Wed, 28 Feb, 2007
At 14.5 times 2007 earnings, Standard Chartered may trade at a 40% premium to its UK peers but its dissimilarity to them makes such comparisons of little value.
Tue, 27 Feb, 2007
In integrating its asset management operations, invigorating management in the UK and South Africa, and tackling IT duplication, Old Mutual is doing all the right things.
Sun, 25 Feb, 2007
Robert Walters has outpaced the rest of the sector over the past 12 months. It is now trading on more than 20 times forward earnings - a slight premium to the sector. We feel we have enjoyed most of the upside already. Take profits, says the Sunday Telegraph.
Fri, 23 Feb, 2007
Rentokil's generous dividend of more than 4.5 per cent is just about the only thing to commend the stock. However, you'll get more than this in the building society, and without the risk to your capital, says the Independent.
Thu, 22 Feb, 2007
With the full-year payout now at 54.1p, anyone holding Alliance & Leicester shares from the 1997 flotation is earning 10.2 per cent. The prospective dividend yield on the current £11.49 share price is nigh on 5 per cent and that gives more than enough reason to like the shares. Buy, says the Times. The Telegraph says hold.
Wed, 21 Feb, 2007
Barclays shares, up 3 to 784½p, put it on 10 times 2008 earnings with a 4.5pc yield. Not expensive compared against peers with a stronger growth record. Buy, says the Telegraph.
Tue, 20 Feb, 2007
Alizyme has been searching for an elusive partnership deal ? without success ? for three years. And, if it does not clinch a deal, the company could face a cash crunch. Biotech companies are always risky propositions. Until a partner hovers into view, Alizyme shares are best avoided, says the Times.
Sun, 18 Feb, 2007
Anyone who has held Pennon shares for the past 12 months is sitting on a profit of more than 40 per cent. It is time to bank those profits and sell, says the Sunday Telegraph.
Thu, 15 Feb, 2007
For those who think that wheat prices will return to more normal levels, yesterday's sell-off ? which leaves Carr's Milling at 9.7 times 2008 forecasts ? could prove a useful time to buy.
Wed, 14 Feb, 2007
Bradford & Bingley has a strong brand, a strong market position and is easily digestible, but its size and a lack of potential cost savings would argue against its status as takeover target, says the Times.
Tue, 13 Feb, 2007
Royalblue stock trades at a 40 per cent premium to the wider software sector. But, given its track record of delivering growth, this is a price worth paying, says the Independent. At £10.70, Royalblue shares trade at a full 30.3 times the 2007 forecast, a deserved premium to the sector. Hold, says the Times.
Sun, 11 Feb, 2007
Next shares were trading at just 7p in 1990 and they are now 2026p, quite an impressive increase. The cost of each share may now seem offputting, but Next has a robust strategy and the price should increasingly reflect that. Buy, says the Mail on Sunday.
Fri, 09 Feb, 2007
Bolstered by renewed financial and trading credibility, ICI can now consider making acquisitions. Through acquisitions it could make significant gains in buying and operating costs.
Thu, 08 Feb, 2007
Easyjet shares have had a clear run (last tipped at 327p in April 2006) and there is likely to be some profit-taking over the next few weeks, as there was yesterday.
Wed, 07 Feb, 2007
BP's growth targets and valuation are now little different to Royal Dutch Shell's, whose results last week were more positive. By significantly lowering targets, maybe that makes BP's more achievable in the longer run.
Tue, 06 Feb, 2007
With a strong balance sheet, good growth plans and an obvious successful business formula, Ryanair is unlikely to come unstuck just yet, but its shares are not cheap on a price-earnings basis and it is maybe time to take some profit says the Telegraph.
Sun, 04 Feb, 2007
Albidon is a high-risk bet, but interest in the company is unlikely to wane while the nickel price remains at its current levels. Speculative buy, reports the Sunday Telegraph.
Fri, 02 Feb, 2007
Heart FM owner Chrysalis is unlikely to broadcast any major surprises and, trading on 46 times 2008 earnings, the shares aren't exactly cheap, but this is a well-run business worth backing says the Telegraph. Buy.
Thu, 01 Feb, 2007
Yesterday's trading update brought a welcome note of steadiness to the Britvic investment story. Shares, at 300p, offer good value and a bid could take them at least 15 per cent higher. Buy, write the Times.
Wed, 31 Jan, 2007
If magazine publisher Future's restructuring programme succeeds, investors can expect a considerable recovery in the group's earnings and share price. But that remains a big if. Until there is some concrete evidence of a turnaround at Future, readers would do well to steer clear of the stock, says the Independent.