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magazine archive

Great Ideas

Diversified Energy company delivers on dividends and offers an 11%-plus yield

Thursday 19 May 2022

Diversified Energy Company ( DEC ) 123.9p Gain to date: 4.1% Original entry point: Buy at 118.8p, 31 March 2022 US natural gas producer Diversified Energy Company ( DEC ) has moved higher since we said to buy in March and its first quarter numbers reinforced our view that the stock is a good option...

Disney has recovered some of its magic as subscriber growth beats expectations

Thursday 19 May 2022

Walt Disney (DIS:NYSE) $105.18 Loss to date: 38.7% Original entry point: Buy at $171.82, 17 May 2022 It’s been a tough start to the year for Walt Disney (DIS:NYSE) but the company’s latest quarterly update (11 May) gave investors some cause for new hope. The owner of the eponymous Disney franchise...

Premier Inn owner looks good if more people choose a staycation

Thursday 19 May 2022

While UK consumers grapple with the rising cost of living, the one thing we’re betting they won’t want to give up this year is their summer holiday, even if it means settling for a cheap staycation. As the UK’s largest hospitality business with over 90,000 rooms, and a rapidly expanding presence in...

This fund is ideal for a more cautious investor wanting a bit of income

Thursday 19 May 2022

Volatile conditions currently seen in global markets present an opportunity to get exposure to good companies at much cheaper prices. In the long-term you may look back at periods like now and realise they were great times to invest, even though it didn’t feel like it at the time. We’ve found a...

Africa’s number two mobile provider delivers on sales and margins

Thursday 19 May 2022

Airtel Africa ( AAF ) 140p Loss to date: 4.6% Original entry point 146.69p, 21 April 2022 Given the drubbing handed out to global stock markets since we said to buy FTSE 100 firm Airtel Africa ( AAF ) , we’ll take a sub-5% loss on our opening price with grace. The group’s full-year results more...

Building materials firm unfairly punished after latest trading update

Thursday 19 May 2022

Marshalls ( MSLH ) 530p Loss to date: 17% Original entry point: Buy at 638.5p, 25 February 2021 If we owned a crystal ball and had foreseen the last month’s sell-off we could have closed our trade on Marshalls ( MSLH ) and congratulated ourselves on a job well done. As it is, the shares are now 17...

How Latitude Horizon protects against capital losses and inflation now

Thursday 12 May 2022

Latitude Horizon Fund (BG1TMR8) 126p Gain to date: 2.4% Original entry point: Buy at 123p, 14 October 2021 Shares highlighted the potential for this all-weather fund to shine in trickier markets and rising prices. Pleasingly the fund has delivered a positive return compared with double-digit losses...

Why every ESG investor should buy this property stock now

Thursday 12 May 2022

For investors who want to put their money to work in ESG (environmental, social and governance) stocks it can be hard to find companies which really meet the ‘S’ or social part of the equation. Step forward property firm Home REIT (HOME) , whose whole purpose is to help solve one of the biggest...

Take advantage of share price weakness to buy K3 Capital at a knockdown price

Thursday 12 May 2022

K3 Capital ( K3C:AIM ) 230p Loss to date: 18.7% Original entry point: Buy at 283p, 24 February 2022 It has been a disappointing couple of months on the market for multi-disciplinary professional services provider K3 Capital ( K3C:AIM ) . The most probable cause of share price weakness is related to...

Buy dominant Adobe now before rest of the market wakes up to its appeal

Thursday 12 May 2022

Betting against the market is always risky and it may feel contrarian to be thinking about buying anything technology-related. But we think Adobe (ADBE:NASDAQ) stands out for three clear reasons: its consistently strong financial performance; its exposure to structurally growing markets; and its...

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