Stock Market Investing - Newspaper Stock Picks
Stocks to Watch
TIPS AND RUMOURS FROM UK NEWSPAPERS
DAILY MAILARM Holdings (ARM) boosted by takeover talk [See below]
Evolution (EVG) lifted by Cenkos (CNKS) stake speculation.
FINANCIAL TIMES
Debenhams- talk of stakebuilding by Baugur .
Antrim Energy (AEY) – Rumours of positive news re. Central Causeway well.
INVESTORS CHRONICLE
Healthcare Sector Top Picks:
Deltex Medical (DEMG)
Synergy Healthcare (SYR)
BBI (BBI)
Celsis International (CEL)
Immunodiagnostic Systems (IDH)
Advanced Medical Solutions (AMS)
Maelor (MLR)
Tips:
Buy
WPP Group (WPP) at 742p
Alpha Pyrenees Trust (ALPH) at 98p
Bglobal (BGB) at 57pp
Kalahari Minerals (KAH) at 29p
Sell
Avis Europe (AVE) at 51p
Micro Focus International (MCRO) at 278p.
Updates:
Buy - Jubilee Platinum (JLP) and Premier Research (PRG)
Fairly Priced - Accsys Technologies (AXS) and Research Now (RNOW)
Good Value – Autonomy (AU.)
THE TIMES
Tempus
Hold - Michael Page (MPI)
Sell- Game Group (GMG)
Hold – Ladbrokes (LAD)
INDEPENDENT
Investment Column
Buy - Michael Page (MPI)
Buy - Cookson (CKSN)
Risky buy – Energetix (EGX)
DAILY TELEGRAPH
Questor Column:
Hold - Michael Page (MPI)
Hold - Standard Life (SL.)
ARM HOLDINGS
Arm Holdings traded at £10 a share during the dot-com boom, and as low as 40p at one point after the bubble burst. Arm designs computer chips that power mobile phones, digital cameras and iPods.
It is now the centre of bid speculation, it rose 5p to a 52 week high of 153¼p on turnover of 31m shares amid talk of a 180p a share cash offer from an American trade buyer.
Apparently fund managers have been buying since April's first Q1 results after Arm said it would accelerate its share buy-back programme and promised to increase the dividend. The share price has been bolstered by takeover rumours and the successful US launch of the Apple iPhone.
5-year Chart
6-month chart
Could be interesting but I'll wait to see if it drops back a bit first.
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