Thursday tips round-up: easyJet, ARM, Informa

26th Jul 2012 07:07

Questor in the Telegraph is rather pleased with himself after his April recommendation on easyJet came good. Yesterday the firm reported revenues up 10.5 per cent in the second quarter, as people tried desperately to escape the rain. Trading at 10.7 times this year's earnings, Questor says hold on for the ride.ARM Holdings is praised to the hilt by Tempus in the Times with the Cambridge computer chip giant reporting income ahead of expectations yesterday, on the back of royalties from two billion chips in the second quarter. The group currently trades at 36 times earnings which is relatively cheap for this incredibly successful firm, but Tempus cautions the market is very wary of the whole chip making industry right now and that could hold back further share growth.Informa, which provides academic and business data, as well as information on bond prices to the financial services sector, reported operating profits for the second quarter around £160m yesterday and the shares now sit at nine times earnings. With financial services firms slashing budgets Tempus can only recommend a hold.BS