Every weekend, This is Money rounds up the Sunday newspaper share tips.
This week, Joanne Hart and her Midas column takes a look at biotech investment firm Arix and updates on property firm Grainger.
Meanwhile, the Sunday Telegraph looks at Scottish Mortgage investment trust and the Sunday Times runs the rule over high street retailer WH Smith.
WH Smith: The Sunday Telegraph takes a look at the high street retailer
FINANCIAL MAIL ON SUNDAY
The world of drugs is changing fast. Once, big, international pharmaceutical companies were responsible for virtually every new product that came to market.
Today however, around two-thirds of all drugs approved by the regulators have been discovered by small, dynamic biotech firms.
New therapies have fundamentally changed the prognosis for a wide range of conditions, from certain types of cancer to debilitating auto-immune diseases.
But the businesses behind them – often spun out of universities – need cash to bring their ideas to fruition.
Arix Bioscience aims to help these firms to succeed – and make money for shareholders along the way.
When Midas first looked at Grainger, it was primarily involved in buying cheap homes with sitting tenants, earning a peppercorn rent while the tenants remained in situ and selling the properties at a decent profit when the residents either moved into care or passed away.
That was in February 2015, when the shares were 194p. Six months later, activist investor Crystal Amber bought shares in the business, a new chief executive Helen Gordon was appointed and the company began to shift its focus towards the fast-growing private rental sector.
Today, the shares are 316.75p and most City followers believe the stock has further to go.
THE SUNDAY TELEGRAPH
There is nothing to stop British investors buying into the best of global technology.
They might choose to do it through Scottish Mortgage investment trust, which has been quietly climbing the ranks of the FTSE 100.
A market value of £6.6bn puts the dour-sounding company in the same league as the blue-chip club’s biggest tech names.
In fact, its assets have limited links to Scotland – although it is run by the Edinburgh-based fund manager Baille Gifford – and even less to do with mortgages.
The portfolio has 47 per cent of its assets in North America and the total return from investing in its shares over the five years to September was 223 per cent, compared with 102 per cent for the FTSE All-World index.
Scottish Mortgage has a premium portfolio and is a useful way to invest in high-growth, global assets – instead of waiting around for Britain to grow its own Google. Buy.
THE SUNDAY TIMES
Few brands have remained constant on the high street over the past decade. WH Smith is a rare exception.
Its diet of cost-cuts, selective investment and two-for-one offers on Dairy Milk has allowed it to ride out this wave of change.
Its store count on the high street has gone up since 2007. Stores are selling less, but making more money.
Smiths’ chief executive, Stephen Clarke, wants to open more sites in airports such as Rio de Janeiro and at smaller UK rail stations.
As long as travel continues to outpace its high street decline, Smiths is a buy.