…and some to sell

Carillion The Daily Telegraph

Support services firm Carillion has seen its pension deficit swell to £663m; slim operating margins leave little room for error. A weak balance sheet, with declining order book visibility, leaves the dividend vulnerable. Sell. 216.5p.

DS Smith The Times

DS Smith makes packaging for consumer goods customers. Riding the e-commerce boom, it is rumoured to have signed a three-year deal with Amazon. Still good value, but a 17.6% rise makes shares ripe for profit-taking. Sell. 447p.

Foxtons Investors Chronicle

The London-focused estate and letting agent has been hit by weakness following higher stamp duty, and uncertainty since the EU referendum. Competition is strengthening and sales fell by nearly a quarter. Sell. 98.25p.

Game Digital The Daily Telegraph

Game Digital looks dependent on console launches and hit videos, and the uncovered 7.2% yield suggests a value trap. It’s a fiercely competitive market; sales and profits have fallen; and shares have slumped. Sell. 45.5p.

Man Group Investors Chronicle

The investment manager has enjoyed a good rally. Positive flows and investment performance are encouraging, but fee margins are still volatile and under pressure. Get better value elsewhere. Sell. 143.2p.

Ocado Group The Sunday Times

The online supermarket has embarked on a costly expansion that includes robotic pickers, but has still “not really cracked its core business of making money from groceries”. Debt has climbed 30% and profits are negligible. Sell. 258p.