magazine archive
magazine archive
Great Ideas
Now is the perfect time to invest in this infrastructure trust
Thursday 16 Nov 20233i Infrastructure (3IN) 305p Loss to date: 3.2% We recommended buying investment trust 3i Infrastructure (3IN) on the strength of its portfolio, which is made up of companies providing ‘must-have’ services not just ‘nice-to-haves’, and its ability to add value to those businesses and monetise the...
Find out how the Invesco European Focus Fund hopes to benefit from the next investment cycle
Thursday 16 Nov 2023European equities do not naturally spring to mind when thinking about growth but that is wrong-headed according to fund manager James Rutland who runs the Invesco European Focus Fund (BJ04GL7) . Against a tough market backdrop the fund has delivered handsome gains with a three-year return of 54%...
Big recovery potential just not reflected in PayPal share price
Thursday 09 Nov 2023If you’d been offered the opportunity to buy shares in Paypal (PYPL:NASDAQ) on a single-digit PE (price to earnings) at pretty much anytime during the past five years, you’d probably have jumped at the chance. This was a high-growth global leader in digital payments when the world was going online...
Why RTW Biotech Opportunities merger with Arix Bioscience is good for shareholders
Thursday 09 Nov 2023RTW Biotech Op portunities (RTW) $1.11 Loss to date: 16.5% We highlighted RTW Biotech Opportunities (RTW) at $1.33 in July for its superior track record which was not reflected in the shares trading at an unwarranted 23% discount to NAV (net asset value). WHAT HAS HAPPENED SINCE WE SAID TO BUY?...
O Canada! Use this trust to play the country's strong economic outlook
Thursday 09 Nov 2023A 21% discount to NAV (net asset value) Middlefield Canadian Income Trust (MCT) presents exciting potential upside for investors. Focused on generating high income from great Canadian businesses, this trust has faced a headwind from rising rates and has posted a negative one-year share price total...
AG Barr continues to impress as it adds Rio to the mix
Thursday 02 Nov 2023AG Barr ( BAG ) 497p Gain to date: 2.6% We said to buy soft drinks maker AG Barr ( BAG ) at 484.5p in August arguing the business was not being given due credit for the momentum behind its sales and observing it was strategically well-placed for further growth despite the looming departure of its...
Tribal is an attractive trading opportunity on buyout getting green-lit
Thursday 02 Nov 2023We rarely recommend ‘playing’ the markets but occasionally an opportunity presents itself that may suit certain readers. The situation at Tribal ( TRB:AIM ) stands out, and we believe there could be around 15% upside on the table for limited risk. Tribal is an education software firm based in...
Buy quality outfit RELX: this is an underappreciated AI winner
Thursday 02 Nov 2023RELX ( REL ) £28.83 Market cap: £53.9 billion Shares in information provider and data analytics specialist RELX ( REL ) rarely look cheap and today is no exception. However, this is a really excellent business, whose track record stands up over the long term and which is well positioned to adapt to...
The big value indicator telling you Rio Tinto is a buy
Thursday 26 Oct 2023One indicator of value is the dividend yield. A high yield is typically telling you two things – either the market knows a company is struggling and the dividend is under threat, or the share price is too low and the dividend is safe. We think the latter is the case for FTSE 100 diversified mining...
How this fund has benefited from a focus on cheap stocks in a cheap market
Thursday 26 Oct 2023The Schroder Recovery Fund (B3VVG60) aims to generate capital gains superior to the FTSE All-Share Total Return Index, net of fees, over a three- to five-year horizon by investing in ‘UK companies which have suffered a severe setback in either share price or profitability’. The fund was launched...