The most recent period of share price weakness at Johnson Matthey has eliminated the premium that the stock once attracted and on a little over 16 times forecast 2009 earnings, the stock is looking attractive again.

Although the prospective yield, at 2.4%, offers no great attraction in terms of income, the stock does have good growth potential. With upgrades to forecasts expected, buy says the Telegraph.

Hikma's US Generics division was always seen as the one under the most pressure. However, with market conditions deteriorating, the operations are now expected to post an operating loss of $7m this year, while group revenues are expected to grow by 30%-35pc, against 35%-40% previously forecast. Investor sentiment has no doubt suffered a significant setback from this week's warning but with its core business well on course, Hikma is worth hanging on to. Hold says the Telegraph.

Property group Great Portland is a niche player with prized assets in a coveted corner of London, but at this stage of the credit crunch cycle it could still run into problems with tenants facing difficulties meeting rent demands. The shares are no more than a hold says the Independent.

Great Portland is not yet calling the bottom of the cycle and seems resigned to things getting worse before they get better. The shares trade at a 35% discount to net asset value, but look worth holding on to for their recovery potential, despite further downward pressure on values, says the Times.

Myhome International seems to belong to a different age. The group came up with the idea of franchising domestic services such as oven and carpet cleaning, window cleaning and lawn cutting for "cash-rich, time-poor" customers. The AIM-listed company, which is in breach of some of the covenants within its £8m bank facility, crashed 38% yesterday after announcing it was discussing plans for a possible equity fund raising at a major discount to the current share price. The board says talks to restructure debt with Lloyds TSB are at a constructive stage. Avoid say the Independent.

Satnav group Trafficmaster yesterday paid up to £4.6m for Tri-Mex, which runs a pan-European service for tracking stolen vehicles and cargo across 38 countries. The deal was accompanied by a reassuring if low-key trading update. Revenue in both the UK and US is ahead and profits are in line with expectations. The market expects around £6m for the year. The shares sell on an undemanding 7 times earnings but, even at this level, buyers are not biting. Hold says the Independent.

Trafficmaster will be wise to stay focused on business products; the consumer market is riskier. Green concerns and dear fuel may yet bring a return from helping people to drive more intelligently. Hold says the Times.

• News Channel