Wednesday Newspaper Share Tips

Investing Online - Wednesday Newspaper Share Tips

Wednesday 16 Sept. 2009
Daily Telegraph
Questor - Share Tips

Buy Genus at 700p it has raced ahead but the bull run is not over - based on the US dairy market recovery, expansion plans and trend of increasing demand for food

Buy Hargreaves Services at 643p. The business model has produced an annual compounded rate of EPS growth of 50% for the last four years. Very impressive.

The Times
Tempus Share Tips

Hold Debenhams at 81¾p, - it is in a better position than at the start of the year. The Woolworths and Adams have disappeared so it can build on its low market share in children’s wear.

It is growing in sportswear. However gains will be harder from here, especially given January’s planned VAT rise.

Buy Hargreaves

Brooks Macdonald - at 386p shares have rallied 1/3 since July - look to buy lower down.

Rumor - Tullow Oil up 13p to £10.87 traders have the company as a potential takeover target with Eni, rumoured to be considering a £20-a-share offer.

Deal - Shares in Lamprell rose 15p to 173p, after winning 3 contracts worth $52 million.

Bet of the day - Netcall, is set to announce full-year results, investors banking on company beating expectations by a wide margin. Shares closed up nearly 25%. The company said back in July it would significantly beat last year’s numbers.

Tiddler to watch - Southern Bear has raised £250,000 for expansion and has won a contract with eaga, the residential energy efficiency group. It says trading in Q1 was “very pleasing”.

The Independent.
Investment Share Tips

Buy Hargreaves

Hold fund manager Ashmore for now could be more fruitful in the future - it trades at 16.3 earnings ahead of its peers, which are just under 15 times.
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Other posts -
Rod Kuusinen predicts stocks and share for beginners

Investing Online Tuesday Share Tips

Stock Market Investing - Tuesday Newspaper Share Tips

The Daily Telegraph

Questor - Share Tips
Speculative Buy Antisoma - Antisoma is a loss-making biotech, but it has lots going for it which make it more than a gamble. It is fully funded until mid-2011, has a number of potential treatments at a late stage in development and Novartis is on its side.

Buy International Ferro Metals and wait

Other comments

US credit shrinking at same rate as seen in Great Depression giving rising to fears of double-dip recession


The Times

Tempus - Share Tips

Avoid Helphire At 36½p, or 14 times earnings. - Recovery from recession, even if it slow, will provide relief for Helphire. But can Credit hire, the niche pioneered by Helphire still be considered a growth industry, given its greater take-up since the downturn in 2001, and the willingness of Acromas and others to find alternative means of settling claims.

Hold Antisoma - its appeal is that it has enough cash until 2011. At 28p the recent improved sentiment on US biotechs — usually a lead indicator for European counterparts — should support the shares.

Pass on International Ferro Metals at 58½p, or 10 times 2011 earnings, it is high enough for now.

Rumour of the day - Sprint Nextel Corp rose 10% to $4.16 on speculation it might be acquired by Deutsche Telekom, even though analysts say this would be difficult to pull off.

Deal of the day - Mark Dixon, founder and CEO of Regis, said after the market had closed that he was selling about 3% of the company to institutional investors in what will be seen by many as a sign that demand is picking up. This is about 10% of his stake.

Bet of the day - Debenhams figures come out this morning and are expected to show fall of about 5% in Q4 sales, despite the department store’s best efforts.

Tiddler to watch - Charlemagne Capital, a fund manager that specializes in emerging markets, rose 1½p to 16p after receiving a “buy” recommendation from UBS which set a target of 16½p for the stock. Assets under management rose by 28% in Q2 to $2.4 bn.


The Independent
Investment - Share Tips
Buy Sainsbury's - Potential clouds could be Tesco pricing cuts and CEO Justin King jumping ship to M&S, although he has said he won't.

The shares have fallen slightly over the past year, but long-term Sainsbury's look in a good position to benefit from more spending by core customers after the recession.

Buy Velti - Velti was one of the first mobile advertising cos. to deliver marketing and technology for cos. such as Vodafone and Orange, Coca Cola and Honda. Advertisers are looking to find new ways of exploiting mobile phones and a 2010 PE of almost 6 times, Velti looks good value.

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Weekend Newspaper Share Tips

The Sunday Telegraph
Cheap dollars will bring about the next crisis
Lehman is just a footnote in the East-West globalisation crisis
Darling finally puts Gordon Brown in his place

Questor - Share Tips
Buy VinaCapital Vietnam Opportunities Fund at $1.71
Buy Catlin at 332.8p
Take profits from Cisco Systems at $23.12

Mail on Sunday
Midas - Share Tips
Aga will recover as economy warms up
Cadbury soaring but still has further to go
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Rod Kuusinen

Predicts Possible Stock Market Crash for 2009 starting Sept. 11According to Rod Kuusinen of rsksys.com the crash of 2008 was predictable and certain very skilled analysts saw it coming. Now the markets are rallying and investors see a recovery coming. But it ain't over yet, the recession is not over by a long chalk. Unemployment is still rising banks are still failing. Rod Kuusinen trades the S&P 500 futures and his software shows what he describes as "a frightening truth". The VIX has been falling since the end of 2008. This has caused a predictable stock market rally. The scary part is that gaps are always filled. In his video of July 30 2009 he showed how every gap in the past 10 years on a VIX daily chart has always been filled. The video shot on Sept. 10 shows where the gaps still exist and what you should do to protect your investments (basically get out of the market, get short but at the very least put in stops).

I don't know Mr Kuusinen and know nothing of his software but the video is at least a warning that investors would do well to watch and consider. There are plenty of people who think that a correction is due and some saying that the "dumb money" is now re-invested and the markets are highly overbought so it's high time they headed back down.

So here are Mr Kuusinen's two videos about why the stock market will crash again - one from Sept. 10 and one from July 30



July 30 2009 Video about VIX and Possible Stock Market Crash


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Tuesday Newspaper Share Tips

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FINANCIAL TIMES

Funds for fridges – a US$300 million rebate scheme on energy-efficient appliances could be in place by Christmas.

Kraft/Cadbury: the US group will have to up its offer

The Times
Tempus - Share Tips

Hold AB Foods
Hold Healthcare Locums
Lupus Capital for the brave only.

Business editor

Cadbury: offer must be increased to secure a deal

Other comment

Blue Cow to grab Red Bull by the horns.

Fears of sale of Alchemy stake overshadows Ath Resources.

Tiddler to watch - Mariana Resources

Daily Telegraph
Questor - Share Tips

Hold AB Foods
Hold Whitbread

Comment

Small companies raiding pensions to survive

RBS appoints Goldman to sell aviation arm, according to market chatter.

Rumours that Greene King may merge with Mitchells & Butlers or Marston's

The Independent
Investment - Share Tips

Buy Barclays
Buy Goal Soccer Centres
Sell Kofax
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Investing Online Tips for Beginners

Tuesday Share Tips

Investing Online - Tuesday Share Tips

THE TIMES

Tempus - Share Tips
Fresnillo - good bet if you think industrial recovery is imminent, if not, wait for weakness

Michael Page - setback in share price might make them worth a punt, if only because Addecco might renew its interest

Hold on to Dragon Oil - Emirates National Oil Company in Dubai made approach in June, at a modest premium for outstanding stock, but minority shareholders were unimpressed. Worth holding on for more

Comment

Hightex Group may sign a Vancouver stadium roof deal.
Bet of the day: Pendragon.

Tiddler to watch - Kewill

DAILY TELEGRAPH
Questor - Share Tips

Buy Plant Health Care - Analysts expect first profit in 2010 - currently still loss-making company so don't bet the farm, but yesterday brought welcome news of further commercialisation of its products

Buy Hill & Smith.

Comment
Stop bashing bankers – we must all accept blame for the recession [OK - where's my £2 million bonus then ? - Ed.]

Comment

British Land shares down ahead of possible sale of prize assets

THE INDEPENDENT
Investment - Stock picks

Buy Shaftesbury - short-term wait till the stock falls back before buying, but for buy and hold for the longer term, Shaftesbury is a must

Buy Brinkley Mining - price below group net asset value
Hold Hardy Oil & Gas.

DAILY MAIL

Fears that prospective bidders are no longer interested in Earthport.
Kiwara - Rumours of bullish drilling report

FINANCIAL TIMES
Lex

Lowe's shares fell sharply amid the sell off yesterday as sales were worse than expected
British housing sales rose in Q2 2009, but were still about half the average.
Swedbank's 2nd rights issue in a year highlights the bad situation in parts of eastern Europe
Japanese economic recovery seems to grow stronger.

Comment

Drax gets Morgan Stanley upgrade
Plant Health Care a 'buy' according to Evolution

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Stock Charts for Dummies

Newspaper Stock Picks July 28

Stock Market Investing - Newspaper Share Tips- July 29

Yes July 29 is correct - july 28 in the URL is wrong
FINANCIAL TIMES

Lex

USA house prices: the first month-on-month increase for 3 years
Results from Canon suggest the outlook for business technology remains bleak
BP's results look quite rosy, till you look more closely at the numbers.
Morse believed to be a takeover target for Computacenter
Possible equity issue from Gulf Keystone Petroleum

THE TIMES

Tempus - Share Tips
Buy Croda International on weakness
Pass on ARM
Sell Games Workshop.

Other comment

Lamprell said to be delaying several projects in the Middle East.
Bet of the day: Cadbury.

Tiddler to watch - Horizonte Minerals

DAILY TELEGRAPH

Questor - Stock Picks
Buy Randgold Resources
Buy Croda International.

THE INDEPENDENT

Investment - Share Tips
Hold Sage Group
Buy Provident Financial
Hold Games Workshop.

Comment
UK's top accountancy companies are putting hundreds of thousands of pounds of resources and staff into the Tory party, in expectation of a Conservative government

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Online Investing Tips

Investing Online Share Tips July 10

Investing Online - Newspaper Share Tips July 10

Stock Market Investing

INVESTORS CHRONICLE
Technology shares for the brave

Amphion Innovations
Imperial Innovations
Braveheart Investment Group
IP Group

Tips

Sell Yell Group at 22p
Sell Marston's at 91p
Sell Hallin Marine at 105p

Buy Morgan Sindall at 626p
Buy Informa at 229p
Buy Resaca Exploitation at 28p

Updates

Sell Game Group and Anite
Buy Research Now and Petrofac
Accsys Technologies fairly priced.

Company results

Buy Eros International - IDOX - MDM Group - Opsec - Photo-Me International -Digital Marketing.

FINANCIAL TIMES

Lex

Swiss bank secrecy - Berne may confiscate UBS data so that Switzerland's largest private bank will be unable to release them to US courts.

Quantitative easing - the Bank of England has surprised everyone by halting this treatment.

Comment

European Islamic Investment Bank up on bid hopes
Talk of fundraising at London & Stanford

THE TIMES

Tempus - Share tips

Buy Premier Oil
Sell Computacenter
Hold on to Begbies Traynor.

Comment

PV Crystalox rises on takeover speculation

Bet of the day: Bovis Homes.

Tiddler to watch - African Minerals

DAILY TELEGRAPH

Questor - Stock picks

Buy Croda
Hold Aveva.

Comment

Hays: recruitment in the city gives cause for hope.

THE INDEPENDENT
Investment - share tips

Hold AB Foods
Man Group - tentative buy
Sell Centaur Media.

Outlook

Nationwide offering 125% mortgages.

Comment

Fresnillo benefits from silver price outlook

DAILY EXPRESS

Aviva hit by solvency fears.

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Swing Trading

Newspaper Stocks and Shares Tips

Investing Online - Stock Market for Dummies - Newspaper Share Tips

Stocks to Watch

FINANCIAL TIMES
US economy -- a few chinks of light have many people claiming to see the light at the end of the tunnel. February housing starts data, for example.

Uptick rule -- Congress focussing on symptoms rather than cure - What is the Uptick Rule?

Comment:

Speculation over job losses drives Sage Group lower

BowLeven firm on rumours of takoever approach

THE TIMES
Tempus:

Buy Royal Dutch Shell
There may be better times to buy Luminar
Hold Collins Stewart

Comment:

AstraZeneca - expiry of patents looms
AssetCo up on contract hopes
BowLeven up on talk of imminent 60p-a-share bid

Bet of the day: French Connection

Tiddler to watch - Great Eastern Energy

DAILY TELEGRAPH
Questor :

Buy Royal Dutch Shell

Comment:

Dolphin Capital may be catch of the day

THE INDEPENDENT
Investment

Buy Royal Dutch Shell
Derwent London a cautious hold
Buy BATM

Comment:

ITV needs to raise cash says housebroker UBS

DAILY MAIL

Steve Morgan moves in on Redrow

JSJS Designs up on talk of branding deal with Siemens