...and the rest

Investors’ Chronicle

Private equity firm 3i has a strong record, but its valuation is “punchy” and its portfolio is too dominated by Dutch retailer Action, which represents 59% of investments. Sell

(1,655p).

Shares

Shares in Walt Disney have leapt 18% since former CEO Bob Iger returned. With the streaming business still facing big challenges,

they may have “got ahead of themselves”. Sell ($108.10). Take profits on cybersecurity play Kape Technologies – there’s no sign of a rival bid to beat the 285p per share that a major shareholder is offering (291.5p). Buy oil and gas firm Canadian Natural Resources for a growing 4% dividend from its huge oilsands reserves in Alberta (C$81.46).

The Sunday Times

Whitbread, which owns the budget Premier Inn hotel chain and the Beefeater and Brewers Fayre restaurant chains, has room to grow. Buy (3,110p).

The Times

High prices are a bonanza for investors in British Gas owner Centrica, but when the energyprice cycle turns the lacklustre retail supply business will be nothing to get excited about. Avoid (103.75p). A slowdown in deal-making is weighing on profits at Barclays’ investment

bank. Trading on a discount of more than 40% to net tangible asset value, the shares look cheap but are a “value trap”. Avoid (172.75p). Furniture retailer Dunelm is defying expectations, with sales still growing. Cash flow is strong and it will pay a 40p special dividend this year. Buy (1,180p). Pub chain JD Wetherspoon is a recovery play. A move to raise the price of a pint by 29p could mark the turning point. Buy (511p). Publishing and data firm Relx isn’t cheap, but growth is accelerating. Buy (2,481p).