The week's share tipsters at a glance - 27 September

published 27 September 2012

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BowLeven (BLVN)Oil and gas producers	Shares	The oil and gas explorer trades on a 60% discount to the value of its discovered reserves in Cameroon. The firm is now looking for partners to help it develop its offshore fields. Buy.	136p/53.5p*75.75p
Carnival (CCL)Travel and leisure	The Times	The cruise operator has been hit by the slowdown in consumer spending. Yet it’s managed to grow sales by lowering prices and investors will be looking for this to continue.	2,369p/1,841p2,284p
Centaur Media (CAU)Media	Investors Chronicle	The business publisher has struggled recently as advertising demand fell. But a focus on digital media is now boosting sales. It looks cheap on a 2013 price/earnings (p/e) ratio of seven.	47p/27p40.5p
Drax Group (DRX)Electricity	The Times	The coal-fired power plant operator has reinvented itself by burning cleaner biomass. With a free-standing station that produces 7% of Britain’s power, it is a likely takeover target.	581.5p/442p504p
Entertainment One (ETO)Media	Investors Chronicle	The film and TV distributor recently bought a Canadian rival and signed a flagship deal with US film studio Dreamworks. The shares are up 347% since November 2009, but are still a buy.	208.5p/130p172p
Falkland Oil & Gas (FOGL)Oil and gas producers	Investors Chronicle	Shares in the oil and gas explorer took a battering last week following disappointing drilling results. But the “speculative case for the shares remains intact”.	102.75p/41.75p74p
Galliford Try (GFRD)Construction	Daily Mail	The housing market may be subdued, but this builder has had an excellent year. Profits rose 80% to £63m and, thanks to its big development land bank, should hit £72m next year.	714p/410p700p
G4S (GFS)Support services	The Daily Telegraph	The security firm’s shares have suffered following its Olympics failure, but a new public sector contract has eased fears of a government blacklisting. It’s good value on a p/e of 11.7.	292p/220p267p
GKN (GKN)Automobiles and parts	Investors Chronicle	In recent years the car parts maker has increased its exposure to aerospace, which now brings in 40% of its profits. The purchase of Volvo’s aerospace division is a game-changer.	242p/153p228p
Imperial Tobacco (IMT)Tobacco	The Times	Due to tough anti-smoking laws being implemented around the globe, it’s been a difficult time for the tobacco and cigarette vendor. But its sales are solid and its 5% yield looks safe.	2,595p/2,086p2,336p
Kier (KIE)Construction	Investors Chronicle	The property developer and builder has a healthy £750m pipeline of new projects. A p/e of ten is not too demanding, while the 4.9% yield provides a useful income stream. Buy.	1,489p/1,089p1,356p
Lookers (Look)General retailers	The Daily Telegraph	Shares in the UK-focused car dealership dipped slightly last week as a major shareholder sold a large stake. However, with new car sales up 11%, other investors should pile in. Buy.	73.5p/48p99.75p
Mondi (MNDI)Paper and packaging	Shares	Higher containerboard prices (up by e50 per tonne in September alone) could mean earnings upgrades for this packaging manufacturer. Revenues could be lifted by 10% in 2013. Buy.	653.5p/407.25p616p
NetPlay TV (NPT)Media	Shares	The online and TV gambling channel is reaping the rewards of a big marketing push. New customer numbers are up 74%, while revenue rose by a third. The 3% yield is another plus.	12.375p/8.5p12p
Ricardo (RCDO)Support services	The Times	The engineer is benefiting from flagship contracts working on the McLaren F1 car and troop carriers for the US military. A 2013 p/e of 12 is “very reasonable for such a quality stock”.	391p/304.5p360p
Software Radio Technology (SRT)Technology	Daily Mail	So far the firm’s proprietary ship communication systems have struggled to sell, but new regulations should help boost annual sales to £10m from £6.2m. It’s a share for the brave.	35p/19.25p20.5p
Supergroup (SGP)Personal goods	Shares	The fashion retailer shrugged off growing pains to post a 20% rise in sales in the first quarter of the year. With European expansion starting to pay off, investors can expect more growth.	1,072p/264.5p632p
United Utilities Group (UU)Utilities	The Times	The water firm reassured investors with a steady earnings report and its performance in customer service surveys has improved. The dividend, pledged at inflation plus 2%, is a plus.	730p/589p730p
Dunelm (DNLM)General retailers	Investors Chronicle	These are tough times for a retailer and shares in this homeware vendor look pricey, trading on a p/e of 16.5. That’s a big premium to the sector. Sell.	685p/391p644p
Redhall (RHL)Support services	Investors Chronicle	The engineer is struggling to win new business and even legacy contracts could come under pressure. Provisions for an ongoing legal dispute are also adding £2m to costs. Sell.	112.5p/55p64p
Pace (PIC)Technology	Shares	Pressure is building for the set-top box maker after it revealed that it failed to fulfill a contract with BT, while supply disruptions cost it £76.9m in the first half of 2012. Sell.	180p/44p159.5p
Advanced Computer Software (ASW)Software	Shares	The business software provider has performed strongly over the year. However, with the shares now trading on a p/e of 15.3, it now looks too pricey and it’s time to take profits.	63.75p/38.25p62.75p
Apple (US: AAPL)IT hardware	The Daily Telegraph	Apple is a great firm with a popular new product. But for British investors, it’s also a currency risk. The Federal Reserve seems determined to weaken the dollar, so avoid the shares for now.	$702/$363$700
Row 23 - Cell 0	Row 23 - Cell 1	Row 23 - Cell 2	* 52-week high/low