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This week's articles: 27 July 2012

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July 27, 2012

FEATURES:

Healthy high yields

Stephen Wilmot reports on the small specialist property companies with a great record of delivering regular, high dividends. They're the sort of investment you can tuck away for a few years, while you collect a generous income.

Five cheap contrarian shares

The shares picked out in our contrarian screen last year delivered a 28 per cent return against a flat market, and now Algy Hall chooses a new selection.

Protect your Sipp from fraud

Sipp investors are being targeted and enticed to switch investments with the promise of cashback payments and high returns - but you do so at your peril.

Profit from the obesity battle

At least 50 companies are expected to profit from the battle to save the world's population from obesity. Investors can tap into the trend by buying global healthcare funds.

 

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.

 

NEWS:

Spain gored by bull bond, fears that the Libor scandal will damage London's reputation as a financial centre and Drax hit by Roc rates.

 

COMMENT:

Our columnists offer in-depth analysis and investment ideas:

No free lunch - The question of whether the savings industry should serve its customers or itself is why we need the Kay report.

Chris Dillow - Aim stocks generally depend upon investors' sentiment. With this now so depressed, this could be a time to buy.

Bearbull - Rising food prices threaten to push inflation back up again. That's bad news for bonds. But is it good news for shares?

Property Matters - Getting grounded: Ground rents are one property investment that can realistically claim to be a safe haven.

 

YOUR MONEY:

Financial planning, tax and investment wisdom:

Reader portfolio - Our reader is thinking of following Philip Fisher's strategy of investing in companies he has knowledge of. Our experts are not so sure.

Financial planning - Sipp fraud is on the rise - protect yourself.

 

SHARE TIPS OF THE WEEK:

■ The three-year growth plan set out by this company has been achieved, while the order book and group finances are in good shape. Yet the shares are rated at just nine times forecast earnings.

■ A series of exploration disappointments has left these shares reeling. But with strong cash flow and new production coming on line, we think they will soon be re-rated.

■ Record first-half results and a bulging pipeline of work aren't reflected in this company's share price. But when the shares are shifted into the support services sector, it could be the catalyst for a re-rating.

This small-cap specialist is making inroads into key markets by performing crucial work that big pharmas no longer wish to do. Analysts think the intrinsic value is far greater than the share price.

 

FUND TIP OF THE WEEK:

This UK equity fund offers an excellent track record, a decent yield and reasonable costs.

 

SHARE TIP UPDATES:

Tip Updates on:

Metalrax.

Great Portland Estates.

Unibail-Rodamco.

Redefine International.

Development Securities.

Ricardo.

Avocet Mining.

Providence Resources.

 

BROKERS' TIPS:

Analysts' views on Carillion and Caretech.

 

FUNDS:

■ Fund news - Investment trusts beat open-ended peers.

■ The big theme - Big profits from global healthcare.

■ Fund profiles - Two healthcare funds:

- db X-trackers MSCI World Health Care offers diversity.

- Biotech Growth Trust has a healthy lead.

■ Interview - Arjen Los talks about exploiting the explosive global growth in spending on luxury goods.

 

SHARES:

The lowdown on the latest company results:

Sports Direct

Beazley

Howden Joinery

Hammerson

Senior

Dialight

Domino's Pizza

International Personal Finance

Man Group

Provident Financial

Croda

PZ Cussons

Morgan Crucible

Pace

Greenko

African Barrick Gold

Informa

Microgen

XP Power

British American Tobacco

Capita

Cookson

Lancashire

Arm Holdings

Renishaw

GlaxoSmithKline

Tullow Oil

Breedon Aggregates

WH Ireland

  

Stock screen - Will these five cheap contrarian shares do as well as last year's selection?

Directors' dealings - Notable transactions at Sepura, plus a table of all boardroom share trades.

TRADING:

■ Trading news - August's auguries

■ Trading ideas - Chart-driven calls on BAT, FTSE 100, HSBC and Rio Tinto

■ The Trader - Hitting and clucking