Sunday, February 8

Newspaper Share Tips / Picks

Some Newspaper Share Recommendations / Tips / Picks

Midas analyses French wine maker Domaine Chanzy, that is joining AIM via crowdfunding to raise money for the flotation. Crowdfunding is a novelty and not without controversy. But wine enthusiasts might like a tipple.


The company is a leading producer of Burgundy wines. The shares will be priced at 120p and the minimum investment will be just £10. But if you apply for 1,000 shares or more will be get substantial discounts, such as 30 per cent off a bottle of £16.95 wine or over 40 per cent off Premier and Grand Crus.


Shares will be allocated on a first come, first served basis over the next seven weeks. Novelty value and der Megreditchian seems sensible, but the wine industry is unpredictable - a good punt for wine lovers but they should not bet the farm on it.


The Sunday Times 'Inside the City' says investors think GSK may be about to turn a corner, with some interesting drugs to come particularly in the immune-oncology field. Verdict: Sounds like a long-term cure for Glaxo’s ills.


The Sunday Telegraph Questor also looked at GlaxoSmithKline saying it has a number of catalysts that could lift the shares this year. Expanding vaccines business - forming a consumer joint health venture with Novartis - plans to spin off and list ViiV Healthcare, in which it has an 80 per cent stake. He says the shares look cheap on a number of measures. Currently trading on 16 x forecast earnings, which is a 20 per cent discount to peers Novartis and Roche.


Shares now offer a 5.5 per cent prospective dividend, have by and large missed the rally of the past six years and the dollar strength should help. Verdict: Buy


Questor says Vodafone remains an attractive takeover target for US rivals. Thinks Vodafone has used the cash from the Verizon Wireless business sale wisely. It is looking to gain an edge on competitors by spending £19 bn upgrading its network through its ‘Project Spring’ program.


Questor says it is a solid long-term hold as you can get 4.8 per cent dividend yield while waiting for a potential US bid.


Other shares to consider - FLOWGROUP or POUNDLAND