magazine archive


magazine archive

Great Ideas

We remain positive on Marks Electrical despite short-term headwinds

Thursday 18 Jan 2024

Marks Electrical (MRK:AIM) 69.35p Loss to Date: 29.3% In late August 2023 we said online domestic appliances and consumer electronics retailer Marks Electrical (MRK:AIM) had good growth potential driven by market share gains and geographical expansion. Over the last three years, its share of the...

Whitbread looks to offer plenty more upside for patient investors

Thursday 18 Jan 2024

Whitbread (WTB): £36.75 Gain to date: 9% We recommended buying into hotel and leisure group Whitbread (WTB) in June 2023 as revenue, earnings and dividends were already well above their pre-pandemic levels but the shares had yet to recover. In addition, bookings were on an improving trend not just...

Buy this ETF for a low-cost bet on unloved Chinese market leaders

Thursday 18 Jan 2024

HSBC MSCI China UCITS ETF USD (HMCH) Price: 419p Fund size: £480 million China is one of the biggest contrarian calls for 2024, with tensions between the world’s second biggest economy and the West on the rise over issues including access to the latest technology and the fate of Taiwan which is...

Trustpilot’s re-rating has only just begun – buy the stock now

Thursday 18 Jan 2024

TRUSTPILOT (TRST) Price: 161p Market cap: £672 million Investors may think they have missed the Trustpilot (TRST) boat after the shares have doubled in six months. Not so, in our opinion. Shares believes this re-rating story has only just started and the share price could easily surge past 200p...

Why investors should snap up shares in unloved portal firm Rightmove

Thursday 11 Jan 2024

Rightmove (RMV) Price: 558p Market cap: £4.4 billion Every now and then, even well-known FTSE 100 firms can find themselves unloved and unwanted by investors through no fault of their own. One such company is the UK’s biggest property portal Rightmove (RMV), whose shares have been out of favour...

Fast-moving consumer goods giant Unilever looks unfairly undervalued

Thursday 11 Jan 2024

Unilever (ULVR) £38.19 Market cap: £95.1 billion We believe bargain-hunters looking for a high-quality business should consider Unilever (ULVR), the consumer products group whose intrinsic strengths appear underappreciated by the market. Shares in the FTSE 100’s fourth-biggest company by market cap...

Tribal takeover falls apart, so what should shareholders do now?

Thursday 11 Jan 2024

Tribal (TRN:AIM) 51.2p Loss to date: 20% Trading a seeming arbitrage opportunity is always risky and this has blown up in our faces. Education software supplier Tribal (TRB:AIM) had a takeover offer from US peer Ellucian on the table worth £172 million on an enterprise value basis, or 74p per share...

Stock pick for 2024: Buy Smith & Nephew for continued recovery and re-rating potential

Thursday 21 Dec 2023

Tentative signs of sustainable margin improvement and market share gains, combined with the tailwind provided by continued recovery in elective procedures, should provide medical products company Smith & Nephew (SN.) with positive momentum heading into 2024. The shares are trading close to 10-...

Stock pick for 2024: Buy Puretech Health for lower risk access to an exciting drug portfolio

Thursday 21 Dec 2023

Boston-based biotechnology company Puretech Health (PRTC) has a strong track record of creating value for shareholders. Yet its share price languishes more than 50% below a sum-of-the- parts valuation and implies the company’s internal pipeline of assets is worthless, which is far too...

Stock pick for 2024: MongoDB is one of the hottest software plays on AI

Thursday 21 Dec 2023

We believe MongoDB (MDB:NASDAQ) could be one of the hottest ways to play another strong year of AI (artificial intelligence) growth in 2024, and many analysts agree. It’s a higher risk play but matched by exciting potential. MongoDB is all about massive data; managing, analysing and drawing...

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