Stock Watch 8 March 2010

The Share Centre’s top 5 customer buys from the last 7 days:

1. Lloyds Banking Group – Interest in sector continues after recent results.
2. Desire Petroleum – Rig has now reached the Falkland isles and investors hoping for a find.
3. RBS – Benefitting from market rally.
4. Aviva – Last weeks results came in ahead of expectations.
5. Prudential – News of a significant acquisition and rights issue has led to increased volatility and interest in the shares.


The Share Centre’s top 5 shares to follow:

1. Tesco Lower Risk – International operations and lead position in the UK should continue to reward investors.
2. Compass Lower Risk - Management restructuring in recent years should ensure further steady growth.
3. Carillion Medium Risk -The move into support services looks well timed, there is also an attractive dividend.
4. Centrica Medium Risk – Good results see an upgrade to a buy at the Share Centre.
5. Hutchison China Meditech Higher Risk – Set to benefit further from the growing demand for pharmaceuticals in China.



Ratio of buys to sells = 55.45%
Top 5 most searched for companies on www.share.com


1. Barclays
2. Lloyds
3. Royal Bank of Scotland
4. Debenhams
5. Legal & General


The Share Centre’s Share of the Week
Company: Experian    Share price: 634p    Sector: Support Services
Recommendation:    Buy
Risk category:    Medium
Investment class:    Growth
Opinion:

Experian has managed its operations well during the downturn by expanding the range of industries that the group services. Experian has diversified its portfolio. As well as specialising in financial services, the group now have expertise in automotive, telecoms, debt collection advice and the public sector. The company is also looking for opportunities to extend its geographic reach and seek suitable acquisitions where appropriate.

Latin America has been a shining beacon for Experian and the latest set of figures confirmed that the level of growth in the region is not subsiding; revenue dips in the UK and Ireland were offset by the 16% rise in recorded revenues from South American states.

Latest results posted on 15 January 2010 were encouraging. Looking ahead the company is cautious about the outlook for the UK. There are signs of stability in the US, where it gets most of its earnings, and improvement in Brazil. It anticipates improving returns from organic revenue growth going forward. 

Since we upgraded to a buy there has been an increase of over 25% in the share price, and we believe that there is more to come. We continue to list Experian as a buy.


THIS DATA IS PROVIDED BY GRAHAM SPOONER, INVESTMENT ADVISER AT THE SHARE CENTRE. THIS IS NOT INTENDED TO CONSTITUTE AN OFFER OR AGREEMENT TO BUY OR SELL INVESTMENTS.

 

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2010-03-09 17:09:02 © Moneyextra.com