Sunday newspaper share tips

Sunday Times

In spite of tough competition from the supermarkets and the unchanging price of milk, Andy Brough fund manager at Schroders says Dairy Crest shares are a buy if the price falls below 440p, where the yield just over 5%. He cites a strong management team, the strength of its cheese division under the brand name of Cathedral City, which has attracted consumers of organic produce, and the fact that the company could be a bid target. Tim Steer, fund manager at New Star agrees that the company is very cash generative, but tips the shares as a buy now - before they reach their sell-by date in 18 months time.

Sunday Telegraph

News from pan-European electrical retailer Dixons this week is not expected to be good amid subdued consumer spending that has already produced profits warnings from the High Street. While analysts admire the company's strategy, sales at the core UK division are likely to remain under pressure for some time. Sell.

Shares in ICI fell 7% on Thursday after the chemicals group warned it would have to raise prices to meet its forecasts. Further rises are likely to be needed to offset continued rises in the cost of raw materials. Avoid.

Also one to avoid is Irish pharmaceutical group Elan. Despite shares almost doubling in price after it was announced its controversial multiple schlersosis drug Tysabri could return to the market, the rise was largely underpinned by a big purchase of shares by the company chairman.

Keep buying Wyvedale Garden Centres. The shares have responded to aggressive buying by Jack Petchey, the veteran investor who tends to build big stakes in a company before selling to a predator or back to the company for a profit. He likes asset-backed companies with an interest in property and his interest suggests the price of Wyvedale does not reflect the full value of its garden centre sites.

Shares in Adastra Minerals have come off their all-time high of 97p in March and are looking good. The company is looking into raising money to build the world's largest cobalt mine. With demand growing for cobalt, which is used in batteries for mobile gadgets, the shares are tipped as a buy.

Labour's victory in the General Election suggests that now would be a good time to buy into WS Atkins. The company is a leading player in public support services and the Labour manifesto envisaged 'liberating over £21bn' from the bill for delivering public services by cutting waste and improving efficiency. In the past this has meant outsourcing.