The week's share tipsters at a glance - 7 March

published 7 March 2012

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Avingtrans (AVG)Industrial engineering	Investors Chronicle	Strong prospects in this engineer’s aerospace arm, including a £3m deal with Rolls-Royce supplier Goodrich, bode well. A 2013 price/earnings (p/e) of seven looks cheap.	63p70p/48p*
Babcock International (BAB)Support services	Investors Chronicle	The outsourcing giant has made a flurry of major contract announcements, but the share price hasn’t caught up. A 2012-2013 p/e of just over 11 looks cheap.	753p767p/534p
BG Group (BG)Oil & gas	The Daily Telegraph	This global oil and gas firm has secured $1.8bn of further funding for its Santos Basin project in Brazil, which could generate an estimated six billion barrels. The 2012 p/e is 16.7.	1,526p1,586p/1,105p
Cluff Gold (CLF)Mining	The Daily Telegraph	This Africa-focused miner has announced “rich potential” in a Sierra Leone mine, on top of positive outlooks for an Ivory Coast project. A p/e of 20.4 falls to a lowly five times for 2014.	97p122p/63p
Elementis (ELM)Chemical	The Times	This specialist chemicals firm could be a good income play. Pre-tax profits up 40% could mean a special dividend. It’s a “possible buy” on a p/e of ten.	158p189p/105p
Fuller, Smith & Turner (FSTA)Travel & leisure	Investors Chronicle	The recent purchase of 15 high-quality tenanted pubs from rival Enterprise Inns should help growth for this brewer and pubs operator. It’s one to tuck away on a p/e of 19.	730p752p/590p
GKN (GKN)Auto parts & equipment	The Times	This engineering group saw a 15% increase in pre-tax profits (exempting one-offs), and a dividend rise of 20%. A forward multiple of less than nine looks modest.	222p249p/153p
Globo (GBO)Aim	Shares	The mobile messaging supplier’s core CitronGO! platform, which lets feature phones access smart apps, will gain from exposure to emerging markets. A p/e of 6.1 is “derisory”.	23p29p/13p
Hammerson (HMSO)Real estate	Investors Chronicle	This real-estate company is focusing its attention on retail, where one-year income is up 4.6%. With high occupancy rates (97.9%), buy on a 26% discount to net asset value.	396p496p/339p
Inchcape (INCH)Automotive distribution	Shares	The cash-rich car dealer is doing well from growing demand in emerging markets. Buy on an undemanding p/e of 10.3 ahead of forthcoming final results on 13 March.	377p436p/261p
Kier (KIE)Construction and materials	Investors Chronicle	This construction firm’s broad reach means order books look healthy despite financial pressures. It has decent cash generation, no debt and a fairly meaty yield of 4.9%.	1,299p1,489p/1,034p
Lancashire (LRE)Non-life insurance	Investors Chronicle	The insurer wasn’t hit as hard by 2011’s catastrophes as its rivals. At 1.4 times net tangible assets, it isn’t cheap, but it’s the underwriter best placed to gain from rising premiums.	789p805p/491p
Nanoco (NANO)Aim	Shares	With deals rolling in for this early-stage UK tech firm’s Nanodots (used in LED TVs), this may be the time to get on board. A rumoured deal with a Korean firm could bring upside.	66p97p/37p
Petra Diamonds (PDL)Mining	The Daily Telegraph	The diamond miner’s purchase of the Finsch mine helped production jump 64% in the first half, and it expects to beat its target of two million carats for the year. The 2013 p/e is 9.4.	150p191p/92p
Primary Health Properties (PHP)REITS	The Daily Telegraph	A good income play, this healthcare property owner has raised dividends for 15 years. Long-term leases, 100% occupancy and a prospective 2012 dividend of 5.4% are attractive.	338p350p/273p
Shell (RDSA)Oil & gas	The Independent	The weakness in Shell’s shares offers a good chance to buy this oil and gas giant. A p/e of 7.9 and prospective yield of 4.8% look better than competitors.	2,274p2,409p/1,762p
Standard Chartered (STAN)Banks	The Independent	The bank benefits from exposure to many of the fastest-growing economies. A p/e of 12.8 isn’t cheap, but its results (nine consecutive years of pre-tax profits) suggest it’s deserved.	1,639p1,706p/1,141p
TT Electronics (TTG)Electronics	Shares	The electronics supplier is set for a prolonged spell of mid-teens profit growth, and on a 2012 p/e of ten the price is undemanding. Buy ahead of 15 March full-year results.	181p212p/116p
West African Minerals (WAFM)Aim	This is Money	A play on early-stage mining-exploration stocks, this iron-ore firm has huge potential growth in high-margin West African mines and a top-class management team.	15p18p/7p
William Sinclair (SNCL)Aim	Shares	This market-leading horticulture firm has weathered recession well, with full-year profits up 54%. The shares trade on an undemanding 12.5 times earnings with a 3.7% yield.	176p211p/143p
Essar Energy (ESSR)Energy	The Daily Telegraph	If regulatory issues in India and a new share issue at subsidiary Essar Oil go well, there could be plenty of upside for this energy firm. But it’s still one to avoid for now.	112p520p/99p
HSBC (HSBA)Banks	Investors Chronicle	The bank’s pre-tax profit hike hides an underlying earnings drop, while operations in North America and Europe were weak. The shares aren’t cheap at near net asset value.	565p674p/456p
Home Retail (HOME)Retail	Shares	Sell the retail owner of Argos and Homebase on any price rebound ahead of likely price downgrades at a 15 March trading update. A p/e of 13.5 looks demanding.	105p234p/69p
New World Resources (NWR)Mining	Shares	The Czech miner recorded poor full-year results for 2011 and margins look set to be squeezed as it turns towards less profitable thermal coal. Sell.	530p1,100p/400p
Netcall (NET)Aim	Shares	Rapid growth in this call-centre software supplier has seen the value rocket 42.1% in less than three months, while return on sales jumped from 0.2% to 12.6%. Take profits.	22p24p/15p
RBS (RBS)Banks	Investors Chronicle	Full-year results were worse than expected for the troubled bank, with losses at its Irish unit and eurozone sentiment worries. With no dividend to cushion the blow, it’s a sell.	28p45p/17p
Row 26 - Cell 0	Row 26 - Cell 1	Row 26 - Cell 2	* 52-week high/low