magazine archive
magazine archive
Great Ideas
Invest in renewables winner UK Greencoat Wind for a handsome 5.4% dividend yield
Thursday 23 Feb 2023The transition to cleaner energy is a long-term trend which will involve significant investment in areas like renewables. UK Greencoat Wind (UKW) is a good way to play this transition while offering a stream of income from dividends which are rising in line with inflation. The trust generates...
There are plenty of reasons still to like Moneysupermarket after our gains
Thursday 23 Feb 2023Moneysupermarket.com ( MONY ) Price: 233p Gain to date: 34% We recommended money-saving website operator Moneysupermarket (MONY ) in May 2022 on the basis the cost-of-living crisis would lead everyone to start comparing what they pay at the moment for services like insurance and broadband with what...
Buy Canadian Natural Resources: the best oil and gas firm you’ve never heard of
Thursday 16 Feb 2023The prosaically named Canadian Natural Resources (CNQ:TSX) generates lots of cash which underpins a generous and progressive dividend policy and it provides investors with exposure to some of the highest quality oil assets in the world. The company has increased its dividend for 23 consecutive...
Time to sell cyber stake to Kape’d crusader Teddy Sagi
Thursday 16 Feb 2023KAPE TECHNOLOGIES ( KAPE:AIM ) 291.5p Gain to Date: 24% An under-the-radar growth option that gave investors direct exposure into the booming cybersecurity space – that was how we described Kape Technologies ( KAPE:AIM ) back in November 2022 when we said to buy at 235p. We anticipated the market...
Take profits in Disney after the shares run ahead of the fundamentals
Thursday 16 Feb 2023Walt Disney $108.10 Gain to date: 26% We chose Walt Disney (DIS:NYSE) last December as one of Shares ’ 2023 picks of the year. We highlighted the 45% share price decline during 2022 as an ‘outstanding’ opportunity to buy into one of the world’s best loved brands. We expected the return of Bob Iger...
Attractive fundamentals and valuation make Grainger a long-term buy
Thursday 16 Feb 2023With UK mortgage rates having risen on top of energy and food costs, it is no surprise more people are delaying buying a house and choosing to rent a property instead. Established in 1912, Grainger ( GRI ) is one of the UK’s largest professional landlords operating a portfolio of around 10,000...
Reasons to stay positive on GSK despite ongoing legal issues
Thursday 09 Feb 2023GSK ( GSK ) £14.85 Gain to Date: 4.7% GSK ( GSK ) is one of Shares’ 2023 picks of the year based on the potential for the shares to narrow their valuation discount to peers. We said to buy at £14.18. The shares had previously been weak after various people took legal action against GSK, saying its...
Not sure if growth or value will thrive? This Vanguard fund has both
Thursday 09 Feb 2023Investors are right to be confused by the current direction of the market. The FTSE 100 hitting a record high and many stocks recording double-digit gains this year would suggest everything’s rosy. On the other hand, central banks haven’t finished pushing up interest rates, big companies are...
Hilton Food is a great business at a great price so invest now
Thursday 09 Feb 2023We think recent problems at Hilton Food ( HFG ) have created an opportunity to buy shares in a previous top market performer and quality business at an attractive price. The global meat and fish packing business supplies retail titans ranging from Tesco ( TSCO ) and Ahold Delhaize (AD:VIE) to...
On The Beach has finally done well, now it’s time to take profits
Thursday 02 Feb 2023On The Beach ( OTB ) 177p Gain to date: 37.2% We originally flagged On The Beach ( OTB ) at 129p in July 2022 noting the shares were trading at their lowest valuation in the seven years since they had listed. We argued this had created an excellent opportunity to invest in a financially strong and...