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magazine archive

Great Ideas

3i Infrastructure is a great long-term investment

Thursday 10 Oct 2019

The second and third quarters of this year have seen some chunky fundraisings by infrastructure and renewable energy funds. In June, Greencoat UK Wind ( UKW ) raised €375m, Sequoia Economic Infrastructure Income ( SEQI ) raised £216m and Aquila European Renewables Income ( AERI ) raised £154m. In...

Revamped Ultra Electronics is tougher and more focused

Thursday 10 Oct 2019

A slight pullback in the share price for defence firm Ultra Electronics ( ULE ) represents a good buying opportunity. A 2019 price-to-earnings ratio of 16-times does not look demanding with scope for the company to beat earnings forecasts as the benefits of a revamp of the business come through...

Investors are underpricing Alliance Pharma's growth potential

Thursday 03 Oct 2019

Pharmaceutical specialist Alliance Pharma ( APH:AIM ) runs an asset-light business model, making it unique in the sector and very cash generative. Alliance Pharma owns or licenses over 90 pharmaceutical and healthcare products and sells them in more than 100 countries. Unusually the company...

IWG could be the next big market cash machine

Thursday 03 Oct 2019

Serviced office group IWG ( IWG ) is undergoing a significant transformation that could result in enhanced returns to shareholders in the coming years. IWG is moving to an asset-light strategy where it becomes a master franchise owner, similar to the model used by Domino’s Pizza ( DOM ) and...

Filtration firm Porvair is a reliable business built on large recurring revenues

Thursday 26 Sep 2019

With roots in the engineering world Porvair ( PRV:AIM ) has emerged as quite the expert in the filtration process. It has earned a reputation for reliability and is well-placed to withstand the economic knocks of the future. The company is active in various different parts of the market. For...

Mercantile’s 10% NAV discount is too good to miss

Thursday 26 Sep 2019

Investors have a chance to buy highly-respected The Mercantile Investment Trust ( MRC ) for 10% less than the value of its underlying assets. A key reason why it is trading cheaply is exposure to UK stocks and the market pricing in a Brexit discount should the UK economy sour. The mid-cap...

This income fund offers a lower risk way to access emerging markets

Thursday 19 Sep 2019

Growth-focused investors cannot ignore emerging markets, as we discuss in this week’s Investment Trusts section , yet investing in far-flung developing economies comes with volatility. Investors seeking a smoother ride could look to JPMorgan Global Emerging Markets Income Trust ( JEMI ) as a lower...

Discover the reason Genus shares are worth buying right now

Thursday 19 Sep 2019

G enus ( GNS ) provides farmers with superior genetics that enables them to produce higher quality animal protein more efficiently and sustainably. The business serves over 50,000 customers in over 70 countries and employs almost 2,700 people, which includes over 100 who are PhD qualified. An...

Bagging bargains with Fidelity Special Values

Thursday 12 Sep 2019

Cautious investors concerned about future stock market corrections might consider seeking shelter in a portfolio of domestic stocks that are already dirt cheap and primed for recovery. Fidelity Special Values ( FSV ) pursues such an approach. Managed by Alex Wright, this fund should provide a...

The outlook is looking brighter for Synthomer

Thursday 12 Sep 2019

Chemicals firm Synthomer ( SYNT ) looks very tempting at the current price following a big sell-off over the past year. The firm’s share price dropped from around 530p a year ago to 280p last month and saw the stock trade on nearly its lowest rating in a decade, while its level of debt compared to...

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