Sunday newspaper 株 tips

By This Is Money
Updated: 15:41 BST, 30 January 2011

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Each week we 一連の会議、交渉／完成する up the 在庫／株 選ぶs from the Sunday newspaper 商売／仕事 sections ...

THE MAIL ON SUNDAY

3i 組織／基盤／下部構造 - a public 投資 company - 目的（とする）s to give 投資家s the 安定した （株主への）配当 income of its peers and 資本／首都 growth.

Most 引用するd 組織／基盤／下部構造 会社／堅いs 投資する in large 事業／計画（する）s here, on the Continent and in America. This one does all that, but it also has a 20% 火刑／賭ける in specialist 基金 3i India 組織／基盤／下部構造.

India's economy is one of the fastest-growing in the world, with an 巨大な need for roads, buildings, ports, 橋（渡しをする）s and all the paraphernalia of modern life. 3i and 3i 組織／基盤／下部構造 have each 投資するd about £150m in the 基金, which is managed by a team of 3i specialists.

Other 投資家s have also put in money and the 基金 is designed to help 財政／金融 large 事業／計画（する）s across India. It 利益s from the 年次の income the 事業／計画（する）s 配達する and their 増加する in value.

支援する in Britain, 3i 組織／基盤／下部構造 owns 資産s such as Anglian Water, the Norfolk and Norwich University Hospital and a string of schools in the Highlands.

The group also has a 45% 火刑／賭ける in Oiltanking, a 主要な oil, gas and 化学製品s 貯蔵 group based in Germany with 施設s in Holland, Malta and Singapore. It even owns a 17% 株 in a German-waste-to-energy 工場／植物, Thermal 転換 構内／化合物, 生成するing 力／強力にする from rubbish.

The 商売／仕事 has been busy in 最近の months. In November it was part of a 国際借款団／連合 that acquired 主要な rail company Eversholt, which owns 29% of all the trains running in Britain and 賃貸し（する）s them to train 操作者s, such as Virgin Trains and FirstGroup.

It also bought into an Indian energy company, GVK Energy, spending nearly £200m on both 購入（する）s. その上の 処理／取引s are 推定する／予想するd this year and next as 政府s ますます offload 投資 in roads, schools and hospitals on to the 私的な 部門 and as banks, which were big 投資家s in these 資産s, are 軍隊d to 配置する／処分する／したい気持ちにさせる of them to 再構築する their balance sheets.

投資 in these large 事業／計画（する）s is a 競争の激しい field, but 3i 組織／基盤／下部構造 利益s from its 関係 with 3i, which has 保持するd a 33% 火刑／賭ける in the 商売／仕事 and advises on all its 投資s.

3i has a large team of specialists and an international 網状組織 of 接触するs, so it is a very useful 同盟（する）.

3i 組織／基盤／下部構造 株 are 貿易（する）ing at 114.4p and the company is 推定する／予想するd to 支払う／賃金 a （株主への）配当 of 5.9p for the year to March 2011, up from 5.5p last year. These 株 are ありそうもない to ロケット／急騰する, but for 投資家s in search of generous income coupled with a 手段 of 資本／首都 growth, this 在庫／株 is a good bet. Buy.

>> Read the Midas article

THE SUNDAY TELEGRAPH

African-焦点（を合わせる）d gold 生産者 Cluff 報告（する）／憶測d a 22% 増加する in 2010 gold 生産／産物 last week bringing total 生産（高） over the year to 94,000 ounces. This was わずかに below 期待 - but only by a whisker.

In order for the 株 price to 増加する その上の, the company now has to 配達する on its 探検 programme. 増加するing reserves and 地雷 life at its two operating 地雷s - Kalsaka in Burkina Faso and Angovia, Ivory Coast - is important.

However, its Baomahun 事業／計画（する） in Sierra Leone is perhaps the most exciting for 投資家s.

最近の trouble at Angovia meant 生産／産物 did not 攻撃する，衝突する its 的 in 2010, but this is a smaller 地雷 than Kalsaka. The 生産／産物 問題／発行するs were 負かす／撃墜する to some 操作の problems coupled with political 不安 in Ivory Coast.

Angovia 地雷d 74,000 ounces, with 20,000 ounces coming from Kalsaka, where the company is 的ing 30,000 ounces this year. The cash 生成するd by these two 地雷s should be 十分な to 基金 the group's 32m US dollar (£20.1m) 探検 programme planned for this year.

The company's Baomahun 事業／計画（する） in Sierra Leone has impressive 可能性のある too - and a "bankable 実現可能 熟考する／考慮する" is 推定する／予想するd to be 完全にするd by June. This is a 包括的な 分析 of a 事業／計画（する）'s 経済的なs and is used by the banking 産業 for 財政／金融ing 目的s.

Results of a previous 熟考する／考慮する, 発表するd last year, 示唆する that an 普通の／平均（する） of 157,000 ounces of gold can be produced a year at an 概算の cash cost of 500 US dollars (£315) per ounce. The 概算の 資本／首都 投資 was 195m US dollars (£122m).

The 株 were first recommended at 62.3p on February 14 last year and they are up 68% compared with a FTSE 100 up 13% in the same period. 株 are 現在／一般に 104.8p.

The 株 remain a buy for 探検 success and 昇格s at Cluff's operating 地雷s, but 投資家s always should consider the inherent 危険s in any 演習ing programme.