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

.

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).

Beaufort Securities 2014 tips


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

.

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."

.

,

.

Time to buy miners after three years of pain

.

Raymond James might not carry the same headline-grabbing cachet of Goldman Sachs or JP Morgan Chase, but the wealth management firm boasts that it produces an annual stock-picking list that almost always beats the market by a good margin.

The list, called Raymond James' Analysts' Best Picks, outperformed the S&P 500 by an average of 8.5 percent over the past 10 years, according to calculations from the company. In 2013, the list posted a 44-percent return, compared with the S&P's 29-percent gain. David Henwood, chief investment officer at Raymond James, which oversees $441 billion of client assets, explained to CNBC on Friday how the investment firm zeros in on stock market winners.

"All of our analysts know what they're talking about," Henwood said on "Squawk Box." "The question is, which are the ones that have the investment acumen to pick a name that will clearly deliver the goods?"

(Read more: Siegel: Don't worry! Dow will top 18K this year)

Henwood said only top performing analysts can submit "strong buys" to the list. The investment firm makes the process voluntary. For example, only 38 of Raymond James' 55 analysts were qualified to submit stock picks this year, but only 13 actually made calls. Henwood said that means the stock picks come from "high confidence and passion."

The company tries to steer investors away from high-risk stocks, Henwood said.

"We have a system of procedures to evaluate the analysts' performance and to evaluate whether the stock has enough liquidity," Henwood told CNBC. "We pick solid names that we think are marketable and should have dependable performance over an extended period of time."

(Read more: Here's where pros see opportunity in 2014 ...)

The following 13 companies made Raymond James' 2014 Analysts' Best Picks list:

Advance Auto Parts
Antero Resources
Apple
Cameron International
Comcast
Copa
Ctrip.com
Intuit
JP Morgan Chase
Newell Rubbermaid
Praxair
Quintiles Transnational
Salesforce.com

alongside Praxair, one should also compare Linde and Air Liquide, though i'm unsure whether either or the other two are public companies

Linde is based in Munich and Air Liquide in France
My personal choice would be Linde I suspect

.

rampety pse give it a rest!

.

.

Refer post 47 of 28 Dec 2013

"Tuck away a few SEY at 42.50 p - no downward risk only upside possibilities".

Pure luck that drilling at Ntem Cameroon is going ahead so quickly from Feb 2014.
Other prospects still in pipeline Madagascar and Somaliland, will take longer.
Now very experienced Management and connections.

Still a buy at 50.25 p - up about 20% so far and still rising

I am hopeful for a price of above 70 p, as Ntem drilling nears completion, then hopefully much more, if anything is found.
The sky is the limit if oil / gas is found.
How long to drill ? Only my guess - April / May.
A share for gamblers - but still limited downside to about 45 P I guess ?
They still have about $120 m in SEY bank account ( 38 p per share ) I believe.

Sorry to gloat " I told you so" - but just been lucky so far I guess.
Have any other year end tips beaten this yet ?

Yeah mine are doing ok rekirkham , see post 6 , 14th Dec.

Coms at 4.25p now 6.775p (mid prices) about 60%

FXI at 360p now 576.5p (mid prices) about 60%

Think they gone up a bit more now :-)

Dil - whose have "gone up a bit". Yours or mine ?

Mine are now 54p to buy