LONDON (ShareCast) - In the Telegraph, Questor gives Ukrainian iron ore producer Ferrexpo a polish and decides it scrubs up rather well.

The company has shifted focus from Eastern European markets and now sells more to China and the growing economies of Asia. There is risk, especially as the Chinese juggernaut appears to be slowing down. But profits rose 39% last year, with revenues up by a comparable amount. Ferrexpo is not a dividend play, with a prospective yield of only 0.7%, but production at the company's mines is being ramped up and the shares trade at a multiple of just 6.8 times forward earnings - Questor says buy.

Good news abounds in the property sector, which makes house builder Berkeley very interesting for Tempus in the Times. The group invested heavily when land values were heading south between 2008-2009 and has a very generous dividend policy (£1.7bn to be returned by 2021). It dropped yesterday despite saying it would double pre-tax profits by next year. Tempus says buy.

Leather goods manufacturer Pittards has had to deal with big export tariff increases on semi-processed materials from Ethiopia and dropped sharply yesterday after taking on more debt. But revenues are climbing and Tempus says the firm is “one to watch”.

Tempus isn't so keen on Fiji-focused gold miner Vatukoula Gold Mines. With one decent mine and a reasonable production rate, there’s nothing wrong with the stock, thinks the column, it’s simply a play on the gold price, which is very high. Leave.

BS

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