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/

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/