Share tips 2025: this week’s top picks

Stock market share tips graph trading analysis

(Image credit: Getty Images)

Jump to category:

Five to buy
Two to sell
The rest...

last updated 7 February 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.

Subscribe to MoneyWeek

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

Get 6 issues free

https://cdn.mos.cms.futurecdn.net/flexiimages/mw70aro6gl1676370748.jpg

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

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. Diploma (LSE: DPLM)
The Telegraph
Diploma supplies specialist technical products such as gaskets and seals. The company offers scope for “capital growth and index-beating returns”. Earnings have risen 16% a year over the past 15 years, partly thanks to acquisitions, and there is scope for more deals. Diploma’s robust market position, solid balance sheet and exposure to the fast-growing US mean “there is further room to run”. The shares are “worthy of their premium” to the FTSE 100. 4,408p

2. Nvidia (NASDAQ: NVDA)
The Times
Nvidia’s shares have surged 400% in three years but $500 billion was wiped off its market value recently. Given a now “relatively reasonable” valuation, “any investor with a contrarian bone in their body will be itching to buy”. The arrival of China’s DeepSeek has “taken some of the conviction out of the [US] AI trade” but Nvidia still has “excellent fundamentals, strong customer relationships, and [an] impressive track record” of innovation. $118

3. DFS Furniture (LSE: DFS)
This is Money
DFS Furniture was “cautiously optimistic” in a recent update and current trading figures are "encouraging”. The sofa retailer, which also owns Sofology, has a 30% market share and the scope to increase this figure. DFS has benefited from rival SCS closing shops for refurbishing. Increased labour costs and high interest rates remain headwinds, but DFS could gain when the economy and housing market bounce back. Investors with a “long-term view” should consider buying and “sitting tight”. 133p

4. Capri Holdings (NYSE: CPRI)
Shares
“Risk-tolerant investors might want to take a look” at Capri, the US luxury fashion house behind Versace, Michael Kors and Jimmy Choo. The shares have halved in price over the past year after a $8.5 billion takeover by Tapestry was blocked, leaving them “looking cheap”. Capri’s high debt is a concern, but the stocks could rerate. Revenue and profit growth could return as luxury spending recovers, and the balance sheet could improve from better cash generation and possible brand disposals. Moreover, another tilt at Capri could be looked at more favourably by regulators in a more lenient Trump administration. $25

5. IG Group (LSE: IGG)
Investors’ Chronicle
IG Group specialises in spread betting and contracts for difference. The trading platform extended its buyback programme by £50 million to £200 million after achieving double-digit first-half revenue and profit growth thanks to “supportive” market conditions and cost cuts. Since 2022, IG has returned more than £1 billion to shareholders. IG is to invest in marketing in the second half to bolster growth after a small fall in the number of active clients. 1,020p

Two to sell

1. Beazley and Lancashire (LSE: BEZ); (LSE: LRE)
The Telegraph
After nearly doubling your money on Beazley and banking “increasingly generous” dividends from Lancashire, “it may be time to move on” from the Lloyd’s of London syndicate managers. Their “strong” income means underwriters have more capital, which can lead to increased capacity and weaker pricing. “The early signs are that reinsurance rates for property and catastrophe are starting 2025 by going gently lower.” Lancashire is more exposed than Beazley, and both could mitigate the trend, but the “cycle may be turning”. Both firms are “well-run” with strong dividends, “so we may be trying to be too clever... and any pullback could bring them back into our radar.” Beazley: 833p; Lancashire: 643p

The rest...

1. Time Finance (LSE: TIME)
Investors’ Chronicle
Time Finance’s adjusted half-year earnings beat expectations thanks to higher demand for its alternative-finance products, as high-street banks remain reluctant to fund small businesses. The lender boosted margins by four percentage points to 21%. It is “well on track” to meet medium-term objectives and is targeting a lending book of more than £300 million. Since August 2023, Time has delivered several profit upgrades, and momentum is not waning. Yet the group trades at a discount to net assets on an “undemanding” price/earnings (p/e) ratio. There is “[more] to come”. Buy (60p).

2. Marshalls (LSE: MSLH)
The Telegraph
Marshalls’ shares have lost a fifth since last spring owing to sticky inflation and higher labour costs. Yet the building and roofing products supplier’s profit forecasts for fiscal year 2024 are unchanged thanks to an efficiency programme and resilient higher-margin sales. Debt is falling. A return to pre-Covid profit and dividend levels would leave the stock looking cheap on an earnings and yield basis. Buy (248p).

3. Meta (NASDAQ: META)
The Times
Meta Platforms’ sales growth beat expectations in the latest quarter as its heavy investment in AI starts to pay off. Meta makes most of its sales from advertising, and says that more than four million advertisers now use its generative AI tools. The shares are cheaper than its peers, and although Chinese rivals pose a risk, “few other businesses are so well equipped to react quickly to new competition” thanks to its vast supply of data. Meta could achieve compound earnings growth of 15%-20% after its current AI investment cycle. “Those who hold on may be richly rewarded.” Buy ($676).

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.