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SHARES MAGAZINE
The Cover Story:
*Britain’s Metal Bashing Boom – 8 Stocks Engineering a Successful Future: - Buy Goodwin (GDWN), Rolls-Royce (RR.), Hamworthy (HMY), Fenner (FENR), Cookson (CKSN), Spectris (SXS), IMI (IMI) and Charter (CHTR).
Foremost:
*Buy – City of London Investment Group (CLIG), Halfords (HFD).
*Hold - Max Petroleum (MXP), Sports Direct (SPD).
*Metalrax (MRX) – Sell.
*F&C Asset Management (FCAM) - Sell.
Plays of the Week:
*Buy - Braemar Shipping Services (BMS).
*Buy - WH Smith (SMWH).
The Chartist:
*Sell – Rightmove (RMV).
*Buy – Experian (EXPN), Admiral (ADM), British Energy (BGY), Legal & General (LGEN), Luminar (LMR), Taylor Wimpey (TW.), Trinity Mirror (TNI).
Trading Plays:
*Sell AstraZeneca (AZN).
*Buy Pearson (PSON), Imperial Tobacco (IMT), Vodafone (VOD).
FINANCIAL TIMES
The Lex Column:
*Goldman Sachrosanct - The very worst of the summer credit panic may have passed, but Wall Street banks are still firmly on probation.
*UK supermarkets - The Competition Commission, in its provisional findings on the UK grocery sector, has shown admirable firmness in standing up to the received wisdom.
*Bond insurers - There are some things so scary for the credit markets, it hurts even to think about them. Downgrades of the big bond insurers, MBIA and Ambac, are among them.
*China's and Africa - Is China's heavy investment in Africa good news for the continent? Fresh from bagging high-profile oil assets, Chinese interests are now targeting financial asses.
*Fed cuts again - Wall Street banks must wish they could have hedged their positions on the credit market as effectively as the Federal Reserve did on Wednesday.
*Milk costs - record-high dairy prices have eaten into margins at companies whose products list dairy as a primary ingredient.
*Battle for digital maps - The world is full of lost souls in need of shepherding - or at least better directions. This is the assumption behind the looming battle between navigation device makers for the designers of digital maps.
The Lombard Column:
*MiFID: trick or treat? Take this easy test and find out.
*Poorly insulated housing (Taylor Wimpey (TW.)).
*Hoare Govett's banker.
Further news:
*Tesco (TSCO) investors breathe sigh of relief over probe.
*Foreigners fill new UK jobs as number of Britons in work falls.
*Reckitt Benckiser's (RB.) plan to green-up its customers.
*Premier Oil (PMO) lifted by rumours of a tie-up with Santos.
*Shot in the arm for Alizyme (AZM).
*Schroders (SDR) dips on chief’s sell-off.
THE TIMES
The Business Editor’s Column:
*Freeman steers a sensible path on Tesco (TSCO).
*Dubai starts to get message.
Feature – Petrodollar Power:
*Behind Madame Tussauds there lies the next private equity giant.
Feature:
*MiFID’s architect voices doubts over ‘soap opera of a directive’.
The Tempus Column:
*Avoid - Taylor Woodrow (TW.).
*Avoid - Johnson Service Group (JSG).
*Worth holding - Celsis International (CEL).
A Tiddler to Watch:
*Alizyme
