Date: Tuesday 29 May 2012
Entertainment One owns Peppa Pig, but the real reason to consider the stock, thinks Questor in the Telegraph, is the company’s content distribution deal with Amazon’s subsidiary LOVFiLM. There is a potential tie-up with Alliance Films on the horizon, although the funding looks tricky. But that doesn’t negate the value of the Amazon relationship. Buy, says Questor.
AVEVA, which makes design software for heavy engineering applications like power stations and oil and gas installations, trades on a pricey 23 times earnings ratio. But Tempus in the Times still likes the stock.
As the column points out, it is the world leader in what it does and the commodities sector is booming, while some of geographies definitely need more power stations, think India and China. Europe and the UK is expected to be slow for predictable reasons but with nuclear demand picking up post Japan tsunami, Tempus says buy on weakness.
Tempus also returns to Gulf Keystone which is busy developing the huge Shaikan oil discovery in Northern Iraq. Lots of risk with this one, not least a rather tricky lawsuit. But there is also upside potential as the continuing sense is a major European player could move into the area, upping the asset’s value, while a new pipeline project has been agreed with next door Turkey. Tempus says hold for growth but expect a white knuckle ride.
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