Newspaper and magazine share tips
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
Tips: All the latest share tips from newspapers and magazines.
FRIDAY
Unilever
The Daily Telegraph
Unilever's shares are now only 5% below the price at which they were recommended, but they have been as low as £12.30. However, after a reassuring first-quarter update that beat market expectations, the shares remain a buy.
Questor admits that the call to buy oil was made too early, but that's not the only reason the ETF Securities Crude Oil (CRUD) investment has fallen 28% since its recommendation. With the spot price of oil unlikely to move significantly higher from here, Questor thinks that the loss should be taken on the chin and the money put to better use elsewhere. Sell.
The Times
Rexam, Europe's biggest maker of cans for beer and fizzy drinks, is hoping for a long hot summer to help boost sales after yesterday's poor first-quarter trading update. On the brighter side net debt remaining steady at £2.7bn. It's shares are somewhat unloved at 305½, or eight times 2009 earnings and yielding at 7%.
THURSDAY
The Times
There are scant green shoots at Sage Group. First-half sales at the FTSE 100 accountancy software developer may have been up 17%. However, more than 80% of the revenue comes from outside the UK and underlying sales fell by 3%. At 196p, or 12 times next year's earnings, there is better value elsewhere. Pass.
Yesterday's trading update from National Express, the FTSE 250 bus and train operator, did little to provide clarity on the pace of talks with the Government or the rumoured £400m rights issue. The doubling of the shares from their March low suggests that some form of deal with the Government on the East Coast franchise is likely. At 331p, or five times earnings, and yielding 7%, this is a buy only for the brave.
The Daily Telegraph
Five-a-side football remains one of the most popular sports in the UK – even the recession can't change that. However, despite a recent positive trading statement and shares which have risen 57% since January, sales are still falling. Questor advises that investors take profits.
The performance of Nighthawk shares was very disappointing after their recommendation at 31¾p on January 11. The shares fell as low as 22¾p after the company unveiled a surprise placing just a few weeks later. The company is still loss-making and the shares are likely to be very volatile. Questor says take profits.
Shares Magazine
Informa, the business to business publisher, has seen its shares rally sharply since news of a £242 rights issue. Friday's trading update is also comforting as it noted that the three months to 31 March were inline with Management forecasts. Buy.
Operator of train and bus services, Arriva, appears a risky investment on paper, with 2009 profits forecast to decline. However, it could defy the traditional equity valuations and outperform during a transitional stage in stock market cycles. The market is worried about falling profits so Arriva is a buy for the short term.
WEDNESDAY
The Daily Telegraph
Cisco Systems, the world's largest maker of computer networking equipment, posts its third-quarter results later today – and they are expected to be good, given the current state of the industry. Despite not paying a dividend the shares remain a buy at current levels.
Another share recommended as a beneficiary of President Obama's stimulus was Mexican group Cemex, one of the world's largest producers of cement. The shares were buoyed last week after pending sales of existing homes in the US posted their first back-to-back gains in nearly 12 months and as construction spending unexpectedly rose. The company is paying a dividend and, at this distressed level, the shares are yielding 7%. Buy.
The Times
Three months after its %4.1bn rights issues, investors in Xstrata have no cause for complaint. Shares have nearly doubled and at 655p, up 16½p, or ten times next year's earnings, there will be better times to buy. Pass.
Carluccio's, the Italian deli-dining chain, sent share prices of quoted operators sharply higher. However, raising any debt funding is still fiendishly difficult. Although, there is continued scope for expansion and there are no refinancing issues on the horizon. Hold.
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