FTSE100 and FTSE350 Stocks

Using the new adjustment rate outlined here, I have updated the lists for the FTSE 100, I've also run the screen on the FTSE 350 (FTSE100 and FTSE 250).

Here is the top ten for the FTSE 100:

Stock	Price	Div	Total Return	Trend	Insider Dealings
RSA Insurance	109.40p	8.47%	9.41%	Down	-£810,946
ICAP	309.80p	7.10%	8.11%	Down	£29,212
BAE Systems	306.70p	6.27%	7.91%	Down	-£123,633
AstraZeneca	2,933.50p	6.25%	6.85%	Down	-£781,859
Morrisons	268.60p	4.02%	6.84%	Down	-£605,243
Legal & General	129.30p	5.04%	6.58%	Up	-£1,971,370
WPP	797.00p	3.13%	6.40%	Up	£8,125
Tesco	313.10p	4.69%	6.30%	Down	-£5,583,677
Antofagasta	1,069.00p	1.25%	5.86%	Down
Old Mutual	156.30p	3.26%	5.81%	Up	-£3,264,202

I've ranked the stocks in order of total expected returns. I've also included the current trend based on 100 day high/low prices. The final column gives insider (director) net buying or selling of their stock in the last 12 months.

The media company WPP is the only stock in the list that has positive price action and no significant insider selling. Below is the recent price chart for WPP:

If we extend our search to include the FTSE 250 mid cap stocks the top ten looks like this:

Stock	Price	Div	Total Return	Trend	Insider Dealings
KCOM Group	73.65p	5.52%	11.52%	Down	£92,652
RSA Insurance Group	109.40p	8.47%	9.41%	Down	-£810,946
Micro Focus International	535.50p	3.83%	9.29%	Up	£263,821
Computacenter	305.40p	4.92%	8.85%	Down	-£708,974
Chemring Group	279.90p	5.32%	8.77%	Down	£21,242
WH Smith	549.00p	4.20%	8.69%	Down	-£4,555,100
ICAP	309.80p	7.10%	8.11%	Down	£29,212
BAE Systems	306.70p	6.27%	7.91%	Down	-£123,633
TUI Travel	167.80p	6.84%	7.91%	Down	-£2,702,211
Interserve	331.40p	5.69%	7.03%	Up	-£310,416

Here Micro Focus appears to be the most appealing at present:

At the bottom of the table we have these stocks:

 

Stock	Price	Div	Total Return	Trend	Insider Dealings
Tullow Oil	1,432.00p	0.84%	-11.68%	Up	£165,335
Fresnillo	1,449.00p	4.75%	-9.70%	Down
Derwent London	1,909.00p	1.66%	-8.43%	Up	-£2,372,728
Shaftesbury	534.00p	2.12%	-7.28%	Up	-£891,517
ARM Holdings	491.10p	0.72%	-7.09%	Down	-£10,378,451
Hansteen Holdings	71.05p	5.64%	-6.98%	Down
Genus	1,284.00p	1.04%	-5.73%	Up	-£2,238,852
Hays	67.10p	8.65%	-5.15%	Down	-£471,072
Dialight	1,000.00p	1.01%	-4.61%	Up	-£4,631,427
Rightmove	1,582.00p	1.16%	-4.16%	Up	-£18,721,728

A lot of the stocks that look overvalued have strong up trends (making them even more overvalued). Fresnillo and ARM are currently starting down trends after having very solid growth over the last few years.

These look overvalued by our model's valuation. I personally wouldn't short either of them but their high valuations, and in the case of ARM the high insider selling, make them unattractive to buy at these levels.