| Buy | |||
|---|---|---|---|
| Company | Publication | Reason | Price tipped |
|
Angle (AGL) Holding |
Shares Magazine | This intellectual property investor looks set to cash in as its portfolio business has developed a promising cancer-treatment method with a potential $4bn market in the US alone. | 58p 69p/18.25p |
|
Anglo Pacific (APF) Mining |
Investors Chronicle | The miner’s royalty system allows it to benefit from commodity demand without the challenges of mine operation. Ongoing urbanisation will support demand. | 234.5p 399p/226p |
|
Apple (AAPL) Technology hardware & equipment |
Investors Chronicle | The gadget-maker grown earnings by an average of 60% per year since 2006 A busy product pipeline should keep going and it looks cheap on a p/e of 13. | $376 $423/$278 |
|
Avon Rubber (AVON) Defence |
The Daily Telegraph | The 120-year-old maker of rubber products recently switched to supply dairy and defence markets. The “unlikely pairing” has driven the stock 40% in the last year. | 290p 324p/161p |
|
Dunelm (DNLM) General retailers |
The Times | The retailer saw like-for-like sales fall by 2% in the past quarter, but it’s plan for an ambitious store opening programme. Among retail stocks, it looks as safe as any. | 451.2p 549p/383.9p |
|
Eden Research (EDE) Plus |
Shares Magazine | This agrochemical specialist looks worth a punt: it has just signed a long-awaited marketing and licensing deal for its biocide product. An AIM listing is now planned. | 16.5p 23.5p/10.5p |
|
eServGlobal (ESG) Technology |
The Mail on Sunday | The tech firm should benefit from growing mobile phone use in developing countries. It’s mobile money transfers platforms should move the firm into profit in 2012. | 24.5p 55p/22p |
|
European Goldfields (EGU) Mining |
Shares Magazine | The goldminer has secured financing to start work on two large Greek goldmines. Its estimated NAV of £11.96 is nearly double the current share price. “Buy.” | 630p 1,056p/525p |
|
Green Dragon (GDG) Oil & gas |
Investors Chronicle | The energy company is hoping to extract gas from Chinese coal-bed methane reserves. If it hits its production targets it should make $20million profit in 2012. | 808¢ 1,455¢/550¢ |
|
Hayes (HAS) Support services |
The Independent | The recruiter’s huge 9% dividend compensates for weakness in the UK market. It’s good value on a forward p/e of 8.5 and worth a shot, despite the risks. | 72.55p 133.6p/67.55p |
|
IMI (IMI) Industrial engineering |
The Sunday Telegraph | The engineering conglomerate is well positioned to benefit from long-term trends such as urbanisation and resource scarcity. Looks cheap on a p/e of 9.6. | 761p 1,119p/636.5p |
|
Iomart (IOM) Technology |
Shares Magazine | This managed data centres provider should take advantage of the move to cloud computing. Yet it’s lowly p/e of 18.5 means it trades at a discount to its peers. | 102p 118p/84.5p |
|
Kalahari Minerals (KAH) Mining |
Investors Chronicle | A bid for the Namibian uranium producer was derailed by the Japanese disaster. But nuclear power is now making a comeback and uranium demand should soar. | 217p 309p/140p |
|
Lochard Energy (LHD) Oil & gas |
Investors Chronicle | The Australian oil & gas producer expects production from it’s North Sea wells to flow by December. This will then fund it’s other interests in the region. “Buy.” | 13p 16.5p/9p |
|
Majestic Wine (MJW) Retail |
Shares Magazine | This fast-growing wine retailer may be upgraded following upcoming half-year results. Its robust balance sheet supports further store expansion. “Buy.” | 248.7p 510p/330p |
|
Michael Page (MPI) Recruitment |
The Daily Telegraph | Growth in the recruiter’s UK business is almost at a standstill, yet its long-term diversification plan is working. Emerging market business is booming. “Hold.” | 358p 76p/27p |
|
Regenersis (RGS) Support Services |
Investors Chronicle | The electronic gadget repairer has shed it’s loss-making mobile phone recycling business. It now focuses on diagnostics for high-end products like the Blackberry. | 76p 85p/42p |
|
RPC Group (RPC) General industrials |
The Sunday Telegraph | The plastic packaging firm looks cheap on a p/e of 9.3. Moreover it benefits from strong pricing power and analysts expects earnings growth of 16%. | 331p 384.8p/215.4p |
|
Swallowfield (SWL) Cosmetics |
Shares Magazine | A new product launch and growth in emerging markets should offset a slowdown in developed countries for this cosmetics group. The p/e of 10.2 looks undemanding. | 115p 142p/99p |
|
Tate & Lyle (TATE) Food producers |
Investors Chronicle | The industrial food ingredients maker has seen a jump in sales of its sweetner suclarose. Rising cattle feed prices also drove demand for its corn by-product. | 615p 656p/489p |
|
Virgin Media (VMED) Fixed line telecommunications |
Shares Magazine | Buy this telecoms group as it attempts to gain share in the home phone market. Virgin’s existing cable infrastructure should give it an advantage over the competition. | 1,581p 2,006p/1,335p |
|
Xstrata (XTA) Mining |
The Independent | Despite this year’s weakness, the miner is in better shape than the share price suggests. It’ll benefit from long-term, emerging market demand for raw materials . | 818.2p 1,537p/764p |
| Sell | |||
| Company | Publication | Reason | Price tipped |
|
Clarity Commerce Solutions (CCS) Software |
Shares Magazine | The software supplier had a tumultuous month. First a 23p-as-share private equity takeover offer then the CEO Ken Smith resigns. “Take the money and run.” | 21.5p 41p/14.25p |
| Hiscox (HSX) | Investors Chronicle | The Lloyds underwriter is still being hit by claims from the Japan and New Zealand earthquakes. With its motor business also facing challenges it is a “sell”. | 365p 428p/335p |
|
Hot Tuna (HTT) Retail |
The Independent | Despite some positives in the recent trading statement, this surfwear group remains in the red amidst boardroom upheavals. Too many questions remain to invest at this point. | 0.073p 0.0275p/0.06p |
|
XP Power (XPP) Electronic and electrical equipment |
The Independent | The converter manufacturer’s half-year results disappointed and the future looks Grim. Trading above its historical average price suggests it has further to fall. | 930p 1,950p/930p |