Friday tips round up: Devro, Informa, Capital Shopping Centres, Anite

24th Feb 2012 06:42

In the Telegraph Questor's column is all about sausage skin maker Devro, which uses collagen to encase the meat instead of the more traditional gut. After stripping out exceptional items profits rose 22.4% in 2011 with the shares trading at 14.6 2012 earnings. Questor loves Devro but thinks after a surge of 21% so far this year, it's time to sell.The Times's Tempus column is keen to inform readers about exhibitions and publishing firm Informa. It announced a 20% boost to its dividend yesterday, with the suspicion this was done as a defensive move to protect the share price. The exhibitions sector in general has shown resilience through 2011 says Tempus and Informa is no exception, with like-for-like revenues up 3.9% and pre-tax profits gaining 7%. Trading at 11 times earnings the guidance is to hold. The stock, thinks Tempus, is where it ought to be.Construction and outsourcing firm Kier is given a hard time by Tempus. It reported pre-tax profits up 9% yesterday and boosted the dividend by 7.5%, but Tempus thinks public sector contracts will always take a long time to come to fruition. On that basis the 9 times earnings value appears OK, but with "no obvious upside".Capital Shopping Centres is only a hold, with rental income growth slowing, Tempus asserts. The column's author also cannot resist patting himself on the back over the 7.25% rise in Anite, which is thriving mainly driven because of its mobile phone testing work. This is a buy, Tempus maintains.BSPlease note: Digital Look provides a round-up of news, tips and information that is impacting share prices and the market. Digital Look cannot take any responsibility for information provided by third parties. This is for your general information only as not intended to be relied upon by users in making an investment decision or any other decision. Please obtain a copy of the relevant publication and carry out your own research before considering acting on any of this information.