Join our community of smart investors

This week's articles: 18 May 2012

Find out which articles have been published on the website this week.
May 18, 2012

FEATURES:

Shares to beat facebook

The world's biggest ever internet IPO takes place this week. But the Facebook float is long on hype and short on value - the shares are astronomically expensive given the lack of clear commercial progress. And if you want exposure to big technology shares, there are much better options than this - we name some of them.

Drowning in debt

Debt can be a double-edged sword, as Clinton Cards and others have found out. John Ficenec reports on how investors can assess the danger.

What next for Plus companies?

Plus Markets, the former Ofex, is set to close its doors. We look at what will happen to those companies with Plus quotes.

 

SEVEN DAYS:

All you need to know about investing in the past seven days: what's rising, what's falling and what's making the headlines, plus the most traded shares in April.

 

NEWS:

Cove Energy's directors are re-focusing their attentions on the Irish Sea following a reverse takeover on Aim, new gas discoveries for Ophir Energy and the extortionate cost of Greece leaving the euro. Also, the latest updates from Ricardo and Lamprell.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

■ No free lunch - Buffett's world.

■ Mr Bearbull - Where to begin when buying shares.

■ Simon Thompson - Two property investments with potential for decent gains in the medium term.

■ Chris Dillow - Targets can create problems as well as solve them.

■ Property Matters - Buy-to-let can't solve the housing crisis.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

■ Portfolio - Our experts question a reader's 80 per cent exposure to emerging markets within his Sipp.

■ Family - With annuity rates at historic lows and drawdown expensive, what are the alternatives for those approaching retirement?

■ SmartMoney - Inflation-beating savings products.

 

SHARE TIPS OF THE WEEK:

■ The pecking order in food retailing is changing, and the company that was for many years an also-ran is now starting to gain ground.

A North Sea oil explorer that's got some novel commercial arrangements and a good track record.

■ A clever product, but heavy exposure to a weak European economy is bad news for this specialist manufacturer.

This recruitment group enjoys a premium rating over rivals that no longer looks justified. 

FUND TIP OF THE WEEK:

■ Timber and woodlands are an attractive niche asset class, but this pricey investment trust is not the best way to get exposure.

BROKERS' TIPS:

Leading analysts give their views on Centamin and Galliford Try.

SHARE TIP UPDATES:

Changes of stance on Chariot and Wincanton. Plus:

International Consolidated Airlines

Unite

Reckitt Benckiser

Capital & Counties

Logica

Catlin

 

FUNDS:

■ Fund news - Investment trusts increase US exposure.

■ The big theme - New kids on the emerging markets block. The emerging markets space is dominated by funds that are very big, and managers who are, to put it politely, getting on a bit. We look at newer and smaller funds with younger managers.

■ Interview - James Anderson of Scottish Mortgage Investment Trust talks about why he is unapologetically bullish.

 

SHARES:

The lowdown on the latest company results:

Land Securities

BT

Experian

Presidents Petroleum

Diploma

Great Eastern Energy

Lonmin

Babcock

Sanderson

Enterprise Inns

Compass

C&C

Icap

Vertu Motors

Speedy Hire

Scottish & Southern Energy

Noble Investments

Trading statements:

Pendragon

Cineworld

TT Electronics

Sector focus:

Five shares for a stormy summer

Ever since the 2010 election, shares in support services groups have been in the doldrums. But with contracts now coming through, they're looking compelling value.

Stock screen:

Dirt-cheap US recovery plays.

Directors' dealings:

■ Notable transactions at Edinburgh Worldwide IT, plus a table of all boardroom share trades.

 

TRADING:

■ Trading news - Comparing the Dow with the S&P 500

■ Trading ideas - Chart-driven calls on Brent crude, sterling/US dollar, silver and Whitbread.

■ The Trader - Sociopathic tendencies