Who’s tipping what: the week’s best buys…
British Land
The Times
The commercial landlord is a “powerhouse” – with quality London “campuses” offering office, retail and leisure, and fast-growth urban logistics centres. The improving 93% rent-collection rate has ignited divi hopes. Buy. 523p.
CVS Group
Investors’ Chronicle
With 500 surgeries in the UK, Netherlands and Ireland, the vet operator is on a recruitment drive to support expansion plans. Revenues are up 19%, and its progressive dividend policy should be reinstated. Buy. £23.35.
DX Group
Shares
The logistics, freight and courier firm has cut costs and addressed legacy issues. Thanks to strong cash generation and a focus on customer service, it is now in growth mode with a pipeline of investments. Buy. 30.25p.
Escape Hunt
The Mail on Sunday
This operator of live “escape the room” experiences is expanding via the acquisition of game outfit Boom: Battle Bar. It’s securing leases on sites and is expected to move into profit soon. Buy. 33p.
Learning Technologies Group
The Sunday Times
The e-learning group has bought US specialist GP Strategies as the shift to online, app-based training gathers pace. Shares have fallen, but it has a decent record of making loss-making acquisitions profitable. Buy. 178p.
Montana Aerospace
The Daily Telegraph
This aeroplane parts-maker is admired by customers Boeing and Airbus for its ability to create strong reliable supply chains by buying up weaker rivals. Profits are set to improve as aviation recovers. Buy. CHf 29.10.
Next Fifteen Communications
Investors’ Chronicle
The digital marketing firm uses data analytics to connect businesses with customers on computers and phones. Growing quickly, and should ride out rising investment costs. Buy. £12.05.
Norcros
Investors’ Chronicle
Norcros provides kitchen and bathroom products, including the Merlyn and Triton brands. Thanks to its presence in China, it has navigated supply-chain challenges well. Undervalued, given rising sales and profits. Buy. 324p.
Volex
Investors’ Chronicle
This wiring specialist, run by Nat Rothschild, provides highspeed data-transfer cables, power cables and charging plugs for electric vehicles. Revenues are up 45% and profits by 35%. Expanding in the US. Buy. 398p.