Shareworld's Guide to Investing - The Official Blog

Sunday, 16 December 2012

BG Group (BG.) - Buy

At the end of October BG Group suffered its biggest ever share price fall. As one of the UK’s most respected oil and gas explorers the warning on production numbers

caught investors off-guard and, at one point, knocked as much as one-fifth off the value of the shares. Shareholders and analysts were taken aback by the shock profit

warning, not least because the quarterly figures were released a day earlier than expected. Despite a 16 per cent rise in third-quarter profits to US$1.6bn, and a five

per cent increase in production, it was the outlook for 2013 that caused concern and the big sell-off.

read the full story here:

Sunday, 9 December 2012

Telecom Plus (TEP) - Buy

Utility providers are coming under fire as the government tries to reign in the varied charging structures and tariffs.

According to the Telecom Plus chief executive, Andrew Lindsay, this will play into the hands of his company, which trades

under the name of Utility Warehouse. He sees the changes as spelling the end of low-priced introductory offers from the big

energy operators which compete with his product. As things stand, Telecom Plus has just 1.5 per cent of the UKs home phone,

mobiles, broadband, gas and electricity market, with around 438,000 customers.

read the full story here:

Thursday, 22 November 2012

WANdisco (WAND) - Buy

There have only been three technology floatations in London this year. A far cry from the heady days of the tech boom a

decade ago. However, the three companies that have listed in 2012 have gone largely unnoticed. For starters they’re small,

and they’ve also chosen the Alternative Investment Market (AIM) to make their debuts. The first to appear was Austrian

software company Incadea, which raised £17m in May. The second, WANdisco, came to the AIM market in June. Then Blur Group

raised £4m in October. Of the three, WANdisco has been the most successful. It is a small company worth around £90m. The

shares were originally placed at 180p and have more than doubled since the first day of trading. Management decided to list

on AIM in order to fund expansion of the company’s sales force, to open an office in China and potentially make some

acquisitions. The placing was significantly oversubscribed (by 300 per cent) and shareholders include big institutions like

Fidelity, Legal & General, Blackrock and M&G.

read the full story here:

Monday, 5 November 2012

Ricardo - Buy

Ricardo Plc, established originally in 1915 as Engine Patents Ltd by Sir Harry Ricardo, is today a leading multi-industry

engineering provider of technology, consulting services and product innovation. Notably, Ricardo developed and supplies the

renowned twin-turbo V8 engine used in the new McLaren MP4-12C supercar. In addition, Ricardo has collaborated with Xtrac Ltd

in the development and supply of transmissions to Formula One teams, including Lotus and HRT. Furthermore, Ricardo is

concerned with the development of intelligent transport systems and hybrid-electric systems. Currently Ricardo derives

business from defense, rail and clean energy sectors to complement motorsport and transportation order books.

read the full story here:

Monday, 22 October 2012

ETF Lean Hogs - Buy

The supply constraints on food are having wide-ranging effects. The limitations have been caused by drought in the US and Russia, coupled with extreme heat damage. Corn and soyabeans have been hit hard, which has had a knock-on effect on the prices of other foodstuffs. UK company Cranswick drew attention in its recent update to the effect of rising pig prices, pushed up by the cost of feed. There is also upward pressure from growing demand. In Europe, farmers have been cutting herds because of the rising costs and new welfare regulations, due to be introduced in January, on how sows should be housed.

read the full story here:

Monday, 8 October 2012

Syngenta - Buy

Syngenta has once again come onto the radar of investors on the back of surging grain prices, and the prospect of a marked fall-back in cost pressures in the last-quarter of 2012 and into 2013, which could offer some potential short-term gains for investors. The story is continuing to develop as high corn prices drive demand for Syngenta's seed care products. The latest update from the US Department of Agriculture confirms that the drought, which is hitting large parts of the US grain belt, has indeed reduced this year's corn harvest by some 13 per cent.

read the full story here:

Friday, 28 September 2012

Lonmin (LMI) - Buy

Now that Lonmin seems to have come up with a workable solution to its workers disputes it could be time to take a look at the share price. Baron Rothschild is famously quoted as saying, "the time to buy is when there's blood in the streets." No doubt he would have been buying Lonmin shares in August when violence erupted at Lonmin's Marikana mine when 3,000 rock drillers went on strike over pay and conditions, and copycat strikes spread to other South African mines.

read the full story here:

Thursday, 20 September 2012

Primary Health Properties (PHP) - Buy

Property has been out of favour for some time. The creation of UK Real Estate Investment Trusts (REITs) in January 2007 heralded the top of a property market that had been on a sustained bull run for years. The ensuing decline was severe and the sector has struggled to recover following the economic downturn. However, REITs can provide access to an asset class, offering income, diversification, plus some inflation protection over the long-term. They are classified as closed ended investment trusts and must distribute 90 per cent of their income.

read the full story here:

Friday, 24 August 2012


AMEC provides specialist engineering, consultancy and project management support. The company delivers services, mainly to resource and energy companies producing commodities including potash, gold, diamonds, base metals, coal, iron ore, oil and uranium. Its clients include BP, EDF, National Grid, Shell and the US navy.

read the full story here:

Tuesday, 14 August 2012

2013 Investment Calendar is on its way

The investment calendar is an essential desktop companion for the UK investor.

We sell the investment calendar every year on behalf of Euro Money PLC and it is a favourite of our readers.

If you are interested in purchasing a copy of the 2013 Investment Calendar, or would like to find out more information on the calendar, please visit our main website:

Friday, 10 August 2012

Rolls-Royce (RR.) a Buy at 852p

Rolls-Royce Holdings is one of the UK's biggest manufacturers and is performing well despite the wider economy. It operates under four main divisions: civil aerospace; defence aerospace; energy; and marine. On 26th July 2012 it released its first-half figures which showed increased pre-tax profit and good prospects overall. The firm said it expects to see good growth in underlying revenue and underlying profit for 2012. Turnover was up seven per cent to £5.72bn, pre-tax profit was up 15 per cent to £1.31bn.

read the full story here:
Share Spotlight Issue 529

Tuesday, 17 July 2012

Royal Dutch Shell (RDSB) a BUY at 2280p

Royal Dutch Shell (RDSB) is a holding company which owns, directly or indirectly, investments in the numerous companies constituting Shell. Shell is engaged worldwide in the principal aspects of the oil and gas industry, and also has interests in chemicals and other energy related businesses. Its segments are upstream and downstream. Upstream combines the operating segments of upstream international and upstream Americas, which have similar characteristics and are engaged in searching for and recovering: crude oil and natural gas; the liquefaction and transportation of gas; the extraction of bitumen from oil sands that is converted into synthetic crude oil; and wind energy. Downstream is engaged in: manufacturing; distribution and marketing activities for oil products and chemicals; alternative energy; and CO2 management.

read the full story here:

Tuesday, 3 July 2012

Ashtead (AHT) a BUY at 254.5p

Ashtead shares had a terrible start to the credit crunch but they have had something of a resurgence. The shock of the crunch hit the shares, due to its large exposure to the US construction industry, but it has managed to attract more custom because of the economic uncertainty.

read the full story here:

Friday, 15 June 2012

Centrica (CNA) a BUY at 320p

Now that International Power shareholders have finally succumbed to the approaches of the French utility GDF-Suez, it leaves one less choice in the portfolio of UK-listed domestic utilities. Centrica is an interesting option for a switch. It is a diversified operator, pays out a decent dividend and has been on the receiving end of takeover speculation. Businesses include oil and gas exploration and production, known as upstream, and downstream; covering gas and electricity retail. In the words of the company's own website, it "sources, generates, processes, stores, trades, supplies and services energy." Read the full story here:

Saturday, 2 June 2012

Randgold Resources (RRS) - Buy at 5215p

Randgold Resources is a FTSE 100, and Nasdaq 100 stock, currently valued at around £4.8bn. Its operations are mainly in West Africa. The main production comes from three projects in Mali, which consists of their Morila, Loulo and Gounkoto mines. These mines account for around 70 per cent of annual production. Rangold also has a mine at Tongon in the northern Ivory Coast, and a further mine is in development in the Democratic Republic of Congo in conjunction with South Africa's Anglogold Ashanti. The company also has various exploration programmes in the above mentioned countries, in addition to Senegal and Burkina Faso. Read the full report in Redmayne Bentleys Share Spotlight, on ShareWorld.

Wednesday, 23 May 2012

Weir Group - Strong Revenue Report

Weir Group reported on 9th May that revenue has been strong for the first-quarter. The company manufactures and supplies industrial valves and pumps for the mining, oil and gas, power and general industry. It also has an after service sector which provides spares, maintenance, overhaul and asset management in various markets. Read the full story in the latest edition of the Share Spotlight by Redmayne Bentley - featured on ShareWorld.

Monday, 7 May 2012

AstraZeneca (AZN) - Buy at 2725p

AstraZeneca (AZN) Investor activism is on the rise and one of the latest victims is the chief executive officer of AstraZeneca, David Brennan, who has decided to call it a day following disquiet over the company's performance, and investors calling for a management shake-up. The gap will be filled by the chief financial officer, Simon Lowth, who will be acting interim chief executive until a replacement is installed. The UK's second largest drug-maker by costs has been aggressively cutting costs, by reducing operations and cutting thousands of jobs, while maintaining cash flow to shareholders. Read the full story in the latest edition of Redmayne Bentley's Sharespotlight newsletter on Shareworld.

Thursday, 26 April 2012

Capital Gains Tax (UK)

Capital Gains Tax (CGT) is a tax on profits. That is the profit, or gain, on the disposal of an asset. The gain is calculated from the disposal consideration less incidental costs of disposal and allowable costs and less the net proceeds. Incidental costs are valuation fees, estate agency and legal fees and advertising costs. Allowable costs include the original acquisition cost, incidental costs of acquiring the asset and capital expenditure incurred in enhancing the asset. -Read the full Guide on Shareworld here.

Telecom Plus (TEP) - Share Spotlight

Telecom Plus (TEP) Now that France's GDF Suez has put in an increased offer for the 30 per cent of International Power that it doesn't already own, there is one less UK-listed utility company. For customers looking for an alternative defensive stock this FTSE 250, £486m company could fit the bill. You might not have heard of Telecom Plus ~ it has no presence on the high-street, and it doesn't advertise itself. Although not strictly a utility company, it offers utility services through a network-marketing business model. Read the full story here.

Wednesday, 29 February 2012

Croda rated as a BUY

Latest recommendation from Redmayne Bentley (Share Spotlight) just published. Croda, manufacturer of speciality & industrial chemicals rated by the broker as a BUY:

Croda manufactures speciality and industrial chemicals used in many every day items. Its products can be found in cosmetic creams and lotions, dietry supplements, various foods, plastic bags and motor vehicles. Croda has appeared in these pages on numerous occasions over the last three years. When it appeared as a recovery stock in May 2009, the price was just 537p. The intervening period has seen the shares rise four-fold and the latest figures suggest there may be further to go...

Read the full write-up here: