magazine archive

magazine archive

Under The Bonnet

Why Lotus Bakeries’ Biscoff could be the next Oreo

Thursday 22 Jul 2021

Belgium’s Lotus Bakeries’ Lotus Biscoff is a product that many readers will be familiar with. However few will have ever looked at the company as a potential investment opportunity. At first glance the shares, trading at €49.15, appear to be expensive. Based on 2022 forecasts they trade on price-to...

Why investors were wrong to give Dr. Martens the boot

Thursday 08 Jul 2021

Shares in iconic footwear brand Dr. Martens ( DOCS ) received a bit of a kicking from investors following its first set of financial results as a publicly listed company (17 June). These showed pre-tax profit down 30% to £70.9 million after accounting for one-off costs linked to its stock market...

How 4.4% yielding Drax kicked out coal and went green

Thursday 06 May 2021

North Yorkshire-based Drax ( DRX ) is the UK’s largest single source renewable energy company, supplying around a tenth of the UK’s energy needs. It is playing a key role in helping the country reach its goal of becoming net carbon neutral by 2050. Drax has transitioned from a traditional coal and...

Don’t miss PZ Cussons’ big turnaround effort as the shares are moving up

Thursday 22 Apr 2021

One of Shares ’ key stock selections for 2021, branded consumer goods group PZ Cussons ( PZC ) is making progress against a multi-year turnaround under new chief executive Jonathan Myers. We believe there is extraordinary value in its portfolio of personal care, home care and beauty brands which...

Buffett-backed Snowflake: great company, completely the wrong price

Thursday 15 Apr 2021

As one of the hottest names to join the stock market in 2020, investors have bet big on US-listed cloud data analytics business Snowflake. Its software allows organisations to manage and analyse large quantities and diverse types of data across the cloud in a single, easy to use platform. Think of...

Ignore short-term noise and buy dynamic, data-driven RELX

Thursday 25 Mar 2021

KEY DATA RELX ( REL ) £17.57 2021 PE: 23.9. 2021 Yield: 2.8% Source: Refinitiv Shares in information services business RELX ( REL ) have lagged the FTSE 100 since the market shifted its focus to cheap value stocks following the vaccine breakthroughs in November 2020. Relative share price weakness...

Buy into HeiQ Materials' exciting growth story

Thursday 11 Mar 2021

There was a lot of hype around the recent stock market flotation of HeiQ ( HEIQ ) , with investors excited about its ability to make materials work better and kill Covid-19 from surfaces. HeiQ. Price: 200p. Market cap: £251 million It raised money by issuing shares at 112p and reversing into cash...

Why it is not yet time to buy Glencore

Thursday 25 Feb 2021

Mining company Glencore ( GLEN ) has long been a source of intrigue for investors but we feel prospective investors should hold off on buying the shares until it resolves a number of issues. On the face it, the investment case looks clear – Glencore has been described as the world’s largest...

Moonpig shares: not cheap but a very interesting business

Thursday 18 Feb 2021

Shares in £1.4 billion company Moonpig ( MOON ) have flown 21% higher to 423.8p since the online greeting cards retailer joined the stock market on 2 February at 350p. While its valuation is certainly not cheap, we’re inclined to believe the share price has further to rise. Analysts think the...

Turnaround scope means you should have ‘Intel inside’ your portfolio

Thursday 04 Feb 2021

Microchips giant Intel had a rough 2020. While most major technology stocks soared last year, this one-time bellwether has struggled as rivals like Nvidia and Advanced Micro Devices ( AMD ) ate its lunch. Even after a double-digit recovery rally in 2021 the stock has bounced less than 30% off 2020...