magazine archive
magazine archive
Great Ideas
Just Group remains attractive after strong full year trading update and confident outlook
Thursday 16 Mar 2023Just Group ( JUST ) 86p Gain to date: 13% We highlighted the attraction of annuities and lifetime mortgages specialist Just Group ( JUST ) on 1 December 2022 based on its underappreciated transformation to positive cash generation and predictable cash flows. With the bulk annuities market predicted...
This tracker fund is a cheap way to secure gold’s safe haven qualities
Thursday 16 Mar 2023With concerns about systemic risk in the banking sector, gold’s qualities as a safe haven are once again coming to the fore and we’ve found an excellent way to play the precious metal. Gold typically performs well during periods of low growth and sticky inflation and when investors are feeling...
Medica: the small cap with underappreciated opportunities
Thursday 09 Mar 2023Over the past five years teleradiology services company Medica ( MGP:AIM ) has more than doubled sales and profit yet the shares are trading roughly where they were in March 2018. The shares have derated from over 30 times earnings per share to the current 18.5-times. It might be tempting to...
Cheniere Energy outlines big expansion plans for the future as LNG profit surges
Thursday 09 Mar 2023Cheniere Energy (LNG:AMEX) $156.55 Gain to Date: 18% We flagged Cheniere Energy (LNG:AMEX) on 3 March 2022 as a potential beneficiary of Europe’s need to wean itself off Russian gas as the LNG (liquefied natural gas) specialist increased its volume of exports. Cheniere buys natural gas in the North...
Harmony Energy Income Trust is a battery play with real dividend appeal
Thursday 09 Mar 2023If the world is going to make the transition from fossil fuels to renewables, then batteries and battery technology are going to play an important part. Harmony Energy Income Trust (HEIT) is an attractive way to play this long-term theme while also offering a generous income in the here and now. At...
Buy this iShares ETF for its diversified exposure to shares without any dross
Thursday 02 Mar 2023The conventional starting point for most investors is to identify which stocks they want to own and build a diversified portfolio around them. While logical there may be a better way to go about the process which eliminates more risk. Why not start by identifying the weakest companies and...
Cheerios maker General Mills has a tasty recipe for earnings upgrades
Thursday 02 Mar 2023Investors seeking a resilient total return stock with forecast upgrade potential should open a position in General Mills (GIS:NYSE) , the Minneapolis-based food multinational with positive momentum across its diversified business. The $47.8 billion cap recently raised guidance (21 February) for the...
It is time to lock in profit in BAE Systems after a strong run
Thursday 02 Mar 2023BAE Systems ( BA. ) 914.2p Gain to date: 24.2% We flagged defence firm BAE Systems ( BA. ) at 736p in March 2022. This was based on the expectation a less stable world would increase the focus on defence spending and help improve the sector’s long-term prospects. WHAT HAS HAPPENED SINCE WE SAID TO...
Why you should book your holiday with Jet2, and buy the shares too
Thursday 23 Feb 2023People are still prizing their week in the sun despite the strain put on household budgets by soaring inflation, and we believe that airline and package holidays firm Jet2 ( JET2:AIM ) will emerge as one of the big winners as the travel and tourism resuscitation continues. Jet2 has experienced...
Indivior's surprise $290 million provision highlights litigation risks
Thursday 23 Feb 2023Indivior £15.99 Loss to date: 6.8% Consistent upgrades to earnings from both the company and analysts resulting from strong growth in OUD (opioid use disorder) treatment Sublocade prompted us to turn positive on Indivior ( INDV ) in November 2022. We argued the shares looked too cheap against the...