The week's share tipsters at a glance - 28 September

published 28 September 2011

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Baobab Resources (BAO)General mining	Shares	The Mozambique-focused miner will soon update the markets with a host of new iron and coal projects. This value is not priced in so good news would push up the price. "Buy."	20.6p53.75p/9.5p
BrainJuicer (BJU)Media agencies	Shares	The online market research firm is expanding internationally and growing earnings "at a double digit clip". A "buy for the growth potential".	280p193.5p/302.5p
Capita (CPI)Business support services	The Daily Telegraph	In the first half of the year the outsourcing group increased sales by 3% to £1.4bn while profits rose to £141.4m. Recent acquisition should help maintain growth.	713p794.5p/635.5p
Coal of Africa (CZA)Coal	Investors Chronicle	The loss-making coal miner looks like it is finally turning the corner. It doubledoutput of thermal coal in the last year. A forward multiple ofeight makes it a buy.	56.25p111.5p/49p
Flying Brands (FBDU)Speciality retailers	The Independent	The home shopping firm is already feeling the effects of the tough conditions on the high street. But a recent deal to sell property looks to be a good one. "Hold."	13.5p58.5p/11.5p
Hydro International (HYD)Industrial machinery	Investors Chronicle	The water treatment equipment manufacturer has been boosted by a large order from Thames Water, while a new focus on emerging markets should pay off. "Buy."	140p146.5p/87.25p
Imperial Tobacco (IMT)Tobacco	The Daily Telegraph	The cigarette-maker recently assured investors that it would meet its full-year targets, and increased its dividend. Shares, up 30% since 2008, still have furrther to go.	2,040p2,231p/1,784p
International Ferro Metals (IFL)Iron & steel	Investors Chronicle	The South African ferrochrome producer has been hit by furnace problems andrising energy bills. But the 50% discount to book value makes it very cheap. "Buy."	18p36p/13.93p
Ladbrokes (LAD)Gambling	Shares	The bookie looks set to buy online rival Sportingbet (SBT). If the deal goes through it will add online capabilities. If it doesn't, then it will become a target itself. "Buy."	128p153.25p/120p
Nature Group (NGR)Waste & disposal services	Investors Chronicle	An explosion at one of the oil & gas waste disposal firm's processing facilities sent the share price tumbling. However, a new Brazilian contract should prove lucrative.	73p97p/45.5p
M&C Saatchi (SAA)Media agency	The Independent	Shares in the advertising agency have soared on the back of a strong six months that beat analysts' expectations. Yet its p/e of 8.4 is cheaper than its peers. "Buy."	125.75p150p/109p
Nautical Petroleum (NPE)Exploration & production	The Times	The oil & gas producer made a massive North Sea discovery but its price "barely budged". The shares are on 40% of its fully risked net assets - a big discount.	289.5p547p/22.25p
PhosAgro (PHOR)Speciality chemicals	Shares	At present the miner-cum-chemicals company, which turns phosphate rock intofertiliser, is "under the radar of most UK investors". Buy now while it's cheap.	12p14.75p/11.25
Roche (ROG:VTX)Pharmaceuticals	Investors Chronicle	The Swiss pharmaceutical firm is benefitting from the falling Swiss franc, while it seems the acquisition of Genetech is starting to pay off. Good value on a p/e of ten. "Buy."	SFr 137
Reed Elsevier (REL)Publishing	The Independent	The publisher and information provider has boosted its financial services offering by buying a US competitor for £343m. It was a good buy so "we'd move in".	497.3p590.5p/461.25p
Ricardo (RCDO)Business support services	The Times	The supercar/amoured car parts-maker "has never been busier". It has projects with McLaren, Bugatti and the MoD, and looks cheap on a sub-13 p/e.	357p410p/265p
Spirent Communications (SPT)Telecommunications equipment	Shares	The Crawley-based firm should benefit from the roll-out of 4G telecommunication systems. What's more, sales and profits were both up in the last six months. "Buy."	125p160.25p/116p
Symphony Environmental Technologies (SYM)Containers & packaging	Investors Chronicle	The biodegradable plastic-bag maker had a painful six months as costs rose 11% and the share price fell by 20%. However, legislation will open up new markets.	8.75p21p/8p
Telit Communications (TCM)Telecommunications equipment	The Independent	The wireless technology firm looks set to benefit from EU rules for mandatory in-carsafety gadgets. Profits were up neary 90% in the last six months. "Buy."	72.50p103.50p/57.50p
Tribal (TRB)Business support services	The Independent	At first glance the outsourcing firm would seem vulnerable to public spending cuts. Yet it has cut costs and repositioned itself around the education market. "Buy".	47.25p80.5p/24.25p
United Utilities (UU)Water	The Times	The water company has a "virtually guaranteed revenue base" and yields 5% - making it "pretty attractive for the retail investor" in testing times like these.	599p631.5p/543.5p
Braemar Shipping Services (BMS)Transportation services	Investors Chronicle	The "tide has turned" for the shipping firm, which looks exposed to a global slow- down. A p/e ofnine isn't cheap for the sector and a profit warning hints it's time to sell.	310p558p/282p
Mothercare (MTC)General retailers	Shares	The baby clothes and toy retailer has enjoyed overseas growth. Unfortunately, it still relies heavily on the UK high street which is getting pummelled. "Sell."	337p627.5p/317.25p
Micro Focus (MCRO)Software	The Times	Despite a "truly awful" couple of years, the software maker still generates "impressive amounts of cash". But even on a sub ten p/e it doesn't "look that appealing".	315.75p239.5p/426.25p
Ocado (OCDO)Food retailers & wholesalers	Investors Chronicle	Sales and profit margins at the internet grocer are increasing, but more slowlythan expected. Longer-term it faces a threat from Waitrose's entrance into online.	113p285p/91p
TUI (TT)Travel & leisure	The Times	The travel agent's share has fallen 40% even though margins "have held up". It looks cheap on a p/e ofsix, but given the lack of visibility "I would not be in a hurry to buy".	149p272p/137.25p