magazine archive
magazine archive
Under The Bonnet
Ignore short-term noise and buy dynamic, data-driven RELX
Thursday 25 Mar 2021KEY 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 2021There 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 2021Mining 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 2021Shares 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 2021Microchips 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...
Why Peloton can’t peddle growth fast enough to keep the share price rising
Thursday 14 Jan 2021NASDAQ-listed Peloton Interactive ( PTON ) established itself as one of Wall Street’s darlings this year as gyms closed their doors during worldwide lockdowns. The connected fitness business has flourished as people were forced to rethink how they live, work, travel, and exercise. The pandemic...
Why Covid winner Kraft Heinz could prove to be a value trap
Thursday 03 Dec 2020As the share price uptrend shows, investors are regaining an appetite for US-listed Kraft Heinz, the branded food and beverage behemoth where legendary investor Warren Buffett holds considerable sway. Yet the $46.3 billion cap remains modestly valued for a global consumer staples giant due to...
Rolls-Royce could come roaring back once activity resumes
Thursday 26 Nov 2020Shares in Rolls-Royce ( RR. ) have been on a hyper-volatile rollercoaster run during the past couple of months. Investors seldom get to see the share price of a FTSE 100 company almost double in value in the space of a few days, as happened with Rolls-Royce in early October, and jump another 50% at...
Starbucks is ready to roast the competition
Thursday 12 Nov 2020One of the simple investment tenets of legendary American fund manager Peter Lynch is ‘only buy what you understand’; in other words, the greatest stock picking tools at your disposal are your eyes, ears, common sense, and, in some cases, even your taste buds. If you find it tough to live without a...
$2 trillion Apple is worth its premium price tag
Thursday 29 Oct 2020California-based Apple is the most valuable company in the world, worth just shy of $2 trillion. It has been generating fantastic returns for investors for a long time and it enjoys a very loyal customer base. A £5,000 investment 10 years ago would today be worth £61,180 if you had reinvested all...