FTSE best share tips for 2022 from the Standard’s City writers

- Advertisement -


clipper logistics

Tipped by Oscar Williams-Gratt, Business Editor

- Advertisement -

What is the outlook for the UK in 2022? After a rocky two years, it’s hard to tell.

- Advertisement -

One thing seems certain though: people will continue to buy more and more stuff online.

Until they do, someone has to figure out how they get it (oh, and how to make troublesome returns).

- Advertisement -

That’s why my pick of the year is Clipper Logistics, which specializes in helping retailers in the *gulp* multi-channel world (shops and web).

It works with firms like JD Sports and Halfords, and revenue was up 40% last year and 33% in the half-year.

716p. tipped on

Life Sciences REIT

Tipped by Joanna Hodgson (née Bourke), deputy business editor

While some commercial landlords will continue to face the disruption of the pandemic, this new floating property firm should come with steady rental income and a flurry of new occupants.

The Life Science REIT, which joined London’s junior AIM market in November, has buildings for research and development companies.

It plans to buy more sites in Oxford, Cambridge and London.

A record £3bn was raised by the UK life sciences sector in the first three quarters of 2021, and this will help the best and brightest to expand, meaning greater demand for space.

tipped at 102.25p (2021 tip IWG -17%)

Burberry

Tipped by Simon Freeman, City News Editor

Three words will define 2022: inflation, inflation and inflation. Thankfully, there is a demographic immune to the scourge of rising cost of living – and they prefer expensive shoes and handbags.

At 1820p per share, Burberry is also “reassuringly expensive,” but it’s still 21% below the pre-pandemic price.

Free cash flow is strong, net debt is down, dividends are flowing and a share buyback is in the works.

Shops, runway shows and international tours are all back, while a booming e-commerce offering has ushered in surprising new markets.

Coming from Versace CEO Jonathan Ackroyd’s experience will fuel his predecessor Marco Gobetti’s push upmarket, while creative chief Riccardo Tisci’s stunning SS22 Animal Instinct collection shows he has a ball.

In the Chinese Year of the Tiger, the animal spirits of barberry will roar.

1820p. tipped on

Lloyds Bank

Tipped by Simon English, Senior City Correspondent

With interest rates now certain to rise (though we’ve been here before) there is a strong case for buying shares in any mainstream lender (likewise).

Dropping shares in Lloyds Bank has proven foolish for at least the last five years, but I’m going for it.

The risk of losses from covid loans will be less than the city and Lloyds is good at cost management.

It throws away a lot of cash that must be turned into dividends or share buybacks.

Lloyd’s has always been betting on the UK economy, so you have to think that we are going to come out of Covid this year in a very strong position. I will

52p. tipped on

Take off time?

“height=”2658″ width=”4000″ srcset=”https://static.standard.co.uk/2022/01/07/11/easyjet%20jo.jpg?width=320&auto=webp&quality=50&crop=4000% 3A26588%2Csmart 320w, https://static.standard.co.uk/2022/01/07/11/easyjet%20jo.jpg?width=900&auto=webp&quality=50&crop=40000%3A26588%2Csmart 900w” layout=”responsive ” class=” i-amphtml-layout-responsive i-amphtml-layout-size-defined” i-amphtml-layout=”responsive”>

Take off time?

, Easyjet

easyJet

Tipped by Lucy Tobin

I’m writing this in the rare “optimistic for 2022 mood” – I’m tipping easy jets.

Hoping that Omicron remains less vicious and wipes out any dominance by his nastier variants, I’m considering this is the year where the pandemic fades and Britons travel again.

There is hunger and vacationers want to get out of the jet. EasyJet shares are still well off their 1270p pre-pandemic level and with oil prices, inflation and Covid promising a turbulent ride, I expect it to close in 2022.

624p. tipped on

studio retail group

Tipped by Jonathan Prine, Consumer Business Editor

Studio Retail Group, the online value retailer that sells fashion and homeware and delivers nine million parcels per year in the UK, had a hard time last autumn when it issued a profit warning as shoppers turned back to the High Street.

Its shares fell and are still trading at a two-and-a-half-year low.

But with the cost of living – especially energy bills – and taxes rising sharply in the coming months, 2022 will be a year of major pressure on consumer spending.

The price will be placed solely for the benefit of the retailers.

162p. tipped on

GB Group

Tipped by Graeme Evans, Markets Reporter

GB Group’s digital ID and location verification services help more than 20,000 organizations, including Barclays, Volvo and IBM, reduce the risk of fraud and financial crime and accelerate customer onboarding.

US stimulus payments and checks on crypto transactions boosted 2021 revenue and it is benefiting from the transformation of retail to online.

December’s £547 million swoop looks to be a game-changer for LA-based Acuant, but shares came under pressure after some of the deal was funded through an equity issue.

The AIM-listed stock trades below the global tech sector, at around 27 times 2022 earnings.

696.5p . tipped on

Chevy

Tipped by Ludovic, City Desk Cat

Vegetarian food is going to be an investment theme this year – including vegetarian food for pets.

Since this is a relatively new market, there are not a lot of pure vegetarian pet food on the stock market.

So I think it’s the obvious thing to buy a share in a traditional petfood company and believe it will wake up to a growing demand for vegetarian food for dogs and cats. (Profit margins are delicious, too.)

The one I like is the Chevy, which is listed in New York.

Shares have nearly halved this year — yes, it’s in the doghouse — but it just looks like a buying opportunity.

It’s still a solid, big business at about $22 billion.

It has sales of around $2 billion per quarter – you can get the product off the web in the UK.

The increasing pet ownership isn’t just a fad. you love us.

$51.11 . tipped on

,

- Advertisement -

Stay on top - Get the daily news in your inbox

DMCA / Correction Notice

Recent Articles

Related Stories

Stay on top - Get the daily news in your inbox