Friday, April 29

Newspaper Share Tips Apr29

Stocks and Shares - Friday's Newspaper Share Tips


FINANCIAL TIMES

Bain Capital to put in a bid for Micro Focus worth up to £890 M.

The Lex Column

Berkshire Hathaway: advice for the Oracle of Omaha - the David Sokol affair should act as a reminder to investors that Warren Buffett not only buys companies, he also runs one himself. He must ensure he is fit enough to do both.

Nomura: - the results seem to confirm one immutable law of investment banking: a good deal for bankers is a bad deal for investors.

Lombard

Shell - the only uncertainty for the business is what it will do with all the cash from the Q1 operating cash flow that was 80% more than last year at $8.6 billion.

The Times

Tempus share tips


Buy AstraZeneca
Buy Fortune Oil
Hold Shell.

Comment

David Sokol has done enormous damage to the reputation of Warren Buffett and Berkshire Hathaway. Suspicious minds will wonder if with internal rules so lackadaisically enforced, others were tempted to do the same.

The Independent

Investment Column


Hold British American Tobacco at 2611p
Buy Stagecoach at 247p

Outlook

Warren Buffett dropped a clanger when he so publicly backed Sokol .

America's troubles are a problem and a useful lesson for us all.

Tesco boss Philip Clarke has reined back a generous price guarantee scheme.

The Guardian


Putting a cap on oil prices is crucial to US recovery - rising commodity costs are starting to dominate, and the FED has run out of monetary ammunition.

Savvy shoppers make money out of Tesco - the company has reacted by putting a £20 limit on refunds.

Daily Telegraph


Four bidders, inc. National Grid and Balfour Beatty, are in the running to acquire the power links to the world's largest wind farm, the London Array.

Lion Capital, owners of Weetabix, La Senza and American Apparel, is in final negotiations to buy a majority stake in clothing retailer All Saints.

Questor Share Tips


WPP - Buy at 781.5p
Croda - Buy at 1881p
Aggreko - buy at 1786p
BP - Hold at 466p

Daily Mail

Market Report


Nighthawk Energy’s shares crash after saying that a study at its Jolly Ranch project in Colorado estimated probable and proved reserves of 55,000 barrels of oil, which was much lower than hoped for.

Wednesday, April 27

Today's Share Tips and Performance

Stocks and Shares - Newspaper Share Tips and Questor Performance Apr27

FINANCIAL TIMES

Shares in Micro Focus soared on Tuesday after it said it had received an approach regarding a possible takeover.

Virgin Active is almost doubling in size after the takeover of rival gym company Esporta’s 55 sites for £77.6 million.

Minmetals Resources has withdrawn its $6.5 bn offer for Equinox Minerals, after being outbid by Barrick Gold.

The Times

Tempus share tips

Hold Pearson
Staffline shares look cheap
SDL shares - up with events.

The Independent

Investment Share Tips


Buy Tesco at 406.5p

Buy Speedy Hire at 28.75p

The Guardian
Multimillionaire Raj Chatha buys 37 Oddbins wine shops from the administrators.
Kevin Stanford launches 11th hour management buyout for his struggling fashion chain AllSaints.

The Daily Telegraph

Viktor Vekselberg, Russian businessman who co-owns the TNK-BP JV, signalled he is willing to sell his own 12.5% stake.

Questor Share Tips
Hold Pearson at 1141p
Avoid Heritage OIl at 257p

Questor's Share Performance so far in 2011

The tips of the year have gone with a "whimper rather than a bang". On average the tips are up 1.5% compared with the FTSE 100 which is up by 2.6%. However, it is still early days and all of Questor's shares remain buys.

Share Performance


Royal Dutch Shell +6%
Aviva +10%
Barratt Developments +22%

Johnson Matthey -6%
Blackrock Latin America -8%
European Goldfields -18%
The laggard as the permitting process in Greece drags on. The company is waiting for approval for its gold mines after its 3,500-page environmental impact study last year. Questor still expects approval – and the final stage is close.

Daily Mail

Norwich and Peterborough Building Society plans merger with £30 bn Yorkshire BS, the UK's second largest building society.

Market Report
Discount clothing chain Primark has been AB Foods’ best performer over the last few years following the boom in demand for cheap clothing, but consumers now feeling pinch even more.

Monday, April 25

Share Tips from Investors Magazines

Stocks and Shares - Investors Chronicles Share Tips of the Week - April 22


Share Tips of the Week

Buy Fairpoint Group at 82p; diversification of revenue stream is starting to pay off.
Buy Unite at 212p; 34% discount to NAV due to worries over student funding is too high.
Sell Mouchel at 76p; collapse of bid hopes leaves it with an uphill struggle to revive trading and fix debt.
Sell Lloyds Banking Group at 60p; uncertain prospects in core markets and may be forced to sell more branches than planned.

Share Tips Updates:

Keep buying Heritage Oil, tipped in March 2011 at 263p - now 256p.
Keep buying Norseman Gold, tipped in June 2010 at 55p - now 16p ! (looks heavily oversold) .
Keep buying Paragon Group, tipped in September 2010 at 143p - now 171p.

Tip Bits:

Keep buying
Greenko, 215p,
GW Pharmaceuticals, 114p,
Kier, £12.95,
Asian Plantations, 245p,
CLS, 590p.

News Tips:

Buy Faroe Petroleum, 181p,
Buy Chariot Oil & Gas, 244p, they are both well-placed to do 'farm-out' deals with oil major to fund future exploration & production.

Shares in ARM Holdings, Wolfson and CSR look high enough given outlook for consumer spending and supply chain issues .

Keep buying Tesco, 398p.
Sell Smith & Nephew, 672p.
Capital Pub Company is good value at 149p after recent trading update.
Buy Camco International as its continues to grow portfolio of carbon credits.
Sell Alterian - further to fall given market uncertainty and lack of visibility for non-recurring revenues.
Keep buying NCC Group at 590p, - Peel Hunt has a 715p target.
Keep buying Oakley Capital Investments at 147p, trading at 12% discount to NAV.
Buy Surgical Innovations at 8p, after latest promising set of results.

Feature Tips:

Seven undervalued resources stocks:
Natural Resources, 24p;
Northern Petroleum, 128p;
IGas Energy, 72p;
ZincOx, 51p;
Goldplat, 11p;
Kentz, 410p;
Altona Energy, 10p.

Company Tips:

Buy Ideal Shopping Direct, 187p;
Buy WH Smith, 479p;
Buy GeoPark, 737p;
Buy Avacta, 1.25p;
Buy Noble Investments UK, 153p;
Buy Character, 200p.
Sell Dori Media, 40p;

Trading Tips

ARM Holdings: according to Ragu Dharmaratnam at Baselica charts suggests stock is on the way up again.
Gold: www.globalprimepartners.com.au sees few obstacles preventing precious metal reaching next target band of US$1,719-US$1,735.

Click here for Weekend newspaper share tips

Sunday, April 24

Weekend Newspaper Share Tips Apr24

Online Stock Trading - Weekend Newspaper Share Tips

Sunday Papers

Sunday Times
Property group Marylebone Warwick Balfour, could sell hotels worth up to £100 million to repay debt.

Rental firms and carmakers are considering possible £10m takeover of vehicle-sharing group City Car Club.

The Independent on Sunday
Aquascutum is selling its flagship for the past 110 years - 100 Regent Street.

Mail on Sunday


Midas share tips


Buys - Enquest, CEO Amjad Bseisu spent £28.1 million shares this month, while COO Nigel Hares spent £4.6 million.

At Ecofin Water & Power Opportunities, two directors and their associates have bought nearly ten million shares for £11.7 million.

Peter Hambro and Pavel Maslovskiy each sold two million shares in gold miner Petropavlovsk.


*******
Saturday Papers

Financial TImes

Yorkshire, the UK's second-largest building society, has agreed a takeover of Norwich & Peterborough

The Lex Column

Acer: - the world’s 3rd largest maker of PCs is suffering an existential crisis as its core notebook and netbook business is being cannibalised by tablets.

The Times

Tempus share tips


Buy Lombard Odier’s Golden Age fund.
Southern Cross shares are long-term plays.
Buy Axis-Shield, Smith & Nephew and Healthcare at Home.

Daily Telegraph

Questor Share Tips

Buy Bloomsbury at 131p
Bloomsbury has bought the back catalogue of the National Archives publishing programme, which has an extensive catalogue of historical documents and photographs, relating to events such as the Titantic disaster and the Magna Carta. Bloomsbury will be publishing new print books, ebooks and iPad apps using the archives.

At its update in February, the company said e-book sales grew 18 x in 2010 from $131,000 to $2.3m. Margins in e-books are significantly better than in print books and Bloomsbury has already digitised most of its back catalogue, as it anticipates an increased penetration of electronic readers such as Amazon's Kindle and Apple's iPad.

They have made some strategic acquisitions recently including Wisden Cricketers' Almanack, Arden Shakespeare and the digital Berg Fashion Library. It has also created Bloomsbury Academic platforms, which ought to generate good revenues from trade publishing.

There are also reports that JK Rowling's agent had said she is considering making Harry Potter books available electronicallly.

Reckitt Benckiser - buy at 3290p

Gem Diamonds - hold at 270p

Friday, April 22

Friday 22Apr Newspaper Share Tips

Stocks and Shares - Friday Newspaper Share Tips

TIMES

Tempus share tips

William Hill shares high enough.
Carillion remain solid hold.
Don't chase Anglo American.

Stock market comment

BP’s critics will have taken satisfaction from its decision to hit Transocean with a $40 billion lawsuit

The Independent
Fiat lifts stake in Chrysler to 46% by buying 16% of the company for $1.27 billion.

Outlook

Greek authorities are investigating a stock-market rumour that it will use cover of the Easter weekend to "restructure" – "default" – its debt.

More takeover speculation lifted Burberry 27p to 1,271, with vague talk of interest from the Far East

Next finished up 46p at 2,239p, as Morgan Stanley said it was one of "a number of good-quality companies that we believe are now very attractively priced for longer-term investors".

Ferrexpo rose 17p to 481p after the emergence of bid speculation on Wednesday. The share price has risen nearly 10% since gossip linked it to a potential bid approach from companies including Rio Tinto and Vale.

Small-cap flower delivery group Flying Brands rose 2.25p to 28.75p after announcing it had signed a deal with Debenhams to offer a special wedding service to the Debenham's customers.

The Daily Telegraph

Questor Share tips


Gem Diamonds - Hold at 270p
Petropavlovsk - but at 910p - look undervalued compared with peers, despite some headwinds – company needs to focus on costs and production - share price will recover as the company shows it is delivering.

Richard Evans says - Goldman Sachs recently advised selling its profitable “CCCP” basket of commodities – crude oil, copper, cotton, platinum and soybeans.
Gold bears – a rare breed recently – are starting to emerge. Peter Lawery, of Jupiter Merlin Income fund, said “I think the gold price may soon suffer vertigo.”

Questor doesn't agree BTW - he still likes gold.

Collecting Vinyl Records


As it's Easter and everything is quiet - the DT has a list of the top 50 collectable vinyl records - it's way too long - but here is the top 10 pop-pickers - if you fancy investing in something different

10 MR MAGIC Kazoo's/Dance To The Drummer's Beat 1982 Tri State US KF 3107 12" £500
9 AGINCOURT Fly Away 1970 Merlin HF 3 £700
8 THE OPEN MIND The Open Mind 1969 Philips SBL 7893 £750
7 DR Z Three Parts To My Soul 1971 Vertigo 6360 048 £1,000
6 LED ZEPPELIN Led Zeppelin 1969 Atlantic 588 171 £1,000

5 THE ROLLING STONES The Rolling Stones 1964 Decca LK 4605 £1,000
A Mint copy of this debut - with the 2.52 version of Tell Me - is a sound deal as long as it's a first Mint pressing. Although more canny investors should plump for Stones LPs from the 90s, like Voodoo Lounge (1994) or Stripped (1995), which were pressed in very small numbers.

4 WIL MALONE Wil Malone 1970 Fontana STL 5541 £1,500
You could probably double your money even if you found a Mint copy for £1,500, as this LP hardly ever shows up.

3 HANK MOBLEY Hank Mobley 1957 USA Blue Note BLP 1568 £2,000+
As one dealer said, jazz does not go out of fashion. You must know your "pressings" when it comes to this album - collectors seek out the labels with un-matching Blue Note address labels (47 West 63rd NYC/47 West 63rd New York 23).

2 THE BEATLES Please Please Me 1963 Parlophone PCS 3042 £3,500
The Beatles are the blue chip of record collecting - Our RRPG price is £3,500 and Mint copies have sold for 2 or 3 times that on eBay. Investment bankers would blow their bonuses on this sort of album, as it appreciates much more than your deposit account in your building society.

1 S*X PISTOLS God Save The Queen 1977 A&M AMS 7284 £8,000
The holy grail p*nk collectable, a Mint copy remains the crown jewel of any p*nk collection. Standard Mint stock copies of UK pressings of their lone LP, Never Mind The B*ll*cks (Google doesn't like naughty words). Here's The S*x Pistols, are also ones to squirrel away, as most were played to d**th upon release.


Daily Mail

Stock Market Report


Cash-rich said to be taking a close look at Micro Focus. Shares jumped a further 11.6p to 338p and have bounced back strongly from low of 245p after recent profits warning.

Tuesday, April 19

April 19 Newspaper Share Tips

Stocks and Shares - Tuesday Newspaper Share Tips

Financial Times
Nestlé to expand in emerging markets with a majority stake in China's foods group Yinlu Foods.

The Lex column

Eurozone: panic is premature - Brussels’ ability to find a political solution to its economic problems should not be underestimated.

Other comment

The Times

Tempus share tips

Hold Jupiter Fund Management and Phaunos Timber.
Aveva shares are up with events.

The Independent

Investment Column Share Tips


Hold Burberry at 1146p
Buy Jupiter Fund Management at 291p

Stock market news

Delaying Greek doomsday may help to stave off economic apocalypse.

The Guardian
Rumour that Twitter is buying TweetDeck for $50 million.

The Daily Telegraph
Comment

For Standard & Poor's to put the USA on "negative outlook" is something of event.

Questor Share Tips

Primary Health Properties - Buy at 315p - The shares remain a buy for income seekers because of the rising yield.
Kenmare Resources - Buy at 48 p - the fall yesterday is likely profit taking after a strong run. But, the City remains very positive for the group's prospects. Obviously, after a strong run investors may want to top slice and sell half of their holding, but Questor's rating remains buy.


Daily Mail


The markets should not give S&P any credence at all. The tide has clearly turned in Washington and the real debate now is about the makeup of the budget cuts.

Sunday, April 17

Shares Magazine Investors Chronicle Tips

Stocks and Shares - Shares Magazine and Investors Chronicle Share Tips


For tips from Sunday's papers click here - Weekend share tips

Shares Magazine Tips from April 14
Buy Alterian (ALN) at 168p
Buy RPC (RPC) at 302.1p
Buy Gulfsands Petroleum (GPX:AIM) at 315.5p

Sell Inchcape (INCH) at 357p

Investors Chronicle Share Tips from April 15

Share Tips of the Week:

Buy Hardy Underwriting Bermuda at 285p; 'enticingly' cheap, with a 'tasty' yield.
Buy Quercus Publishing (QUPP) 140p - Publishers of the Stig Larsson novels - Quercus was also tipped by Questor in a podcast back in August at 60p see - Questor share tips
Buy Kier at £13.46p; decent yield and reliable revenues make it a long-term investment.
Sell Enterprise Inns at 87p; the worsening outlook for consumer spending and high debt levels make the shares unattractive.

Share Tips Updates:
Keep buying Games Workshop, at 418p.
Keep buying Blinkx, at 119p.
GKN, looks good value at 199p.

Tip Bits:
Keep buying Aviva, 445p, BG Group, £15.03, Shire Pharmaceuticals, £18.54, Avocet Mining, 249p, and Entertainment One, 146p.

Any weakness in retailers such as Tesco and Marks and Spencer is a buying opportunity, even if the wider outlook for retailing remains gloomy;
JD Sports also remains a buy.
Michael Page good value at 524p on international growth.
Keep selling Asos, £18.71, overvalued.
Keep buying Cupid, 124.5p,
Keep selling Alterian, 109p, until trading position becomes clearer.

Results Tips: Buy Walker Greenbank, 51p; Buy Smiths News, 89p; Buy Lok'n Store, 109p; Buy China Food, 59p; Buy Ambrian Capital, 30p. Buy Matchtech, 208p;

Share Tips in Weekend Newspapers

Online Stock Trading - Sunday Newspaper Share Tips


For this week's Investors Chronicle and Shares Magazine tips click here - Investors Chronicle tips

The Sunday Times
Newcastle Airport up for sale as councils fight to reduce its ballooning debts.

Paragon Group, one of the UK's last remaining buy-to-let mortgage lenders, is contemplating a bid for a £6 billion block of home loans on offer from the troubled Irish bank CHL.

Backers of Clayton Dubilier & Rice, Europe’s biggest second-hand car dealer, are leading a group of potential bidders for the RAC.

Roman Abramovich's son, Arkadiy Abramovich, has bought 26% of Crosby Asset Management for around £3 million.

Bridgepoint Development Capital, NBGI and GCP - have entered the fight to buy Thompson & Morgan, the leading supplier of seeds and plants.

The Sunday Telegraph

Smith & Nephew may come under pressure tomorrow on talk that Johnson & Johnson is in talks to buy medical equipment maker Synthes for $20 billion.

Questor Share Tips

Templeton Emerging Markets IT - buy at 672p - founder Mark Mobius says that shares in the developing world are headed for double-digit returns in 2011. ... emerging markets are safer bets than Western economies that were challenged by debt

On podcast : says it's time to sell Antofagasta

Bullish on commodity supercycle - diversified miners such as BHP Billiton, Rio Tinto, are expanding production so a hold or a buy on dips

Gold is going to keep on going up - people losing faith in dollar and many people think gold is a better bet

Buy Avocet Mining - a very interesting small cap play - just increases resources by 20% in Burkina Faso and some think they could double their resources there

The Independent
CWW is often the subject of takeover rumours and its weakness after its demerger from Cable & Wireless Communications in 2010 has fuelled these rumours. It has lost over 40% of its share price, but closed on Friday 1.15p ahead at 51.75p.

Bid talk was revived by Investec, upgrading CWW's rating to "buy" after saying it could attract a bidder.

Colt, and TalkTalk, were also mentioned as possible takeover targets, although "at current share-price levels, CWW looks to us to be the most attractive currently, and certainly ostensibly cheaper than it has ever appeared before".

Its assets mean it could tempt a number of international companies including France Telecom and Verizon and AT&T, which is often linked with CWW.

Analysts also mentioned Imperial Tobacco, which moved up 37p to 2,042p. After Goldman Sachs predicted merger-and-acquisition activity in the sector and the blue-chip group was "the most likely target".

Mail on Sunday

Midas share tips

Buy Prezzo and hold Carr's Milling.

Comment

More High Street woes to come this week with official retail sales figures for March grim, and with Home Retail (they own Argos) and Tesco showing signs of strain as consumers refuse to consume

Friday, April 15

Friday Share Tips in Newspapers

Stocks and Shares - Friday Newspaper Share Tips


For this week's Investors Chronicle and Shares Magazine tips click here - Investors Chronicle tips
Financial Times

Lex

The Glencore IPO - failure is hardly an option as it is supported by so many bankers, underwriters and bag carriers

Lombard

Glencore’s listing will provide further proof that the FTSE is not an ideal gauge of UK plc.

The Times

Tempus share tips

Kier Group - cautious buy.
Volex Group about right for now but longer term prospects are good.
Shaft Sinkers shares may be due a rest after rises.

Comment

Shambolic events at Glencore yesterday would be laughable if it were not for the fact that millions of us are about to become shareholders by default.

The Independent

Investment Share Tips

Hold Dixons Retail - at 13.2p
Buy Hamworthy - at 524.5p

Comment

Gordon Brown could be the leader that the IMF needs [is this an attempt at humour ? - Ed.]

The way the identity of Glencore's new chairman seemed to change in the course of a few hours yesterday was cause for amusement among journalists. [Tony Hayward's name has been mentioned in this respect - Ed.]

The GuardianViewpoint Column

BP has more to worry about than oil on the carpet

Bart Becht - Reckitt Benckiser boss - delivered costly shock to the company.

Glencore: - with a float due to raise $11 bn, the private Swiss commodities empire should interested us all.

The Daily Telegraph

Who will save America from drowning in debt?

Questor Share Tips

Dixons Retail - Avoid at 13.2p
Debenhams - hold at 66.5p

Daily Mail

Stagecoach investors step on the gas after revived talk of a £2.3 bn or 320p a share cash bid from ComfortDelGro.

Thursday, April 14

Newspaper Tips Today

Stock Market Investing Newspaper Share Tips



For this week's Investors Chronicle and Shares Magazine tips click here - Shares Magazine tips


Financial Times

Schneider Electric, tries to squash rumors it was planning to purchase Tyco International on Wednesday.

Deutsche Borse considering share buyback,

The Lex Column

Front-running is normal at banks and brokerages: you buy your trading account and preferential clients first then you flog the idea to everyone else.

The Times

Sam Kaye, co-founder of pizza chain ASK, increases his stake in Tasty from 18.5% to 19.1%.

Tempus share tips


Hold WS Atkins.
Hansteen Holdings is a good punt.
Aquarius Platinum speculative but interesting.

The Independent

Investment Share Tips


Sell Smiths News - Sell at 88.75p
NetPlay TV -hold at 8.88p
Zoo Digital - hold 44p

The Daily Telegraph

Questor Share Tips

WSAtkins - buy at 727p
JDSports - hold at 37.5p

Daily Mail

Midas Share Tip

Home: Stock Trading

Wednesday, April 13

Stock Market Today Turns Negative

Stock Market Today - DOW Slides


FTSE 100 6,010.44 up 45 - DOW down 6 points

The FTSE finished around 20 points of its highs and the DOW is down around 10 points before Prseident Obama speaks. Strong results from retailer ASOS boosted the retail sector. Stocks were in recovery mode after falling 89 points the FTSE's its worst fall since mid-March.

ASOS maintained its upward momentum on strong growth overseas. ASOS sells clothes inspired by celebrities and year-on-year sales grew by 70% during the quarter, the international division rose by 161% to £48.4m.

Banks also rose, as US loans giant JP Morgan reported a 67% jump in net profit for Q1. HSBC, Lloyds and RBS shares floated up on sympathy.

Chip designer ARM Holdings performed well on positive comment from ING, which expects ARM to meet guidance.

Reckitt Benckiser was also a big mover, - JP Morgan increased its earnings per share estimates by 3%

Tullow Oil has had more success off the coast of Ghana, with the Tweneboa-4 appraisal well encountering gas condensate in high quality sandstone reservoirs. The company is also resuming its exploration campaign in Uganda.

Shares in Conroy Gold shone after reporting positive results from drilling at its Clontibret gold project. “The drill hole intersected 1.25 metres of 2.29 g/t gold from 84 metres and 10.15 metres of 4.38 g/t from 132.4 metres including 2 metres at 11.24 g/t and 1.4 metres at 7.92 g/t,” which sounds impressive !

NDN Patrick Mackeever says hold on to stock - probably still 15 or 20% to go before buy out. Minimal downside risk. There seems to be agood risk reward ratio with the possibility of making 20% against a possible loss of only 5%

European Markets

Bourses recover from sell-off on Tuesday. Strong gains from French telecoms Alcatel-Lucent sent stocks higher in Paris, and HeidelbergCement was lifting the market in Frankfurt.

The CAC rose 30 to 4,006, the DAX rose 75 to 7,178, the IBEX in Madrid closed 2 higher at 10,786.

US Stock Market

Stocks Mixed After Initial Strength

Stocks have fallen back after opening up today, despite generally upbeat news.

Indexes are mixed the Nasdaq is up 6 percent at 2,751.28, the Dow is down 6 points at 12,256.95 and the S&P 500 is down 2 points at 1,314.

Better than expected earnings from JP Morgan and upbeatish retail sales data caused early strength on Wall Street, but it fizzled out.

JP Morgan reported Q1 net income rising to $5.56 billion from $3.33 billion in the same quarter last year. Analysts had been expecting earnings of $1.16 per share.

The Commerce Department reported retail sales up for the ninth straight month in March, although by a little less than expected due to a fall in auto sales.

The report says retail sales rose 0.4 percent in March after an upwardly revised 1.1 percent increase in February. against an expected sales increase of 0.5 percent compared to the 1.0 percent increase originally reported for the previous month.

The Federal Reserve's Beige Book will be released later today at 2 pm ET.

Home : Stock Market News

Questor and Tempus Share Tips

Online Stock Trading

Newspaper Share Tips Wednesday

The Times

Diageo exploring the possibility of a stake in Mohan Meakin, India’s oldest distiller

Tempus share tips


Buy BG Group.
Eros International shares are interestingly speculative.
Avoid African Minerals.

The Independent

Investment Share Tips


Buy Xstrata
Buy Tasty
Buy Software Radio Technology.

Daily Telegraph

Questor Share Tips


Sell Antofagasta at 1411p

For most recent Investors Chronicle tips see - IC Share Tips

Home : Stock Market Today

Tuesday, April 12

Todays Share Tips in the Press

Online Stock Trading - Today's Newspaper Share Tips and Stock Market News


INFLATION falls to 4% - a surprise - so interest rates less likely to start rising before August - if you are looking for a mortgage check out this table of best mortgage rates

Stock Market News and Share Tips


THE TIMES

Sales plunge on the high street
Britain slides down performance tables
London only riser as house prices slide
Japan nuclear disaster 'as bad as Chernobyl'

Tempus share tips

GKN - strong prospect long-term.
Carr’s Milling shares high enough - but 4% plus yield provides support.
Speedy Hire shares a well-geared play.

DAILY TELEGRAPH

IMF slashes UK growth forecast
Retail sales have biggest fall since 1995
Britain to sue Iceland over £2.3bn bail-out
UK firm signs up for cannabis-based drug

Questor Share Tips
Buy JP Morgan India IT at 447p

Buy Weir Group at 1784p - there are numerous environmental problems with the recovery of shale gas, as the process to get the gas out of the ground involves fracturing the gas-containing rock by forcing water and sand through the geology in a process known as “hydraulic fracking” . Shale gas nevertheless has enormous potential as a future energy source. This represents an enormous opportunity for Weir Group who make hydraulic equipment.

The £200m + Tote auction is now a two-horse race, with Betfred and British Airways chairman led bid the front runners to buy the state bookmaker.

THE INDEPENDENT

Investment Share Tips

Buy Rexam's at 372p
Buy RWS Holdings at 400p

Stock market news
Nasdaq chief furious over rejection of NYSE bid
Citigroup tower for sale at offers 'in excess of £1bn'


THE GUARDIAN

UK growth forecast for 2011 cut to 1.75%
Tablet sales ready for spectacular growth, says Gartner
Traffic at Stansted and Southampton airports slumps
CPS attacked over BT and Phorm's covert online monitoring
Sales of smartphones fall on Japan disaster
Euro Disney looking for cash to revive parks
Glencore to publish float plans

DAILY EXPRESS


BP looks at TNK buyout
GW Pharma signs £20m sativex deal with Novartis
Lloyds fury at plan to increase sell-offs
Eredene raises cash for ports plan

Home : Online Stock Trading

Monday, April 11

Stanley Kroenke Buys the Arsenal

Online Stock Trading - Stanley Kroenke buys Arsenal

In a move that seems to have surprised many, American billionaire Stanley Kroenke has acquired Arsenal Football Club after buying up 32% of the shares of Arsenal Holdings through his company Kroenke Sports Enterprises (KSE), this purchase brought his total shareholding to 62.89% thus triggering a mandatory offer to acquire the rest of the shares.
Stanley Kroenke

Stanley Kroenke's rise to power at Arsenal is interesting and shows the value of tenacity. He bought his first shares on April 5, 2007 - 9.9% from ITV worth £65 million. On April 18, 2007 - Vice-chairman David Dein left the club citing "irreconcilable differences" with the board. On April 25, 2007 - Mr Kroenke increased his stake to 12.19%, which caused Arsenal chairman Peter Hill-Wood to opine : "We don't need his money and don't need his sort. He knows sweet FA about our football."

Lol "his sort" ! Well, he who larfs last and all that.

In August 2007 the well-known Uzbek billionaire Alisher Usmanov and business associate Farhad Moshiri bought Dein's 14.65% share for approximately £75m. By September, their stake has increased to 23%.

In October 2007 the Arsenal board agreed a "lockdown" on shares until April 2009, which stated that board members can only sell to "permitted persons".

A year later in September 2008 Mr Kroenke was invited to join the Arsenal board, becoming a non-executive director. In December of the same year - Lady Nina Bracewell-Smith and Richard Carr resigned from the board, after rows with the afore-mentioned Hill-Wood. Bracewell-Smith left the lockdown agreement, so her 15.9% holding became available. Between March and July 2009 Mr Kroenke increased his stake to over 20% after acquiring 5,000 shares from Danny Fiszman. In May, he bought the Carr family shares, thus increasing his shareholding to 28.3%, and in July he bought another 160 to reach 28.58%.

In March 2010 Mr Kroenke increased his stake again to 29.9%, just another 10 shares would mean he would have to make a full takeover offer. In March 2011 Mr Usmanov raised his holding to over 27%.

In April 2011 Mr Kroenke bought a further 32% of the shares - 16% from diamond dealer Danny Fiszman and 15.9% from Lady Bracewell-Smith.

And the rest will be history !

Mr Kroenke has said "We are excited about the opportunity to increase our involvement with and commitment to Arsenal. We intend to build on this rich heritage and take the club to new success. I am delighted that Peter Hill-Wood has agreed to support us by continuing as Chairman."

Mr Hill-Wood for his part stated "The board of directors and I consider it a key responsibility to protect the ethos and spirit of the club. Mr Kroenke, although relatively new to Arsenal, has shown himself to be a man who values and respects the history and traditions of this very special club that we cherish. We are confident that he will be a safe custodian of its future."

Well first he didn't want "that sort of person" now he is confident etc... blah blah blah - - ah well, such is life.

So who is Stanley Kroenke ?

That fount of all knowledge Wikipedia says - Enos Stanley Kroenke was born on July 29, 1947 in Columbia, Missouri. He is an American entrepreneur. His wife, Ann Walton Kroenke, is the daughter of Bud Walton - the Wal-Mart cofounder and possibly the richest family in America. Mr Kroenke owns Kroenke Sports Enterprises, which includes the Colorado Rapids of Major League Soccer, Denver Nuggets of the NBA, Colorado Avalanche of the NHL, St. Louis Rams of the NFL and Colorado Mammoth of the National Lacrosse League.

He made his money in real estate - founding the Kroenke Group in 1983, a firm that has built numerous shopping centres and apartment buildings. Since marrying Ann Walton, he has been in the special position to develop many of the plazas near Wal-Mart stores. He is chairman of THF Realty, an independent real estate development.

And for our visitors from abroad -

Who or what is Arsenal Football Club ?

Arsenal is a professional English Premier League soccer club based in Norf Lahndon. It is one of the most successful clubs in English soccer, they 'ave won 13 First Division and Premier League titles and 10 FA Cups. They 'old the record for the longest uninterrupted period in the English top flight (division) and are the only side to 'ave completed a Premier League season unbeaten.

They was fahnded in 1886 in Woolwich (Souf Lahndon). In 1913, they moved norf across the city to Arsenal Stadium in Highbury. In the 1990s and first decade of the 21st century they won two more Doubles (League and Cup) and reached the 2006 UEFA Champions League Final (that's a big deal - unfortunately they lost to some tricky foreigners).

They are the most successful club in Lahndon. Chelsea are recent nouveau riche upstarts so they don't count. And there is another team in North London but I can't remember their name.

In 1996 the board, in a surprise move, appointed French philosopher Arsene Wenger (Arsene is French for Arsenal) as Manager (Coach) of the soccer club who immediately insisted that all Arsenal players study the works of Jean-Paul Sartre, in particular his epic tome 'Being and Northingness' - this new regime caused ructions in the changing room with Tony Adams - the big scary captain - saying Sartre was a froggy plonkah and he preferred Wittgenstein's more rigorous Germanic approach, this caused Arsene to say "I cannot comment I av not seen what 'appened".
Arsene Wenger pondering life and looking the other way

In July 2006 they moved into the Emirates Stadium saying goodbye to Highbury which weren't big enuf, now that they had to carry their books with them all the time.

Arsene Wenger is the club's longest serving manager despite his insistence on looking the other way at crucial times.

Arsenal play fine entertaining, not to say amusing, soccer but unfortunately seem to have forgotten that the purpose of running round the field with a ball is to put it in the back of the opponent's net. They enjoy passing the ball so much that they don't like to shoot, as according to the rules of the game that will bring a halt to proceedings while the ball is reset in the middle of the pitch.

This novel approach is akin to the existentialism which Arsene Wenger insists on using as his training manual where the aim is "not to be but to do". So Arsenal do a lot in a very artful Gallic way but since 2005 they have not been anything other than second.

This culminated in them losing a recent final in the last minute against a mediocre side from somewhere called the Black Country, when the goalkeeper and a defender argued about the meaning of life instead of picking up the ball.

A more pragmatic lad from the Black Country kicked the ball into the net and won the match, while the goalkeeper and the defender argued the finer points of Hegel's position on the value of umbrellas.

Hegel's Holiday by Rene Magritte (a famous Belgian)
To be fair Arsenal woz robbed in a recent quarter final against yet more tricky foreigners, when Arsenal were still ahead, when the referee decided to send off the Arsenal striker for not paying attention for a quarter of a second. Thus again fixing the standards by which this game is to be refereed.

In a similar situation a few years back Chelsea were refused 4 clear penalties to ensure that Barcelona qualified for the final and not Chelsea, it was spooky, it was almost as if the referee was disregarding the rules of the game. I can't imagine why he would have wanted to do that.

But back to Mr Kroenke, in 2009 the Forbes Rich List had him ranked as no. 205 in the world with $3 billion - not big by billionaire's standards but probably big enough to buy a goalkeeper or two.

My prediction ? Jose Mourinho to manage Arsenal in the next couple of years ! We know Jose loves Arsene and would enjoy building on his heritage, although he might take a more Iberic approach to all them books and use them to build a wall in front of the goal. :-)

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Sunday, April 10

Sunday Papers Share Tips Apr

Online Stock Trading - Sunday and Weekend Papers Share Tips

The Sunday Times
BHP Billiton planning £30 bn takeover of Australian oil and gas producer Woodside Petroleum.

Exponent, owner of thetrainline.com and Radley handbags, is favourite to acquire BBC’s magazine portfolio, which includes the Radio Times.

Light of economic recovery shines through gloom - it is slow, and unsteady, but a recovery by any other name.

Many in the City think Barclays has most to fear from Vickers’ reforms as the big banks will learn their fate tomorrow.

Dov Charney should be considered one of the US's best retailers - his creation, American Apparel, has grown in less than 10 years into a retail juggernaut with 273 stores in 20 countries.

Inside the City: - a combination of scarce advertising and no dividend has causd Trinity Mirror's stock to plummet, despite falling debt and high profits.

The Sunday Telegraph

The heads of the UK's biggest brewers fear 10,000 job losses over the next 12 months as a resut of tax increases.

Questor Share Tips
Centamin Egypt - speculative buy at 152p - Questor reckons the falls are overdone

Mail on Sunday

Midas share tip

Buy Essar Energy

Essar Energy hopes to be able to satisfy India's rising energy demands. ESSR is one of the main power suppliers in India, producing enough energy to power about 8 million homes - but with a population of well over 1 billion there is a lot of room for growth.

Midas says: India will need a lot more gas, electricity and fuel and Essar is ideally placed to provide it. The shares could rise to at least 550p this year and move a lot higher over the long term. Buy and be patient.

ESSAR 1 year chart with 50 and 200 day moving averages


MIDAS UPDATE Sell some Cluff after a healthy gain

Comment

Rarely has a report had as much potential to transform business as tomorrow's banking report.

Sunday Express


People looking for home loans or a new mortgage are facing hefty costs as banks increase their fees in order to keep interest rates low. Moneysupermarket.com shows the average fixed-rate home loan application fee is up by £97 since September 2009, - 14%. The average tracker mortgage application fee has risen by £118, - 15%. If you are still looking for a mortgage or home loan check out this table of low interest mortgages - best mortgage deals

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Friday, April 8

Share Tips from Papers Today

Stock Market News - Friday Newspaper Stock Picks

Investors Chronicle Share Tips

Buy Mitie at 195p; 'growth stock', with attractive yield.
Buy Lupus Capital at 144p; firmly in recovery mode.

Sell SuperGroup at £14.68; could be vulnerable to changing tastes and market weakness.
Sell Ceres Power at 39p; results from latest fuel cell trials disappointing

Share Tips Updates:
Keep buying Cranswick,
Keep buying VP,
Optos, looks fairly priced at 193p.

Tip Bits:
Keep buying Kalahari Minerals, 237p, Tate & Lyle, 591p, Alternative Networks, 250p, and Close Brothers, 814p.
Assura a sell at 47p.

Keep buying Immunodiagnostic Systems, 881p, more speculative after their recent surge.

Results Tips: Buy African Aura Mining, 312.5p; Buy Firestone Diamonds, 33p; Buy Petroceltic, 10.5p; Buy Aminex, 8p; Buy Hilton Food, 259p; Buy Serica Energy, 33p; Buy Empresaria, 53p; Buy Judges Scientific, 465p; Buy Nanoco, 86p; Buy Inland, 21p; Buy James Halstead, 481p; Buy Northbridge Industrial Services, 222.5p; Buy ImmuPharma, 849; Buy Next Fifteen Communications, 83p; Buy Gulfsands Petroleum, 296p; Buy Public Service Properties Investments, 77p; Buy Chesnara, 250p; Buy Bezant Resources, 38p; Buy Symphony Environmental Technologies, 19p; Buy Specialist Energy, 76p; Sell Churchill Mining, 24p.

Financial Times

Equinox Minerals rejects $6.6 bn offer from China’s Minmetals Resources as inadequate
GVK, in exclusive talks to buy two Australian coal mines from Hancock Prospecting
Vedanta Resources to proceed with open offer for 20% of Cairn India,
Google close to winning approval for controversial $700 m purchase of US travel technology company ITA Software.
Sinclair Pharma to merge with Aim-quoted IS Pharma, creating a business worth £130 m.

THE TIMES

Tempus Share Tips


Electrocomponents shares set to create some sparks this year.
Avoid IS Pharma for now.
Buy Endace.

THE INDEPENDENT

Investment Column Share Tips


Buy Victrex at 1439p - Victrex (makers of polyether ether ketone, -Peek) is working on increasing the uses of Peek in Boeing's Dreamliner. There is also plenty of scope for using it as a steel substitute in the oil and gas industry, along with increased interest from the transportation sector to improve fuel efficiency by reducing weight.

Buy Matchtech at 209p - the recent pullback has left it on a thin valuation of less than 9 x forward earnings, coupled with the strong 7% forecast yield, leads to the conclusion it might be time to wade in.

Sell Armour at 4.5p

DAILY TELEGRAPH


Tour operator First Choice to make every holiday all-inclusive from summer 2012 to help cash-strapped customers who want to know exactly how much they will spend

Questor Share Tips
Electrocomponents - buy at 269.3p - they may trade sideways in the short term, but they remain a buy at this level because of the product innovation, international presence, and focus on e-commerce
Balfour Beatty - buy at 329.7p

DAILY MAIL

MIDAS Share Tip
from 2nd April

Buy - Firestone Diamonds (FDI) closed last Friday at 29p -supporters believe they are worth at least 60p.
Small miners are riskier than larger ones but Firestone is in production at least .

On the off chance that you came here looking for the free tickets to the Royal Wedding then you are out of luck as I ain't got none ! However if you are looking for details regarding the date and schedule of the British Royal Wedding than you need to click here - Royal Wedding details

Thursday, April 7

Thursday Newspaper Share Tips

Stock market news - Thursday newspaper share tips

ECB has increased interested rates by 25 basisi points to 1.25%

FINANCIAL TIMES

Stock market news
Expected rise in interest rates in Europe hits commodity prices - Oil, gold and silver surge
European banks in more capital calls - Commerzbank intends raising £8.25bn
M&S defies gloom on high street

THE TIMES

Portugal appeals for EU bailout
M&S cheer but warns of tough times ahead
Sales of new cars come to a halt

Tempus share tips
Buy Misys
Hold Chime
Could be more upside to come for Robert Walters

DAILY TELEGRAPH
Gold price hits record high
US trying to prevent a repeat of 'flash crash'
House prices edge up in March
Housebuilders head downhill as FTSE rallies

Questor Share Tips
ETF Securities Agriculture - buy at 599p - recommended as a buy on June 2, 2009, at 420.55p. Still a buy because of rising demand, but is likely to be volatile.
Carillion - buy at 387p

THE INDEPENDENT

Honda cuts production in UK after Japan earthquake

Investment Share Tips
Misys - Buy at 335p
Prezzo - Buy at 68p

THE GUARDIAN
M&S boss Marc Bolland adds to high street pessimism
Honda halves UK car production

DAILY EXPRESS
Bwin.Party Digital rocked by German tax fears
easyJet flying high
Prezzo's bigger slice of profits
Misys boosted by demand for new products

Home : Stock market news

Wednesday, April 6

Todays Share Tips from Newspapers

Stock Trading - Wednesday Newspaper Share Tips Apr6


THE TIMES

Tempus Share Tips
Kewill - current valuation approrpriate for growth profile
Assura - value there if the heart monitor allows
Tanfield - Take profits
Michelmersh Brick - entry to lucrative market could see the shares head higher

Tiddler to Watch - Rheochem

DAILY TELEGRAPH
OECD says austerity measures 'put UK in the slow lane'

Comment Column
Bitter economic medicine is price to pay for healthier growth
Nuclear the way, despite Fukushima

Questor Share Tips

One for the future - Thomas Cook a buy at 165p says Questor but his article is dated 30 June 2013 [hmmm]
EnQuest - Buy at 137.5p
Vodafone - Buy at 176p

Stock market news
National Express 'not a target for bid'

THE INDEPENDENT

Investment Stock Picks

Home Retail - Sell at 208p
Amlin - Hold at 389.5p
Porvair - Buy at 115.5p

Stock marke news
TUI Travel enjoys lift over takeover tittle-tattle

THE GUARDIAN
Poland to build nuclear power stations
Tokyo Electric Power Company turns toxic
Portugal on the brink of EU bailout
Former head of L'Oréal facing accusations of money laundering
House price slump in Ireland

THE DAILY MAIL
City Focus
Oil price heading for $300-a-barrel

At a Glance - Vedanta Resources

DAILY EXPRESS
TUI travel up on bid hopes
HMV tumbles on fresh profit warning
Gold hits record high
Stieg Larsson (crime writer) lifts Quercus
Enquest in North Sea asset hunt

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Tuesday, April 5

Todays Papers Share Tips Apr5

Online Stock Trading - Tuesday Newspaper Share Tips Apr5


For Friday's tips from the Investors Chronicle see - Newspaper share tips

FINANCIAL TIMES

Stock market news
Portugal bond yield nears 10%
Aggreko fired up by Japan generator contract

THE TIMES
Economic news
Alarm bells over recovery as families close wallets

750,000 new members of the 40% tax club as threshold moves from £43,875 to £42,475, following the change in the emergency Budget [people asking bosses for pay cuts methinks- Ed.]
The report into Wall Street's role in the sub-prime mortgage crisis by the Senate Permanent Sub-committee has taken 2.5-years tio put together

Tempus Share Tips

Vodafone - Hold until Portugal, Italy, Greece and Spain are dismissed
Cranswick - Hold for now
Alterian - Sell
Ithaca Energy - Company benefited from buying North Sea assets from Hess

Deal of the Day - Strategic Natural Resources


THE DAILY TELEGRAPH
Jeremy Warner says households to sink under a sea of debt

Questor Share Tips

Rockhopper Exploration - Avoid
Cranswick - Buy

Stock market news
Insurers warn of 'dire' outcome from Solvency II
Alterian slumps on profit warning

THE INDEPENDENT

Investment Share Tips

Aggreko - Buy
Cranswick- Hold
YouGov - Hold

Stock market news

Cross-channel deal puts Croda in bid spotlight

THE GUARDIAN


Sainsbury's boss gives half his £4m stake in supermarket group to his wife [who says romance is dead ?]
Mortgages paid off at record rate
Oddbins whets buyers' appetites
Nuns challenge Goldman Sachs over pay
Tesco starts secondhand car business

THE DAILY MAIL
At a Glance - ViaLogy

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Friday, April 1

Online Stock Trading - Friday's Newspaper Share Tips

INVESTORS CHRONICLE

Share Tips
Rolls-Royce – Buy
Inchcape – Buy
Air Partner – Buy
STV – Buy

Share Tips Updates

Charter – Buy
Workspace – Remains a buy
Invensys – Buy at 345p
Software Radio Technology – Still a buy
Altona – Buy at 11p
San Leon Energy – Still a buy
CPP – Sell
Man Group – Remains a sell

Cover
Shares to Dump – based on some or all of the following criteria - Structural weakness – Low barriers to entry – Weak end markets – Debt – High Valuation... the IC says consider dumping -
Carpetright, Avanti Communications, CSR, CRH, Game Group, Desire Petroleum, Southern Cross, Hansen Transmissions, Yell
Funds to Dump - UBS Absolute Return Bond, Halifax UK FTSE All Share Index Tracker, Newton Japan

Funds
Investec’s FTSE-100 Kick-Out Deposit Plan 19 – Buy

Fixed Income
RBS Inflation-Linked Bond 2011 – Buy

Company Results
Good Value - Kingfisher, Next, IQE
Fairly priced – Soco International, Premier Oil,
Buy – Kentz, Clearstream Technology, Coal of Africa, Polo Resources,
Good long-term value – Office2Office

THE TIMES


David Sokol and Warren Buffett
Buffett heir not so apparent – David Sokol resigns to make his own mini-Berkshire Hathaway

Tempus Share Tips

Rolls-Royce – Deal has the marks of being Rishton’s first success at Rolls-Royce
Petropavlovsk – If they can deliver, investors will finally reap the rewards of record gold prices
888 Holdings – Sell
KCom – yesterday’s trading statement showed net debt falling below £85-million, implying a “whopping” £33 M of cashflow in the second half

Tiddler to Watch - Environmental Recycling Technologies

DAILY TELEGRAPH

Questor Share Tips
International Public Partnership – Buy
Hilton Food Group - Hold

Stock market news
GlaxoSmithKline reveals fees paid to US doctors
Mothercare and Laura Ashley in doldrums
ARM Holdings in demand but rally comes to a halt

THE INDEPENDENT

Outlook

Buffet has a lot more explaining to do

Investment Stock Picks

Compass – Buy
Entertainment One – Buy
Tribal – Buy

Stock market news
easyJet levy could spark budget sector recovery

THE GUARDIAN


Euro rate rise would be 'disaster' for Spain, says Catalonia minister
Buffett's lieutenant Sokol 'refudiates' insider trading claims
Highest-paid employee at the Pru gets £8.4m
Lorry boss Edward Stobart dies

DAILY EXPRESS


Barclays relocating to New York would be terrible news for the UK
Laura Ashley and Mothercare shares plunge
Ireland bank bailout to top £62 bn
Taylor Wimpey bows out of US
Tui Travel hit by Middle East
Vodafone pays Essar $5bn

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