Newspaper and magazine 株 tips

By This Is Money
Updated: 15:52 BST, 7 September 2007

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Each day, This is Money 収集するs a 要約 of some of the 株 tips from 国家の newspapers and 投資するing magazines...

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FRIDAY

投資家's Chronicle

Even if it doesn't get taken over, KCOM Group is a much more profitable play than some of its bigger broadband provider 競争相手s. Last month, 管理／経営 said 2007-08 had started 井戸／弁護士席, The 株 price still 反映するs 警告を与える. Given continuing 引き継ぎ／買収 可能性のある, little 貿易（する）ing 危険 and strong cash flow, it's time to take advantage. Buy.

Winning a couple of 重要な 契約s last month is helping Trafficmaster navigate に向かって smoother 利益（をあげる） growth. And, with a growing number of 航海 systems 存在 任命する／導入するd in 乗り物s, the group is in a strong position to continue on its 上向き 傾向. True, Trafficmaster has disappointed in the past, and it may not help that the company still does not 支払う／賃金 a （株主への）配当. Even so, its growth prospects make the 株 look 価値（がある） buying.

CBay Systems is the third-largest 医療の transcription service provider in the world and is より勝るing the $20bn market's 10% growth 率. It floated on 目的（とする） in June and there has been little movement since. によれば house-仲買人 Jeffries, pre-税金 利益（をあげる）s should more than 二塁打 next year. That puts the 会社／堅い on a hefty 35 times 収入s for this year but a more reasonable 18 for next year. Buy.

The Times

The 株式市場 has at least one 受益者 of the summer's 強い雨: Galiform, the FTSE 250 kitchen 製造者 that 現れるd from the old MFI Furniture. It seems that the wet 天候 from May to August has 誘発するd jobbing 建設業者s to defer the exterior work in favour of inside 仕事s - such as fitting kitchens. But yesterday's numbers 含む／封じ込めるd much else to impress. A sharp 下降 in 消費者 spending is a 本物の 関心 but Galiform's strong 予測（する） 利益（をあげる） growth and attractiveness to 競争相手s should 供給する a 床に打ち倒す at 138p. 持つ／拘留する

Galliford Try is the sort of housebuilding-to-general construction group - with a dash of PFI work - that was 宣言するd a dinosaur a １０年間 ago. But yesterday's 人物／姿／数字s appeared to 確認する the strength of its 戦略 to beef the 商売／仕事 up with 取得／買収s. The 株, off 2?p at 152?p, have fallen from 188?p this year まっただ中に wider 住宅 恐れるs. But its 焦点（を合わせる） on affordable homes and regeneration positions Galliford 井戸／弁護士席 親族 to 現在の 政府 政策, making a 現在の-year 収入s 多重の of いっそう少なく than 11 look reasonable value. Buy

Umbro, the replica 道具 製造者, 明らかにする／漏らすd UK sales 急落（する），激減（する）d 55% in the first six months of this year, with the 本体，大部分／ばら積みの of this 負かす／撃墜する to the 減少（する）-off in 需要・要求する for England 最高の，を越すs. There is no major international football tournament this year and the 国家の team's chances of taking part in the next one are fading. Umbro always fares 不正に in 非，不，無-tournament years. Not all was gloom. Sales in the US are up 155%, with Russia up 50% and 中国 ahead 22%. Yesterday's 13% slide to 120?p means Umbro now 貿易（する）s at 11.6 times 2008 収入s. That still looks too dear unless Michael Owen starts hitting the 支援する of the 逮捕する. 避ける

The Daily Telegraph

保護 makes money by advising advertisers where to spend their 予算s. It also has a 井戸／弁護士席-regarded market 研究 arm, Synovate. As companies 猛烈に try to make sense of the web, 動きやすいs and what it all means for how they reach 消費者s, 保護 is 井戸／弁護士席 placed to cash in. 貿易（する）ing on 17 times 予測（する） 収入s, 落ちるing to 15.4 times for 2008, and 産する／生じるing 1.7pc, it's 平易な to see why Vincent Bollore is pa rked on 保護' lawn with a 近づく 30% 持つ／拘留するing and is 持つ／拘留するing on to his 株. They should have その上の to go. Buy

Amec has done much to sharpen up its sprawling 工学 and 兵たん業務 empire. A slew of 商売／仕事s have been jettisoned and Samir Brikho, who took the 最高の，を越す 職業 a year ago, is clamping 負かす／撃墜する on costs. Amec 株 have already 発射 up in the past three months and its 利ざやs remain very 普通の／平均（する）. 貿易（する）ing at an expensive 20 times 未来 収入s, the 改良s at the company are already in the 株 price. Don't get greedy. Take some 利益（をあげる）s. Sell

THURSDAY

株 magazine

Hill & Smith, a 主要な European 製造業者 of motorway 衝突，墜落 障壁s and galvanised metal 製品s, is a 井戸／弁護士席-run company with lots of 有機の growth 適切な時期s. It is 存在 re-率d from an 工学 在庫／株 to a support services company but is still an 'excellent 投資' on a p/e 割合 of 15.4 this year 落ちるing to under 14 for 2008. The 株 will 'continue to zoom' but it would be '極端に 楽観的な to say they will 二塁打 again over the next two years'. Buy (316p stop loss)

Petra Diamonds, a 鉱夫 and explorer with 資産s across Africa, is 急速な／放蕩な becoming a 中央の-tier 生産者. It is the envy of the 採掘 部門 with 優れた diamond 回復s, low-危険 共同の ventires and 広大な 探検 可能性のある. Since first tipped three years ago, the 在庫／株 price had trebled to 158p by April this year but has since slipped 支援する around 20%, 代表するing a buying 適切な時期. Buy (102?p stop loss)

The Daily Telegraph

Carillion yesterday 明らかにする／漏らすd a 合併 with the un-loved Mowlem, which it bought last year for £290m, has produced £26m of cost 貯金 - £10m more than 推定する／予想するd. Most of this has come from 減ずるing 行政 and 合法的な costs, and the company is 焦点（を合わせる）d on growing the 最高の，を越す line. In the UK, that means competing for £600m 価値（がある） of lucrative Building Schools for the 未来 契約s and making a play for the Olympic 大当り. 貿易（する）ing on a price 収入s 多重の of 13.8 times with a 今後 2008 （株主への）配当 産する／生じる of 2.6%, it is not expensive. As it has no （危険などに）さらす to the UK 住宅 market and plenty of work in its £15.8bn pipeline, it should continue to 栄える. Buy

Hikma 製薬のs is a rare concoction in the 麻薬s world. Having floated in the UK for £2.90 in 1995 its value has climbed by 50%. The company 焦点（を合わせる）s on 供給するing generic 麻薬s in the Middle East and Africa. The market is attractive because it is fragmented, yet big 製薬のs companies are finding it difficult to get a foothold. The company is no longer the 取引 it was a few months ago - it 貿易（する）s at more than 20 times 未来 収入s - but it is 価値（がある） a long-称する，呼ぶ／期間／用語 bet. Buy

The Times

A year after Interserve 公表する／暴露するd the 発見 of accounting 不正行為s at its 産業の services 分割, it is hard not to feel that the company is still in some way 存在 punished for the slip. At 13 times 予測（する） 2007 収入s, the former Tilbury Douglas sits at a 割引 to the 部門. Interserve has an 広範囲にわたる 大臣の地位 of 公正，普通株主権 火刑／賭けるs in PFI 事業／計画（する）s which is not 反映するd in its 株 and it draws one third of its operating 利益（をあげる）s from the Middle East, where, thanks to 大規模な infrastructural 投資 in the 湾, 需要・要求する 約束s to remain strong for three to five years. Buy

Land 安全s, Britain's largest 所有物／資産／財産 company 確認するd yesterday it was '行為／行うing a review of its 商売／仕事 structure'. That means one thing: a break-up into its three 選挙権を持つ／選挙人 parts ? London real 広い地所, 小売 and its Trillium outsourcing 部隊. The 可能性 of a shake-up 証明するd enough to keep the 株 安定した at 1827p まっただ中に yesterday's 退却／保養地 by the FTSE 100. At that price, they sit at a 21% 割引 to their 逮捕する 資産 value of 30 March, but the 所有物／資産／財産 market has 冷静な／正味のd かなり since then, 示唆するing that they are at fair value. The 見込み of demerger makes it 価値（がある） 持つ／拘留するing on. 持つ／拘留する

主要道路 保険 is known for 追求するing an adventurous 投資 戦略. So there was 救済 yesterday that 主要道路's first-half 人物／姿／数字s showed it to have produced decent returns. It was a 有望な 位置／汚点／見つけ出す that helped to 相殺する 証拠不十分 in 同意して署名するing and broking. Encouragingly, Andrew Gibson, 長，指導者 (n)役員／(a)執行力のある, echoed other 保険会社s in 示唆するing that モーター 保険 賞与金 率s are finally rising after four years in the doldrums. But it is 主要道路's 見込みのある 十分な-year （株主への）配当 産する／生じる of 7.7% that is the 誘惑する. The 見通し for 投資 returns for the 残りの人，物 of the year remains uncertain but the payout is covered 1.7 times by 予測（する） 収入s. Buy

WEDNESDAY

The Daily Telegraph

首相 Foods is 引き上げ（る）ing the price of bread in 返答 to the 急に上がるing price of wheat. While bad news for 消費者s, it should come as a 救済 for 首相 投資家s. The ability to pass on costs to 消費者s is by no means given when 直面するd with the might of the supermarkets. But 首相 is 交渉するing from a strong position. The 株 are 貿易（する）ing on around 11 times 予測（する） 収入s, which is not bad for a company with around £100m of cost 貯金 to come through 運動ing 収入s growth of up to 20%. Buy

Tullow Oil has 可能性のある that outweighs its 現在の 業績／成果. Yesterday's half-year numbers 明らかにする／漏らすd a 62% 減少（する） in 利益（をあげる）s but the 株 still rose to a 記録，記録的な／記録する 549p. 発見s off the coast of Ghana, and かもしれない Uganda, may 持つ／拘留する more reserves than first thought. Growth prospects mean Tullow will continue to 貿易（する） on a 賞与金 率ing, but if past 業績／成果 is any 指示，表示する物 of 未来 prospects then the 株 can still 攻撃する，衝突する その上の high 公式文書，認めるs. Buy

It's only a few months since Questor last looked at Hays. Then we called it as a Buy. But it hasn't fared 井戸／弁護士席 まっただ中に market 騒動. It's a 在庫／株 that bumps along at pace with market 感情 so if you're bearish then this is not one to 投資する in. But if you believe in the Asian growth story, then Hays is as good a bet as any other. It is also 高度に cash generative and makes a habit of 手渡すing it 支援する to 株主s. On a 今後 price-収入s 割合 of just 14 times to June 2008, and with a healthy 3.4% （株主への）配当 産する／生じる, the 株 are 価値（がある） sticking with. 持つ／拘留する

The Times

The advantage of 新規採用 顧問 Hays is its 強調 on temps. That means its 利益（をあげる）s are more 防御の when the economy slows: operating 利益（をあげる）s have fallen in only two out of the past 16 years. Yesterday, Hays said that it has seen no 証拠 of a 下降, with 料金 growth since the end of June running at the same level as in the second half, but the company's strength as the least cyclical player in a cyclical 部門 should serve it 井戸／弁護士席. However, with 株 in Hays at 13.5 times 2008 収入s, and 管理／経営 change ahead, now is a good time to lock in 利益（をあげる）s. Sell

If Kazakhmys sits on the lowest 率ing of the London-名簿（に載せる）／表（にあげる）d base metal 鉱夫s ? at just seven times 現在の-year 収入s 予測（する）s ? that is not just because of its 単独の dependence on 巡査 until now. What has becalmed Kazakhmys 株 over the past 12 months 親族 to Antofagasta, the FTSE 100's other pure 巡査 play ? they have risen 1% and 47% それぞれ ? are 関心s over a 欠如（する） of 有機の growth. Scepticism over the pace of 進歩 at Aktogay, the 巡査 事業／計画（する） whose prospects were trumpeted at float, were 井戸／弁護士席 設立するd. It will not start 生産／産物 until 2009. Until its 生産／産物 prospects are clearer, Kazakhmys can be no more than a 持つ／拘留する.

SCi Entertainment has been under the cosh after the computer games developer 認める that it had misjudged the move from the second to third 世代 of consoles. That led to an £18m 告発（する），告訴（する）／料金 and a 近づく-halving of the 株 price as 投資家s 結論するd that the new mangement was 逆戻りするing to the dismal habits of the old Eidos. The summer 大勝する in the 在庫／株 has been 厳しい. The 株 殺到するd 13% yesterday as a 企て，努力，提案 approach 現れるd. At 12.4 times 今後 収入s, the 在庫／株 is still attractive at 384p, but the 危険 is high, and previous 企て，努力，提案s have failed. Buy on 証拠不十分.

The 独立した・無所属

After four years of rising metal prices, matched by rising 公正，普通株主権 valuations, how much value can be left in the 採掘 部門? Plenty if yesterday's 暫定的な results from the 巡査 生産者 Kazakhmys are any 指示する人（物）. Since the start of the market 是正, 株 in Kazakhmys have fallen almost 30%. These results show that the 落ちる is not 正当化するd - the 在庫／株 is approaching 取引-地階 value at いっそう少なく than 8 times 予測（する） 2008 収入s. Most of the 需要・要求する is coming from 中国 and South-east Asia, but even if growth in those economies slows it is ありそうもない that 需要・要求する will 縮む to the point at which Kazakhmys becomes unattractive. Buy

There is more to the 米，稲 力／強力にする story than a run of bookie-friendly results. The 決定／判定勝ち（する） to buy Turf TV ? which 供給するs pictures from 30 UK courses (含むing the big guns) and has been snubbed by the major British bookies ? 申し込む／申し出s an important marketing advantage that should see the punters 注ぐing into 力／強力にするs shops. 力／強力にする has also 設立する room to return cash to 株主s. The 株' 率ing of 18 times next year's 収入s is pretty 需要・要求するing, but the company has 証明するd itself able to live up to a lofty valuation in the past. Buy

Playtech, a provider of online 賭事ing ソフトウェア, always looked 井戸／弁護士席 equipped to 生き残る almost 無傷の the fallout of the US anti-賭事ing 法律制定, and so it has. The イスラエル-based group 供給するs ソフトウェア 壇・綱領・公約s for all forms of internet 賭事ing. It has little in the way of 競争 and the online 賭事ing 産業, outside of the US, still has excellent growth prospects ? and 供給するing the nuts and bolts to make it happen is a good place to be. The 株 貿易（する） on just over 17 times 予測（する） 2008 収入s, and for 投資家s with a healthy appetite for 危険 this looks 井戸／弁護士席 価値（がある） a punt. Buy

Daily Telegraph

工学 group has 予測（する） a £5m 攻撃する，衝突する from the cost of an 調査 into 贈収賄 主張s in its '厳しい service 部隊' but cannot yet 予報する how much will be needed for any possible 罰金s. The news 影を投げかけるd an さもなければ solid 始める，決める of first-half results, but it is a 勇敢に立ち向かう 投資家 that dives into a company as it grapples with its 内部の 支配（する）／統制するs. 持つ／拘留する

基金 経営者／支配人-仲買人 Hargreaves Lansdown 名簿（に載せる）／表（にあげる）d on the London 在庫／株 交流 at 160p in May. Within a day the price had jumped 31%. Since then, the company has gone from strength to strength and the company 推定する／予想するs その上の growth from 税金-wrappers like Sipps as people take more 支配（する）／統制する of their 投資s. But the 株 still look ridiculously expensive on a price/収入s basis with a 現在の 割合 of 32 times and a 2008 見積（る） of 23 times. Any その上の sell-off in the next few weeks could 供給する a buying 適切な時期, but for now, it's a 持つ／拘留する.

The US 商売／仕事 of market 研究 group Taylor Nelson Sofres is 存在 rebuilt. 一方／合間, first-half 有機の 歳入 growth of 5.9% is impressive. The company is stepping up 投資 in new 数字表示式の services, TNS's sweetspot. As advertisers grapple with which マスコミ to spend their money on to reach audiences, they are ますます turning to TNS to 供給する data. With the 株 貿易（する）ing at just 15.4 times Numis's 予測（する）s for 2007, they are 価値（がある） a look. Buy

The Times

When WSP Group floated in September 1987, three weeks before 黒人／ボイコット Monday, it would have been hard to imagine that the fledgeling civil 工学 顧問 would one day 取って代わる EMI in the FTSE 250. Yet it happened last month. Now at 727p, WSP sits at 18 times 2007 収入s, not 需要・要求するing given 予測（する） 収入s growth of 30% this year and 22% next year, and the company's proven ability to 階級 と一緒に Ove Arup as one of the 賞与金 指名するs in its 部門. Buy

The 中心的要素 diet of Regus Group is fully serviced offices ? 842 of them in 67 countries ? 賃貸し（する）d out on 普通の／平均（する） for a year at a time. Yesterday's numbers showed a 商売／仕事 堅固に 支援する on 跡をつける. Yet for 投資家s, the 衝撃 of a 減産／沈滞 in the 部隊d 明言する／公表するs remains the 長，指導者 関心. So far, there is no 調印する of a 病弱なing of 需要・要求する, while order 調書をとる／予約する visibility of six months 供給するs a degree of 慰安. So, too, does Regus's headroom for （株主への）配当 増加するs and その上の 株 buybacks. However, at 12 times next year's 収入s, the 株 are up with events. 避ける