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.
Global business optimism is at a record high, according to a survey by accountancy firm Grant Thornton, but sentiment among UK companies has fallen in the last year as uncertainty over Brexit continues to weigh heavily on corporate confidence. Its quarterly International Business Report found that optimism among firms around the world is at the highest level since it was started 25 years ago, which is reflected in the widespread expectation that profitability will increase in the next 12 months.
In the Sunday Times’ 'Inside the City' column this week, Ben Laurence was focussing on carpet retailer Carpetright, which delivered “lacklustre” interim results last week.
Shares in Croda International are also an "avoid" for Questor in the Sunday Telegraph. The company manufactures speciality and industrial chemicals used in many everyday items such as cosmetic creams, dietary supplements, foods, plastic bags and motor vehicles. It has progressed far since its days of refining grease from sheep's wool to make lanolin by employing clever people and rewarding them well, including with a final salary pension scheme, which is all part of management taking a long-term view and investing millions each year in research and development.
In the Sunday Times’ 'Inside the City' column this week, John Collingridge was looking at a passenger transport operator - noting that they had, for the most part, been a bad deal on the sharemarket in recent years.
"Sell" Just Eat shares, was the recommendation in the Sunday Times' Inside the City column, a stance it has taken at 420p and 580p. At just under 820p for a market capitalisation of £5. 56bn, the stock is changing hands at a forward p/e ratio of 52, while its physical assets are valued at around £12m. Just Eat has signed up almost 80,000 restaurants around the globe, both small businesses and large chains, where their wares are offered via an online marketplace where hungry households can search for the best curry, pizza or sushi takeaway in their vicinity.
Stock in Merlin Entertainments is best avoided, The Sunday Times's John Collingridge says, pointing to the increasing headwinds the company is facing in the UK which will be compounded by the outfit's strategy of focusing on growth overseas.
Fenner shares were a 'buy' for the Sunday Times' Inside the City column. The plastics engineering group specialises in the manufacture of conveyor belts, industrial seals, medical device components and other bespoke polymers in its Precision division. Having sunk to a six-year low early last year, as its traditional coal markets waned amid the green energy revolution, the stocks has rebounded in style along with crude oil prices.
In the Sunday Times’ ‘Inside the City’ column this week, Aimee Donnellan focussed on embattled shopping centre owner Hammerson, whose shares had been out of favour for “some time” as investors watched the decline of malls globally - particularly across the pond.
In the Sunday Times’ 'Inside the City' column this week, John Collingridge focussed on housebuilder Persimmon, describing the last five years as a “dizzying journey” for the company’s shares.
In the Sunday Times’ Inside the City column, John Collingridge takes a look at Wood Group and its £2. 2bn all-share takeover of Amec Foster Wheeler, which it completed last week.
Investors in Intercontinental Hotels Group should mull whether to book profits, suggested the Sunday Times' Inside the City column.
In the Sunday Times’ 'Inside The City' column this week, John Collingridge looked at biotechnology investment firm Syncona - a company that only joined the stock market last year.
Stobart Group shares were a 'sell' in the Sunday Times' Inside the City column, sparked by a share sale by former boss Andrew Tinkler to cut his stake to 5. 3%.