magazine archive
magazine archive
Great Ideas
Now is the time to buy quality growth fund CFP SDL Free Spirit
Thursday 04 Apr 2024CFP SDL Free Spirit (BYYQC27) 160.7p Assets: £66.9 million Investors seeking to position portfolios for a re-rating of UK small and mid cap companies and a return to favour for the quality growth style should buy the CFP SDL Free Spirit (BYYQC27) fund. Admittedly, the sister vehicle to Sanford...
Despite being an ‘old kid on the block’ F&C Investment Trust can still deliver strong returns
Thursday 28 Mar 2024F&C Investment Trust (FCIT) Price: 974p Gain to date: 4.42% We suggested investors buy F&C (FCIT) , one of the oldest collective investment trusts in the world, back in October 2022 on the grounds it was a ‘safe bet’. Fast forward 18 months to the spring of 2024 and the trust founded in...
JPMorgan UK Small Cap Growth & Income: larger, more liquid, lower costs
Thursday 28 Mar 2024JPMorgan UK Small Cap Growth & Income (JUGI) 293.5p Market cap: £403.4 million A major trend in the investment trust sector is mergers between sub-scale trusts with similar remits to create funds large enough and sufficiently liquid to attract wealth managers and retail investors. One example...
Why British Airways owner International Consolidated Airlines is worth buying
Thursday 28 Mar 2024International Consolidated Airlines (IAG) 162p Market cap: £7.98 billion Unloved by investors during the pandemic British Airways owner International Consolidated Airlines (IAG) has experienced a revival of fortunes due to strong consumer demand and holidaymakers paying higher ticket prices...
Why Trainline shares are up 16% in less than two months
Thursday 21 Mar 2024Trainline (TRN) 377p Gain to date: 16% At the beginning of February Shares said that Trainline (TRN) was ‘firmly on track for growth’ and investors should ‘buy into the momentum’. Fast forward a month or so and we still think so. At the end of 2023, the shares enjoyed a resurgence, rising as much...
How to play the supermarkets at a discount and with an 8% yield
Thursday 21 Mar 2024Supermarket Income REIT (SUPR) 76p Market cap: £950 million Along with healthcare REITs (real estate investment trusts), Supermarket Income REIT (SUPR) must have one of the most secure revenue streams of any property company. It owns and leases 55 supermarkets up and down the country, with the two...
Why recent bid target Currys is an electrifying recovery candidate
Thursday 21 Mar 2024Currys (CURY) 60.1p Market cap: £681.3 million Buy electricals retailer Currys (CURY) following the washing machines-to-smartphones purveyor’s second full-year profit upgrade within three months (18 March). Currys’ latest positive earnings revision demonstrates that self-help measures under CEO...
HgCapital Trust can add growth and value to your portfolio
Thursday 14 Mar 2024HgCapital Trust (HGT) 458.8p Market cap: £2.1 billion While it may not be as well known as FTSE 100 private equity firm 3i (III), specialist software and services investment trust HgCapital (HGT) has an equally impressive track record. Total share-price returns over the last decade are 18.8% per...
Cashed up Costain is up nearly 30% in six months
Thursday 14 Mar 2024Costain (COST) 69.6p Gain to date: 27.5% We flagged infrastructure and engineering specialist Costain (COST) in late August 2023 at around 55p on the basis a lowly valuation, strong balance sheet and the prospect of a return to the dividend list would eventually be seized on by the market. WHAT HAS...
Why Kitwave can keep on delivering growth and income
Thursday 14 Mar 2024Kitwave (KITW:AIM) 329p Market cap: £233.45 million Among the London stock market’s successful small cap IPO’s (initial public offering) of recent years, Kitwave’s (KITW:AIM) stock has more than doubled since Shares highlighted the independent wholesaler’s attractions in October 2021, but the...