SHARES STRONGLY UP/DOWN this week 12/12/05 (Master RSI)

SUNDAY PRESS COMMENT

Sunday Telegraph
Equity View: CAPITA (buy), CLAPHAM HOUSE (buy), HMV GROUP (sell), BT (buy), TEN
ALPS COMMUNICATIONS (look worth a punt) - The Numbers Game: Tony Jackson
comments on REXAM (they offer a decent income with an unusual level of safety)

Sunday Times
JUDGMENT DAY: SHOULD YOU BUY SHARES IN SAVILLS? Andy Brough, fund manager at
Schroders, says buy below 900 pence, and Tim Steer, fund manager at New Star,
says buy - SHARES THE EXPERTS RECOMMEND: BARCLAYS, BENFIELD, BT, CAPITA,
CARNIVAL, CARPHONE WAREHOUSE, HALFORDS, HOMESERVE, ICAP, ROYAL BANK OF SCOTLAND,
SABMILLER, WILLIAM HILL - INSIDE THE CITY: Richard Fletcher comments on
PROVIDENT FINANCIAL (even if Provident survives the current Competition
Commission probe, the long-term future for its core business looks bleak),
KINGFISHER (while B&Q has grown its overseas business in Europe and Asia, in
Britain, the stores look tired)

The Business
THE ALCHEMIST: Clem Chambers comments on gold (what was a gold hater to do with
gold likely to spike? The answer was buy some gold on a spreadbet and pick up a
UK-listed gold stock with a gold following - OXUS) - INSIDE THE MARKET - FUND OF
THE MONTH: MERRILL LYNCH WORLD MINING; SMALL-CAP INVESTOR: VICTREX (a good
long-term investment); AIM INVESTOR: DAVENHAM GROUP (buy)

Mail on Sunday
COMPANIES AND MARKETS: CHINA REAL ESTATE OPPORTUNIES (poised to become the
largest cash shell to list on AIM), LOOKERS (investors expecting it to issue a
statement this week declaring its continued interest in gatecrashing bigger
rival PENDRAGON's 450 mln stg cash bid for REG VARDY), OLD MUTUAL (will finally
claim victory in its hotly contested bid for Skandia on Tuesday), AEGIS (will
unveil a slightly upbeat performance in its full-year trading statement this
Wednesday) - MIDAS: Midas 2005 portfolio up 20.8 pct, compared with 16.2 pct for
FTSE All-Share index; BRITISH ENERGY (we will hold on to the shares for now)

Observer
THROG STREET: LLOYDS TSB (bidders, if indeed they are hovering, may prefer to
look at the more exciting BARCLAYS; if true, that would be a crushing blow to
holders of Lloyds shares who are betting on a takeover - but perhaps that is the
price of being the dull, plodding institution that the bank has become)