Thursday, August 6, 2009

Tips Watcher Alert (UK)

Thursdays tips round-up: Shire, IFM, Patsystems

While a number of punters may wish to wait to see how Shire performs in the longer term, we would be encouraged that a number of analysts see the share price making substantial gains in the next year. Those at UBS, for example, say the stock will reach 1040p, while the company itself argues it is aiming for mid-teens growth for the next few years. Buy, says the Independent.

International Ferro Metals shares are trading on a June 2010 earnings multiple of 48 times, but this falls to just 6.7 in the following year. The share pays no dividend, so it is not suitable for investors focusing on income, but it offers great long-term growth prospects. This is one share to buy and tuck away, says the Telegraph.

It is impossible to argue that Patsystems is not doing well, and with more growth expected in the emerging markets and Asia, we would expect the full-year results in six months' time to be equally good. True, the shares are not cheap, but even if the stock stagnates in the coming months, the dividend will more than compensate. Buy, reports the Independent.

Hilton shares are trading on a December 2009 earnings multiple of 9.7 and yielding 4.9pc. The stance on the shares, which are up 13pc since their recommendation on April 4, remains buy, writes the Telegraph.

We think the improvement from Topps does not warrant anything more excessive, but while we have suggested that investors avoid the shares like the plague in the past, we would now keep hold of any in the portfolio. Cautious hold, writes the Independent.



Today's Headlines

Hilton Food (HFG) | Price: 180.50p | Change: -0.41%Price Down | P/E: 11.2 | Div Yield: 4.4% Profile Prices News Charts Financials Broker Views

Questor:Hilton Food Group
Telegraph | 06-Aug-2009

International Ferro Metals (IFL) | Price: 56.25p | Change: 2.73%Price Up | P/E: 6.7 | Div Yield: 27.6% Profile Prices News Charts Financials Broker Views

Questor:International Ferro Metals
Telegraph | 06-Aug-2009

Patsystems (PTS) | Price: 25.50p | Change: 2.00%Price Up | P/E: 12.8 | Div Yield: 1.4% Profile Prices News Charts Financials Broker Views

Investment Column:Patsystems
The Independent | 06-Aug-2009

Shire Plc (SHP) | Price: 917.50p | Change: 4.20%Price Up | P/E: 48.6 | Div Yield: 0.6% Profile Prices News Charts Financials Broker Views

Investment Column:Shire
The Independent | 06-Aug-2009

Tempus:Shire
Times | 06-Aug-2009

StatPro Group (SOG) | Price: 98.50p | Change: 14.53%Price Up | P/E: 14.1 | Div Yield: 1.8% Profile Prices News Charts Financials Broker Views

Tempus:StatPro
Times | 06-Aug-2009

Topps Tiles (TPT) | Price: 88.00p | Change: 2.35%Price Up | P/E: 7.8 | Div Yield: 3.4% Profile Prices News Charts Financials Broker Views

Investment Column:Topps Tiles
The Independent | 06-Aug-2009

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