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Share tips for 2015     

dreamcatcher - 13 Dec 2013 17:25

Just feel free to put down any share/shares you feel will do well in 2015 and future years.


Flag Counter

halifax - 03 Jan 2014 15:48 - 106 of 1268

just as long as it isn't small miners or oilies!

dreamcatcher - 03 Jan 2014 15:50 - 107 of 1268

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dreamcatcher - 03 Jan 2014 17:49 - 108 of 1268

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dreamcatcher - 04 Jan 2014 15:45 - 109 of 1268

Six shares for 2014

dreamcatcher - 04 Jan 2014 15:55 - 110 of 1268

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dreamcatcher - 04 Jan 2014 20:13 - 111 of 1268

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dreamcatcher - 04 Jan 2014 20:19 - 112 of 1268

goldfinger - 06 Jan 2014 15:14 - 113 of 1268

mikeallenPGSS ‏@mikeallenPGSS
Our key large cap picks for 2014 include Ashtead and Serco, with Xchanging and Speedy Hire selected as small cap picks.

dreamcatcher - 07 Jan 2014 12:22 - 114 of 1268

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dreamcatcher - 07 Jan 2014 13:11 - 115 of 1268

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dreamcatcher - 07 Jan 2014 15:38 - 116 of 1268

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Stan - 07 Jan 2014 16:24 - 117 of 1268

I reckon you have just about covered the entire stockmarket there DC in just 116 posts -):

dreamcatcher - 07 Jan 2014 16:27 - 118 of 1268

Getting harder to find stan. :-))

jimmy b - 07 Jan 2014 16:28 - 119 of 1268

Iv'e got a pound in everything !!..

dreamcatcher - 07 Jan 2014 16:29 - 120 of 1268

Now tell me there's nothing you like. lol

dreamcatcher - 08 Jan 2014 18:42 - 121 of 1268

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goldfinger - 10 Jan 2014 14:05 - 122 of 1268


Sirius Minerals, Genel Energy and Tungsten Corp among top pick broker lists
By Giles Gwinnett January 10 2014, 12:06pm

Others making the Canaccord top pick cut include Serco (LON:SRP), Supergroup (LON:SGP) and Restaurant Group

Potash developer Sirius Minerals (LON:SXX) has made it on to Liberum's small and mid-cap 'conviction buy' list for 2014.
Its York project is a quality project led by 'quality' managment, reckons the broker, which says the shares have significant upside on a 12 month view if it can deliver permitting and initial funding to its expected time frame.
Other firms on the Liberum 'highest conviction buy' list include car parts and bike specialist Halfords (LON:HFD) and Ithaca Energy (LON:IAE).

Meanwhile, Genel Energy (LON:GENL), the exploration and production group in the Kurdistan region of Iraq where it has 445 million barrels of oil reserves, makes it into Canaccord's dozen top picks for this year.
The firm offers an appealing mix and is ready to grow, says the broker, which has a 1,250p target on the shares.
Genel is a hydrocarbon leader in the region in terms of current/projected oil and gas production, diversity of licenses and remaining upside potential, and through its strong relationships with Turkey and the region.
Also featured on the Canaccord list is Tungsten Corp (LON:TUNG), with its global B2B e-invoicing platform, which is rated 'buy, with a target price of 292p.
"We believe Tungsten’s cross-sector combination of technology and financial services, applied across a rich network of company data, will be difficult for competitors to replicate."
Others making the Canaccord top pick cut include Serco (LON:SRP), Supergroup (LON:SGP) and Restaurant Group (LON:RTN).

goldfinger - 10 Jan 2014 15:50 - 123 of 1268

Beaufort Securities 2014 tips


http://www.beaufortsecurities.com/img/pdfs/research/special-reports/beaufort_tips_for_2014.pdf

dreamcatcher - 10 Jan 2014 17:09 - 124 of 1268

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goldfinger - 11 Jan 2014 11:17 - 125 of 1268

JPMorgan fund managers' nine top stocks
By Tanzeel Akhtar | Fri, 10th January 2014 - 11:03

JPMorgan fund managers' top nine stocks

William Meadon, joint manager of the £329.4 million JPMorgan Claverhouse investment trust says finding investment opportunities in the UK retail sector is 20% about the product and 80% about "good execution" of managerial strategies.

Meadon explains you can have the best product in the world but if you execute poorly then the company will not last long. It's a philosophy that shapes his selection of stock holdings for the investment trust.

He says: "The high street clothes retailer Next (NXT), under Lord Wolfson, has demonstrated just how substantial the rewards shareholders can reap are if management's execution is consistently flawless.

"The company recently announced a 50 pence special dividend for shareholders as the business is generating more cash than it needs. Shareholders were delighted with this and the share price rose more than 10% on the news."

Another example is Sports Direct (SPD) founded by Mike Ashley. The sporting goods retailer is worth over £4 billion.

Meadon says Ashley's ruthlessly efficient execution at Sports Direct has made the company a "category killer" in the leisure sportswear market in the UK. Ashley is now looking to apply the same disciplined skills to achieve the same results in Europe.

Meadon pinpoints a potential turnaround situation at Halfords (HFD): "Poor execution over a number of years led to Halfords being a woefully run retailer in the cycle and automotive parts market. As a consequence the share price performed equally poorly.

"However, the recent arrival of new management under the dynamic leadership of Matt Davies - who did such a good job at Pets at Home - leads us to have high hopes that Davies' proven execution skills will be applied to make Halfords a much more focused, cash generative and profitable company."

JPMorgan Claverhouse, which Meadon co-manages with Sarah Emly, has returned 36.9% over one year compared with an average of 26.7% in the IT UK Growth & Income sector as at 8 January. It holds positions in all the companies mentioned above.

Top stocks for the brave investor

Jonathan Ingram, who co-manages the £154.4 million JPM UK Dynamic fund with John Baker, shares his top UK stock ideas for the brave investor.

Over one year the JPM UK Dynamic fund has returned 27.7% compared with an average of 22.8% for the UK All Companies sector as at 8 January.

The fund holds overweight positions in housebuilders and UK general retailers. Ingram says: "While not without risk, the UK housebuilders sector continues to be an area where we see opportunity. There was significant volatility in the share prices of housebuilders following the withdrawal of the Funding for Lending Scheme."

Despite this volatility the manager says he did not reduce exposure to the sector or other stocks sensitive to the property market such as estate agents and Lloyds Banking Group (LLOY).

He explains: "This is because we believe this move does not materially affect demand for housing and mortgages. The development could almost be seen as a positive because it suggests the Bank of England views the lending recovery as self-sustaining and that is a positive indicator.

"Additionally, the number of housing transactions forecast for 2014 are well below peak years. On balance, we're still happy with the house builders and are maintaining our overweight position, including names such as Barratt Developments (BDEV) and Crest Nicholson (CRST). We also continue to own Foxtons (FOXT) and Countrywide (CWD) that are beneficiaries of the housing upturn as well as Lloyds."

Ingram says the fund holds an overweight position in UK general retailers as well, which is also a sector that may reward brave investors that believe in the strength of the ongoing UK economic recovery.

Another example of a high-volatility but high-return stock is Blinkx (BLNX), which ingram says has contributed positively to the fund's performance.

Ingram says: "This company is an internet media platform that connects online video viewers with content publishers and distributors, utilising advertising to monetise those interactions. It has experienced growth in viewers and media partnerships and exhibits good momentum characteristics."
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