Sunday tips round-up: JPM Russia, Stadium, Cape...

20th Mar 2011 11:27

JP Morgan Russian Securities is trading at a discount to its net asset value of 727.53p as of March 15. It holds at 13.3% stake in Sberbank of Russia, 9.4% of retailer Magnit and 6.9% of miner Norilsk Nickel. Its largest investments are in the consumer staples, minerals and financial sectors.The company's energy sector is expected to benefit from supply disruptions caused by protests in oil exporting countries in North Africa and the Middle East. Its steel makers are also expected to benefit from disruption at rivals in Japan. Buy says the Telegraph.Stadium is involved in a broad spread of electronic goods, but the fastest-growing areas are industrial and automotive, medical devices, security, safety items and green energy products. Stadium Group shares are 651/2p, but management is determined to expand further. A new chief executive is likely to be in place by the summer. Buy says the Mail on Sunday.James Fisher shares are trading on a December 2011 earnings multiple of 11.6 times, falling to 10.5 in 2012. They were first tipped at 455p on August 16, 2009 and they are up 18% compared with a FTSE 100 up 21%. The company is building a strong niche business in markets that are likely to improve over the next few years. Although the performance is unlikely to be spectacular in the short term, the prospects look very good for this well-run company. Buy says the Telegraph.Cape trades on a December 2011 earnings multiple of just 9.9 times, falling to 8.9 next year. The current order book accounts for 63% of forecast earnings in the current year, which is reassuring. The company also started paying a dividend for the first time in a decade last year. The prospective yield in the current financial year is 3%. Buy says the Telegraph.Over the past year, Animalcare has sold its agricultural business and is focusing on medicines and ID tags. Interim results to December showed a 47% increase in pre-tax profits to £1.38m and a resumption of interim dividend payments. Animalcare shares closed on Friday at 156p and investors should stay with the business as the new strategy evolves, says the Mail on Sunday.Theme park queuing software specialist Lo-Q's profits for the year to last October were £2.3m. They are expected to rise to £2.5m this year and £3.2m is forecast for 2012. At 151p, the shares should further reward patient investors. Hold says the Mail on Sunday.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.