Share tips of the week – 12 November
MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK's financial pages.
Five to buy
Foresight Sustainable Forestry
(The Mail on Sunday) Foresight Sustainable Forestry Company will be key to the government’s plan to plant trees across 75,000 acres a year to help absorb carbon dioxide, while providing investors with annual returns of at least 5% above inflation. The group will float on the London Stock Exchange later this month and aims to raise up to £200m at £1 a share. Just 13% of the UK is forested, so there is ample scope for growth; timber prices have grown at a rate of 6% a year, a trend expected to continue. The company will initially generate revenue from timber sales.
IWG
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 Sunday Times) The shared-officer provider has “breathed a sigh of relief” at the return to work. IWG owns shared-office space provider Regus and it reckons occupancy levels at the offices it had pre-Covid-19 are now above 70%. IWG is considering spinning off its digital and tech businesses from its office-leasing arm in the hope that this will create more value for investors. IWG should benefit from flexible working as companies seek to downsize their offices to trim costs. It has a wide pricing range and offers access to private offices as well as shared spaces. 310p
Wickes
(The Daily Telegraph) DIY chain Wickes demerged from former owner Travis Perkins six months ago, so investors and analysts haven’t had enough time to get to know the stock. This gives investors “the chance to bag a bargain”. The business is well run and its relatively small stores are easy and cheap to refurbish. The prospects for the DIY sector “look favourable” as the housing market continues to boom and we keep improving our properties. Despite concerns about cost inflation and supply-chain problems, the company confirmed its positive guidance for the year in its third-quarter results. Now is a good time to buy shares in a promising company. 219p
Lok’nStore
(Investors’ Chronicle) Lok’nStore, the self-storage company, has vowed to pursue a “more progressive” dividend policy as it prepares to open new sites, encouraged by increased occupancy rates. In its annual results for the year to July it said it recommended an annual dividend of 15p per share, up from 13p in 2020 and marking the tenth consecutive yearly increase. The self-storage sector has been “relatively undamaged by national lockdowns”. Demand for storage soared when families “turned box rooms into home offices” and hospitality businesses looked for places to keep their furniture. There is a shortage of self-storage in the UK, which could provide exciting growth prospects, and the company has invested £26.9m in new facilities and secured a strong pipeline of new sites. 870p
Blade Air Mobility
(Barron’s) Blade “is bringing ride-sharing to helicopters”. Dubbed the Uber of the sky, the company oversees a network of 29 operators with different aircraft transporting passengers and cargo in cities around the world. It charges customers combinations of annual fees and ticket prices per ride, and takes a portion of the sales. It operates ten routes and is planning to expand to 28 by 2024 through acquisitions and organic growth. Blade is also a less risky way to invest in the trend towards electric vertical takeoff and landing (eVOTL) aircraft; these will use its network in future. Sales doubled to $30m in the first nine months of Blade’s fiscal year and it is getting close to making a profit. $11.28
..and the rest
The Daily Telegraph
Whitbread, the owner of hotel chain Premier Inn, is benefiting from the travel sector’s reopening. CEO Alison Brittain thinks revenue per available room could reach pre-pandemic levels this financial year. However, the company could be affected by rising supply costs or the return of travel restrictions, so hold for now (3,310p).
Investors’ Chronicle
Trainline’s shares dropped after its half-year results, which revealed that strong sales had been overshadowed by the government’s plan to create a state-owned ticket retailer. The company “is far from on track”: net debt remains high at nearly £170m. Sell now (303p). Travel magazine and events business Time Out had a tough pandemic as tourism shut down. Its street market and media businesses lost money in the year to 30 June, but margins rose thanks to an increase in digital advertising, which is more profitable than its print counterpart. Hold (55p).
Shares
Coca-Cola’s shares have “lost some fizz of late”, but the company’s acquisition of sports-drink maker Bodyarmor for $5.6bn could “add another string to its bow”. The company remains “an excellent long-term investment”. Buy ($56.17).
Motley Fool
E-commerce and online auction company MercadoLibre’s shares have more than quadrupled over the last three years. It is the e-commerce leader of Latin America, operating in 18 countries. The Latin American e-commerce sector is expected to double over the next four years. Buy ($1,632). Intuitive Surgical makes robotic surgical systems. Despite increased competition the firm has secured a large market share and has “tremendous” prospects. Buy ($365).
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.
-
Could your family be at risk of an unexpected tax bill? How to keep your loved ones in the loop
Many families are out of the loop when it comes to planning the financial aspects of both retirement and inheritance
-
Rightmove: Glut of homes for sale in southern England drives asking price drop
Asking prices are 0.1% lower than a year ago, according to the property website, driven by challenges in affordability-stretched London and the south
-
Small UK industrial stocks are hidden gems
Opinion Ed Wielechowski of the Odyssean Investment Trust highlights three of his favourite British small-cap industrial stocks
-
Aurora Innovation is running on empty – is it overvalued?
Aurora Innovation, a maker of self-driving trucks, may have promised far more than it can deliver
-
'Ride the recovery in emerging markets': Gustavo Medeiros of Ashmore Group tells MoneyWeek
Interview What's the outlook for emerging markets? Gustavo Medeiros, head of research at Ashmore Group, gives his analysis and reviews progress in developing economies
-
What is the Enterprise Investment Scheme and should you have one?
The Enterprise Investment Scheme is tax-efficient and potentially lucrative. Taking a chance on the scheme could trim your family’s IHT bill, says David Prosser
-
The alcohol industry is suffering as consumers sober up – is it still worth investing in the sector?
Changing consumer tastes are rocking the alcohol industry, but the best players are adapting their strategies. Buy them while their shares are still cheap
-
A strange calm in credit
Corporate bond markets remain remarkably relaxed, with yields that offer little compensation for risks
-
'The City's big bet on green finance fails to pay out'
Opinion Insurers and banks are backing away from “green finance”, and there is not much sign of the green boom we were promised. That’s a problem for the City
-
Six top investment trusts for smaller stocks
Liquidity constraints mean investment trusts are best placed to seize the juiciest opportunities