Sunday newspaper share tips: Porvair | Syncona | Gordon Dadds | Sainsbury's

By THIS IS MONEY REPORTER

Updated:

We round-up the Sunday newspaper share tips. This week a trio for the year ahead from Midas and Questor tips supermarket giant Sainsbury's

Sainsbury's is one of the companies to have suffered from investors fears over Brexit hitting UK-focused shares

Sainsbury's is one of the companies to have suffered from investors fears over Brexit hitting UK-focused shares

Porvair

Porvair is a small engineering firm based in King’s Lynn, Norfolk, whose products are used in every commercial aeroplane around the world, as well as in metal processors, nuclear decommissioning plants and a wide range of cutting-edge laboratories.

The company makes sophisticated filters, which play a crucial role in numerous industrial, commercial and scientific markets. Turnover has doubled since 2012 and should do so again over the next six or seven years.

Porvair provides an essential service to large and growing customers worldwide. Having doubled turnover in the past five years, Stocks and his team are determined to carry on in the same vein and the shares should respond. At 455p, they are a strong buy.

Syncona

Syncona is a British life sciences firm with a difference. The group was set up to create and invest in companies whose products will transform patients’ lives. 

Unlike most of its UK peers, however, Syncona intends to retain significant stakes in these businesses until their products are approved – and it has the firepower to do so.

Syncona was founded five years ago and has already achieved considerable success. It is likely to deliver further substantial growth, and the Wellcome Trust’s presence on the share register is reassuring. At 210½p, these shares are a long-term buy.

Gordon Dadds

Gordon Dadds Group is a fast-growing legal and professional services firm, run by Adrian Biles, an ambitious former lawyer with a long and successful track record in business.

Gordon Dadds is well run with a clear growth strategy that should do well, even if economic conditions deteriorate. Biles is a 27 per cent shareholder too so he is motivated to deliver. Buy.

Questor – Sainsbury’s

The FTSE 100’s record highs mask a division in the index since the Brexit vote, writes Questor.

This is highlighted by two new indices produced by exchange Bats, they split the FTSE 100 into firms orientated towards the domestic economy and those that do most of their business overseas.

The performance chart of each shows a marked divergence – stocks perceived to be domestically focused have struggled while the other half has soared.

But Questor believes the Brexit fears may be overdone and these firms have been too heavily beaten down. Pick of the bunch is Sainsbury’s, which has improving business fundamentals and lowly valuation compared to its peers.

Sainsbury’s may have ‘most to gain if sentiment against British-focused companies goes into reverse’. Buy.

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