The Guardian (UK): We like... ... bluer than blue chips: “This year could restore confidence in Shell, as the group's new structure and management ethics persuade fund managers to buy.” (ShellNews.net) 29 Jan 05

Graham Spooner

Saturday January 29, 2005

The FTSE 100 has failed to out-perform smaller company indices. But investors still want blue chip shares.

National Grid is a well-managed utility. Its US operations have improved and four gas networks are to be sold this year, resulting in a special dividend or debt reduction.

This year could restore confidence in Shell, as the group's new structure and management ethics persuade fund managers to buy.

Hilton Group, combining hotels and gambling, should benefit from recovery in leisure and changes to UK casinos.

Finally, BAA has seen steady growth in passenger numbers and, barring any major act of terrorism, looks set to benefit from this trend.

http://www.guardian.co.uk/guardian_jobs_and_money/story/0,,1401131,00.html