Secondary Recommendation

Transport Groups Recover

May 2002

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

The transport groups, particularly those with bus, coach and railoperations, are usually regarded by investors as solid and defensive onaccount of their long-term franchises to run particular routes. With rival operators rarely allowed to compete on the same lines, thereturns on investment can be lucrative, while the long-term life ofeach franchise, typically 7-20 years, gives investors the reassuranceof being able to predict future levels of profit with a decent degreeof security. That said, an unprecedented number of problems have combinedto upset the valuations of most quoted operators last year aspassengers (both commuters and tourists) were scared off by the Hatfield rail disaster, Railtrackâ€™s de ...

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Management Consulting Group - Sarbanes-Oxley Acts boosts non-audit financial services (September 2002)

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Associated British Foods - Primark driving expansion (July 2002)

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Market Comment - April (April 2002)

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Deregulation in the gaming industry - Rank and Stanley Leisure in the Limelight (April 2002)

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Daily Mail and General Trust ("A" Shares) - Low risk play on advertising upturn (April 2002)

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

Transport Groups Recover

May 2002

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