Sunday tips round-up: Aga Rangemaster, Cadbury, Vietnam Opportunity

13th Sep 2009 10:48

Upmarket cooker maker Aga Rangemaster has two key selling periods - spring, when people are moving home, and the run-up to Christmas, when people spend more time in the kitchen. The next few weeks should be telling for the company. The business has had a rough year, but as the housing market recovers, sales and profits should rise. Buy now and watch the impact of recovery on the shares says the Mail on Sunday.Investors who bought into Cadbury last January have been richly rewarded over the past few days, but there is almost certainly more to come. Brokers reckon Cadbury is worth at least 800p a share and possibly much more. Investors should sit back and watch events as they unfold. This bid battle is only just beginning. Hold says the Mail on Sunday.Hedge funds have come to the conclusion that HMV will struggle and interest in short selling the shares is among the highest in the London market, writes Schroders' fund manager Andy Brough in the Mail on Sunday. Consumer spending will come under pressure as taxes rise next year, but Brough suggests this is reflected in a price-to-earnings ratio of less than nine times in the year to next April. The shares also yield more than six per cent on a dividend that's covered 1.5 times by earnings. There are structural challenges ahead for HMV, Brough is backing the management team to successfully navigate through these tougher times.As of August 31, Vietnam Opportunity Fund's net asset value per share was $2.44 - up 12.2% in just one month. The shares can be bought as normal through your broker and the investment trust is priced in dollars. For investors seeking substantial long-term capital growth, the Telegraph recommends an investment in this Asian market, as it is not fully recovered from the recent plunge and should return to significant growth soon. Shares in the Vietnam Opportunity Fund are a buy. Lloyd's of London insurers had a good first half of the year and Catlin, the largest syndicate in the market, was no exception. The group posted a record half-year profit of $240m as investment returns more than tripled. Although short-term risks hang over the Lloyd's market - including the onset of the Atlantic hurricane season - the Telegraph believes Catlin shares are worth buying for their impressive yield. The shares are currently yielding 7.2%. Buy says the Sunday Telegraph.The Telegraph recommended shares in networking group Cisco in January at $16.91 on the grounds that the group's earnings would be supported by the US stimulus package, which aimed to connect many US schools to the internet. The recent market rally means that the shares have risen by 36% since that time. The shares are now looking fully valued and are likely to mark time from here. Take profits.Please 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.