Shares portfolio: Line up to buy into Domino Printing Sciences

The Standard's City team rates which stocks to buy and sell...

BUY: Domino Printing Sciences

Splash out on shares in printer specialist Domino Printing Sciences, advises Seymour Pierce. The firm reported interim results yesterday, and analysts reckon they proved "the company has returned to a growth path." It says lagging costs will now come through but Domino's story "is still about resilient growth".

SELL: Bellway

Housebuilder Bellway is the "best placed" of the gaggle of British housebuilders but there is still little value in the shares, even after the recent steep fall, according to analysts at KBC Peel Hunt. The stockbroker advises shareholders to dump Bellway shares, while giving the firm a target price of 600p.

HOLD: Moneysupermarket

Altium Securities says hang onto shares in comparison website Moneysupermarket.com. As post-Budget spending cuts kick in, Moneysupermarket is "an attractive play on changing consumer behaviour in key markets such as insurance, money and travel", says Altium.

Chris Hutchinson, manager of the Unicorn AIM venture capital trust, has increased his stake in specialist surgical equipment manufacturer Surgical Innovations. Hutchinson now owns more than 5% of SI, having acquired another 7.5 million shares to take his overall position up to 19.1 million shares which is worth more than £678,000.

SI, which specialises in the design and manufacture of creative solutions for minimally invasive surgery, describes itself as "dedicated to meeting the needs of forward-thinking surgeons and clinicians empowering surgeons to provide patients with an improved quality of life and to create engineering solutions which truly focus on the user's needs".

Hutchinson said: "SI is a profitable, cash-generative business with net cash on the balance sheet, despite recently completing a major investment in new manufacturing facilities.

Although the final results for the year ended December 31, 2009 showed a reduction in retained profits, this reflects one-off items including a write-off of non-core assets and a delayed order delivery to a major industrial customer.

However, current year revenues are reported to be at an all time high and SI began the financial year with a healthy short term order book of £2 million, coupled with new original equipment manufacturer contracts in prospect."

Danielle Levy, citywire.co.uk>

Transport giant Stagecoach won a battle with the Department for Transport last week, giving it an extra £100 million subsidy for the South West Trains franchise into Waterloo. Stagecoach said that would help ensure its train division remained profitable this year, after like-for-like revenues at its British rail business — which includes a 49% stake in Virgin trains as well as SWT — increased 4% in the 48 weeks to April 4. There were also indicators of better signs in North America, where Stagecoach runs a big bus business. It post full-year figures tomorrow.

Kesa Electricals, owner of retail park stalwart Comet, will move back into profit with its full-year results, mainly because of better trading at its European stores, since UK sales remain downbeat. Kesa has already told the City to pencil in pre-tax profits of £76 million for the 12 months to April 30 — a huge improvement on the £81.8 million losses reported last year. Investors will want to know about the outlook.