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Great Ideas

Smart cookies who followed us into Mondelez are 23% in the money

Thursday 18 May 2023

MONDELEZ INTERNATIONAL (MDLZ:NASDAQ) $77.86 Gain to date: 23.2% Shares in snacking giant Mondelez International (MDLZ:NASDAQ) are up more than 23% since we urged readers to buy at $63.22 on 10 November last year, with the stock testing fresh all-time highs. Investors evidently have a strong...

A great way to invest in world-beating companies from across the Channel

Thursday 18 May 2023

Conventional wisdom says the US is the only place to find world-beating companies while Europe has lots of ‘interesting’ niche businesses like specialist engineering and luxury goods companies. The truth is Europe has dozens of companies which are at least on a par with if not well ahead of their...

Why Mastercard is a great stock for investors young and old

Thursday 11 May 2023

Whether you’re young and just starting to accumulate wealth in your ISA or you’re in your 50s or 60s and thinking about winding down from work, Mastercard (MA:NYSE) is a great stock to own in a diversified investment portfolio. The global credit and debit card monster oozes high-quality,...

The time is right to back emerging markets and this fund has a lot to offer

Thursday 11 May 2023

After a difficult period for emerging market stocks, the odds have tilted in their favour. A reversal in the strong dollar, China’s emergence from zero-Covid restrictions and cheap valuations add up to an attractive mix for those prepared to stomach the risks and volatility associated with...

Ashtead Technology shares are up 48% since we said to buy

Thursday 11 May 2023

Ashtead Technology ( AT.:AIM ) 370p Gain to date: 48% We said to invest in sub-sea equipment provider Ashtead Technology ( AT.:AIM ) at 250p in October 2022, suggesting the company could emulate its former parent, tool hire firm Ashtead ( AHT ) . While it remains some way off the delivering the...

Pick affordable MJ Gleeson to play a recovery in the housebuilding sector

Thursday 04 May 2023

There are a few chinks of light starting to shine through for the UK housebuilding sector which has been under a heavy cloud for some time. Companies are reporting modest improvements in sales rates and the latest Nationwide housing market survey showed a surprise 0.5% month-on-month rise in prices...

Stay patient as GSK continues to deliver better than expected growth

Thursday 04 May 2023

GSK ( GSK ) £14.59 Gain to date: 2.9% Global biopharma company GSK ( GSK ) is one of Shares ’ 2023 picks of the year, where we said to buy last December at £14.18. We believe the shares’ discount to the sector will narrow as concerns around Zantac-related litigation recede and management continues...

Good time to position for Franchise Brands’ next growth leg while the shares are down

Thursday 04 May 2023

F ranchise Brands’ ( FRAN:AIM ) acquisition of Pirtek Europe gives it a springboard to scale its European footprint and accelerate growth of its existing business-to-business services. The combined group will become one of the world’s largest business-to-business franchise groups with over 310...

This Fidelity fund is a good way to play the rise in UK takeovers

Thursday 27 Apr 2023

Investors looking to take advantage of takeover interest among UK stocks should put money into Fidelity UK Smaller Companies (B7VNMB1) . It has an outstanding performance track record, scoring in the top 25% of funds in its category over three, five and 10 years. On a three-year view the fund has...

How to play the dramatic growth in the private rented property sector

Thursday 27 Apr 2023

While the new-build property market may be going through something of a slump at the moment, anyone who has looked at the private rented sector of late will know rents are only going one way – up. Recent updates from estate agents Belvoir ( BLV:AIM ) and Foxtons ( FOXT ) have highlighted both the...

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