Your Share tips for 2009

[Pound foolish]

Does anyone have any tips for 2009?

I will start the ball rolling:

Vedanta. Buy at below 500 sell at 750. they will probably bounce between the tow all year.

Centrica: look good to go to 330 or above over next year. (270 today)

Premier Foods: More risky but people gotta eat and they are cheap at under 30 at the moment.

Look at Oil shares as Oil prioce increases with OPEC decreases in production maybe.

My2 cents!

 

[tomorton]

Stockpicking is a risky business in a bear market, when only 5% (of the surviving members) of the All-Share have made gains over 12mths and 31% have halved in value or worse. I will be awaiting the end of the bear market before being a shareholder again. At that point, I still might only be range trading.

 

[Masquerade]

I'll go for some very speculative plays.

For very high risk, low cost and potential big returns: Max Petroleum (MXP) Central China Goldfields (GGG)

Another speculative play, slightly less risky though: Partygaming (PRTY) - The US mess is getting cleaned up and if Obama pulls a few strings it could see Party re-enter the US market and that will do big things for the price.

If we're doing US stuff i'll add long: GM/Ford, short starbucks.

I think i'll stick to FX for now, but i'd probably be trying to call a bottom and take on some highly speculative stuff if I was investing in stocks.

 

[MrGecko]

McDonalds
Johnson and Johnson
Proctor and Gamble
BP
Shell
Coca Cola

In this envoronment I want stocks that are likely to maintain revenue's

 

[Atilla]

Tesco
Hammerson
Lloyds TSB
Barclays
Glaxo

Looking to add Electricity / Gas / Water utilities too. Still pondering on those. Centrica does look good.

 

[Mr. Charts]

short retail
long funeral directors

 

[shadowninja]

Sod it. Buy Toad. People need car alarms as chavs break into cars more to get more stuff to sell. And we all know Clifford are ****.

 

[timsk]

Atkins (WS) Plc
Ticker: ATK
I can not recommend this company highly enough. Within the support services sector, they are the absolute bees knees and I encourage everyone to buy as much Atkins stock as they can possibly afford. The reason for this fantastic red hot share tip is that the CEO is married to my cousin and they are hosting a New Year's eve dinner party tonight that Mrs. timsk and I will be attending. We expect to be served fine food and wine and, therefore, it's only fair that I should plug his company.
:cheesy:
Tim.

 

[Mr. Charts]

Will you be recommending a short if you have food poisoning tomorrow?
Happy New Year
Richard

 

[frugi]

Crosshair Exploration and Mining CXX.TO (Toronto) 18.5
RPT Uranium RPT.V (CDNX) 0.08
Cable USDGBP 1.45
Lloyds LLOY 1.26
Oil CL/QM 39.00

20% in each.

 

[nortonrich]

I believe there are several themes for 2009:

1. Oil an other commodities have been oversold
2. The dollar will weaken as the Fed continues to print dollars
3. Companies with strong balance sheets are the place to be

So some ideas:

1. OIL and OIL services

Conoco Phillips (COP) U.S. , Transocean (RIG) U.S. and Lamprell (LAM) UK

Oil has come down from $147 to less than $40 last week. OPEC cuts and political uncertainty should offset decline concerns and stabilise prices in $50-60 range. Many of the oil players has seen their prices hit hard due to an expectation that oil could fall as low as $25. I believe $25 is as likely as the $200 prediction by Goldman last summer.

Both firms have strong balance sheets. Lamprell has $150 m of cash equivalent to 60p a share and no debt.

2. GOLD

Gold will continue to be a good safe haven and the dollar should weaken in 2009 as the carry trade effect diminishes and the FED continues to print dollars for the bail outs.

I like Avocet Mining (AMV) UK, though had a very good run recently so have trimmed back my position, Hambledon Mining (HMB) UK (production update due shortly) and Freeport McMoran (FCX) U.S..Freeport also have a big copper exposure so a good bet on a global economic recovery in 2010.

3. Strong balance sheets

Like Google (GOOG) U.S. below $300 - I do not believe U.S. internet ad spending will fall of a cliff since ROI is strong and better than TV, print, radio. Major ad spenders will cut back on TV before Internet. It is gaining share of search, and has capacity to cut expenses.

Johnson and Johnson (JNJ) U.S. 2008 was a strong year from this well diversified company - has strong presence in consumer products. Medical devices and pharmaceuticals. Earnings in 2009 in pharma division under pressure due to patent expiries but pipeline for 2010/2011 is strong and still growth left in Consumer business which is health focused and thus relatively immune from recession.

Some food for thought. Richard

 

[normbeef]

Ahhh well here goes nothin ...

Dignity - DTY I reckon people are gonna keep dying

OILB - ETF Like a few others here I think OIL has been over sold

Sports Media Group - SPMG this is my big risk for the year... they have paid a divi for a while and I think they have suffered from blanket selling in the market

Vodaphone - Nice big yield stock... but get in soonish

 

[tripleogstar]

Good stocks for 2009 I reckon are:

Autonomy
Chemring
Tesco
Glaxosmithkline
Shanks Group (Huge exposure to euro, which has obviously rallied against sterling so positive contribution to profits)
Tanfield Group (Aim market)
Vodafone
Croda International
Home Retail Group
Cairn Energy

You want a company with loads of cash and a low gearing ratio

 

[benrodwell]

Just bought OILB etf as well as Agricultural ETC and looking at Platinum if it pulls back a bit - proberbly Aquarious.
Bought Blackrock Natural Resources, Gold And General, assorted Large cap funds
Need some more inspiration for my Sipp otherwise it will sit in there as cash and slowly disappear......
Ben

 

[raysor]

Experian, Kryso, BP, Porvair, Diageo
Oh yes, Autonomy, just spotted in another post.
Maybe Geong.
Nothing exciting I'm afraid.

 

[rups]

i say if you keep waiting for the bottom at this time you will prob still be waiting until after a full cycle has passed or better still until the stocks have peaked.

as a couple of people have pointed out the AIM market is looking very interesting. There are alot of great businesses out there will good business models and still working towards 2009 projections yet are down up 98%. Personally I favoured NORSEMAN GOLD, ENK, Max pet (MXP) tan (tanfield) - may have to wait a while, along with many many more. My view is if you invest small amounts in each of the companies you favour you will see some interesting results. If i compare my FTSE 100 portfolio swinging to my AIM there is no contest. The FTSE 100 stocks have jumped all over the place, the aim overall have made me money yet are nowhere near where they need to be. the reality is after investment in 10 aim companies the rise in Norseman and ENK in the last 2 weeks have balanced and took my overall postion in profit with amazinfg future potential.

 

[kegi]

Off the top my head JD Sports for anything above what it is now
bucked the trend solid performer cash in the bank [like me]

kegi

 

[rups]

kegi retailers are not much fun. what sectors are you focused on.

 

[kegi]

I agree rups I'm not focused on owt at the moment just decided to come back have a look see at the new ways of trading after 30yrs out of the game and maybe start again . JD is a tip only on a view its done well to buck the trend over xmas ,trading well with money to tide it over in case of trouble and not even looked at a chart ,and I keep trying to stop g/kids wanting to have every new kit that comes out, some would go without food in exchange for sports gear If I go back in it will be small caps as of now

good luck with yours
kegi

 

[rups]

I agree rups I'm not focused on owt at the moment just decided to come back have a look see at the new ways of trading after 30yrs out of the game and maybe start again . JD is a tip only on a view its done well to buck the trend over xmas ,trading well with money to tide it over in case of trouble and not even looked at a chart ,and I keep trying to stop g/kids wanting to have every new kit that comes out, some would go without food in exchange for sports gear If I go back in it will be small caps as of now

good luck with yours
kegi

hi Kegi,

the aim stocks are where i have put my focus. i have made small investments in over 80 of them based on where i see investment. i doubt the big players are putting in money freely in this environment when it seems like the worlds ending. so far nothing too exciting, a couple have shown good signs, and few halfed and some are flat. hope it holds. role the dice......happy trading