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: Get the latest newspaper and magazine share tips.
FRIDAY
The Daily Telegraph
Last week's profit warning from gambling software group Playtech was very disappointing. There shares are now almost 25% below their March 22 recommendation price. The stance on the shares is to cut to holdfrom buy.
Shares in Rolls-Royce started sling after the Questor column named them as one of the tips of the year. The company also confirmed that it's expected to meet its forecast for revenue. The shares are trading on a December 2009 earnings multiple of 12 times and yielding 3.6%. Buy.
The Times
Travis Perkins reported yesterday that it produced £90m of pre-tax profits over the past six months. At 769.75%, the shares trade at 15 times next year's earnings, carry no dividend and have nearly trebled since January – but should have further to run. Buy on weakness.
Laird makes bits and pieces for mobile phone and laptop computers. The problem is that mobile handset demand peaks towards the end of the year – meaning that it will not be until September that order patterns become clear. Until then, at 163p, or 13 times earnings, stand aside. Pass.
Shares Magazine
Oil and gas group Petrofac has strong growth contracts and an extensive order backlog. Despite a decline in offshore products and increased exposure to oil prices, North Sea oil production is rising and the company is well funded for growth through deals. Buy.
Demand for Chloride's uninterruptable supply products is stoked not only by its customer's prudence, but also by health and safety legislation. The company has a sound balance sheet and despite strong competitors and a cautious management, the growing dividend looks secure. Buy.
THURSDAY
The Daily Telegraph
Bunge is a global business operating in one of the most obvious secular bull markets that exists today. The shares are not listed in London, but traded in the US under the code BG and should be easily available from your broker. The Questor column urges all reader to consider investing in food, soft commodities and the logistics supply chain that transports food from farmer to consumer. Bunge is a definite buy for the long haul.
The Times
Of the three mid-cap engineering companies to file first-half results yesterday, Morgan Crucible was the only one not to have issued a profit warning this year. There is no sign of wider recovery. But at 119p, or eight times 2010 earnings, and yielding 5.9%, the shares should be over the worst. Buy.
The FTSE 100 may have risen 7% since this month, but that rally came too late to lift Rathbone Brothers, the private client fund manager. At 741p, or 14 times 2010 earnings, the shares are not cheap. However, a 5.7% yield gives incentive to hold.
Shares Magazine
Johnson Matthey trades and processes precious metals and makes auto-catalysts, filers and pharmaceutical materials. The market thinks the car industry is down and out. The shares should be bought as a rebounding car market will increase the demand for catalysts and push up the price of platinum. Buy
Vodafone's results were not as bad as feared. Those investing in the mobile telecoms giant should be confident it's ability to sort out revenue issues, achieve high levels of cost savings. There is the also potential acquisition of T-Mobile to keep investors interested. Buy.
WEDNESDAY
The Times
The products of Arm Holdings may process data at dizzying speed, but the figures of the Cambridge-based semiconductor designer are slower to arrive. The shares, at at 128¾p, a heady 27 times 2009 earnings and up 40% on the year, may have run far enough for now. Pass.
Games Workshop, the maker and retailer of fantasy table-top figures, announced yesterday that pre-tax profits rose nearly sevenfold to £7.5m, helped by a return to sales growth for the first time in six years. However, at 309p, up 73% on the year, and the shares now trading at a full 16 times current-year earnings, short-term investors should take their pieces off the table. Sell.
The Daily Telegraph
Randgold Resources has analysts split, but the Questor column recommends a buy after it announced solid second-quarter numbers yesterday. Shares in Randgold, which were recommended at £33.62 on April 26, remain a buy.
Despite the market reacting badly to interim numbers from Croda and the shares closing 4% lower, the Questor column believes that there is no need for concern. The shares are trading on a December 2009 earnings multiple of 11.2 times and are up 40% since their initial recommendation on December 9. Buy.
The Independent
Games Workshop's success is no big secret – it more or less amounts to loving the customer and giving them what they want. The shares have reflected this over the past few months. Hold for the moment, but buy on weakness.
Provident Financial is a company that is very hard to like, it sells high-interest loans to low-income groups. The regulatory risk racing the company should not be ignored, but the investment case is still strong. Buy, if you can stomach it.
TUESDAY
The Times
Five months after Beazley, the Lloyds's of London insurer, raised £150m through a rights issue, the money is already spent. However, Beazley has a sound platform for growth, at 106.5p, or four times Numis's estimate of next year's earnings, tuck it away. Hold.
The Daily Telegraph
National Grid's shares are yielding a chunky 6.8% at the moment. With interest rates so low, this remains a good investment for income seekers. They remain a buy for their solid, safe dividend. Buy.
The Questor column recommended buying shares in educational publisher, Pearson, on March 9 at 653.3p, even after yesterday's share price jump they are yielding at a respectable 5.3%. Buy.
The Independent
Despite currency movements not doing any favours to Beazley, it is still in a good position to capitalise on the underwriting market. There are values in these shares, but buying isn't without risk. Buy.
With the markets showing signs of recovery Aberdeen Asset Management is of some interest. The company is worth watching closely over the coming months, but given the current risks it is time to sell.
Most watched Money videos
- 2025 Aston Martin DBX707: More luxury but comes with a higher price
- Ray Massey walks us through the new Ferrari 12Cilindri
- 'Now even better': Nissan Qashqai gets a facelift for 2024 version
- MailOnline asks Lexie Limitless 5 quick fire EV road trip questions
- Land Rover unveil newest all-electric Range Rover SUV
- Tesla unveils new Model 3 Performance - it's the fastest ever!
- Mail Online takes a tour of Gatwick's modern EV charging station
- Leapmotor T03 is set to become Britain's cheapest EV from 2025
- Blue Whale fund manager on the best of the Magnificent 7
- A look inside the new Ineos Quartermaster off-road pickup truck
- How to invest for income and growth: SAINTS' James Dow
- Mini celebrates the release of brand new all-electric car Mini Aceman
- RUTH SUNDERLAND: Stop cynical Royal Mail bid
- Cadbury owner Mondelez to face scrutiny over selling...
- Top industrialist Sir Jim Ratcliffe blames high taxes for...
- Australian miner looking to buy Anglo American set to...
- BUSINESS LIVE: Ryanair profits soar; AstraZeneca builds...
- CITY WHISPERS: Boss Cook-ing up a big sparkler to woo De...
- St James's Place facing humiliating exit from FTSE 100
- Sales at Bloomsbury soar thanks to the craze for...
- Revealed: The seven pensions savings habits that could...
- How to invest in the Ozempic weight loss boom - and pile...
- How does Shein make £2bn profit selling clothes from just...
- How can the UK catch back up with the US? HAMISH MCRAE
- Coca-Cola HBC's boss pocketed more than £320,000 in 'cost...
- Pressure on IMF to change gloomy forecast as Britain...
- Meet the foul-mouthed, Left-wing, working-class ex-City...
- Nationwide set to hand Fairer Share bonus worth £350m to...
- Former LV boss Mark Hartigan cashing in again as he tries...
- CQS NATURAL RESOURCES GROWTH AND INCOME: Golden...