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.
Share tips 2025: top picks of the week
Four to buy
1. easyJet (LSE: EZJ)
The Telegraph
The budget airline is well placed to weather pressure on disposable incomes in the coming months. It has an £18 million net cash position, access to £5 billion of liquidity, and may benefit from consumers trading down to cheaper package-holiday alternatives. Its valuation is “unjustifiably” low as earnings are set to grow over the next two years. The firm’s discounted share price offers a wide margin of safety and scope for significant capital gains. 485p
2. Costain (LSE: COST)
Interactive Investor
Costain’s share price has trebled since Covid and is benefiting partly from the water industry improving its quality and services. The infrastructure company aims to grow its margin above 5% and said its “forward work” order book has increased to £5.4 billion, over four times 2024 revenue. Higher employment costs are a challenge, but Costain is a relative “growth” company on a cyclical-type rating. The dividend recently doubled. “Buy and hold.” 106p
3. Bakkavor (LSE: BAKK)
Shares
Bakkavor is an “attractively valued, cash-generative and dividend-paying” stock with “defensive qualities”. The manufacturer of chilled, prepared food counts Tesco and Sainsbury’s as customers and also operates in the US and China. Bakkavor has positive trading momentum and has been rebuilding margins and reducing leverage. It should gain if consumers cut back on dining out and spend more on eating at home. Bakkavor is confident it will achieve a 6% operating margin by 2027 despite higher employment costs, and analysts predict higher profits. The stock has a “juicy” 5.6% yield. 179p
4. Canal+ (LSE: CAN)
Investors’ Chronicle
Vivendi spin-out Canal+ had a “rocky” debut on the London Stock Exchange in December. But analysts say it’s suffering from a “value dislocation” and expect a 65% upside. The pay-TV broadcaster’s full-year revenue and profits grew due to growth in subscriptions in Africa and Asia and hits including Paddington in Peru. It is improving cash flow, and its planned takeover of South African rival MultiChoice could be transformative. The firm’s “long-term potential outweighs the risks”. 177p
One to sell
Aston Martin Lagonda (LSE: AML)
Investors’ Chronicle
Aston Martin Lagonda’s shares fell 14% after the luxury carmaker said it would cut 5% of its workforce after posting another chunky loss despite significant fundraising. Wholesale volumes fell last year but improved in the second half thanks to new and upgraded models. The group’s net debt is “painfully high”, and annual free cash outflow has worsened. Aston Martin’s first mid-engine plug-in hybrid electric vehicle, Valhalla, is key to the company’s outlook, but its launch has been postponed to the “latter part of this decade” after it was previously delayed to 2026. “We remain unconvinced” by Aston Martin. “Sell.” 80p
The rest...
1. Coats Group (LSE: COA)
Investors’ Chronicle
The outlook is improving at industrial-threads specialist Coats Group. Full-year revenue in the key apparel and footwear divisions grew by a respective 12% and 10%. The smaller performance-materials unit’s profitability should be bolstered by the closure of a Mexican manufacturing site. The leverage ratio was lower than analysts had been pencilling in despite higher net debt. Coats expects to generate $750 million of free cash flow and more than 5% average organic revenue growth over the next five years. “With attractive new targets and market headwinds receding, we remain bullish.” Buy (82p).
2. Anglo American (LSE: AAL)
The Telegraph
Anglo American’s “story feels strong” after the group sold its steel-making coal and nickel units, while the forthcoming demerger of its platinum business also augurs well. The miner is placing copper, iron ore and potash at the heart of its operations, and its £29 billion valuation “still looks intriguing”. Anglo plans to spin off De Beers, and the diamond business’s recent write-down highlights a risk, but rival “BHP did not launch last year’s takeover without good reason”. The recent weakness in the US dollar, bolstering the commodities sector, also helps matters. Buy (2,257p).
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