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Introducing Dog of the Week

A weekly column from Fat Prophets, the providers of independent, unbiased research. Each stock is rated as either a Labrador, Poodle, Greyhound or Border Collie.

All of the dogs have their own unique characteristics and qualities. Check out the 'Pound' for an explanation of each dog.

The Fat Prophets Pound

Read the latest issue here - No: 45 - RSA Insurance Group

IssueDateSummary
4518-07-2008RSA Insurance Group: Although RSA’s share price is being marked down, along with many other shares due to broader market uncertainty, this year's opening quarter performance was robust.
4411-07-2008Sibir Energy: Sibir Energy has just released its full-year results for the period to 31 December 2007 and not surprisingly the company has managed outstanding performances on both the production and financial fronts.
4304-07-2008Amec Plc: Once a distracted support services company, CEO Samir Brikho has reshaped AMEC into a well oiled focussed international project management and services provider of much repute.
4226-06-2008Anglo American: Having delivered 45 percent of 2007 operating earnings, the base metals division is the most significant for Anglo American. And during the opening quarter of 2008 copper was the unit’s standout delivering production growth of just over 9 percent compared to the same period last year.
4119-06-2008JKX Oil & Gas: North Sea gas production recorded the world’s largest decline for the second year in a row, falling by 10 percent in 2007. So if you consider biofuels, wind and solar energy account or less than 2 percent of global energy production, we believe there is only one direction for energy prices.
4013-06-2008Rio Tinto - standing strong: Rio Tinto’s recent investor briefing in London demonstrated just how well placed the miner stands given the projected doubling of world metals and minerals demand by 2022.
3904-06-2008Xstrata - Vale retreats: Despite the withdrawal, Xstrata’s share price has held up very strongly, reflecting the miner’s inherent value which makes it such an attractive takeover target.
3830-05-2008National Grid: In our opinion, a series of acquisitions and disposals have created a focussed operator with significant scale in the US and UK gas and electricity sectors.
3721-05-2008Albidon: With two attractive projects encompassing nickel and uranium, plus exciting exploration results being generated from its emerging Sunnyside nickel project in Botswana, it is clear why Albidon is generating such strong corporate interest.
3616-05-2008Rangold Resources: As gold takes a well earned time out having breached the US$1,000 per ounce mark not so long ago, we are encouraged to see that activity at Randgold Resources has not.
3507-05-2008Dana Petroleum: With supply side shocks becoming more common than US rate cuts, Dana Petroleum’s (LSE, DNX) graduation to the forefront of the junior oil and gas arena could not have been better timed.
3430-04-2008Peter Hambro Mining: Despite the recent pullback from US$1,000 per ounce, the underpinnings of gold's bull market still hold strong in our view. For gold producers able to ramp up production and increase operating profit in the face of rising cost price inflation, there will be no shortage of investors.
3323-04-2008Rio Tinto: A stellar iron ore result and successful integration of the Alcan acquisition vindicate Rio's decision to spurn a revised 3.4-for-1 share offer in February. And with long term output growing rapidly and commodity prices continuing to rise apace, Rio is becoming more valuable by the day.
3217-04-2008Platinum Australia: We believe the project hosts significant potential to increase the size of the company's vast resources of platinum, palladium and gold, as all deposits appear to be open at depth and along strike.
3111-04-2008iShares MSCI Taiwan: After the bursting of the dotcom bubble the technology sector sat in the investment wilderness for, in our opinion, far too long a period of time.
3003-04-2008ETFS Agriculture: In our view, ETFS Agriculture (LSE, AIGA) provides diverse exposure in seven key areas (including soybeans, wheat and corn) sufficient to manage risk whilst riding the agricultural commodities bull.
2926-03-2008Sylvania Resources: Given record PGM prices, and low capital and operating costs, the upside for Sylvania is enormous in our view. In fact, the company is ramping up production at a time when chromite supply out of South Africa is likely to be impacted by power problems.
2819-03-2008Xstrata: The diversified resources company has announced record 2007 production across most of its production base, which has in turn led to record profitability. This puts the company in a position of strength in the face of the strong corporate overtures coming from Brazil's CVRD and supports our very positive outlook for the company.
2712-03-2008Royal & Sun Alliance: Last year proved to be a challenging one. The wettest summer in British history threw up higher weather related losses whilst credit market upheaval exposed the industry to potential pitfalls. However the insurer has proven it is equal to these challenges.
2605-03-2008National Grid: Stocks with stable cash flows, and a history of healthy dividend payouts should find increasing favour during 2008. And utility National Grid certainly steps up to the mark on these counts.
2528-02-2008Anglo American: We continue to maintain our positive view on the outlook for the majority of Anglo's products, as we remain confident that any slowdown in the US economy will be offset by ongoing strength in Asia, particularly China and India.
2421-02-2008Amec: Considering our bullish view on the energy and commodities markets, it is no wonder then that the company's Natural Resources segment, the largest division accounting for more than half of profits, has seen solid contract volumes so far this year.
2315-02-2008Vodafone: All factors considered, the prospects for the year (ending March 2008) still look solid. The company has reiterated guidance and is looking for revenues of £34.5 billion to £35.1 billion and operating profits of £9.5 billion to £9.9 billion.
2208-02-2008Peter Hambro Mining: Total 2007 gold production came in at 297,000 ounces, 14 percent up on the prior year, and 5 percent ahead of forecast. And this year is set to be even better, with 2008 production marked in at 350,000 to 400,000 ounces. Against the backdrop of a bullish gold market, and with no hedging in place, this bodes well for ongoing earnings gains.
2125-01-2008Dragon Oil: A lot has been written about the failure of supply to keep up with growing demand in the oil market. This factor is often cited as a solid pillar of support for higher oil prices. At the industry level the challenge remains how to eke out low single digit growth, however at the company level, Dragon Oil (DGO) is having no such problems.
2010-01-2008GlaxoSmithKline: With promising developments in the product pipeline and a new CEO looking to breathe fresh life into the company GlaxoSmithKline, in our opinion, offers considerable value for the long-term investor.
1813-12-2007BHP Billiton: In a recent move to create a US$350 billion mining behemoth through a merger with Rio Tinto, BHP Billiton have had their 3 for 1 share exchange offer immediately rejected by the board of their mining rival. Should the deal proceed however, the merged company would have estimated annual revenues of more than US$55 billion and earnings in the region of US$30 billion.
1706-12-2007JKX Oil and Gas: Unlike several large cap producers that are finding production difficult to lift, smaller companies like JKX are able to benefit from more modest success with the drill bit. A first half production level of 13,008 barrels of oil equivalent per day (boepd) represents a 20 percent up lift on the prior year.
1628-11-2007John Wood Group: Once explicitly linked to the Scottish fishing industry, today John Wood is a world leader in deepwater engineering, offshore pipelines, field optimisation and gas turbine servicing. Operating in over 40 countries, the company now employs around 22,000 people, 2,000 of which were added in the past six months!
1414-10-2007Xstrata: Xstrata has rapidly transformed itself into a world-class mining house through aggressive deal making. The company now ranks as a major supplier of a broad range of commodities and is closing in on the likes of BHP Billiton, Rio Tinto and Anglo American.
1309-11-2007Merrill Lynch Mining Trust: Merrill Lynch has been dominating the financial headlines over the past fortnight. However, whilst the outlook for the investment banks is in our opinion clouded (at best), the prospects for high quality resource based investments such as MLW remains excellent.
1231-10-2007Dana Petroleum: Having made good on strategic decisions taken back in 2005 to target growth in regions outside the UK, Dana Petroleum (LSE,DNX) is fulfilling long term promise.
910-10-2007Anglo American: The ongoing restructuring of business units within mining giant Anglo American (LSE: AAL) has resulted in a company with a greater focus on core mining operations which we believe will further underpin record earnings in the years ahead.
830-09-2007Rangold Resources: After a slow start to the year at Randgold Resources (LSE, RRS), we are confident the second half will see a significant lift in production. We anticipate these production gains, along with gold prices holding well above US$700 per ounce, to translate into solid earnings as 2008 approaches.
618-09-2007AMEC: The encouraging progress being made by the divestment and cost saving programmes of AMEC Plc have been underlined through recent interim results to 30 June. Having disposed of group laggards, all three remaining core operations chimed in with record performances.
514-09-2007Peter Hambro: Now that the distractions created by the Russian environmental watchdog have dissipated, we believe investors should put the issue behind them and focus on the operational strengths of Peter Hambro Mining
409-09-2007JKX Oil & Gas: If as we expect recent market volatility drives an ongoing flight away from risk, then companies that are delivering on their promise, and are reasonably valued, should have little to worry about. JKX Oil & Gas (LSE, JKX) certainly meets such criteria in our view.
217-08-2007BHP Billiton: The strength and diversity of the earnings base continues to amaze. And if investors think this is as good as it gets, they should think again.
117-08-2007BHP Billiton: BHP Billiton's (LSE, BLT) strong fourth quarter operational result has set the stage for another record full year profit. The strength and diversity of the earnings base continues to amaze. And if investors think this is as good as it gets, they should think again. Assuming stable key operations, BHP is on-track to set further records during 2008, when additional production kicks in.