MoneyWeek’s comprehensive guide to this week’s share tips

Three to buy

Facilities by ADF

The Mail on Sunday

The film and TV industry contributed nearly £12.5bn to the UK economy last year, up 24% in five years. Facilities by ADF both contributes to the “UK’s growing reputation” in the industry and benefits from it. It supplies the trucks and trailers used by actors, make-up artists, costume designers and technicians. It has become one of the top operators in the field, with its fleet of 500 vehicles expected to grow to 700 over the next two years. It works on 15 to 18 productions at a time, from Peaky Blinders (pictured) to Marvel’s Secret Invasion.

Customers include Disney, the BBC and Amazon Prime. The company is “ideally placed to benefit as the UK cements its position in the entertainment industry”. 63p

Mitchells & Butlers

The Times

Mitchells & Butlers looks

“well placed” to benefit from the return of after-work drinks – around 82% of the UK population lives within five miles of one of its venues. Sales were down 1.5% over the 15 weeks to 8 January 2022, but rose by 2.7% in the eight weeks before the latest round of virus restrictions. It has a sound balance sheet with £235m cash and £150m in undrawn credit. Inflation will “squeeze... spending”, but mass “abstinence looks unlikely”. 250p

WHSmith

Shares

Stationery and snack seller WHSmith has a “huge” opportunity in US airports, thanks to its acquisitions of headphones and electronics retailers InMotion and Marshall Retail. It has branched out into medicines thanks to a partnership with Well Pharmacy, the UK’s third-largest pharmacy chain, and also owns a “hidden gem” in fast-growing online gifting website Funky Pigeon, number two in the UK after Moonpig. If sold, it could net the company at least £200m. 1,686p