GOOD STOCKS TO HOLD ON YOUR STOCK PORTFOLIO BASED ON SHARES MAGAZINE, MONEY WEEK AND FINANCIAL NEWS PAPERS FOR 2012:
· Value stock of the year - Hammerson(HMSO)
Hammerson plc is a real estate investment trust(REIT). The principal activities of the Company include property investment anddevelopment. It invests in shopping centres, retail parks and offices. As ofDecember 31, 2010, the Company’s investments included Italie 2, Paris 13eme;Brent Cross, London NW4; Bullring, Birmingham; Highcross, Leicester; TheOracle, Reading; Cabot Circus, Bristol; WestQuay, Southampton; Union Square,Aberdeen, and Les 3 Fontaines, Cergy Pontoise. It operates in the UnitedKingdom and France. During the year ended December 31, 2010, the Company'sdisposals included French shopping centres Espace Saint Quentin and O’Parinor;Exchange Tower, an office in London’s Docklands, and its remaining stake inBishops Square, a City of London office building. During 2010, it acquired theLeadenhall Court and a stake in 10 Gresham Street, both offices in the City ofLondon; Wrekin Retail Park in Telford, and the remaining 75% stake of BatteryRetail Park in Birmingham.
· Growth stock of the year - BG (BG.)
BGGroup plc is a natural gas company. The Company is engaged in the exploration,development, production, transmission, distribution and supply of natural gasand oil. The Company operates in three segments: Exploration and Production(E&P), Liquefied Natural Gas (LNG), Transmission and Distribution(T&D). The Company is engaged in marketing LNG. The Company acquiredinterests in three blocks, offshore southern Tanzania. During the year endedDecember 31, 2010, the Company acquired three blocks, which covers more than 28000 square kilometers. The Company, through farm-in agreements, acquired 60% ofOphir Energy plc’s interests in three blocks. During 2010 the Company acquiredtwo dimensional (2D) and 3D seismic data on the GEG permit acreage. As ofFebruary 2011, the Company held 99.13% and 100% interest in the Everest andLomond fields respectively. During 2010, the Company disposed of Premier PowerLimited. During 2010, the Company discontinued its power business segment.
· Income stock of the year - Smiths News(NWS)
SmithsNews PLC is engaged in the wholesale distribution of newspapers, magazines andbooks, and provides range of services for both publishers and retailers. TheCompany operates in two divisions: Newspaper and magazine wholesaling (referredto as Smiths News), which is operated by its wholly owned subsidiary, SmithsNews Trading Limited comprising Smiths News, InStore and NewsWorks, and Bookwholesaling (referred to as Bertrams), which is operated by its wholly ownedsubsidiary, Bertram Trading Limited comprising Bertram Books, Bertram LibraryServices (BLS) and Bertram Publisher Services. As of August 31, 2010, SmithsNews served 30,000 retailers and 58 distribution centers across England andWales and distributed 73 million newspapers and magazines a week. As of August31, 2010, Bertrams had one distribution center and 2,000 customers. As ofAugust 31, 2010, it had 50% interest in Rascal Solutions Limited and 100%interest in Smiths News Holdings Limited.
· Old reliable stock of the year - JamesHalstead (JHD)
JamesHalstead plc is a United Kingdom-based company. The Company is engaged in themanufacture and distribution of flooring products. Its brands include Polyfor,Performa, Expona, Projectline, SaarFloor Systems, Megastrong, Colonia, Camaro,Kudos and Voyager. The Company has operations in the United Kingdom, Europe,Scandinavia, Australasia and Asia. As of June 30, 2009, the Company’ssubsidiaries included subsidiaries included Polyflor Limited, Halstead FlooringInternational Limited, Phoenix Distribution (N.W.) Limited, Halstead FlooringConcepts Pty Limited, Polyflor Australia Pty Limited, James Halstead FlooringNew Zealand Limited, Objectflor Art und Design Belags GmbH, KarndeanInternational GmbH and Falck Design AB.
· International tip of the year - Procter& Gamble (PG:NYQ)
TheProcter & Gamble Company (P&G) is focused on providing consumerpackaged goods. The Company’s products are sold in more than 180 countriesprimarily through mass merchandisers, grocery stores, membership club stores,drug stores and high-frequency stores, the neighborhood stores, which servemany consumers in developing markets. As of June 30, 2011, P&G wasorganized into two Global Business Units (GBUs): Beauty and Grooming andHousehold Care. The GBUs contain a total of six segments: Beauty; Grooming;Health Care; Snacks and Pet Care; Fabric Care and Home Care; and Baby Care andFamily Care. Sales to Wal-Mart Stores, Inc. and its affiliates representapproximately 15% of its total revenue during the fiscal year ended June 30,2011 (fiscal 2011). On December 30, 2011, Helen of Troy Ltd. acquired PUR waterpurification products business (PUR) from the Company.
· Cyclical stock of the year - Beazley(BEZ)
Beazleyplc is an insurance business company. The Company operates in six divisions:life, accident and health, marine, political risks and contingency, property,reinsurance and specialty lines. Life, accident and health segment underwriteslife, personal accident and sports risks. Marine segment underwrites a broadrange of marine classes, including hull, energy, cargo and specie and warrisks. Political risks and contingency segment underwrites terrorism, politicalviolence, expropriation and credit risks, as well as contingency and risksassociated with contract frustration. Property segment underwrites commercial,high value homeowners and engineering property insurance on a worldwide basis.Reinsurance segment specializes in writing property catastrophe, property perrisk, aggregate excess of loss and pro-rata business. Specialty lines segmentunderwrites professional lines, employment practices liability, specialtyliability, directors and officers liability and healthcare.
· Takeover tip of the year - AZ ElectronicMaterials (AZEM)
AzElectronic Materials S.A. (AZ) is a worldwide producer and supplier ofspeciality chemical materials. The Company’s materials are used in integratedcircuits (IC) and devices, flat panel displays (FPD), light emitting diode(LED) and photolithographic printing. AZ operates in three divisions: ICMaterials, Optronics, and Printing and Other. IC Materials includes technologyproducts for use in integrated circuits and devices. Optronics includesproducts used in the production of FPD for use in televisions, computermonitors and similar equipment and LED technology. Printing and Other includesprinting and similar products used in photo lithographic processes. TheCompany’s products enable the manufacture of ICs and FPDs that are integral toa wide range of electronic devices and applications, including computers andtablet devices, and flat screen televisions. In October 2011, the Companyacquired the the polysilazanes coatings and resins business of Clariant AG.
Strong and fundamental businessmodels-recession proof
· Vodafone
· Diageo
· Intercontinental Hotels
· Royal Dutch Shell
· Prudential
· Glaxo Smith Kline
· Hunting
· Pennon
· Ricardo
(Source:http://www.thesundaytimes.co.uk,moneyweek,sharewmagazine,sharetips365and reuters)
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