?> Weekend City Press Review

Share Tips from the Weekend Press 6 February - 7 February 2010

The Times
The Daily Telegraph
The Independent
The Daily Mail
The Sunday Times
The Sunday Telegraph
The Mail on Sunday
The Investors Chronicle

 

The Times


Tempus: Nick Hasell says market current uncertainty has not deterred upbeat comments about prospects from Goldman Sachs and UBS, with the latter considering AstraZeneca, Centrica, Lloyds Banking Group, Reed Elsevier and Rio Tinto all undervalued.

Money Masterclass: David Budworth explains how value investing works and rates Logica and Carillion as both looking undervalued.

 

 

The Daily Telegraph


Brokers' Tips: Buy Sage Group at 238p, says Panmure Gordon; Buy Britvic at 431, says Credit Suisse; Buy BSkyB at 559p, says Numis Securities.

Hold Wm Morrison at 295p, says Collins Stewart; Hold De La Rue at 984p, says Panmure Gordon; Hold AstraZeneca at £30.45, says SG Cross Asset Research; Hold Greene King at 433p, says Astaire Securities.

Sell Moneysupermarket.com at 74p, says WH Ireland; Sell Wolseley at £14.20, says Davy.

 

 

The Independent


No Pain, No Gain: Derek Pain again defends the rights of small investors against the encroachment of the institutions, suggesting their marginalisation was highlighted during the Mitchells & Butlers saga.

 

 

The Daily Mail


Investment Extra: Ian Lyall is adding Accsys Technologies, Eu0.47, to his portfolio as a speculative play that its revamped strategy can start to pay off.

Brokers' Tips: Buy BG Group at £11.68, says Evolution Securities; Buy Bellway at 761p, says Panmure Gordon; Buy Tesco at 426p, says Collins Stewart; Buy Vodafone at 139p, says Investec.

Sell Carluccio's at 92p, says Investec; Sell Ladbrokes at 169p, says Collins Stewart; Sell RPS Group at 197p, says Panmure Gordon; Sell SABMiller at £17.20, says Nomura.

 

 

The Sunday Times


Inside the City: Jenny Davey says buy Rio Tinto which remains one of the cheapest mining stocks at £30.36, with analysts bullish about short-term prospects.

Israeli online gaming tycoon Teddy Sagi is worth watching as a key player in sector consolidation, especially as he is the founder and biggest shareholder in Playtech and was the 'mystery' investor behind the £5.5m fundraising by Sceptre Leisure last year.

Sharewatch: Evolution Group fell nearly 10% to 115p after a row between CEO Alex Snow and Andrew Umbers, head of the fast-growing investment banking division, over strategy.

Directors' Deals: New BP chairman Carl-Henric Svanberg has bought 750,000 shares at 575p each; Connaught FD Stephen Hill has added 50,000 shares at 395p each.

 

 

The Sunday Telegraph


Sunday Questor: Garry White says buy GlaxoSmithKline, £12.06, as a 'safe' income stock.

Buy Electrocomponents, 181.6p, as it continues to outperform expectations.

 

 

The Mail on Sunday


Midas: Joanne Hart says buy RM, 173p, for long-term growth in the education sector.

Update: Keep buying BTG, tipped in December 2008 at 155p and now 175p, as there is more growth to come.

Ask Andy: Andy Brough of Schroders thinks Eaga is worth buying at 150p now that it has moved into the solar panels market; he is also holding underperforming PV Crystalox for the long-term.

 

 

The Investors Chronicle


Tips of the Week: Buy William Hill at 205p; the discounted rating to rival Ladbrokes is unjustified, given its financial strength and online growth prospects.

Buy London Mining at 205p; offers plenty of catalysts to raise its profile and push the price higher.

Buy Immunodiagnostic Systems at 695p; has great potential for organic growth and as a takeover target.

Sell Rightmove at 535p; its business model is starting to look old hat, while it faces possible competition from Google.

Updates: Keep buying James Halstead, tipped on 1 October 2009 at 462p and now 565p.

Keep buying Hansard Global, tipped on 2 January 2009 at 141p and now 163p.

Keep buying Cranswick, tipped on 18 June 2009 at 611p and now 774p.

Keep buying Rolls-Royce, tipped on 8 January 2010 at 495p and now 484p.

Keep selling Paragon, recommended as a sell on 6 August 2009 at 104p and now 140p.

Allocate Software, tipped on 27 February 2009 at 42p still offers good value at 73p.

News Tips: Buy Eaga, 154p, as progress will continue to be driven by the political focus on carbon reduction.

Scottish & Southern Energy remains a long-term buy at £11.78 for its potential 6% yield.

Keep buying British American Tobacco, £20.74, for growth in emerging markets with Imperial Tobacco, £20.52, also offering defensive strength.

Government support for the domestic oil & gas sector means Ithaca Energy, 89p, Kentz, 222p, and Plexus, 37p, all remain buys.

Keep buying VT Group, 536p, as it has six weeks to try and agree a deal with Mouchel.

The valuation of New Look's planned IPO looks a 'little punchy' and private investors should avoid for now.

Keep buying Cable & Wireless, 146p, as it remains on track for its demerger next month.

Funds Tip: Buy Sarasin Agrisar Fund which is well-diversified and has access to the specialist research team at parent company Rabobank.

Fixed Income Tip: The Royal Bank of Scotland 5.1% 2020 bond is not cheap but adds to the list of tradeable fixed income securities available to investors.

Brokers' Views: Greene King: Investec Securities (Hold), Charles Stanley (Buy); IC View: Buy.

JJB Sports: Numis Securities (Buy), Seymour Pierce (Sell): IC View: Sell.

Tullow Oil: Crédit Suisse (Outperform), Citigroup (Hold); IC View: Fairly priced.

3i: Evolution (Buy), Cazenove (Fairly priced); IC View: Fairly priced.

Results Tips: Buy AstraZeneca, £29.44; Buy Eaga, 154p; Sell BSkyB, 536.5p; Sell Autonomy Corporation, £15.86; Buy Quadnetics, 150p.

Trading Tips - City View: Cocoa: Philip Allwright at www.sevendaysahead.com thinks the bull run in the commodity is under threat.

Euribor: Dhiren Sarin at Barclays Capital says overbought momentum is unwinding rapidly because of the price trading sideways.

Nikkei: Warren Firth at IG Markets believes the longer-term pattern is positive.

Sterling/Dollar: Matt Shaw at www.fixedoddssuccess.com sees big resistance for sterling at the US$1.61 level.

 

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