We've pulled together some of the best share tips online and in the papers over the past week, from some of the top share tipsters around.
These share tips can be a great starting point for further research if you're looking for new investment ideas, and they're not just limited to the UK.
We also look at publications across the pond for those investors who want to diversify their holdings internationally.
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Here are our top share tips of the week.
This list is updated weekly on a Friday.
Share tips of the week
Four to buy
The Mail on Sunday
This technology business helped clients to process over £7bn in customers’ payments globally last year. Bango is now expanding into “super-bundling”: technology that lets telecoms firms offer a one-stop platform to manage and cancel multiple subscriptions. Bango has a market-leading position in the area and the service has already been adopted by US phone giant Verizon. Bango should turn a profit this year and keep growing as it grabs a slice of the huge global subscription economy. 189p
This “under the radar” distribution business has been a rare London listings triumph, with the share price almost doubling since flotation in May 2021. If you have made an “impulse” purchase at a corner shop then chances are Kitwave may well have been behind it. It delivers to 42,000 retailers, 75% of which are independent convenience stores. Management has upgraded its earnings forecasts six times since listing, a sign that this “nimble” firm can “hold its own” against bigger rivals. 319p
Morgan Advanced Materials
This FTSE-250 firm makes advanced ceramic and carbon materials used by clients in fields as diverse as industry, mining, semiconductors and healthcare. The share price has fallen this year on fears of a global recession, but the firm remained resilient through the 2009-2010 downturn. Clients are geographically diversified, while in recent years management has successfully reduced debt and all but resolved a longstanding pensions deficit headache. The shares trade on a price/earnings (p/e) ratio of nine and look set to pay a 4% dividend yield. 275p
The pandemic has led to stricter rules governing airflow in buildings. Add in the growing demand for energy efficiency and there are significant regulatory tailwinds behind this ventilation products specialist. Adjusted operating margins of 21% are especially impressive given recent inflationary pressures. Yet the shares still trade on “an undemanding” 15 times forward profits, a sizeable discount to comparable businesses such as Halma. 388p
Two to sell
Investors cheered results showing that print circulation revenue had grown at Britain’s biggest commercial news publisher, which owns the Daily Mirror, the Daily Express and regional titles. On just 3.1 times earnings the shares are tempting. But digital sales fell by 16% year-on-year, with management blaming Facebook’s algorithm for driving fewer clicks. Google is also phasing out third-party cookies, which could cut digital ad revenue further. Sell. 82p
The Sunday Times
Aviation is “booming” amid post-Covid household spending. Shares in this Hungary-based airline have soared by 25% this year. Yet while cash is pouring in, that doesn’t offset high debt loads racked up during Covid: net debt for 2023 reached €3.9bn, 30 times cash profit. Cost-of-living pressures will eventually hit travel demand. Given Wizz’s “reputational issue” – it has topped the Civil Aviation Authority’s list of most-delayed flights for two years – there could be turbulence ahead for the shares. 2,392p
And the rest
The Mail on Sunday
Leading UK liquidator Begbies Traynor will see an influx of work as more businesses go to the wall. However, 40% of turnover now comes from other advisory work, which makes this a share that should do well in “good times and in bad”. The current valuation seems too low given “ambitious growth targets”, while an “external” bid cannot be ruled out. Existing shareholders should hold, while “new investors could also snap up a few shares” (132p).
Shares in insurer Admiral have run aground after falling by 40% since the August 2021 peak. That provides room for a rebound and the dividend remains attractive, but there may be more rough waters to navigate first in a “choppy” motor insurance market. Hold (2,297p).
“Bullish” pharmaceuticals giant GSK has upgraded its earnings forecasts on strong sales of its HIV treatments and shingles vaccine. Sceptics are concerned that the drugs pipeline remains thin as patents on current treatments expire, but on a forward price/earnings (p/e) ratio of less than ten, those worries are priced in. The stock is a buy given the current “bargain” price (1,405p).
Shares in private equity business Bridgepoint Group have tumbled by almost 44% since the company’s “opportunistic” flotation in 2021. Rising interest rates have “cast doubt on the valuation of private assets” and made capital more expensive, while weak stockmarkets make for less juicy exit prices. Sell (190p).
Rupert is the Deputy Digital Editor of MoneyWeek. He has been an active investor since leaving school and has always been fascinated by the world of business and investing.
His style has been heavily influenced by US investors Warren Buffett and Philip Carret. He is always looking for high-quality growth opportunities trading at a reasonable price, preferring cash generative businesses with strong balance sheets over blue-sky growth stocks.
Rupert was a freelance financial journalist for 10 years before moving to MoneyWeek, writing for several UK and international publications aimed at a range of readers, from the first timer to experienced high net wealth individuals and fund managers. During this time he had developed a deep understanding of the financial markets and the factors that influence them.
He has written for the Motley Fool, Gurufocus and ValueWalk among others. Rupert has also founded and managed several businesses, including New York-based hedge fund newsletter, Hidden Value Stocks, written over 20 ebooks and appeared as an expert commentator on the BBC World Service.
He has achieved the CFA UK Certificate in Investment Management, Chartered Institute for Securities & Investment Investment Advice Diploma and Chartered Institute for Securities & Investment Private Client Investment Advice & Management (PCIAM) qualification.
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