magazine archive


magazine archive

Great Ideas

Ideagen is a structural growth story with plenty of opportunity

Thursday 15 Aug 2019

If the 10-year run of global economic expansion really is winding down then it makes sense for investors to look for structural growth drivers and companies capable of pulling those levers even in a slowing global economy. We believe that Ideagen ( IDEA:AIM ) is just the sort of stable growth...

Tate & Lyle has got the right ingredients for growth

Thursday 15 Aug 2019

Investors should buy food producer Tate & Lyle ( TATE ) at 727.2p. We believe the market is underestimating the scope of its long-term margin potential, which could prove the catalyst for earnings upgrades. WHAT DOES TATE & LYLE DO? Tate & Lyle is a global provider of corn-based...

Baillie Gifford US Growth a wealth creator for the long-haul

Thursday 08 Aug 2019

Escalating trade tensions and ongoing Brexit unknowns can make the world feel like a scary place but history has a way of putting these things into context. Investing early and for the long-haul is the road to real wealth creation and we believe the Baillie Gifford US Growth Trust ( USA ) is worth...

Buy Smith & Nephew as the FTSE 100 company is finally going places

Thursday 08 Aug 2019

Diversified medical devices maker Smith & Nephew ( SN. ) operates in growth markets and owns very competitive products, putting it in an enviable market position. What’s let shareholders down in the past has been business execution and a failure to exploit the growth opportunity. That is now...

Softcat primed for IT outsourcing market share run

Thursday 01 Aug 2019

This is not one of those cuddly toys contestants used to win on Crackerjack, Softcat ( SCT ) is what’s called a value-added reseller. The Marlow-based FTSE 250 member sells a wide selection of third party software to small and medium-sized companies and public sector organisations, plus PCs and...

FTSE 250 gold miner Centamin is starting to shine again

Thursday 01 Aug 2019

For those who are nervous about where the world is heading, one way to potentially take comfort (and profit) could be through a mining company digging for gold by the Red Sea. After cutting its production guidance three times last year due to operational issues and suffering from associated share...

Bargain opportunity as Artemis fund sharpens focus

Thursday 25 Jul 2019

A steep 19.3% discount to net asset value (NAV) on Artemis Alpha Trust ( ATS ) should pique the interest of contrarian value investors. A thorough portfolio restructuring and potential relief if Brexit is sorted out quickly offer catalysts for an improved performance and re-rating of the trust,...

Time to buy Ocado as it reaches a major turning point

Thursday 25 Jul 2019

The last two years have seen a transformation in Ocado’s ( OCDO ) business model from a grocery partner for a couple of middling UK supermarket chains – WM Morrison ( MRW ) and Waitrose – to a software-driven facilitator of online delivery for more than half a dozen retailers, many of which are...

Switch on to the underappreciated potential of eOne

Thursday 18 Jul 2019

The compelling investment case for TV and film business Entertainment One ( ETO ) has been obscured by concerns over its cash generation. We think this situation is in the process of changing and believe investors should buy now before the market gives the company full credit for its ability to...

Tighter data laws will drive business for Restore

Thursday 18 Jul 2019

A £183m fine imposed on British Airways shows how seriously firms have to take the security of their customer data, whether it is online or in old documents that need to be disposed of securely. Increasing pressure on companies to better manage customer data should play to the skills of offices...

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