Who’s tipping what: the week’s best buys…
Alpha Financial Markets Consulting
Investors’ Chronicle
The asset manager is on a hiring spree, hoping to cash in on rising demand amid mounting ESG concerns. Growing organically, and via acquisition in the US, which has huge potential. Buy. 408p.
Brighton Pier Group
The Times
The leisure group runs minigolf centres, theme parks and Eclectic bars. Targeting growth via expansion to take advantage of specialisation and scale. Undervalued. Buy. 70.5p.
Cranswick
Investors’ Chronicle
Cooked-poultry sales are driving the food producer’s growth thanks to recovering demand for lunchtime sandwiches. Investing in “efficiency and automation”, and there are promising sustainability and welfare signs. Buy. £36.75.
Diploma
The Times
This global specialist tech supplier has three arms: controls (supplying cables etc for machinery such as satellites); seals; and life sciences. Diversified, wellmanaged, and growing strongly. Buy. £34.60.
Fuller, Smith & Turner
The Daily Telegraph
The pubs-to-hotels group has returned to profit, positive cashflow and dividends. Assets are probably undervalued, given potential for strong recovery if footfall and tourism improve, and commuters return. Buy. 660p.
Palace Capital
The Sunday Times
The real estate investment trust owns £262m worth of regional properties, with tenants such as Vue Cinemas and Accor Hotels. Rent collection is good, and the trend for big businesses relocating north bodes well. Buy. 265p.
Pennon Group
The Sunday Telegraph
If grim inflation forecasts are accurate, the defensive water services group could prove valuable thanks to its inflationbeating dividend growth plan. Debt is modest, and a £400m share buyback programme is under way. Buy. £12.37.
Rainbow Rare Earths
The Mail on Sunday
This South Africa-based miner majors on praseodymium and neodymium – two key earth metals used in wind turbines and EVs. Extraction costs are modest amid growing demand. Worth a punt. Buy. 13p.
The Times
This “one-stop shop” for energy, broadband and insurance trades under the Utility Warehouse brand. Customer numbers are growing and greater scale should translate, long-term, into profit growth. Yields 3.8%. Buy. £14.98.