Thursday Papers: tips and comment

FT Lex Column:

* Media recovery -- with 'free' content out of fashion in the post-slump era, the question now is who will pay for what

* Telefonica/GVT -- Telefonica uncorked a surprise by raising its offer for Brazilian fixed-line company in a move to outmanoeuvre rival Vivendi

* Intel -- which has $11 billion of net cash sitting on its balance sheet, may be embarrassed by the attorney-general's antitrust lawsuit

* Societe Generale -- the French institution was almost sunk by investment bankers, but without their renaissance, its third-quarter profits would not have more than doubled

* Marks & Spencer -- the decision to offer a selection of branded goods alongside traditional own-label staples is latest twist in UK retailers' battle for high street customers

* GM/Opel -- a measure of commonsense has broken out after seven months of wrangling over the future of General Motors' Opel/Vauxhall business

* Global manufacturing -- strong output data have added weight to the recovery this week but there is still a risk of a double-dip recession in the first-quarter of 2010

Lombard (p.20):

* Brussels and the Treasury hand rivals a stick to beat RBS -- Builders' mixed heritage -- Lloyds: tightly supervised bank

Other comment:

* America: hope in Ohio's aisles (p.13)

* Evolution Group retreats as 22 million shares, or 9.4% of the company is offered to market (p.35)

* African prospects fuel Tullow Oil(p.38)

* Gulfsands Petroleum climbs on Sinochem bid talk (p.38)

* Talk of a deal with KT, the South Korean broadband provider, lifts Phorm (p.38)

THE TIMES

Tempus:

* Hold on to Rightmove -- Buy Afren -- Tuck away Alterian

Business Commentary:

* Sunny figures just can't dispel the clouds over retail -- Cadbury: waiting for the wait-and-see -- Opel keeps its value

Other comment:

* Tin in the bin as Cadbury's Roses come dressed in cardboard

* Business big shot: Kerrie Kelly, chief executive Insurance Council of Australia

* Whitbread's Costa coffee chain may count cost of advertising claim

* Mitchells & Butlers seeking a new heavyweight non-executive director with a view to be the successful candidate taking over as chairman

* Shopping centre investment points to new confidence in commercial property sector

* Times MPC calls for up to £50 billion more in Bank of England's money-printing plans

* Gloom over US spirits sales sinks confidence in Diageo

* Fears that Nviro Cleartech may have to raise more cash

* Bet of the day: British Airways

* Ultrasis a tiddler to watch

DAILY TELEGRAPH

Questor:

* Hold Aviva -- Buy Logica

Comment:

* Vauxhall workers are advised to put celebrations on hold -- Results show Kraft needs chocolate fix -- The language is different at Marks & Spencer

Jeremy Warner: it's the economy, stupid, not asset prices, that should worry

David Blanchflower: MPC's 'feeble six' need to do their jobs before the economy falls off a cliff

Other comment:

* Richard Moat is ready for a juicy role at Orange

THE INDEPENDENT

Investment Column:

* Hold Logica -- Buy FirstGroup -- Buy Cobham

Outlook:

* General Motors needs to prove worthy of our money -- We are right, says Next, and anon is wrong -- Pay gap is hard to resolve

Other comment:

* Interview Pekka Pera, chief executive Talvivaara Mining

THE GUARDIAN

Viewpoint:

* Vauxhall safer with General Motors at the wheel -- Marks & Spencer: shop shocks -- Cadbury/Kraft: choc drops

DAILY MAIL

* Interview Iain Cornish, chief executive Yorkshire Building Society

* Recovery tonic fails to lift Laird Group

DAILY EXPRESS

* Speculation that Warner Estate could be bought by Hansteen

* Bid speculation swirls around BowLeven

SHARES MAGAZINE

Plays:

* Buy PureCircle at 208p -- AssetCo at 71p

Updates:

* Buy Rio Tinto and Legal & General

* Hold Vodafone

Take profits at Babcock International

Winning Formula:

* Buy ARM Holdings -- Abcam -- BSkyB -- BAT -- Chemring -- IG Group -- Intertek -- Serco -- Shire -- Tesco

The Griller:

* Steve Smith, chief executive Northgate

Sector Report:

* Buy Land Securities, Segro and Derwent London.