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Friday Papers: tips and comment updated with IC and Questor tips

The tips, comment and bids paper summary has been updated with share tips from Investors Chronicle and Daily Telegraph.

 

The tips, comment and bids paper summary has been updated with share tips from Investors Chronicle and Daily Telegraph.

Investors Chronicle:
Shares with staying power: 
* Rotork - Antofagasta - Greggs -- Provident Financial -- PZ Cussons -- Mitie Group -- Sage -- BAT -- Diageo -- Rathbone Bros

Tips of the week:
* Buy Mitchells & Butlers at 325p -- Elementis at 110.1p -- Mattioli Woods at 244p
* Sell Chemring at £30.42

Updates:
* Buy Eaga -- IMI -- Impax Asset Management -- Oakley Capital
* Sell Dechra Pharma

Company Results:
* Buy Smiths News -- Plexus -- Nighthawk Energy -- Braemar Shipping -- Lidco

The Daily Telegraph

Questor share tip

* Hold Croda at £14.70 -45p.

Comment

* Local growth is good but we must liberate our cities to set recovery free.

* Mervyn King must turn off the printing press; quantitative easing will do little to secure the recovery.

Financial Times

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3 comments so far. Why not have your say?

leslie wilson

Oct 29, 2010 at 11:03

considering the currency de valuations going on in the western world to attempt to make their exports better value to buying nations, I believe that investors should follow the money.

For an extended period going forward it will be the asian/ south american companies and states that will produce the real growth, coupled with selected frontier markets.

I think it is folly not to invest in these growth economies that are not beset with all the problems of the west. Demographics have also a big bearing going forward, for example, the high volume of pensioners in the western economies.

They have to be subsidized, and subsequently there will be a huge economic drain going forward.

Asian countries such as Vietnam have many more people of working age, so pensioners subsidies in terms of health care etc are of much lower costs. Employment costs are much lower which encourages foreign investment.

In all, returns for a very long time make these markets the place to be.

Selected counties of these types are where your investments are likely to perform best for the foreseeable future. Tie that with the strengthening of their currencies compared to the western world makes a compelling case for investing your money. With due diligence of course.

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Anthony Tinslay

Oct 29, 2010 at 18:27

The initial warning signs are all there for Santander. Fast expansion in UK and elsewhere against seriously declining asset values in Spain and South America. When these assets are eventually revealed at their true worth, somrthing could hit the fan. Yes UK depositors are protected in the usual way but the Bank Balance sheet could look very sick if (and when?) bad news led to a UK based run to withdraw deposits with the inevitable result in Santander finding it rather difficult to borrow on the Inter-Bank market.

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Victor Meldrew

Oct 30, 2010 at 20:55

I would welcome any comments about overheating in Brazil. Last I heard they had fairly high interest rates and some disincentives to capital inflow.

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