Share tips 2025: this week’s top picks

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Five to buy
One to sell
The rest...

last updated 17 January 2025

If you’ve been keeping a close eye on share tips 2025, then don’t miss this weekly round-up of the top stocks to consider for your portfolio.

The MoneyWeek share tips 2025 guide pulls together some of the best UK stocks from some of the top share tipsters around.

As well as the UK financial pages, we look at publications across the pond for investors who want to diversify their holdings internationally.

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We look at where to invest in 2025 – from big tech stocks and European equities to finding value in the FTSE 100.

This list is updated weekly on a Friday.

Five to buy

1. C&C Group (LSE: CCR)
The Telegraph
Despite struggling with bad weather, the cost-of-living crisis and a bungled software implementation, C&C Group could bring a “little fizz to risk-tolerant investors’ portfolios in the next year or two”. The Irish drinks group, which owns Bulmers and Magners, has a new CEO and management team, while debt is low. If C&C meets ambitious earnings targets, the shares could be rerated. It plans to return £150 million, over a fifth of its £568 million market value, to shareholders via dividends and buybacks by 2027. 143p

2. Next (LSE: NXT)
The Times
Next has been on a “tear” over the past year, with several profit upgrades pushing shares up over a tenth. Full-price sales rose 6% in the nine weeks to 28 December, beating guidance, which is expected to lift full-year pre-tax profit to over £1 billion. The clothing and homeware retailer looks better able to weather higher labour costs than peers given an expected £670 million of surplus cash. Trading on a forward price/earnings ratio (p/e) of 13.9, Next is “good value”. 9,348p

3. Amcomri Group (LSE: AMCO)
This is Money
Amcomri joined Aim before Christmas at 55p a share, and the stock should continue to gain in 2025 and beyond. The company buys up engineering and manufacturing businesses whose owners are nearing retirement. It currently owns 12 firms, some of which have contracts with big companies such as BAE Systems and EDF Energy. In 2023, Amcomri generated revenue of £47 million with underlying profit of £5.8 million. The group is also benefiting from “growing enthusiasm” for home-grown enterprises, especially in energy and defence. 59p

4. Zotefoams (LSE: ZTF)
Shares
Zotefoams’ foam-based products are used in air conditioning units, cars, electronics, and cricket pads, but its main market is footwear. The group’s current valuation is not giving “nearly enough credit for [the] core business”. Third-quarter sales rose 54% to £39.7 million, bolstered by higher-than-expected footwear sales. New CEO Ronan Cox has the “credentials to energise the business” from a recent setback, and Zotefoam should also gain from an exclusive supply deal with Nike as the US sportswear giant refocuses on product innovation. 308p

5. Duke Capital (LSE: DUKE)
Investors’ Chronicle
Hybrid funding provider Duke Capital is seeking third-party capital to shift to a self-funding model. It aims to mitigate “cash drag” (the negative effect of holding cash) and reduce reliance on UK public equity markets to seize growth opportunities. Duke’s portfolio includes £218 million in hybrid credit investments, with Cavendish’s analysts estimating over £50 million in unrealised equity value. Free cash flow is expected to improve, securing a 0.7p quarterly dividend and a 9.1% yield. Duke’s stock has gained 42% since early 2021, eclipsing the FTSE Aim All-Share TR index. Investors should “expect the outperformance to continue”. 31p

One to sell

Arm Holdings (NASDAQ: ARM)
Interactive Investor
Arm Holdings is “popular with British investors”, which is “hardly surprising” as the chip designer was initially listed in London, but “decided that it would be loved more in New York”. Its shares were listed on Nasdaq at $60.75 in September 2023, peaking at $181 last July, but “the stock seems to be settling just below $150”. The company, majority-owned by Japan’s SoftBank, does not pay dividends, and its p/e ratio is at a “staggering” 240. Given the group’s “daunting” fundamentals, “sell and seek better prospects” in the tech sector. $140

The rest...

1. Tristel (LSE: TSTL)
The Telegraph
Tristel’s shares have gained 76% in six years, beating the FTSE Aim All-Share index. The manufacturer of infection-prevention products, such as disinfectants, expects to meet, or exceed, its three-year target of 10%-15% sales growth by June 2025. Although it has a “high” p/e ratio of about 28 at a time when other smaller London-listed firms are relatively cheap and it is experiencing difficulties in securing new healthcare accounts, Tristel has a solid balance sheet and growth opportunities in the US and elsewhere. Hold (430p).

2. Watches of Switzerland (LSE: WOSG)
The Times
Watches of Switzerland’s shares fell to 325p following a profit warning last January, but have rallied in the last six months. The luxury retailer has struggled with sluggish sales, but reported first-half revenue growth of 4% to £785 million, driven by demand in Britain and the US. Most revenue is generated in the UK, the US (where it is eyeing long-term growth) and Europe, with no exposure to China, where demand for luxury goods is weak. Recent retail price increases by primary supplier Rolex also bode well. Buy (504p).

3. Tatton Asset Management (LSE: TAM)
This is Money
Tatton Asset Management offers independent financial advisers a range of investment portfolios, which they in turn can offer their customers. Tatton’s fee is 0.15% of assets under management, one of the lowest in the industry, but returns are steady. Tatton manages around £20 billion of savers’ funds and plans to reach £30 billion in five years. The shares have risen 35% since mid-2021, and the dividend is expected to be 19p this year, rising to 22p in 2026. Investors looking for cash “could sell down their holdings”, but the stock “should continue to deliver”. Hold (684p).

This article was first published in MoneyWeek's magazine. Enjoy exclusive early access to news, opinion and analysis from our team of financial experts with a MoneyWeek subscription.

Kalpana is an award-winning journalist with extensive experience in financial journalism. She is also the author of Invest Now: The Simple Guide to Boosting Your Finances (Heligo) and children's money book Get to Know Money (DK Books).

Her work includes writing for a number of media outlets, from national papers, magazines to books.

She has written for national papers and well-known women’s lifestyle and luxury titles. She was finance editor for Cosmopolitan, Good Housekeeping, Red and Prima.

She started her career at the Financial Times group, covering pensions and investments.

As a money expert, Kalpana is a regular guest on TV and radio – appearances include BBC One’s Morning Live, ITV’s Eat Well, Save Well, Sky News and more. She was also the resident money expert for the BBC Money 101 podcast .

Kalpana writes a monthly money column for Ideal Home and a weekly one for Woman magazine, alongside a monthly 'Ask Kalpana' column for Woman magazine.

Kalpana also often speaks at events. She is passionate about helping people be better with their money; her particular passion is to educate more people about getting started with investing the right way and promoting financial education.