In the ‘Inside the City’ column for the Sunday Times, Simon Duke was warning against predicting the future too confidently - specifically pointing to Phil Dorgan’s declaration eight years ago that Ocado was worth zero.
Share tips from the Sunday newspapers, including BCA Marketplace in the Sunday Times, Questor in the Sunday Telegraph examining Barclays, while Midas in the Mail on Sunday going for Harvest Minerals.
Shares in WH Smith were a 'buy' for the Sunday Times' Inside the City column.
Smiths Group was a 'hold' for the Sunday Times' Inside the City column as chief executive Andy Reynolds Smith puts his shirt on full-year results from the engineering conglomerate in the autumn.
In his ‘Inside the City’ column for the Sunday Times, John Collingridge was looking at Centrica, bringing it all the way back to the hefty dividend promises of the ‘if you see Sid, tell him’ marketing that accompanied the privatisation of the then-British Gas in 1986.
Flybe is a share to avoid, said John Collingridge in the Inside the City column in the Sunday Times. The regional airline recently spiked on a takeover offer from Stobart Group and there looks likely to be, based on IAG's move for Norwegian Air Shuttle last week, plenty more consolidation to come among airlines, but the board dismissed the approach.
In her ‘Inside the City’ column for the Sunday Times, Sabah Meddings looked ahead to Greene King’s trading update due this week, noting that investors would be holding their breath at this stage - and hoping not to be shedding tears “into their pints of Old Speckled Hen”.
A trip of share recommendations from the tipsters at the Sunday Times, Sunday Telegraph and Mail on Sunday.
Fevertree Drinks shares are now one to 'avoid' said the Sunday Times' Inside the City column, having increased almost 2000% from its flotation four years ago at 134p. Co-founder Charles Rolls sold a 2. 6% stake last week, which saw the share price drop 5% to 2,807p. The company therefore has £3. 2bn market cap, but turned over £170. 2m in 2017 and generated £56. 4m in profit.
In his Inside The City column for the Sunday Times this week, John Collingridge noted how turbulent stock market can be unforgiving for heavily discounted rights issues, focussing particularly on John Laing’s issue earlier this month.
In his Inside the City column for the Sunday Times, John Collingridge was focussed on passenger transport operator FirstGroup, noting that the question of debt remained a feature in almost any conversation about the firm.
Shares in Assura were a 'hold' for Questor in the Sunday Telegraph, the property group with a £1. 4bn market value from investing in GP surgeries. However, the stock trades for 22. 5 times current-year forecast earnings and a premium to net asset value, which does mark an ideal entry point for new investors, though a 4% dividend yield is more attractive.
Saga shares were branded 'avoid' in the Sunday Times' Inside the City column, even though its debt has been shrinking and its profits rising, in contrast with former stablemate, the AA. The share price has also recently been on the way down after warning on profits in early December due to higher costs and "more challenging trading” in insurance broking, with growth in underlying profit before tax expected to be between 1% and 2% for the year to 31 January 2018.
Sabah Meddings focussed on the decline of Big Tobacco in her 'Inside the City' column for the Sunday Times this week, and British American Tobacco’s bid to remain relevant in this new age of nicotine consumption.
In the Sunday Times’ 'Inside the City' column, John Collingridge focuses this week on chemicals behemoth Johnson Matthey, noting that buying shares in the firm was once a “binary bet” on the future of the internal combustion engine.
‘No techs please, we’re skittish,’ screamed the headline on John Collingridge’s Inside the City column for the Sunday Times, with the author claiming that British tech darlings had become an “endangered species”.
Newspaper share tips from the Sunday Times' Inside the City column, the Sunday Telegraph's Questor and Mail on Sunday tipster Midas.
Shares in Diageo are not cheap but were a 'buy' for the Sunday Times' Inside the City column, which advised stocking them away in your cellar like prize bottle of whisky. The spirits and Guinness maker has been shaken and stirred during since chief Ivan Menezes took the helm in the summer of 2013. He joined amid a lull in American demand for traditional Scotch and vodka, two of the company's key products. Instead, the trend was moving towards 'craft' bourbons and micro distilleries.
Greggs is the focus of Sunday Times' tipster column this week, while Midas in the Mail on Sunday is examining smallcal miner Tharisa.
Having timed its purchase of American rival Landmark well, two years ago, BBA Aviation is now enjoying the spoils.