Friday, November 18

Newspaper Stock Picks Today

Newspaper Stock Picks - Friday


Daily Telegraph

Questor Share Tips

From Thursday

Sell Homeserve at 267p
Buy Barratt Developments at 90.5p

From Friday

Buy International Public Partnerships at 118.5p
The guidance for the 2011 dividend is a 3% increase to 5.85p a share, i.e. a prospective yield of 5%. Buy for the income.

Buy HICL Infrastructure Fund at 115.5p - a dividend play

Questor went to Kurdistan Podcast

Talked about - Genel energy - assets are superb - investment dependent on revenue sharing agreements between Kurds and Iraqis - Questor says to wait and see what's in prospectus - there are still a lot of question marks but when they are rsolved it could be a good opportunity


The Times

Tempus Share Tips

Serco is suffering at the moment and Tempus says to leave it alone

The Independent
Investment Column


Rexam - buy at 333p
Rexam is a good business with a good yield and good valuation multiples but it has its weaknesses, which it is dealing with, and the possibility of a further cash boost, makes its well worthwhile in these uncertain times.

BHP Billliton - hold at 1906p

Lamprell - buy at 259p -
Issued a reassuring update yesterday, with results for the full year expected to be in line with market hopes. Some notable contract awards, Lamprell said orders stood at around $1.2bn at the end of October.

Evolution Securities says the firm is exposed to the fast-growing energy infrastructure market, which is good for its own growth. The weakness in the share price since the summer, offers a good opportunity to add to holdings.

Robbie Burns has been busy too he bought some:-
Avon Rubber (AVON)
Afren (AFR)
New Brit
Coastal Energy

Some stock picks from Shares Magazine
Trap Oil -Buy - at 27.9p
Prudential - Buy - at 608.5p
Nautical Petroleum - Buy - at 271.25p
Sell Fiberweb (FWEB) at 55.5p