Share tips of the week
MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK's financial pages.
Two to buy
CVS
(Investors Chronicle) Britain’s largest veterinary-services company operates more than 500 practices. Levels of pet ownership have risen steadily over the last ten years and “rocketed” under lockdown. The number of insured pets has risen too, which will “help to protect CVS’s income in an economic downturn”. The reopening of its small-animal sites has boosted sales. The forward price/earnings ratio of 23 does not fully reflect the company’s potential. 1,205p
DFS Furniture
Subscribe to MoneyWeek
Subscribe to MoneyWeek today and get your first six magazine issues absolutely FREE

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
Don't miss the latest investment and personal finances news, market analysis, plus money-saving tips with our free twice-daily newsletter
(The Times) People forced by the pandemic to stay at home are “using their spare cash to make their homes and gardens... a bit smarter or... a bit more bearable”. That has bolstered the home-improvement sector. Sofa retailer DFS is a “post-lockdown winner”, with orders worth £70m in the six weeks since it reopened its stores. It is expected to make adjusted profits of £80m next year on sales of £1bn. 170p
Two to sell
Just Eat Takeaway
(The Times) “The world’s largest food delivery company outside China” did well out of Covid-19. Sales jumped by 44% in the first half, but pre-tax losses widened. They may widen further now that the firm is building its own distribution network to keep pace with Deliveroo and other rivals – an expensive undertaking, especially in the US. Just Eat should survive the industry’s “shakeout”, but the shares are overvalued given the “unappetising” outlook. Avoid. 8,706p
Micro Focus
(Investors Chronicle) Once Britain’s biggest technology group, this collector of software assets came unstuck in 2017 when it bought Hewlett Packard Enterprise’s software business. The move cost Micro Focus $8.8bn, doubling the debt load to three times its market capitalisation and triggering a goodwill impairment charge of $960m over three years. Competition is “fierce” and a recovery looks unlikely. Sell. 296p
...and the rest
Investors Chronicle
AB Dynamics, “a ‘one-stop testing shop’ for the global automotive industry”, is priced at a premium. But a strong predicted recovery and regulatory tailwinds make it worth buying (1,735p). Investment platform provider Nucleus Financial is a “decently priced growth stock” (130p).
The Daily Telegraph
Online gaming operator Gamesys has delivered on expectations and “there could be further gains to come”. Hold (£11.20). Matthew Dobbs, the manager of the Schroder AsiaPacific Fund, will be missed when he retires. “We will hold, but monitor progress” (491p).
Shares
Despite navigating the pandemic “impressively”, UP Global Sourcing, the consumer-brands firm behind Salter weighing scales, remains a bargain (94p). Hold on to shares in LED lighting company Luceco, even though they have “gone bananas” (187p).
Get the latest financial news, insights and expert analysis from our award-winning MoneyWeek team, to help you understand what really matters when it comes to your finances.
MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.
-
Review: Trisara, Phuket – a feast for the senses in Thailand
Travel Stay at Trisara resort on Phuket island in Thailand for the top-notch food and spa
-
Expecting an inheritance? Don’t – only a fifth of Boomers plan to part with their cash
Higher priorities are travel and spending time with loved ones, with even those on the highest household incomes shunning inheritances
-
AJ Bell: a fine British fintech going cheap
Opinion Don’t overlook investment platform AJ Bell, a significantly undervalued British business with an excellent financial base
-
Energy infrastructure companies will provide a lift for your portfolio
Opinion Stacey Morris, Head of Energy Research at VettaFi, highlights three energy infrastructure stocks that she'd put her money in
-
QXO: a compelling opportunity in the building materials industry
Opinion The boss of QXO knows how to make a few billion dollars, and aims to repeat the trick. Investors would be wise to back him, says Jamie Ward
-
Microsoft’s partnership with OpenAI is on the rocks
Microsoft’s joint venture with OpenAI, the developer of ChatGPT, appears to be in trouble. What now for the two groups?
-
Carson Block on short-selling and what investors should watch out for when going long
Interview Renowned short seller Carson Block talks to Matthew Partridge about his specialism and where to go long
-
Investors can buy into tomorrow’s top global technology stocks today
Opinion Anthony Ginsberg, manager of HAN-GINS Tech Megatrend Equal Weight UCITS ETF, highlights three technology stocks as he tells us where he'd put his money
-
Drinks maker Diageo gets back on its feet – should you invest?
Diageo has faced one disaster after another over the past two years. Is it finally time to buy?
-
'Seeking out quality and resilience will pay off for patient British investors'
Opinion Gary Channon, chief investment officer of Phoenix Asset Management Partners, and Kartik Kumar, member of the Investment Team, select three stocks