| BUY
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|---|---|---|---|
| Company | Publication | Reason | Price tipped/ 52wk high/low |
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Anite (AIE) Software and computer services |
The Times | The tester of mobile handsets and networks is ideally placed to benefit from the 4G rollout. Trading on a p/e of 15, the stock is a decent one to tuck away for the long term. | 80p 80p/55.5p |
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Centrica (CNA) Gas, water and multiutilities |
The Times | Centrica has been trumpeting its upstream gas assets. Meanwhile, fears of government interference in the energy market look “overdone”. There’s little downside on a p/e of 11. | 301.7p 345.8p/283.7p |
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Chaarat Gold (CGH) Aim |
The Mail on Sunday | The Kyrgyzstan miner should benefit from improving political stability, and it has discovered significant gold deposits. It’s not for the cautious, as funding remains an issue. | 25.5p 74p/20.5p |
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Cineworld (CINE) Travel and leisure |
The Times | The latest instalment in the Twilight saga should ensure a continued rise in film box-office admissions – up 5.2% in October. Cinema looks like a secure luxury in the downturn. | 202.8p 228.8p/169.5p |
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Cluff Gold (CLF) Aim |
The Independent | Gold is still trading above its price this time last year – the safe havens will be in demand in the coming months. Cluff’s strong cash balance ($25.6m) makes it a solid bet. | 77.7p 125.8p/73p |
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Goldplat (GDP) Aim |
Shares Magazine | The miner has announced plans for a Kenyan elution plant, so it can start gold production and exploit its unique lease. With projects in South Africa and Ghana, it’s on a roll. Buy. | 11.7p 14p/9.8p |
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IG Group (IGG) Financial services |
The Independent | This broker offers a decent forward yield of 5%, rising revenues in uncertain times and a quality franchise. Nor is it expensive on a p/e of 12. | 474p 527.5p/393.6p |
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Inchcape (INCH) General retailers |
Shares Magazine | Emerging-markets exposure means Inchcape, the car dealer, should see strong demand. The group is expanding in China and like-for-like sales rose 4.1% in the third quarter. | 307.8p 425.4p/268.6p |
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Iomart (IOM) Aim |
Shares Magazine | The managed services data centre operator is tapping into the cloud-computing trend; net profits doubled in the last half and acquisitions are adding further growth opportunities. | 122p 125.5p/84.5p |
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ITE Group (ITE) Media |
The Times | The conference group plans to expand in Indonesia and Malaysia. In Russia demand is being boosted by higher oil and gas prices. On a p/e of 12, the stock offers long-term value. | 192p 258.2p/163p |
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Kedco (KED) Aim |
Shares Magazine | Risk-tolerant investors should consider waste-to-energy specialist Kedco following news of financing for its Newry plant. This could be key to restoring confidence in the group. | 2p 10.2p/1.5p |
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Kentz Corporation (KENZ) Oil equipment and services |
Shares Magazine | The specialist engineer offers a rare combination of a strong track record, earnings and services visibility and growth potential; nearly $10bn of new opportunities are in the pipeline. | 470.1p 497.7p/276p |
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May Gurney (MAYG) Aim |
The Daily Telegraph | The infrastructure specialist is demonstrating its defensive qualities; a £1bn regional growth fund should provide a boost. The p/e is just ten and the yield is 2.7%. Buy. | 285p 302p/234p |
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New World Oil & Gas (NEW) Aim |
Shares Magazine | New World should shortly get the green light for a gas asset in Denmark. Expect the stock to rise, as the firm could be awarded up to 80% of this major new onshore project. | 6.1p 8.6p/6.3p |
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Petra Diamonds (PDL) Aim |
The Sunday Telegraph | Petra is set to join the main market soon and is becoming a serious global diamond player. Production is rising and demand from Asia remains promising. | 126p 185.8p/97p |
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Primary Health Properties (PHP) Real estate investment trusts |
Investors Chronicle | A seven-year loan has been secured from Aviva at 4%. This is crucial to the health group’s future finances. Now trading at 3% below net asset value, the shares are a buy. | 307p 338.5p/280p |
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RPC (RPC) General industrials |
The Daily Telegraph | Europe’s leading supplier of rigid plastics is a buy for its future growth potential. High operational gearing means the eventual economic recovery should see the shares soar. | 336.3p 384.8p/217p |
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William Hill (WMH) Travel and leisure |
Shares Magazine | Take advantage of a 9% drop in the shares following a flurry of unfavourable football results and large payouts. The betting group should bounce back. Buy. | 198p 244.1p/162.9p |
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William Sinclair (SNCL) Aim |
Investors Chronicle | The garden products group is performing well, despite the current pressure on consumers. Market share gains and the benefits of the Sinclair acquisition are still to come through. | 155p 212p/114p |
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WorldSpreads (WSPR) Aim |
Investors Chronicle | This spread-better has 3% of the UK market and is growing fast: average daily trades rose 56% in 2011. It’s high risk, but has lots of growth potential. | 44p 64p/39p |
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Young & Co (YNGA) Aim |
Shares Magazine | The brewer should continue to progress in a strong London market and with an ongoing business revamp. Premium locations include the Olympic site and the financial district. | 642p 712p/565p |
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Zambeef (ZAM)
Aim |
Investors Chronicle | The Zambian agriculture business recently reported a 225% rise in net profits to $10.6m. There’s more expansion to come next year and the stock looks well priced. | 51.25p 61p/41p |
| SELL | |||
| Company | Publication | Reason | Price tipped/ 52wk high/low |
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Dechra Pharmaceuticals (DPH) Pharmaceuticals and biotechnology |
Investors Chronicle | While regulatory approval to manufacture a key drug for hormone disorders in dogs has come through, the company remains a sell due to ongoing headwinds in the sector. | 492p 536.5p/433p |
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International Consolidated Airlines (IAG) Travel and leisure |
Investors Chronicle | The merger of BA and Iberia may yield benefits, but doubts remain about ambitious targets. Demand is weakening and fuel costs are rising. It’s a sell on a p/e of 11.5. | 143p 307p/130p |
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Rangold Resources (RRS) Mining |
Investors Chronicle | Weather-related problems at its Gounkoto mine are now in hand, but labour disputes, costs and production shortfalls continue to work against the firm. A p/e of 21 is too rich. | 6,480p 7,656p/4,320p |