rush is H&T group. The pawnbroker yesterday said that trading was 'well ahead' of market expectations. It is trading at about ten times 2009 earnings, which seems close to its potential peak. Hold.

Private-label products have not performed quite as well as expected in the past year, despite the recession. McBride's performance depends on raw material prices and its share price has almost doubled this year already. Hold.