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
Bango
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
Kitwave
The Telegraph
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
Interactive Investor
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
Volution
Shares
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
Reach
Investors’ Chronicle
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
Wizz Air
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
Begbies Traynor
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).
Admiral
The Telegraph
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).
GSK
Investors’ Chronicle
“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).
Bridgepoint Group
The Times
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).
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Top-quality small companies with big scope for long-term growth
A professional investor tells us where he’d put his money. This week: Dr Gareth Blades, analyst at Amati Global Investors, highlights three favourites.
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Starling Bank hikes fixed savings rate to 5.25%
Starling Bank has hiked the rate on its fixed savings which has shot up from 3.25% to 5.25% - but how does it compare to the rest of the market?
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Investing in wine: how Cru Wine is reaching new audiences
Tips Gregory Swartberg, founder of fine wine specialist Cru Wine, talks to Chris Carter about how to start a wine collection
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Small companies with big potential
Michael Taylor of Shifting Shares reviews his 2023 picks and highlights more promising minnows.
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The MoneyWeek portfolio of investment trusts – July 2023 update
Tips A decade ago we set up the MoneyWeek portfolio of investment trusts. They remain a compelling long-term bet says Rupert Hargreaves
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Women lead the way with ethical investments
Demand for more ethical investments has soared – and women are more likely to opt for them. Annabelle Williams, personal finance specialist at Nutmeg, takes a look at why.
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BoE: Mortgage payments to rise by £220 a month for households
Millions of households can expect a mortgage spike of around £200 a month - and some may even reach a extra £1,000 a month, the Bank of England warns
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What happened to Thames Water?
Thames Water, the UK’s biggest water company could go under due to mismanagement and debt. We look into how the company got itself into this position, and what investors should expect.
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Where to invest in the metals that will engineer the energy transition
A professional investor tells us where he’d put his money. This week: John Ciampaglia, manager of the Sprott Energy Transition Materials UCITS ETF.
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How investors can profit from high food prices
The latest furore over grocery prices will die down, says David Stevenson. But the long-term outlook for soft commodities remains bullish. These are the stocks investors can buy to profit from high food prices.
