magazine archive
magazine archive
Great Ideas
Buy shares in Shell: it has a big plan to catch up with US rivals
Thursday 29 Jun 2023Energy giant Shell ( SHEL ) is on a mission to play catch-up with its higher-valued US peers and investors should hop on for the ride. New chief executive Wael Sawan pledged laser-like focus on cash and returns at an investor day on 14 June and if he can deliver on his promises, shareholders stand...
How to get exposure to the best UK property assets in one go
Thursday 29 Jun 2023If you could buy a selection of the best-quality UK real estate investment trusts all under one roof rather than individually, it would save a lot of time and effort. You can, thanks to the open-ended VT Gravis UK Listed Property Fund (BK8VW75) . While property has been out of favour recently,...
Reasons not to worry about Halma’s recent share price decline
Thursday 22 Jun 2023HALMA ( HLMA ) £22.77 Gain to date: 9% Sometimes the market is hard to please. On 15 June, life-saving technology company Halma ( HLMA ) reported its twentieth year in a row of record full-year profit and its forty-fourth consecutive year of growing the dividend by 5% or more. However, the share...
Buy Oxford Instruments: a company making big money from focusing on small things
Thursday 22 Jun 2023O xford Instruments’ ( OXIG ) shares have typically traded above 20 times earnings over the last 10 years – a premium rating, but plenty of investors have regretted not buying them over the years. It has delivered a total return upwards of 100% over that period and the company is becoming an even...
Why Midwich remains an underappreciated growth story
Thursday 22 Jun 2023Midwich ( MIDW:AIM ) 456p Gain to date: 1.3% We highlighted specialist distributer of AV (audio visual) equipment to the trade market Midwich ( MIDW:AIM ) as an opportunity to buy above-average growth at a below-average price on 23 March. The shares are showing a small gain since we said to buy,...
How investors can clean up with Impax Environmental Markets
Thursday 22 Jun 2023Inflation and rising interest rates have created a tougher backdrop for higher growth companies including those operating in environmental markets, yet the investment case for businesses trying to make the world a better, cleaner place is only strengthening. Drivers include the policy push towards...
The story behind a 27% advance in DiscoverIE shares since last August
Thursday 15 Jun 2023DiscoverIE ( DSCV ) 930p Gain to date: 26.9% We flagged the appeal of electronics engineer DiscoverIE ( DSCV ) in August 2022 at 733p, arguing the company was not being given credit for its inherent qualities and its growth potential. WHAT’S HAPPENED SINCE WE SAID TO BUY? We have been proved right...
The time looks right to book into hotel operator Whitbread again
Thursday 15 Jun 2023While shares in Holiday Inn operator Intercontinental Hotels ( IHG ) are flying high, those in budget hotel operator Whitbread ( WTB ) have been languishing, but we can see three reasons why that trend could reverse. Revenues, earnings and dividends are already well above their pre-pandemic levels...
Bargain shares: Next 15 at a 40% discount to its 10-year average valuation
Thursday 15 Jun 2023The current share price of digital communications and media firm Next 15 ( NFG:AIM ) represents a compelling buying opportunity. With a strong track record, plans to double its 2022 sales of £362 million by 2026 and robust cash flow underpinning future acquisition opportunities, we think the value...
Why you should invest in top performing fund Schroder Global Equity
Thursday 08 Jun 2023In markets like these a good global stock-picker is worth their weight in gold and we think Schroder Global Equity (BD8RLF5) is a great option. This large-cap focused fund has been around for decades, it launched on 6 July 1988, and has been delivering strong returns returns to investors over a...