http://www.bullbearings.co.uk The premeir UK virtual trading website en-gb Wed, 14 May 2008 00:42:34 +0100 Copyright: (C) BullBearings Ltd 15 http://www.bullbearings.co.uk/img/logo3.gif http://www.bullbearings.co.uk/ Unilever's shares have traditionally traded at something of a discount to other players in the sector - in many respects a hangover from the days when its operational performance did not necessarily match that of its peers.http://www.bullbearings.co.uk/news.article.php?article=2094720Sun, 11 May 2008 10:32:00 +0100In the satirical movie Thank You For Smoking the boss of a tobacco lobbyist sums up by saying: "We don't sell tic tacs, we sell cigarettes. And they're cool, available, and 'addictive'. The job is almost done for us." British American Tobacco (BAT) will always have a market and good cash generation, and should rise out a consumer slowdown in the wider market. Buy, says the Independent.http://www.bullbearings.co.uk/news.article.php?article=2088534Thu, 08 May 2008 05:51:00 +0100National Express trades on about 10 times forecast earnings for 2008, falling to a little over nine times for the following year, which placed them on a discount of about 10 per cent to the rest of the sector.http://www.bullbearings.co.uk/news.article.php?article=2082038Sun, 04 May 2008 11:16:00 +0100Even after yesterday's leap, Home Retail shares trade at nine times current-year forecasts and offer a safe 5.7 per cent yield. Near-term pressures remain, not least from Homebase's operational gearing, but at 264p, the shares are worth buying on weakness, says the Times.http://www.bullbearings.co.uk/news.article.php?article=2076944Thu, 01 May 2008 05:52:00 +0100If there is a silver lining to the storm clouds hanging over Royal Bank of Scotland, it is that shareholders now have the chance to pick up the bank's stock on the cheap. Shareholders should take up their rights, which look a reasonable if not enormously attractive deal, but certainly not buy new shares at this price, says the Sunday Telegraph.http://www.bullbearings.co.uk/news.article.php?article=2068126Sun, 27 Apr 2008 10:58:00 +0100Arriva argues that because it generates two-thirds of its revenues from government revenues, rather than from ticket sales, it is a defensive stock, which investors should pile into.http://www.bullbearings.co.uk/news.article.php?article=2061918Thu, 24 Apr 2008 06:01:00 +0100Some brokers quibble about Vodafone's 45% stake in American mobile operator Verizon Wireless. But this should begin to pay handsome dividends in a year or so and it is growing steadily in the meantime. Shares are trading at 156p, having been almost 200p last year. At this level they represent excellent long-term value and offer a dividend yield of more than 5%. Buy, says the Mail on Sunday.http://www.bullbearings.co.uk/news.article.php?article=2052667Sun, 20 Apr 2008 11:31:00 +0100Tesco has punchy capex plans. This year it will spend £4.2bn on capex, equivalent to 8pc of its sales. This figure is far bigger than a sector average of 4.5pc of sales. However, Tesco is far bigger than rivals. Analysts expect low double digit EPS growth to continue. Buy, says the Telegraph.http://www.bullbearings.co.uk/news.article.php?article=2045037Wed, 16 Apr 2008 05:50:00 +0100So the jokes have all been told, the wags have had their day and T5, along with the Millennium Dome and the Wobbly Bridge, has gone down in history as another great British disaster. The fiasco will cost British Airways about £16m, and, if the pilots have their way, chief executive Willie Walsh his job. http://www.bullbearings.co.uk/news.article.php?article=2039626Sun, 13 Apr 2008 11:47:00 +0100Lots of companies are complaining about the effects of the credit crunch. But for jewellery group Signet, which owns H Samuel and Ernest Jones, the situation is especially worrying.http://www.bullbearings.co.uk/news.article.php?article=2033742Thu, 10 Apr 2008 05:56:00 +0100The trading environment is far from ideal, but Marston's has a solid business model and, with £200 million of firepower, it is well-placed to use the situation to its strategic advantage. The shares, off 9¾p at 196¼p, are worth hanging on to, says the Times.http://www.bullbearings.co.uk/news.article.php?article=2022347Fri, 04 Apr 2008 05:57:00 +0100Moves to combat obesity may hit demand for its sugary drinks, such as Orangina, but AG Barr does make healthier mineral water drinks too. Buy, says the Independent.http://www.bullbearings.co.uk/news.article.php?article=2016802Wed, 02 Apr 2008 06:04:00 +0100Pennon is likely to tread water if the market holds up, but the stock is stable with a clearly outlined stream of revenue, so in a downturn should really benefit. With a progressive dividend, the shares are a safe bet. Buy, says the Sunday Telegraph.http://www.bullbearings.co.uk/news.article.php?article=2010414Sun, 30 Mar 2008 13:41:00 +0100With its sole suitor walking away, there was only one way for shares in mining giant Xstrata to head yesterday - south.http://www.bullbearings.co.uk/news.article.php?article=2003929Thu, 27 Mar 2008 05:51:00 +0000Expro views its biggest risk as the sterling/dollar exchange rate. However, most analysts, while acknowledging this risk, point out that the firm's particular exposure to offshore, rather than land sites, is likely to be good for growth. Buy, says the Independent.http://www.bullbearings.co.uk/news.article.php?article=2001039Wed, 26 Mar 2008 05:54:00 +0000