G4S trades at almost 11 times forward earnings. That is a slight discount to its main rival, Securitas, which trades at almost 12 times, but G4S's growth rate is higher and its business more diversified. Buy, says the Sunday Telegraph.
Some analysts have been concerned about the outlook for Vyvanse, one of Shire Pharmaceutical's key drugs, also used for attention deficit problems. The company admits sales this year will be at the low end of expectations, says the Mail on Sunday.
But supporters believe good news elsewhere in Shire's product range should outweigh any disappointment over Vyvanse. Shire shares have fallen this year from more than 1300p to around 900p. They deserve better treatment. Buy, recommends the paper.
While Serco’s rating clearly reflects expectations of consistent mid-teens earnings growth into the foreseeable future, that confidence looks well founded. The rating is still at a noticeable and undeserved discount to Capita, giving investors a good opportunity to buy in, says the Sunday Telegraph.
The Mail on Sunday says Vectura looks a sensible risk. The company has attracted the support of several well-respected analysts in the City, and the board, led by former scientist Chris Blackwell, seems to know what it is doing.
Despite its growing international and services businesses, which have reduced the exposure to old-fashioned transactions, Savills is probably best avoided for now as there are few things likely to push the price higher still. Canny investors, however, with an eye on the long term should look for opportunities if the shares fall back. Otherwise, steer clear, says the Sunday Telegraph.
Amec looks pretty fully valued by comparison to its peers - something analysts described as being fine, as long as the company continues to deliver. So far there seems no reason to doubt it. Hold on for continued growth, recommends the Sunday Telegraph.
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