Wednesday tips round-up: Home Retail, Cambium, Amlin

Home Retail was back in the spotlight yesterday after it emerged that a US private equity investor had bought a 4.25% stake in the owner of Argos and Homebase. But with consumer spending likely to be in the doldrums for the rest of this year, the Independent thinks a bid is unlikely and Home Retail is better left alone. Sell, the paper says.Timber does not feature in the portfolio of a typical investor but, as an asset class, it does have some interesting properties. Cambium Global Timberland (CGT) is Aim-quoted and invests in forests that can be managed on an environmentally and socially-sustainable basis. The shares are "cheap" and have the potential to be re-rated higher. Buy, says the Scotsman.Insurers are still counting the cost of the earthquake in Japan, and as Amlin showed yesterday, huge uncertainty remains over the payouts they face. RBS has the stock on a forward earnings multiple of 7.3 times, which looks cheap, and the forecast rise to the dividend yield looks enticing. But that pesky uncertainty makes the Independent, which recommends holding the shares, nervous.Porvair is surfing the wave of the global economic recovery, and if the first months of 2011 are anything to go by, this year will be a corker. The filtration specialist saw revenues soar by 8% in the four months to March, according to the interim management statement published yesterday. Buy, says the Independent.RGPlease note: Digital Look provides a round-up of news, tips and information that is impacting share prices and the market. Digital Look cannot take any responsibility for information provided by third parties. This is for your general information only as not intended to be relied upon by users in making an investment decision or any other decision. Please obtain a copy of the relevant publication and carry out your own research before considering acting on any of this information.