The week’s share tipsters at a glance – 14 December

Buy
Company Publication Reason Price tipped
Amino Tech (AMO)
Technology hardware
Investors Chronicle Amino Technologies is hiking its dividend by 50% to 3p and expects to raise it by another 15% over the next two years. Trading is strong and, boasting a yield of 5%, the shares are a buy.  64p
68.5p/38.75p*
Akzo Nobel (AKZO/Euronext)
Chemicals
Investors Chronicle New chief executive Ton Büchner’s return following an illness has boosted the shares and a turnaround is underway that should deliver €500m of cost savings in the US paints division.   €44.70
€49.07/€33.38
Anite (AIE)
Software
The Times Half-year figures from the telecoms testing specialist were encouraging, with margins up at all three divisions and operating profits up 21%. Analysts’ forecasts have also been raised. Buy.  143p
151p/87.5p
Beacon Hill Resources (BHR)
Aim
Shares The Mozambique-based coal miner has been a serial disappointer. However, the shares are a speculative buy as a recovery play on new management and ahead of a possible rail contract. 3p
12p/3p
Betfair (BET)
Leisure
Shares Regulatory setbacks have hit shares in the online betting firm, but a restructuring is likely to be announced. Management will focus on disposing of underperforming assets. 735p
905p/688p
Bovis Homes (BVS)
Construction
Investors Chronicle Bovis’s shares underperformed its peers in 2012, yet trading has been good, average selling prices are up and operating margins are set to hit 13%. The discount looks unjustified.  554p
555p/392p
Innovation Group (TIG)
Outsourcing
The Times The insurance industry outsourcer should benefit from the abolition in April of claims referral fees, as well as extreme weather, which boosts claims. It’s an interesting long-term bet.  22.75p
23.5p/18p
ITE Group (ITE)
Exhibitions
The Times Exhibition organiser ITE’s purchase of a stake in ABEC gives it a footprint in India. It’s a good long-term bet on a 2012 p/e ratio of 12.  230p
246.5p/173p
Jupiter Energy (JPRL)
Aim
Shares Snap up shares in the Kazakhstan-based oil explorer ahead of flow test results from two of its discoveries, an expected increase in production and publication of a new audit of its assets.  37.5p
50p/25p
May Gurney (MAYG)
Support services
The Daily Telegraph Shares in May Gurney are recovering nicely following the September profits warning. While profits are down, the order book is healthy at £1.5bn and a 2012 p/e of just 7.3 is too low. Buy.  177p
301.25p/98p 
Micro Focus (MCRO)
Software
The Times Boring but stable Microfocus has been courted by private-equity suitors and may be again. Its special dividends also look safe, given the ability of the firm to throw off plenty of cash.  549.5p
598p/365p
Petrofac (PFC)
Oil services
The Daily Telegraph Petrofac has already unveiled two contract wins worth $1.4bn, but is also bidding on deals worth up to $60bn, due to be announced by the end of next year. Buy on a 2013 p/e of 12.8. 1,669p
1,784p/1,324p
Purecircle (PURE)
Aim
Shares Despite regulatory delays, demand for Purecircle’s Stevia sweetener products is growing. New products are due to launch next year and a deal has been signed with Coca-Cola. 255p
282.5p/70.5p
Reed Elsevier (REL)
Media
Shares Investors looking to switch out of Pearson should consider Reed. The firms are valued equally by the market, but Reed is twice as profitable. A sale of LexisNexis could also spark a rerating.  644p
662.5p/466p
RPL Group (RPC)
General industrials
Investors Chronicle The recent profit warning has hit shares in the plastic packaging specialist, but this is a buying opportunity. Underlying profit margins are improving and a forward p/e of nine is too cheap.   388p
450p/319p
St Modwen (SMP)
Real estate
Investors Chronicle As a developer, St Modwen’s shares are fully valued but, as a housebuilder, the shares are worth buying. Its landbank is vast and major London regeneration schemes are forthcoming.  222p
235p/108.75p
Sirius Minerals (SXX)
Mining
The Times A United Nations study suggests food production will have to rise by 70% by 2050. Yorkshire potash miner Sirius Minerals could benefit as potash is a common fertiliser.   22.25p
29.75p/12.75p
Standard Chartered (STAN)
Banks
The Daily Telegraph The Asian-focused bank’s troubles with the US authorities will soon be settled and, while emerging markets have slowed, Standard is set to unveil its tenth consecutive year of growth. 1,500.5p
1,664.5p/1,092p
Tangiers Petroleum (TPET)
Aim
Shares The 24% plunge in the oil explorer’s shares following the farming out of its Moroccan licences looks overblown. Plenty of news flow is due in the next year, making this a buying opportunity. 24p
46p/18.75p
Tesco (TSCO)
General retailers
The Daily Telegraph Follow Warren Buffett’s example and “get rich slowly” by buying into Tesco. A recovery will take time, but it is taking decisive action by leaving the US and the yield is an attractive 4.3%.  337.5p
412p/294.5p
Sell
Company Publication Reason Price tipped
Direct Line (DLG)
Non-life insurance
Investors Chronicle While the flotation of Direct Line has been a success, its weak trading prospects could wipe out share price gains. The Office of Fair Trading probe is a concern.  198p
206p/175p
Falklands Oil & Gas (FOGL)
Oil and gas explorer
The Daily Telegraph Shares in the oil explorer are at rock bottom, but still best avoided. Recent drilling results were disappointing and the company could easily burn through its remaining cash balances.  30.25p
102.75p/29.25p
Mothercare (MTC)
General retailers
Shares The mother-and-baby-care retailer is in the early stages of a turnaround, but poor Christmas sales this year could lead to earnings downgrades. Sell ahead of the third-quarter results.  310.25p
328p/151p
Sage (SGE)
Software 
Investors Chronicle Growth has stalled for the accountancy software firm and, while it still generates plenty of cash, its near-term prospects look lacklustre. A p/e of 15 also looks too pricey. Sell.  305p
326p/245p
United Utilities (UU/)
Utilities
The Independent It’s time to take profits in United Utilities and switch into National Grid. United will face pricing pressure from the regulators, while its rival trades on a lower rating and offers a better yield.  687p
816p/583.5p
* 52-week high/low

MoneyWeek magazine

Latest issue:

Magazine cover
Paying by mobile

Why your phone will replace your wallet

The UK's best-selling financial magazine. Take a FREE trial today.
Claim 4 FREE Issues
Shale gas 'fracking' promises to transform Britain's energy market. Find out what it is, what it means, and how to invest.

Which investment platform?

When it comes to buying shares and funds, there are several investment platforms and brokers to choose from. They all offer various fee structures to suit individual investing habits.
Find out which one is best for you.