Friday's tips round up: Misys, Gem and Standard Life

27th Jan 2012 07:20

In the Times's Tempus column, Martin Waller rehearses the arguments for and against the banking software company Misys.It keeps missing targets and has seen potential suitors walk away, bringing down the share price. On the other hand, orders are healthy, especially in fast growth Asia. Waller, however, thinks that for the cautious minded, Misys would bring too much anxiety: avoid.Meanwhile Garry White in the Questor column in the Telegraph has the awkward task of revisiting Gem Diamonds, which owns the Letseng mine in Lesotho and the Ellendale mine in Australia.It was tipped by Questor back in 2009 and has fallen 26% since then. Questor does not want to be caught out again and says hold for now, despite Gem producing sales and production figures yesterday ahead of expectations.In the Independent, Sharewatch gives Standard Life the once over. It has not got the pizazz of Aviva or Prudential and is certainly not exposed as heavily to fast growth Asia. Then again, it's a possible takeover target and only trades at 1.2 times the net asset value. Sharewatch thinks there are sexier plays out there but concedes the yield of 6.4% makes Standard Life at least a hold.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.