magazine archive
magazine archive
Great Ideas
Investors should lock in profits in Ten Entertainment
Thursday 14 Dec 2023Ten Entertainment 411p Gain to date: 90.9% Original buy at 214.7p on 29 September 2022 Just over a year ago we argued that tenpin bowling and entertainment group Ten Entertainment ( TEG:AIM ) was a great company trading at a great price. Not many hospitality and leisure businesses have been able to...
Headwinds are turning to tailwinds for JPMorgan Asia Growth & Income
Thursday 14 Dec 2023Rising interest rates and China’s unexpectedly difficult recovery from Covid are among the headwinds emerging markets have faced of late. However, the outlook for the asset class looks brighter in 2024 should interest rates plateau or fall leading to a weaker US dollar. One savvy way to capture the...
Why Dr Martens' knock-down share price is too good to resist
Thursday 14 Dec 2023Iconic British footwear brand Dr. Martens ( DOCS ) has been a disappointing investment since coming to the market in early 2021, with the shares losing around 75% of their value after delivering four profit warnings in the past year. The investment case is straightforward - either the self-...
SharkNinja is stealthily attacking a global market
Thursday 07 Dec 2023Add a fast-growing company with a massive international market share opportunity to portfolios by buying SharkNinja (SN:NYSE) . This household appliance innovator is the group behind two exciting global brands, Shark and Ninja. The clue is in the name. Shares in the Massachusetts-headquartered...
Infrastructure play Costain continues its long overdue rerating
Thursday 07 Dec 2023Costain ( COST ) Price: 64.8p. Gain to date: 18.7% Original BUY @ 54.58p on 31 August 2023 When we recommended buying shares in infrastructure and engineering group Costain ( COST ) we flagged its superior revenue and earnings visibility, thanks to the size of its order book and the security of its...
This Fidelity fund looks a really smart way to play US stocks
Thursday 07 Dec 2023The US has been one of the most prosperous regions for investors over the past decade or so, with its stock market offering access to a range of exciting companies taking on the world. Investors are right to have large exposure to the US but they need to keep an eye on valuations. The Nasdaq 100...
Ride the positive momentum behind Primark-parent Associated British Foods
Thursday 30 Nov 2023We suggested investors buy into the positive price momentum behind Associated British Foods ( ABF ) in September on the basis the diversified food, ingredients and retail conglomerate was churning out good news and there was further upside for the shares. Our thesis was the broad-based growth...
Manolete is back on winning form and could be poised for great things
Thursday 30 Nov 2023Considering companies which invest in insolvency litigation cases are meant to be anti-cyclical, winning when the economy goes into a downturn, by rights Manolete Partners ( MANO:AIM ) should have cleaned up during the pandemic as the number of struggling businesses soared. However, much to the...
Why value-focused small-cap trust Rockwood is hard to beat
Thursday 30 Nov 2023Valuations for the small-cap asset class have returned to levels last seen during the Global Financial Crisis, and history shows that when valuations have plunged to similarly low levels in the past, stellar returns have ensued for small caps over the subsequent five years. A savvy way to gain...
Invest in Paycom for a higher risk but high reward opportunity
Thursday 23 Nov 2023If the story at Paycom Software (PAYC:NYSE) plays out as we hope, investors could be looking at the stock surging to $250 over the next 12 to 18 months, and perhaps as high as $475 over the coming years. But investors need to know this is not a low-risk opportunity. Prominent payroll firm Paycom...