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

MoneyWeek's comprehensive round-up of the week's share tips from the British press.

Swipe to scroll horizontally
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.63p
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.753p
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 16.7.1,526p
Cluff Gold (CLF)
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 2014.97p
Elementis (ELM)
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.158p
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 19.730p
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.222p
Globo (GBO)
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”. 23p
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.396p
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.377p
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%.1,299p
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. 789p
Nanoco (NANO)
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.66p
Petra Diamonds (PDL)
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 9.4.150p
Primary Health Properties (PHP)
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.338p
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.2,274p
Standard Chartered (STAN)
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.1,639p
TT Electronics (TTG)
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.181p
West African Minerals (WAFM)
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.15p
William Sinclair (SNCL)
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.176p
Essar Energy (ESSR)
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.112p
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.565p
Home Retail (HOME)
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.105p
New World Resources (NWR)
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.530p
Netcall (NET)
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.22p
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.28p
Row 26 - Cell 0 Row 26 - Cell 1 Row 26 - Cell 2 * 52-week high/low

Subscribe to MoneyWeek

Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

Get 6 issues free

Sign up to Money Morning

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter

Sign up