Your UK share tips for 2010

[Pound foolish]

This year lets have two sections for your suggestions: main market and AIM. Just to make it interesting. Perhaps you could also forecast where you see the FTSE100 finishing in December 2010!

Here are mine:

Xstrata. XTA Miners have done well this year, this one up from 280 to 1175 at one point. IMO this has further to go as recovery world wide continues and stockpiles are reduced. I would be very surrprised if this was not 1500 or higher by end of 2010.

Aviva. AV. Was 468 earlier this year (now 390 - up from 360 two weeks ago) Pays good dividends and will reach 500 by end of 2010 imo.

MAN Group. Hedge fund specialist. Very underpriced in my opinion yielding 9% dividends at current levels. Has been 370 (now 305) and will pass 400 in 2010 in my opinion.

Wild ones! Try BLND British Land. Property prices cheap and rents to rise with recovery. Most on long lease deals.
PVCS PV Crystalox. Solar cell/panel maker/supplier. At a unexplainable low at present 60 ish from high of 129 earlier in the year. They have cash £60 million and pay good 5-6% dividends. IMO this one will recover in 2010 the question is when and by how much?

AIM:
PXS Provexis. You can buy this at 6.5 to 8 but it will jump to 10, 15 or perhaps even 20 during the year. Buy, set up a limit sell and wait.

MTA Matra. 3.5p lots of interest a wild punt no other reason.

And the FT 5900 with a market correction around March back to 4600.

 

[Splitlink]

My tips for 2010 are EDD; PNA;ASH but not for trading, for putting away.

I hate tipsters ( present company excepted) and I would not rest if I thought someone was buying on my say so.

My shares DO go down as well as up!

 

[arabianights]

Index tracking fund, money drip fed every month to ISA maximum...

 

[Pound foolish]

My tips for 2010 are EDD; PNA;ASH but not for trading, for putting away.

I hate tipsters ( present company excepted) and I would not rest if I thought someone was buying on my say so.

My shares DO go down as well as up!

There are thousands of shares. Sometimes we need a bit of help. With (how many) T2W members, as a group we could cover quite a few of those with potential or less risk.

Tips are not ramping and as with anything in life you need to DO YOUR OWN REASEARCH before buying shares in companies.

Buy low sell high

Good luck everyone this thread was only intended to be a bit of fun and to learn others take on this difficult to guesss market.

 

[cr6196]

been looking at homebuilders too BLND looked like they had a lot of exposure to commerical market, thought BDEV might be a better move, also bovis or balfour are other big ones in the sector.

Recruiters like Harvey Nash, Brammer and SThree i think are also value, although will require a close look.

ARM look good as well as their licensing arm generates a stable income of cash.

Others that i have looked at and may or may not be interesting to some are CNA, Drax and Dana Petroleuem

 

[dubula11]

speedyhire anyone (quite risky)??

 

[Dentalfloss]

arm .. a bullish chart
blndstarting to get good on the chart
take a look at aggreko

 

[Gordon-Gekko]

Oil & Gas Calls

VPP.L: UK North-Sea focused producer with asymmetric exploration upside. Current production of ~10kb/d and 26mbbl of booked reserves underpins the valuation. The drilling programme will test ~375mboe of upside in 2010-2011. Downside to 200p (-60%) should all wells fail and crude retreat to $60/b, but un-risked upside to over £30 (6x) should crude move up to $90/b and all wells succeed. These wells are not high-risk wildcats but are being drilled in areas with good geological understanding.


BLVN.L: West African focused explorer with discoveries offshore Cameroon. Two will be appraised during 2010 to firm-up the reserve base ahead of development sanction. Company now has sufficient funds after attracting industry partner. Upside to 350p (3x) in high-case reserves scenario at $90/b, downside to 80p (0%) under low-case reserves scenario at $60/b thanks to 50p of net cash.


DGO.L: A single-asset company with a world-class field in the Caspian offshore Turkmenistan. Producing ~50kb/d oil, growing to ~100kb/d by mid-decade. Reserves upside from gas monetization and enhanced oil recovery potential. – this has the potential to be a £10 stock.

 

[alemil]

This year lets have two sections for your suggestions: main market and AIM. Just to make it interesting. Perhaps you could also forecast where you see the FTSE100 finishing in December 2010!

Here are mine:

Xstrata. XTA Miners have done well this year, this one up from 280 to 1175 at one point. IMO this has further to go as recovery world wide continues and stockpiles are reduced. I would be very surrprised if this was not 1500 or higher by end of 2010.

Aviva. AV. Was 468 earlier this year (now 390 - up from 360 two weeks ago) Pays good dividends and will reach 500 by end of 2010 imo.

MAN Group. Hedge fund specialist. Very underpriced in my opinion yielding 9% dividends at current levels. Has been 370 (now 305) and will pass 400 in 2010 in my opinion.

Wild ones! Try BLND British Land. Property prices cheap and rents to rise with recovery. Most on long lease deals.
PVCS PV Crystalox. Solar cell/panel maker/supplier. At a unexplainable low at present 60 ish from high of 129 earlier in the year. They have cash £60 million and pay good 5-6% dividends. IMO this one will recover in 2010 the question is when and by how much?

AIM:
PXS Provexis. You can buy this at 6.5 to 8 but it will jump to 10, 15 or perhaps even 20 during the year. Buy, set up a limit sell and wait.

MTA Matra. 3.5p lots of interest a wild punt no other reason.

And the FT 5900 with a market correction around March back to 4600.

An extract from the diaries of infamous bear raider Evil Knievil : I have sold Provexis (PXS) short at 8.2p.
http://uk-analyst.com/shop/page-article/action-article.show/id-130003123

 

[Dr Trade]

Hi,

My first post here at T2W. I do like researching oil companies; so many people find them to be a 'scary' investment, I would say the only scary investment is one that my wife picks, which generally involves her saying, "Ooh, I like the name of that one!" ;-)

On the subject of MTA, it's up to ~5p these days and a lot of analysts, tipsters and researchers seem to think it could easily hit 9p with-in a few months, 13p with-in 6 and upwards by the end of the year. In my humble opinion it's still a punt because of the politics in the region and contract expiring at Q4 of this year, I suspect the company will need to do some placing to raise the funds required later on.

GKP like MTA have great potential (there's a vast ocean of oil to be had underneath northern Iraq,) but the market doesn't seem to favor them at the moment, not least because of a placement about to come through (a good opportunity to buy in, in my humble opinion.) I've heard of target prices ranging from £2 to £5 depending on production and exportation.

Further west (and south,) I would personally avoid any company drilling to the northern side of the Falkland Islands; not because of the political situation (if anything that one entices me because it has great potential for all manner of tit-for-tat trade issues,) but because of past drilling attempts. Take a look at the history of the northern area, although some will argue against, I personally don't feel the area is worth drilling until BRENT hits $100 a barrel.

If any of this helps you, remember to donate to a Christian charity. If you disagree with anything here, please enlighten me!

Remember folks, always do your own research, share prices do go down, they CAN hit 0 and you lose everything - so don't kid yourself, risk only what you can afford to lose and remember that there's no risky investment only a risky investor who hasn't done his/her own research.

 

[Dr Trade]

Falklands oil fever cools as Desire Petroleum well flops
UK explorer Desire Petroleum has failed to find commercial quantities of crude oil in the South Atlantic ocean

http://business.timesonline.co.uk/tol/business/industry_sectors/natural_resources/article7078788.ece

 

[Marshmellow]

Anybody traded in Velti before

They did quite well for me nearly up 50%, I'm new to this forum so couldn't really post beforehand