LONDON (ShareCast) - In the Times, Tempus is cautious on rapidly rising insurance firm Amlin. It has made a dramatic recovery after suffering severe losses last year related to the Japanese earthquake and tsunami, in addition to floods in Thailand.

This year the combined ratio which measures premiums received against claims made stands at a healthy 84% against 122% last year. The trouble is, the recovery has been priced in already, with the shares up 24% this year. Tempus isn’t convinced they have much further to go so can only recommend a hold.

Tempus also continues to bang the drum for NCC Group, the cyber security consultants who have made a packet out of helping firms when their computer defences have been breached. NCC is deal hungry and the shares have risen 30% in the last 12 months (during which Tempus tipped them). The column believes there is more growth to come from mobile security applications. Buy.

The Telegraph’s Questor column has long been an advocate of Petra Diamonds, arguing that with world supplies of diamonds tight this player was a big buy. The column made the stock a tip of the year for 2012, they have since fallen 11% - mainly on fears of a production cuts. The stock trades at 10.3 times 2013 earnings, Questor continues to say buy.


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BS

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