Shareworld's Guide to Investing - The Official Blog

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:
http://www.shareworld.co.uk/index.php/share-spotlight/november-29-2012/

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:
http://www.shareworld.co.uk/index.php/share-spotlight/november-15-2012/

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:
http://www.shareworld.co.uk/index.php/share-spotlight/november-01-2012/

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:
http://www.shareworld.co.uk/index.php/share-spotlight/october-18-2012/

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:
http://www.shareworld.co.uk/index.php/share-spotlight/october-04-2012/

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:
http://www.shareworld.co.uk/index.php/share-spotlight/september-20-2012/

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:
http://www.shareworld.co.uk/index.php/share-spotlight/september-06-2012/