Thursday, June 30

Thursday Stock Trading Tips

Online Stock Trading - Newspaper Share Tips

Check back later for Shares Magazine tips.

Scroll down for today's newspaper share tips

FTSE higher again - but still below 5900

FTSE 100 - Risers
Lloyds Banking Group (LLOY) 48.31p +8.24%
BG Group (BG.) 1,410.50p +4.43%
Royal Bank of Scotland Group (RBS) 37.81p +3.03%
Barclays (BARC) 251.750p +1.06%
Aviva (AV.) 433.90p +1.19%
BP (BP.) 453.80p +0.99%
Standard Life (SL.) 207.00p +0.88%
Investec (INVP) 500.50p +0.87%
Vedanta Resources (VED) 2,049.00p +0.84%
Old Mutual (OML) 131.50p +0.84%

FTSE 100 - Fallers
ARM Holdings (ARM) 585.00p -1.60%
ICAP (IAP) 475.90p -0.61%
Petrofac Ltd. (PFC) 1,536.00p -0.58%
Serco Group (SRP) 550.00p -0.45%
Autonomy Corporation (AU.) 1,687.00p -0.41%
Smiths Group (SMIN) 1,177.00p -0.34%
Fresnillo (FRES) 1,411.00p -0.28%
ITV (ITV) 71.75p -0.28%
Intertek Group (ITRK) 1,982.00p -0.25%
Rolls-Royce Group (RR.) 633.00p -0.24%

Financial Times

Ed The Talking Horse
Melrose makes initial approach for Charter International, valuing the welding equipment and industrial compressors supplier of at around £1.3 bn.

News Corp sells MySpace to Specific Media for $35 million - Justin Timberlake invests undisclosed amount - [Newscorp bought it for $580 million in 2008 - Rupert Murdoch hoped to get $1 billion for it at one point - Ed the talking horse].

Justin Timberlake buys MySpace


[I'v been told this blog needs spacing up - so here's a pic of Justin Timberlake in case someone was curious - Ed the talking horse]


Entertainment retailer HMV Group completes £53 million sale of bookstores chain Waterstone’s to A&NN Group.

The Times

Tempus Share Tips
Hold Vodafone
Avoid Cineworld Group.
Tuck away Anite, though immediate progress may be slow

Comment

Bank of America sets aside astounding $21 billion to settle claims by investors who lost money when they bought mortgage-backed securities

The Independent

Investment Share Tips Column


Buy Hunting at 756p
Hunting is performing well and remains affordable. Last buy recommendation was when the stock was trading on 26 x forward earnings. RBS now puts it on just over 27 x falling to less than 22 x on 2012 estimates. The continued strength in the oil price and the expected strong performance in H2 mean there is no reason to sit on the fence or sell.

Buy Anite at 74.5p
Buy Photo-Me International at 63p - good figures prompting analysts to raise expectations

The Guardian


Betfair's flotation is full of holes - but it is still generating plenty of cash.

Greek can kicked down the road - bailout cash will flow, but the inevitable has only been postponed.

Failed Canadian stock exchange deal means the LSE is still looking for a partner.

The Daily Telegraph
Brighton Pier, put up for sale by owners Noble, if you have £50 million you don't know what to do with.

Questor Share Tips


Buy Anglo American at 3015p
Buy Cineworld at 200p if Car2 is a success

Tips from Wednesday
Buy Standard Chartered at 1581p
Buy Centrica at 325p for income and long-term growth - gas prices are headed up

Monday, June 27

Online Stock Trading Newspaper Tips

Online Stock Trading - Weekend Newspaper Share Tips


Hey stock pickers check out the video on stock charting - I've been told to make my blog more interesting and add some pics or groovy stuff - well here's Rebecca that I found hanging about on Youtube to explain technical analysis to you if you can be bothered

I particularly like her introductory remark "Hi I'm Rebecca - everybody talks about technical analysis (do they?) but very few people actually understand it, luckily for you I'm one of those people !" Cool. And her accent is way weird dudes - from somewhere up north (England - maybe Yorkshire) but moved down south (or maybe to California)- or maybe born in San Francisco and emigrated to Barnsley - to make her fortune about ten years ago I would say. Be that as it may, what she doesn't know about stock charts and the right time to get stuck in is not worth knowing. If I didn't know better I'd think it was an ad. for some online stockbroking firm. But I rambleth on too much methinks (yes that's how she talks!) So here she is - the wonderful Rebecca !




Markets pretty flat again - FTSE up 12 to 5710 at the moment

Investors Chronicle

Buy WS Atkins at 737p; recovery potential, low rating and strong reputation.
Buy HSBC at 609p; for decent yield and exposure to Asian markets. [Also tipped by Questor at 646p a few weeks back - Questor)
Buy Goldplat at 11p - mining and exploration projects can transform the gold miner and justify doubling of the share price.
Sell Betfair at 783p - vulnerable to increased competition and regulatory uncertainty.

Stocks Updates:

Charter, tipped on 7 January at 830p, now only fairly priced at 584p.
Supergroup, recommended as a sell at £14.68, now fairly priced at 831p. [Robbie Burns bought some at 831p recently - see Supergroup
Greka, tipped on 9 June at 22p, high enough now at 45p.

Share Tips Bits:
Keep buying
Modern Water at 48p,
Development Securities at 219p,
St Modwen Properties at 187p,
Digital Barriers at 176p.
United Business Media at 523p,

News Tips:
Newly-listed 3Legs Resources worth watching for potential from pioneering horizontal shale gas drilling.
SABMiller only fairly priced as the move for Foster's looks like a deal too far.
Keep buying Rolls-Royce - it emerged a clear winner from Paris Air Show

Keep buying Jupiter Fund Management, 247p, for its 4.7% yield.

Keep buying New World Resources at 918p, after it got the go-ahead for the Debiensko coking coal project

TEG Group still a speculative buy for a rebound when it fixes the Manchester waste PFI contract problems.

Misys at 410p, offers short-term good value on current bid talks

Sunday Telegraph

Questor Share Tips
Avoid Dixons Retail at 16p on gloomy outlook for the electrical goods sector.
Keep buying Hargreaves Services at £10.40 after a reassuring trading update last week.

The Mail on Sunday

Midas Share Tips

Buy Eros International at 203.5p, as a play on the growth of India's 'Bollywood' film industry.

Shares Update:
Take profits in Halma, recommended in 2008 at 206p - now 392p, but hold some for further rises.

Friday, June 24

Friday Investors ShareTips Newspapers

Stock Market Trading - Friday Newspaper Tips and Investors Chronicle

Investors Chronicle Share Tips

Buy: HSBC (ticker : HSBA) at 609p,
Buy WS Atkins (ATK) at 737.25p,
Buy Goldplat )GDP) at 10.75p.

Sell: Betfair (BET) at 782p

Buy:
Development Securities 219p,
Modern Water 48p,
St Modwen,
United Business Media at 523p
Digital Barriers at 176p.

Fairly Priced:
Super Group at 1,468p
Greka at 22p
Charter at 584p.

The Times

Tempus Share Tips


Rank Group has told its shareholders to accept a ridiculously low offer from billionaire Quek Leng Chan. It was generally assumed the 150p a share offer would fail, but for some reason it got enough support to get over 50%, though Guoco said it would retain the listing in London. Analysts had an average target price of 191p. Investors should take Rank’s advice with whatever grace they can muster and accept these miserable terms, according to the Times.

Micro Focus International shares sell on about 10 x this year’s earnings, pathetically cheap for the sector. for the brave only, or those with a long-term view.

Safestore is on a 30% discount to nav of its properties, which seems about right.

The Independent

Investment Share Tips


Buy Chemring at 604p Yesterday Chemring posted higher revenues – up almost 30% – and higher profits , despite budget cuts and spending pressure, it managed to grow its order book to a record high of nearly £1bn.

Buy Safestore at 133p
Down yesterday after downbeat noises about the economy and stating that interim pre-tax profits had fallen by 85% to £973,000 . Due to a cautious valuation of the company's property portfolio. At the operating level, things are better. Occupancy was up 3% and customers are paying more to store their goods.

Buy Go Ahead at 1516p

Daily Telegraph

Questor Share Tips


Buy Go Ahead at 1516p
Buy DS Smith at 245p

The Scotsman
Soco International's business will be transformed in Q3 by the development of its TGT oilfield, offshore Vietnam; but the shares continue to trade at a 40% discount - we calculate Soco's post-tax cash flow should leap 20-fold. Buy

Thursday, June 23

Stock Market Tips Today

Stock market trading - Thursday newspaper share tips

FTSE rebounding - up 78 at the moment at 5752

A couple of tips from Shares Magazine

Industrial fastenings specialist Trifast - target of management team is to restore the operating return on sales to pre-recession levels of 8.2%. If this is done then brokers say profits could almost treble to £10.5m within the next 3 years. The turnaround is gathering pace and will probably be reflected in estimates. Buy.

Avon Rubber is well positioned in gas masks and dairy equipment, which have clear growth potential. At 307p the shares are up 192% over the last 12 months but are on an undemanding 10.7 x consensus forecast September 2012 eps of 28.8p and current estimates may be conservative. In 2008 Avon won a 10 year contract with the US DoD to supply its M50 gas mask and the filters that go with it. Production capacity was doubled in 2010 on increased demand. Buy.

The Times

Tempus Share tips

Imagination Technologies high enough
Hold Tesco
Weir Group shares may rise further.

The Independent


Debenhams puts in a bid to buy stock and brand of women's fashion retailer Jane Norman.

Investment Share Tips Column


Hold AstraZeneca at 3046p
Hold Sepura at 53p
Superglass - Speculative buy at 14.5p - profit warning yesterday but if you like a risk this is a highly speculative buy

Stock market Comment

Shareholders must tackle excessive boardroom pay

The Daily Telegraph

Questor Share Tips


Buy Petropavlovsk at 750p - tipped also at 1262p but they do now look "very cheap"
Buy Kier at 1343p - first tipped at 899p they are still a buy

Comment

Ofgem talks tough - promises to crack the 'Big Six' stranglehold on the energy market [nationalise British Gas and make it into a not-for-profit organisation with Margaret Thatcher as its first honorary Chairperson ? now that would be a bold move -Ed the talking horse ]

FINANCIAL TIMES
Brewer Fuller, Smith & Turner moving closer to a hostile bid for Capital Pub Company.

Imagination Technologies, designer of microchips used in the iPad and iPhone, has doubled its forecast for chip shipments.

AstraZeneca has sold its dental subsidiary AstraTech to US Dentsply for $1.8 billion.

Kesa confirms Comet, a lossmaking UK division, is for sale, 10 expressions of interest received so far [I'll starting the bidding with a fiver].

Lex

Yahoo: rumor that it is one of several bidders for TV internet portal Hulu .

Robbie Burns

Stock Market Trading

Robbie Burns has a website - which we have mentioned before here Robbie Burns - where he lists his trades and how much he makes or loses on them. He is very impressive and also blessed with the luck of the Irish (e.g. sitting in front of his computer when a notice of a takeover comes through and he has just seconds to react - for some reason the market was comatose - so he made 3K in a few seconds on pure luck - with me it is the other way round - waiting 1 minute before selling shares and seeing a profit warning come out just as I am trying to sell)

Robbie Burns has made a tax-free (from spreadbetting) profit of over £900,000 since 1999, and made a profit even during the bear markets of 2000-2002 and 2008-2009. Public trades shown on his website have made nearly £800,000. So what's he been up to lately ?

On Tuesday he bought Oxford Instruments (OXIG) at 847.5. On its way to a tenner at least (his words not mine).
Bought more "wonderful Microgen" (MCGN), at 146. Since which time someone bought around 1.5m shares. Could be good news on the way? Bought his first lot at 45p - it also pays out nice dividends.

Shorted Ocado (OCDO) at 210p. Valuation remains a mystery to him - only a matter of time before it tanks. Stop loss set at 250p Results next week - expected to declare first profit. But he's still shorting it.

Charter (CHTR) bought at 515p after a profits warning. The 30% drop seems way overdone - one of Charter's divisions is doing well. Short-term punt thinks it will go back to 600ish.

Picked up some Supergroup (SGP) at 831p. 800p seems fair value but it could go back to a tenner or so. Very volatile can move a squid in a day. [Also gets a mention in this week's Investor's Chronicle]

Sold Avation
Got out of his Glencore shorts.

He also writes for ADVFN and writes his own books explaining his stock picking method - such as this one

Wednesday, June 22

Today's Newspaper Tips and Stock Picks

Stocks to Buy - Wednesday newspaper share tips


The Independent

Investment Stock Picks

Buy Playtech at 335p
Buy Creston at 120p
Hold Capital Pub Company at 200p

Council of Mortgage Lenders responds robustly to figures from Which?, suggesting its members have been increasing margins during time when base rate has remained at 0.5%.

The Guardian
SABMiller bid for Foster's could go flat - profit margins may be high, but it looks like the very definition of a mature business.

Daily Mail

Midas Share Tip

Victoria Oil and Goas - VOG at 4.03p has seen better days. The company is not without risk but production is moving closer, Foo and his team are focused and experienced and the shares should start to move ahead over the next 12 months. Buy.

Daily Telegraph

Questor Share Tips

Buy RPC at 354p
Hold Aggreko at 1875p

Buy Premier Oil at 465p
Buy Cape at 550p

The Times

Tempus share tips

Further outperformance unlikely for Whitbread shares
Halma high
No reason to chase RPC Group.

For Investors Chronicle tip from Friday see here - share tips

Friday, June 17

Friday Newspaper Share Tips Jun17

Stocks to Buy - Investors Chronicle and Newspaper Share Tips


DOW Up, SnP Up - FTSE closed up 16 at 5715

Investors Chronicle

Share tips of the week

Buy:
Renew,
Hyder Consulting,
Low & Bonar,

Sell:
Majestic,

Share Tips updates

Buy:
GlaxoSmithKline,
Victoria Oil & Gas,
Imperial Tobacco,
ANT
CLS,

Hold:
African Barrick Gold

Sell:
Home Retail
Cineworld,

The Daily Telegraph

Questor Share Tips

Buy Kenmare Resources at 47.5p (Mozambique based titanium miner)
Sell Dignity at 747.5p (death has gone out of fashion)

From Thursday
Buy Petrofac at 1515p
Buy European Goldfields at 655p (down 25% since start of year - one of Q's. less successful 2011 tips)

Financial Times


St John’s Wood Barracks in London to be sold off next week - [the Chinese are buying up London property apparently, so dig deep for Britain ! - Ed.].

Luxury bag business Mulberry quadruples annual profits, on skyrocketing business in Asia.
Mulberry Alexa Handbag - very trendy - cost around $1200

Pandora falls below its initial public offering price just one day after opening trading.

Electric cars: still mainly the smug and famous who are driving them.

The Times
Cooper Industries made a tentative bid offer of £493 million for Laird two weeks ago, one of the great names in British industry

Tempus share tips
Petrofac high enough but, for it is an interesting play on the continuing strength of oil;
Liontrust Asset Management could be a slow business;
Rio Tinto a strong hold;
YCO Group, could be the one to watch out for.

Comment

Cost of insuring against a sovereign default has rocketed for all eurozone peripheral countries, Greece of course but ominously Spain too.

The Independent

Investment Column Share Tips

Avoid Premier Farnell at 250.5p
Buy Victoria at 287.5p

From Thursday
Buy Mouchel at 59.75p
Hold Ted Baker at 830p

Outlook

Southend to become an easyJet base
UK care trade falls further

The Guardian
Cooper makes nicely timed bid for Laird - but it could put up a good defence.

Monday, June 13

IC Share Tips June10

Stocks to Buy -Investors Chronicle Share Tips - June 10

Share Tips of the Week:
Buy Eros International at 227p; strong movie pipeline - low-risk business model not in the price, trading 'modestly' above NAV despite strong growth prospects.
Buy Phoenix at 659p; cheap - solid balance sheet - 46% discount to embedded value.
Buy Greka Drilling at 22p; discount to peers - impressive growth prospects.

Sell Mulberry Group at £13.66; take profits - premium rating looks vulnerable .

Stock Picks Updates:

Keep buying Silverdell, at 13.5p.
Keep buying Melrose, at 332p.
Keep buying RIT Capital Partners, at £12.93.

Share Tip Bits: Keep buying Camco, 21p,
Rolls-Royce, 621p,
Ahold, Eu9.64,
Cluff Gold, 90p.

News Tips:
Lloyds Banking fairly priced at 48p there is a long-haul ahead.
Buy Smiths News at 94p, for yield after move to acquire rump of Dawson for £20m.
Resolution a buy at 311p after stating plans to return £500m to shareholders.
Charles Stanley good value at 32p after 30% rise in full-year figures.
Andor Technology - long-term good value at 530p after upbeat interims.
Smiths Group fairly priced at £11.77 - appears to be finding going tough despite growing underlying sales and operating profits.
Sell HMV at 11p, new debt deal with banks only postponing massive fund-raising.

Comment Tips:
Simon Thompson still positive about Fiberweb, Crystal Amber, and Hilton Food Group.

Results Tips:
Buy Printing.com at 36p;
Buy Impax Asset Management at 64p;
Buy Vp at 230p;
Buy Intercede at 79p;
Buy Workspace Group at 29p.

Friday, June 10

Stock Market Share Tips Friday

Stocks to buy - Investors Chronicle and Newspaper Share Tips

Interested in investing in stocks ?  Want some ideas for which stocks to buy then the investing magazines and the stock market sections of some newspapers are useful starting points - check out today's share tips and rumours below

Share tips:

Buy: Phoenix, Eros, Greka
Sell: Mulberry,

Share tips updates:
Buy: Rolls-Royce, Camco, Cluff Gold, Ahold, Silverdell, Melrose, RIT Capital Partners.

The Daily Telegraph

Stock market Comment
US economy at risk of double-dipping back into recession, says Robert Shiller.

Questor Share Tips


IG Group - buy at 440p (average price target of analysts is 505p)
Lookers - hold at 73p
Cluff Gold - buy at 90p

Financial Times
Stephen Elop, Nokia’s CEO insists mobile phone maker not for sale, describing takeover speculation as “baseless”.
News Corp’s new education division, has plans for “significant” acquisitions in the school data, assessment and interactive content areas.
Comet circulating a secret list of 22 stores it wants to sell, which are some of its best stores in the UK.

The Lex Column
European Central Bank's Thursday monetary policy statement sparked a euro sell-off.
SandP 500 operating margins expected to reach impressive 9.2% this year and an unheard of 9.8% in 2012.
Home Retail Group: contracting consumer electronics sales and reluctance of consumers to spend much more than £100 have reduced sales at Argos.
Europe: it is set to be one of the driest years on record throughout northern Europe. This will impact already high food prices.

The Times

Laxey Partners doubles its stake in property company on Quintain Estates and Development.

Tempus share tips
IG Index's shares on more than 12 x earnings, - full enough
3Legs Resources shares risky but interesting
Little reason to buy JD Sports Fashion.

Stock market Comment
DOW broke its run of six reversals last night.

The Independent

Investment Share Tips

Hold IG Group at 439.5p
Hold Halfords at 406p
Hold PZ Cussons at 376.5p

Outlook
Britain's solar industry rejected by government.
Greek economy contracting at an annual rate of 5.5% during Q1 – much worse than expected.

The Guardian
Viewpoint Column
Shoppers turn off at Argos.
Vallares - Tony Wayward and Nat Rothschild's latest wheeze still needs to prove itself long term.
MandS hands out a £1.36 million cash bonus to outgoing CEO [no wonder their socks are so expensive!].

Thursday, June 9

Newspaper and Shares Magazine Tips

Online Trading Share Tips from Shares Magazine and Newspapers

SHARES MAGAZINE

Share Tips of the Week

RWS - Buy
Speedy Hire - Buy

Share Tips Updates

Volex - Take profits

Ten Star Buys


Apple, Estée Lauder, CF Industries, Newmont Mining, Marathon Oil, Pfizer, Peabody Energy, Jupiter North American Income, Vanguard Equity Index, Société Générale ETN S&P 500 Index

The Agenda Pages


BUY

Invensys
Aegis
Xstrata (Questor agrees)
Burberry
Hochschild
Fuller Smith & Turner
SuperGroup
Minera IRL

SELL

CSR
Debenhams

Small-Caps
Buy
RedHot Media International
Animalcare
Cyril Sweet
Renold

PLUS Market
Magnolia Petroleum - Speculative buy

Sector Report: General Retailers
Shopping for survival -
Sell General Retailers, - Buy recommendations for Halfords, Majestic Wine, French Connection, - Sell recommendations JJB Sports, HMV, and Mothercare.

TIMES

Tempus share tips


SThree shares worth holding on to
Hyder Consulting shares up with events
Hold Smiths Group.

THE INDEPENDENT

The Investment Column

SThree - buy at 396p
Hyder Consulting - buy at 390p
Gooch and Housego - Hold at 584p

Lloyds is an example of how the banks can be forced to lend more

Stock Market Report

African Barrick loses appeal on tax worries

Stock market news
Opec close to 'break-up'
Economic hardship forces 100,000 to take second jobs
Lloyds plans IPO for branches
Moody's wobbles on UK rating
Profits wiped out at New Look in 2010

FINANCIAL TIMES


Lex
Opec: Oil prices outside the cartel's control
GlaxoSmithKline: - Generic drugs are not the threat they used to be
Solar power: - Industry is claiming cost parity with fossil fuels
Wool: higher prices will continue due to less supply and increased Asian demand

Stock market news

Oil leaps after Opec decision - Iran gets members to block Saudi bid for higher quotas
Most see oil prices above $100 as a new floor
Asian shares continue to slide on global growth concerns
US solar power - Renewables breakthrough to decrease dependence on fossil fuels
Bettencourt daughter challenges lawyer managing L'Oréal heiress's affairs
Beige Book Report suggests growth bounce when supplies normalise
European drought worsens - storms have done little to refill water tables
Berlin seeks 7-year Greek debt extension
Southern Cross to cut 3,000 jobs
Citi says customer data at risk after security breach

Stock market news
Cable: threatens higher taxes for banks
UK told credit rating could be at risk
Nissan new Qashqai to save UK jobs
New Look hit as shoppers refuse to pay high prices
Food prices rise at fastest rate in 23 months
Bernanke says growth in the US slower than expected

THE GUARDIAN


New Look blames move to London for lost sales
ENRC shareholders vote four directors off board
Pound falls as Moody's threats UK rating

DAILY TELEGRAPH

Questor Share Tips

Cluff Gold - buy at 94p
BG Group - buy at 1365p
BAT - buy at 2730p
Ferrexpo - buy at 471p

Tuesday, June 7

Tuesday and IC Shares Tips

Stock Trading Tips from Tuesday and Investors Chronicle

Investors Chronicle June 3

Share Tips of the Week:

Buy London & Stamford at 131p for the yield after its conversion to a REIT.
Buy Sunkar Resources at 20p; shares should bounce at some stage due to growing demand for phosphates
Buy Mears at 277p; offers significant scope to grow its dividend
Sell John Wood Group at 636p;

Share Tips Updates:
Keep buying Caledonia, at £17.76.
Keep buying Cupid, at 180p.
Northern Petroleum, fairly priced at 75p.

Share Tips Bits: Keep buying
Oakley Capital, 150.5p.
James Fisher, 562p,
Sportingbet, 42p,
Serco, 577p,
GW Pharmaceuticals, 125p,

News Tips:
Keep buying Centrica, 318p, Germany's plan to dump nuclear power could increase demand for gas in Europe.
Hardy Underwriting is cheap at 280p
Pace moves from a sell to fairly priced at 116p
Buy Greenko at 235p significant momentum in India.
Keep buying Digital Barriers, 193p,

Results Shares Tips:

Buy
NetPlay TV, 8.5p;
Tate & Lyle, 652p;
Chariot Oil & Gas, 231p;
Local Shopping Real Estate Investment Trust, 63p;
KCom Telecom, 70p;
Conygar Investment Company, 116p;
Terrace Hill, 23p;
Severn Trent, £15.15;
United Utilities, 617p;
Intermediate Capital Group, 346p;
Acal, 332p;
Northumbrian Water, 359p;
Telford Homes, 82p;
BP Marsh, 92.5p;
William Sinclair, 180.5p.


The Times

Tempus share tips

Buy e2v technologies,
Hold DS Smith
Little reason to buy SuperGroup.

The Independent

Investment Share Tips


Buy e2V technologies at 127p - spectacular results and 12 x earnings
Hold Workspace at 28.75p
Hold Socialgo at 1.725p

Daily Telegraph

Questor Share tips

Buy Melrose at 335.7p
Sell Hochschild Mining at 500p
Buy Rio Tinto at 4107p
Buy WPP at 739p

Friday, June 3

Friday Newspaper Tips June3

Buy Stocks Online - Friday Newspaper Share Tips

Daily Telegraph

Questor Share Tips

HSBC Infrastructure Fund - Buy at 118p
Acal - buy at 312p - The recovery in Acal's markets, especially electronics, looks set to continue,

PodcastFood prices will rise around the world
BUY
AGAP ETF Fund
Plant Healthcare
Genus

The Times
Bank of Ireland sells commercial property investment business to the Kennedy Wilson for an undisclosed sum.

Symington Family Estates sells most of its 56% stake in Madeira Wine Company back to the Blandy Group

Graphite Capital sells London-based designer shoe retailer Kurt Geiger to Jones Group in the US for £215 million.

Tempus share tips
Hold Johnson Matthey
Buy Impax if you are think the environmental sector will continue to grow
Asos is a partial hold.

Financial Times

Thomson Reuters is to sell its trade and risk management software business Kondor, which could fetch up to $500 million.

A consortium led by Lend Lease has made a $5.29 bon indicative cash offer for the Australian assets of Centro.

Goldman Sachs close to selling its mortgage servicing division and thus bring an end to its move into collecting payments from borrowers.

Kohlberg Kravis Roberts teams up with Italy’s Sorgenia building wind farms in France.

The Independent
Nokia says they are not in talks with Microsoft over buyout

Investment Share Tips


Buy Kingfisher at 279.5p for steady gains and a god long-term bet

Buy Impax Asset Management - at 65p - alternative energy - Fukushima, unrest in the Middle East and North Africa, China's new 5-year plan, have all "significantly strengthened the prospects for investors in environmental markets".

Sell Redhall at 63p

The Guardian
Asos is a great fashion retailer but is it worth 47 x earnings?

Are Aviva's succession plans in tatters now that Mark Hodges has abruptly departed.
***
Looking for mortgage deals ?

Thursday, June 2

Todays Share Picks in Newspapers

Stock Market Tips - Thursday Newspaper Stock Picks

Check back later for Shares Magazine tips

The Times
Myprotein.com, online sports nutrition seller, has been bought by The Hut in a £58 million deal.

Tempus share tips


Hold Wolseley,
Hold May Gurney
Hold ICG.

The Independent


ASOS maintains rapid rate of growth with overseas sales now accounting for 43% of turnover. It is expanding into three more countries.

Investment Stock Picks


Buy Galliford Try at 463.5p - trading on just 9 times earnings
Buy Iomart at 88.5p - cash generation is good
Buy Trifast at 47.75p - some positive hints on dividends

Outlook

Home loan figures show that the number of people taking out mortgages is still falling.

Financial Times
Schneider Electric is offering a $2 bn bid for Spanish software and services company Telvent, to increase its presence in the smart grid market.

Sealed Air, Bubble Wrap maker, is buying Diversey Holdings in a deal that values the private sanitisation company at about $4.3 billion.

Lenovo agrees to buy German computer company Medion, for €629.4 million.

Axa has sold its Canadian business for C$2.6 bn.

The Lex Column

Markets getting ready for end of QE2. If there is a QE3, which is possible, confidence may return in the autumn.

Axa's recent conservative approach, based on organic growth inspires confidence, but its 5-year plan will require improved performance in Asia.

The Guardian
Viewpoint

US economy still in rehab - house prices still falling, jobs and factories still struggling, no more QE. It could be a long haul for the US.

As Southern Cross has discovered, care homes are not good sources of cash. The sector needs reforming.

Daily Mail

Stock Market Report


Car dealer Lookers - dealers heard an agreed 95p a share cash bid is not far off.

Midas Share Tip

From 29 May
Innovation Group - buy at 19p. Shares should move higher this year and after. They have put their house in order, morale is high and benefits are expected as insurers come under pressure to outsource administrative functions and cut costs

Daily Telegraph

Questor Share Tips


Time to sell Lonrho at 16.75p - up 112% since it was tipped
May Gurney Integrated Services - buy at 272p -

Wednesday, June 1

Today's Share Tips in Newspapers

Online Stock Trading - Wednesday Newspaper Tips

The Independent

Investment Share Tips

Hold Bloomsbury's at 131p - sales of electronic books have rocketed, Bloomsbury made more with digital sales in Q1 of this year than in the whole of 2009. The US continued to lead the way in e-books, but they are also making inroads in the UK, the trend should accelerate, as devices such as Amazon's Kindle, recently launched in Germany, entice more readers. Questor has Bloomsbury as a buy

Buy Renold - at 36.75p -
Buy Harvey Nash at 88p - shares have rocketed by over 150% since early 2010 – there are questions about whether it can maintain the pace. If you prefer caution you may want to wait until signs emerge that it can build on its performance, but HN seems likely to go only one way, although the move may not be as dramatic as before.

Financial Times


Broker Brewin Dolphin to buy Tilman Asset Management, private client investment management services in Ireland.

Volkswagen launches €13.8 bn takeover offer for MAN.

Walmart wins approval for proposed $2.4 bn takeover of South African retailer Massmart.

Reliance Communications says it has received a number of firm offers for telecoms towers unit.

Sprint Nextel, has asked regulators to block AT&T's proposed $39 bn purchase of T-Mobile USA, saying the deal would reduce competition.

Carlyle frontrunner to buy minority stake in GarudaFood in its first SE Asian transaction

Chemicals company Ashland agrees to acquire International Specialty Products, niche chemicals maker for about $3.2 billion.

Lombard

Signals are that Tesco is increasingly likely to jettison Fresh & Easy in the US [that didn't last long - Ed.], it will hold on to US boss Tim Mason

Other comment

Shameful state of UK care homes - a strong regulator is essential to improve standards and protect the public.

The Times

Tempus share tips


Harvey Nash - strong hold;
Speculation that First Artist shares could double should be taken with a huge pinch of salt
Further progress could be slow for Norcros shares.

The Guardian


Allan Leighton's presence at Pace is a vote of confidence.

Tesco's will hand out bonuses and long-term incentives on a group-wide basis – but why the change?

Daily Mail

Stock Market Report

Unilever rose 31p to 1971p on wild rumours from US that Procter & Gamble may be about to make a mega £38 bn (£30 a share) break-up bid

Comment

Care home company Southern Cross one of the most worrying casualties of the financial crisis.

Many financial firms have a 2-stage complaints procedure - they dismiss your complaint the first time and only take you seriously if you complain again - [ TDWaterhouse must have a 5 stage complaints procedure - I complained at least 4 times and got the Financial Ombudsman out (useless by the way) - and they still denied all responsibility - needless to say I now no longer use TDWaterhouse's 'services' - Ed.]

Daily Telegraph

Questor Share Tips

Hold Tate and Lyle at 620p
Buy Genus at 975p - impending food crisis good news for share price - high rating but deserved