magazine archive
magazine archive
Great Ideas
This Fidelity fund is a good way to play the rise in UK takeovers
Thursday 27 Apr 2023Investors 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 2023While 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...
Medica shareholders should sit tight after takeover offer in hope of a better price
Thursday 27 Apr 2023Medica ( MGP ) 212.25p Profit to date: 29.4% On 9 March we highlighted small cap teleradiology specialist Medica ( MGP:AIM ) as an underappreciated quality business with a market leading position and exciting growth opportunities. We argued the shares had been unfairly derated over the last five...
Confident start to 2023 for XP Power bolsters optimism
Thursday 20 Apr 2023XP POWER ( XPP ) £23.65 Loss to date: 9.9% XP Power is an electronics engineer, a science-based designer of complex power switching and control solutions. Its kit is used when off-the-shelf solutions simply won’t do, such as AC-DC (alternating current – direct current) power supplies, DC-DC...
Time to buy under the radar and reliable UK tech business Computacenter
Thursday 20 Apr 2023When investors think of technology stocks, they often turn to the US market, such is the dominance of the old FANGs, Tesla (TSLA:NASDAQ) , Nvidia (NDVA:NASDAQ) and others. This risks missing out on great investment opportunities right here in the UK, such as Computacenter ( CCC ) , a company...
Why you should play Japan through Nippon Active Value Fund
Thursday 20 Apr 2023Investors seeking to profit from rising shareholder activism and improving corporate governance in Japan should open a position in Nippon Active Value Fund (NAVF) . An activist fund floated on the London Stock Exchange before the onset of Covid in 2020, the investment trust’s one year share price...
Laboratory owner offers a cheap way into a growing specialist market
Thursday 13 Apr 2023Life Science REIT (LABS:AIM) 61.5p Loss to date: 14.6% The trust, which specialises in owning properties leased to companies in the life science sector, raised £350 million when it launched in November 2021 and at the end of last year its portfolio was valued at £388 million. Its properties range...
Brunner: a great way to invest in stocks around the world on the cheap
Thursday 13 Apr 2023The 7.1% share price discount to net asset value on investment trust Brunner (BUT) provides an opportunity to buy a balanced global portfolio for less than the value of the underlying assets. The trust has delivered consistent returns across the market cycle and has particular appeal during the...
Rathbones raises its sights with £100 billion Investec wealth deal
Thursday 13 Apr 2023Rathbones ( RAT ) £19.10 Loss to date: 10% We recommended wealth management outfit Rathbones ( RAT ) in April 2022 as a read-across from RBC’s £1.6 billion bid for UK asset manager Brewin Dolphin, but since then things have been extremely quiet on the UK corporate front. Financial firms in general...
Our top picks for 2023 have made a superb start to the year
Thursday 13 Apr 2023Helped by a positive first quarter for stocks our top selections for 2023 have made a superb start to the year. At the time of writing the share price return on the portfolio of 10 names is 18.5%, substantially outpacing the FTSE All-Share which is up just 3.8% and with not a single name in...