Wednesday, November 30

Share Tips and Charts for Beginners

Wednesday Newspaper Share Tips from the Financial Pages + Video


The newspaper share tips are down below the video. In the video the 'old school chartist' gives an interesting analysis of the S&P chart and says to watch out if the S&P gets below the 1080 - 1100 range. The video is also interesting for beginners to stock charts as it shows the many things that are taken into consideration when analyzing charts.



Wednesday November 30
The Times
Tempus Share Tips

Electra Private Equity strong long-term hold, although it is a bit soon to be talking about a recovery in the Mergers & Acquisitions market.

ITE - more growth to come - shares are on 12 times earnings, shares are reasonable long-term value in Tempus's book.

Daily Telegraph
Questor Share Tips

There are significant opportunities for construction firms - the whole sector has de-rated recently and now offers good growth and yields.

Questor likes
Carillion (buy at 300p)
AMEC (buy at 866p),
Balfour Beatty (buy at 230p)

Kier Group (buy at 1397p) (yield 4.6%),
Morgan Sindall (buy at 570p) (yield 7.7% - earnings multiple of 7.2),
WS Atkins (buy at 625p) (yield 4.9%).

The Independent
Investment Column Share Tips
IG - buy at 474p
Cluff Gold - buy at 77.75p
St Ives - buy at 88p

Friday's Investors Chronicle tips:-

Buy
Senior (SNR) at 163p
Baobab Resources (BAO) at 14.38p
iPath VSTOXX Short-Term Futures ETN (DE000BC2KTT9) at 23.36 Euros
Sell
Keller (KLR) at 265p
Brammer (BRAM) at 255p

Friday, November 25

Share Tips Online

Newspaper and magazine share tips


The Times

Tempus
Friday


Weir Group, $675mn takeover of Texas frackiing firm Seaboard.

Tempus says they are a fracking buy.

Buy Pennon, ex. South West Water. Diversified into waste energy and management through Viridor.

Thursday

No reason to get into QinetiQ yet

Johnson Matthey shares are about where they should be
BC

Daily Telegraph
Questor Share Tips
Thursday

Buy Compass at 544p
A well-run business with plenty of scope to win more business in the US, particularly in hospitals

Trading on a September 2012 multiple of 13.2 falling to 12 in 2013, the shares look cheap –

United Utilities
Buy at 603p - "take a dip in for the income". They plan to increase payout to shareholders by 2% above the retail price index until 2015.

Some of Thursday's Shares magazine tips

Buy
Plexus Holdings at 80p
Dunelm at 465.5p
Advanced Computer Software at 44p
Sage at 267.5p
Oxford Instruments at 938.5p

Sell
Clinton Cards at 14p
Mitie at 245.3p

Robbie Burns says markets are treacherous and he is generally waiting for next month
He has shorted Captertirght at 555p and Imagination Tech at 439p, Halfords at 328p
He likes MSI, Kentz and Telecom Plus

Sunday, November 20

Stock Charts for Beginners

Stock Chart Analysis Video for Next Week


A very interesting video by the 'old school chartist' for the S and P next week. He has been pointing out the possibility of a 70 point fall in the SnP for a while now. He now reckons we may backtest back up to 1230 but that the trend is still down, 1200 in the sort term and 1150 in the medium term.

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

Tuesday, November 15

Stocks and Shares Charts Tips

Share Tips and possible S+P Chart Breakdown


According to the Old School Chartist the S+P is at an interesting level and could break down to around 1153 - see his reasoning in the video below (you can fast forward through the first 5 minutes).

Today's newspaper stocks and shares tips are below the video.



Newspaper Stocks and Shares Tips
Daily Telegraph
Questor

BHP Billiton - Hold at 1970p
Majestic Wine - avoid at 400p

The Times
Tempus

Buy Catlin (insurance group)

The Independent

Sharewatch
Cranswick - Hold at 710p

Babcock International - buy - at 695.5p

CEO says "The current economic climate is creating growth opportunities for us as people look to cut costs – there are a multitude of big contracts set to be awarded in the coming months and we're confident we'll win our fair share." He also increased H1 dividend by 9.6% to 5.70p.

Catlin - Avoid - at 392.8p

See more tips from Questor and Midas here - Newspaper share tips

Sunday, November 13

Questor & Midas Newspaper Share Tips

Newspaper Share Tips


Daily Telegraph
Share Tips from Questor

Buy Cape at 348p
The trading update wasn't all bad. Q3 revenues grew by 15%, boosted by higher levels of activity in the UK and the Far East/Pacific Rim. The CEO used the price drops to top up his holding,   buying 60,000 shares in the company for £205,000.
The shares are trading on a December 2011 earnings multiple of 8 times, falling to 7.2 next year. The shares might trend sideways until news come sout of any new contract wins but they remain a buy, despite last week's disappointment.

Buy Enquest at 104p
Enquest was was formed from combining North Sea assets of Petrofac and Lundin. Questor
recommended Enquest as a buy at 137.6p in April and they are now 10% - ouch ! or hooray ?

They trade on a December 2011 earnings multiple of 18.7, falling to 11.7. Buy at 104p for their cash generation, rising output and future increases in proven and probable resources

Buy SSE at 1308p

Tipped at £13.41 in May, they are now 3% lower, they remain a buy for the income.

Podcast about Nanoco (high-tech very speculative) and Mothercare (stay away he prefers Sainsbury)



NANO 2 yr chart



MTC 10 yr chart



Midas from the Daily Mail likes Anglo Pacific