Shareworld's Guide to Investing - The Official Blog

Sunday, 6 October 2013

Unilever (ULVR) - Buy

A recent US research note from Goldman Sachs drew attention to a high-yield trap. That is, getting stuck in high-yield stocks that were bought for defensive attributes as substitute for bonds. According to the piece by Christian Mueller-Glissman, the attractiveness of high yields is in danger and clients should look to re-leverage stocks. With interest rates more likely to rise than go down, investors are looking for reasons, other than dividends, to invest. The article goes on to cite the Anglo-Dutch company, Unilever, as one of its top European picks.

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Monday, 16 September 2013

Communisis (CMS) - Buy

According to IBM, ‘‘we’re now creating 2.5 quintillion bytes daily ~ so much that 90 per cent of the data in the world today has been created in the last two years alone.’’ Sifting through data to find the useful stuff is a skill being employed by a lot of marketing companies. One such firm that employs data analysis within its arsenal and turns it into useful, understandable marketing material is Leeds based Communisis. It describes itself as a channeller of “customer communication disciplines to design, produce and deploy any communication campaign from top to bottom.”

Thursday, 5 September 2013

Faroe Petroleum (FPM) - Buy

Faroe Petroleum is, as the name suggests, focused on exploration for, appraisal and the production of oil and gas. It has built a portfolio, through licence applications and acquisitions of assets across the Atlantic Margin, the UK and Norwegian North Sea, Norwegian Sea, Barents Sea and offshore Iceland. It is a well-established firm, based in Aberdeen, with additional offices in Stavander, London and Torshavn. The company has experience of partnering with majors including Statoil, Centrica, BP. E.ON Ruhrgas, GDF. Repsol, RWE Dea, DONG Energy and Wintershall.

Saturday, 27 July 2013

Genel Energy (GENL) - Buy

Following his ignominious exit form BP, Tony Heywood teamed up with a scion of the Rothschild family, a former Goldman Sachs deal-maker and two Turkish tycoons to look for oil in the politically sensitive region of Kurdistan. In addition, Genel Energy is looking for oil in Somalia, Morocco, Cote D’Ivoire and Malta, but for now it is Kurdistan which provides the impetus. Back in January, Genel became the first company to successfully export oil directly from the region, and according to UBS there has been “no apparent payment, legal or political issues.”

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Sunday, 7 July 2013

Sirius Minerals (SXX) - Buy

Potash is used to enhance crop yields in sulphur-deficient areas. With a rising need for increased food production as the global population heads towards seven billion people, the demand for potash and its derivatives is set to rise. Sirius Minerals is one of the companies looking to capitalise on this with a high quality grade called Sulphate of Potash (SOP) from its York Potash project. SOP is a combination of potassium with a sulphate and enhances the yield and quantity of vegetables, nuts, fruit and green leafy plants. Where the traditional Muriate of Potassium (MOP) can reduce the quality of crops over time, due to a build-up of chloride, SOP is said to improve crop mass, water content, taste and colour in addition to extending shelf life.

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Sunday, 9 June 2013


Scapa does tapes. Sticky tapes. But it prefers to call them ‘Bonding Products and Adhesive Solutions.’ In addition to more familiar tapes like masking, gaffer, splicing, double-sided, PVC and cloth, it specialises in healthcare, electronics and other industrial applications, trading across three main geographic areas: Europe, North America and Asia. Its products are used as adhesives in and on such diverse things as people, cars, caravans, smartphones, tablets and iPhones, ships, hockey sticks, wind farms and white goods.

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Speedyhire (SDY) - Buy

Long-term investors in tool rental company, Speedyhire PLC saw the price slump in 2007 when it dropped from its high of around 350p to 10p two years later. The slowdown in the UK construction industry was the cause and by 2009 the price dipped under 20p. It has been a slow recovery but the firm now seems to be well on the way to knocking itself back into shape. In a cost-cutting ‘self-help’ styled programme it has shut smaller outlets to give more attention to its larger superstores and multi-service centres, and reduced the head-count.

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