magazine archive


magazine archive

Great Ideas

Why Trainline shares are up 16% in less than two months

Thursday 21 Mar 2024

Trainline (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 2024

Supermarket 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 2024

Currys (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 2024

HgCapital 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 2024

Costain (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 2024

Kitwave (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...

How all-weather global equity fund Brunner has rewarded our faith

Thursday 07 Mar 2024

Brunner Investment Trust (BUT) £12.75 Gain to date: 19% We highlighted investment trust Brunner (BUT) at £10.71 in April 2023 on the basis a 7.1% discount to (NAV) net asset value provided an opportunity to purchase a balanced global portfolio for less than the value of the underlying assets. Our...

Rental growth drives long-term income at Primary Health Properties

Thursday 07 Mar 2024

Primary Health Properties (PHP) 90p Market cap: £1.2 billion As the National Health Service continues to struggle under the weight of an ageing population and increased demand for treatment, resulting in growing waiting lists, there has never been a greater need for primary healthcare services...

JPMorgan Global Growth & Income shows its mettle whatever the backdrop

Thursday 07 Mar 2024

JPMorgan Global Growth & Income (JGGI) 551.1p Market cap: £2.44 billion Investors looking for a balance of dependable income and growth should look no further than JPMorgan Income & Growth (JGGI) which is the top performer in the AIC’s (Association of Investment Companies) global equity...

Scottish Oriental Smaller Companies’ high-quality portfolio is selling for a song

Thursday 29 Feb 2024

SCOTTISH ORIENTAL SMALLER COMPANIES TRUST (SST) £13.50 Market cap: £324 million Despite some stand-out individual performances in 2023, emerging markets remain under-owned and undervalued with heavyweight country China firmly out of favour with investors. One savvy way to benefit from a revival in...

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