Gold.com

Barron’s

Gold.com is involved in the entire precious-metals supply chain, including refining, minting, retail and wholesale. The US firm’s stock is set to rebound amid the rally in gold and silver prices. Annual net income has jumped from $6.6m to $11.7m. It profits from transaction spreads, capturing the difference between customers’ payments and spot prices. Gold.com is also an authorised distributor for sought-after US government-backed coins. Analysts expect double-digit earnings growth through 2027. $47

National Grid

The Times

National Grid’s growth and income potential are “superior” to those of the wider FTSE 100 index. It expects a 14% rise in earnings per share this year and further growth over the next five years, driven by a £70bn capital-investment programme focused on electricity assets. It has sold its liquefied natural-gas facility and UK gas transmission arm to align with net-zero. National Grid’s 3.7% dividend yield is higher than the blue-chip average. It is set to raise payouts in line with inflation. 1,300p

Tesco

Investors’ Chronicle

Tesco’s market share has reached a ten-year high, with annual sales rising 5.4% to £74bn, driven by the “Finest” food range and premium product for dining in. The Middle East conflict makes the outlook uncertain, with adjusted operating profit set to reach £3bn-£3.3bn next year. Still, Tesco remains highly cash-generative and can counter rivals’ discounting. Despite its “premium” valuation, Tesco remains a top pick. 493p

Intel

Barron’s

Intel’s shares have bounced recently, but lagged the S&P 500 over the past five years. But the US chipmaker has a new boss who has cut jobs and costs, while the group is collaborating with Alphabet, SpaceX, Tesla, and Nvidia. Earnings and profit margins are expected to be hit after paying other manufacturers for chip production while it builds its own capacity. But there is potential for higher earnings and free cash flow. If the company regains its status in the semiconductor industry, then the stock could make further gains. $83

Bellway

The Times

Bellway’s shares offer “excellent value” thanks to strong earnings-growth potential driven by an expected rise in the population, along with growth in housing completions and house prices amid a favourable demand/supply imbalance. Potential higher inflation and mortgage rates are headwinds, but Bellway has a strong financial position, facilitating continued investment in land. The 3.5% yield is in line with the FTSE 250 index. 1,956p