Welcome to our summary of the weekend's quality press tips, provided on Mondays by Weekend City Press Review.
The Times
■ Tempus: Martin Waller suggests that investors seeking to take advantage of a surge in the oil price should avoid obvious targets like BP (Last IC rating: Buy, 8 Feb) and Royal Dutch Shell (Last IC rating: Buy, 3 Feb) and look instead at smaller explorers with proven reserves - such as Northern Petroleum (Last IC rating: Fairly priced, 4 Oct) and Tullow Oil (Last IC rating: Hold, 23 Jan), especially if the big oil companies seek to top up their own reserves by acquiring them.
The Independent
■ No Pain, No Gain: Derek Pain says aircraft leasing company Avation (No recent IC rating), acquired just over a year ago at 83.5p, is now at 106p and could be worth 200p a share, according to WH Ireland. The reason is the £4.7bn sale of Royal Bank of Scotland's aircraft leasing division which has provided greater clarity about Avation's potential value.
The Sunday Times
■ Inside the City: Danny Fortson says Cookson (Last IC rating: Good value, 14 Nov), 670.5p, is misunderstood by the markets and therefore undervalued, especially given the 5 per cent surge in production it expects to achieve this year.
■ Good results from International Power (Last IC rating: Hold, 8 Feb) last week has reignited speculation over when - not if - GDF Suez takes full control.
The Sunday Telegraph
■ Questor: Garry White thinks Genel Energy (No IC rating), 828p, is a speculative buy as while the management and assets are top-quality, there remain a number of uncertainties ahead.
■ Buy Berendsen (Last IC rating: Hold, 24 Feb), 500p, as its full-year results show that its new strategy is on track.
The Mail on Sunday
■ Midas: Simon Watkins says buy Amec (Last IC rating: Buy, 22 Feb), £11.23, as a solid business with a decent dividend track record.
■ Update: Hold APR Energy (Last IC rating: Buy, 23 Jan) 979p, as its growth story remains on course in spite of losing a key contract.
