cynic
- 28 Dec 2013 16:49
- 57 of 1268
hays would say he's the same guy that ran the osborne/balls poll of recent days :-)
dreamcatcher
- 28 Dec 2013 16:53
- 58 of 1268
:-))
dreamcatcher
- 28 Dec 2013 17:00
- 59 of 1268
Last one - Geoff Foster's pick for 2014 is Regenersis
cynic
- 28 Dec 2013 18:17
- 60 of 1268
MR2
i agree that this looks a very interesting company, which could turn the current industry with its wooden pallets on its head
however, surely one of the banes of the pallet industry is keeping track of the damn things and getting them back at the end of the lease, so life may not be quite as simple as first appears
dreamcatcher
- 28 Dec 2013 18:27
- 61 of 1268
,
dreamcatcher
- 28 Dec 2013 18:39
- 62 of 1268
.
aldwickk
- 28 Dec 2013 21:19
- 63 of 1268
My tip for 2014
Stock: Afren oil
Country: Philippine stockmarket
dreamcatcher
- 28 Dec 2013 22:06
- 64 of 1268
Thanks aldwickk.
dreamcatcher
- 28 Dec 2013 22:07
- 65 of 1268
The Telegraph's share tip for 2014
BARRATT DEVELOPMENTS
dreamcatcher
- 29 Dec 2013 20:44
- 66 of 1268
Tech sector tipped for even bigger things in 2014
goldfinger
- 30 Dec 2013 08:40
- 67 of 1268
Burberry and Sainsbury’s in spotlight as possible takeover targets for next year
Investment bank UBS chooses its top picks for takeovers in 2014
Burberry
Burberry is seen as one of the likely candidates
By Ashley Armstrong8:30PM GMT 29 Dec 2013Comments
Top British companies such as Burberry, J Sainsbury and Chemring have been tipped as takeover targets next year by investment bank UBS.
British companies feature prominently on the UBS analysts’ list. Of the 27 European companies the bank identifies, 13 are British.
Burberry has been subject to takeover speculation since the departure of chief executive Angela Ahrendts was announced, wiping nearly £536m off the company’s value in October. Luxury goods conglomerate LVMH has been tipped previously as a likely suitor, as it could add Burberry’s fashion ranges to its roster of brands.
Sainsbury’s has reclaimed its spot as the UK’s second-biggest grocery retailer, but that hasn’t prevented it from being added to the list of takeover targets. The Qatari investment fund that already owns a 26pc share has repeatedly been tipped to make a return offer after abandoning a £10.6bn bid in 2007.
Meanwhile, UBS thinks 2014 might also be the year for British defence and aerospace equipment maker Chemring. US private equity group Carlyle walked away from takeover plans in November 2012, leaving investors to label the defence company “a mess”.
Despite a boost from the $130bn (£83.6bn) sale of Vodafone’s Verizon Wireless stake, deals involving UK companies fell by 6pc in 2013 compared to the previous year, according to Thomson Reuters data.
“Announced levels of activity have continued to be modest, even into the fourth quarter,” Jonathan Rowley, head of M&A for Europe, Middle East and Africa at UBS, told The Daily Telegraph.
“But there are signs of a strengthening market as companies are having more real corporate boardroom discussions focusing on executing deals, rather than being at an ideas stage.”
UBS analysts included Virgin Media in their watch list last year and three months later the telecoms company fell prey to a £15.5bn takeover by US cable giant Liberty Global. Chemicals company Croda, publishing group Informa, engineering firm MAN and postal firm TNT Express have been included on this year’s list after no successful deals materialised last year.
“The TMT (telecoms, media and technology) sector has been very active this past year and will continue to be so, while the financial sector has been quiet for M&A and is likely to remain so while banks improve their financial position.
“The industrial sector has been disproportionately quiet and that’s an area that may see a pick-up in activity levels,” Mr Rowley added.
Revived speculation around fund manager Man Group is echoed by its inclusion in the watch list. Go-Ahead Group, British recruiting firm SThree, Thomson holiday owner TUI Travel and precision engineering firm Renishaw also make UBS’s M&A watch list.
UK M&A watch list
• Software company Aveva
• Luxury brand Burberry
• Cider brewer C&C
• Defence group Chemring
• Chemicals company Croda
• Train and rail firm Go-Ahead Group
• Chemicals firm Johnson Matthey
• Fund manager Man Group
• Bus and rail firm National Express
• Supermarket chain J Sainsbury
• Recruiter SThree
• Tour operator TUI Travel
black bird
- 30 Dec 2013 10:10
- 68 of 1268
Futura Medical fum 70p today has been stated £ 3.5 Bn world sales of existing condoms fum to capture min of !% = 30m 1% royalties or 5% = 5m profit 2015
Church & Dwight make 1m per day, the say on web site. I am not making this up,
factual.
dreamcatcher
- 30 Dec 2013 13:08
- 69 of 1268
The pharmaceuticals and biotechnology index has added a fifth to its value in the past year.
goldfinger
- 30 Dec 2013 16:40
- 70 of 1268
Up over 8% today IMG........
Christopher Williams, Technology, Media and Telecoms Editor
IMAGINATION TECHNOLOGIES
Being an Imagination Technologies shareholder has not been for the faint-hearted in a rollercoaster year. But those with the guts to stick with one of Britain’s few global hi-tech forces and see past the ups and downs of quarterly results should enjoy big rewards.
Its fortunes are linked to the growth in smartphones and tablet computing thanks to its leading position designing graphics microchips. The mobile revolution still has a long way to go as it penetrates all aspects of our social and business lives; the number of smartphones worldwide is expected to overtake the number of computers in the first quarter of next year.
Despite competitive pressures and a fast-changing market, it will be hard for it not to increase revenues rapidly in 2014 and beyond.
The price will start from a low base in the new year, below 200p. At its peak in 2012 it was above 700p. The shares are cheap and represent a big opportunity for patient and courageous investors who understand that the type of innovation the company feeds off can’t be usefully measured every three months.
Harry Wilson, Banking Editor
BARCLAYS
halifax
- 30 Dec 2013 16:46
- 71 of 1268
gosh yet another IMG ramp on moneyam.
dreamcatcher
- 31 Dec 2013 09:05
- 72 of 1268
Considering a dabble on the Stock Exchange in 2014? Brewin Dolphin has come up with its favourite stocks for next year
* DIRECT LINE
* CAIRN
* NESTLE
* BG GROUP
* PRUDRNTIAL
* INDITEX
* NEXT
* TELECITY
* INTER CONTINENTAL HOTELS
* HAMMERSON
dreamcatcher
- 31 Dec 2013 11:14
- 73 of 1268
Goldman Sachs' view
Goldman Sachs has a target of 7,500 for the FTSE 100 index by the end of 2014
dreamcatcher
- 31 Dec 2013 11:27
- 74 of 1268
.
dreamcatcher
- 31 Dec 2013 13:15
- 75 of 1268
3 Picks For 2014: RSA Insurance Group plc, BP plc and HSBC Holdings plc
2517GEORGE
- 31 Dec 2013 15:04
- 76 of 1268
My 2013 share tips were; 2517GEORGE - 01 Jan 2013 11:13 - 7 of 38
AMER @ 46.75p ; 59.5p +12.75p = 27.3%
BG. @ 1012.5P ; 1297.5p + 285p = 28.1%
MRW @ 263P ; 261.45 - 1.55p = - 0.6%
QPP @ 16.75P ; 19.5p + 2.75p = 16.4%
LBB @ 0.48P 1.12p + 0.64p = 133.3%
For 2014
I still like all the above and include them in my selections for 2014 along with :-
GLEN @ 312.70
DEB @ 73
POG @ 72.75
MAGP @ 2.40p
ARC @ 0.16P
I think gold will strengthen this year.
2517