magazine archive
magazine archive
Great Ideas
Watchdog U-turn leads to quickfire EMIS profit of 39%
Thursday 17 Aug 2023EMIS ( EMIS:AIM ) £19.08 Gain to date: 39% Readers who backed our recent arbitrage call on EMIS ( EMIS:AIM ) should be feeling pretty chuffed having banked a rough 39% in five weeks, and we called it spot on. We said at the time (6 Jul) that this investment pitch was ‘a little different to the sort...
Secure Trust Bank is cashing in helping consumers get what they want
Thursday 17 Aug 2023Investors who are risk-averse and prefer to avoid small-cap stocks may want to stop reading here, but for those with a nose for value and an appetite for contrarianism we think there is a lot to like about specialist lender Secure Trust Bank ( STB ) . To say the stock is unloved is an...
Irn-Bru maker AG Barr deserves more credit for its sales momentum
Thursday 17 Aug 2023Investors seeking a high-quality pick in the beverages sector should buy AG Barr ( BAG ) , the Irn-Bru and Rubicon drinks maker that deserves more credit for delivering positive sales momentum despite headwinds from the inflation squeezing consumers’ spending power and its own operating margins...
Shares thinks it is time to take profit on Apple
Thursday 10 Aug 2023Pitching Apple (AAPL:NASDAQ) as one of our best picks for 2023 was based on a fairly simple investment premise – shares in a fantastic company had fallen too far after limping along for the best part of a year, and that had left them attractively priced versus prospects for recovery. When push came...
Buy BlackRock Throgmorton for quality growth at a bargain price
Thursday 10 Aug 2023Investors seeking to position portfolios for a rally in small and mid cap stocks should buy BlackRock Throgmorton Trust (THRG) , a fund with a strong long-run performance record trading at a 7.2% discount to net asset value (NAV), wider than the 4.7% 12-month average. The sell-off in quality growth...
ConvaTec has got its act together, is going for growth and its shares should benefit
Thursday 10 Aug 2023Snap up medical products outfit ConvaTec ( CTEC ) as a multi-year turnaround gains traction. Recent evidence for this came as the company raised full year guidance for the second time this year (2 August), delivering accelerated revenue growth in the six-month period to 30 June. After a downward...
Calnex is a UK tech growth story with great recovery potential
Thursday 03 Aug 2023Most investors don’t buy small caps through an index, it’s much more of a stock picker’s playing field. This is why opportunities can be spotted even in the face of lacklustre performance overall. While fund managers have been calling the turn for smaller companies all year with little success,...
Sensible time to bank some profit after Lam Research nearly doubles
Thursday 03 Aug 2023Lam Research (LRCX:NASDAQ) $718.49 Gain to date: 92% The mood is changing around microchips, where oversupply issues may have peaked and demand is getting back on the front foot. Microchips kit maker Lam Research (LRCX:NASDAQ) hinted at the importance of both factors in its latest quarterly results...
Don’t be angry at Heineken’s results as the future looks a lot brighter
Thursday 03 Aug 2023Heineken (HEIA:ASM) €89.44 Loss to date: 6.5% We highlighted Dutch brewing group Heineken (HEIA:ASM) on 20 July for its steady long-term earnings growth which has averaged 8.7% a year since 1992 and the fact the shares traded at their cheapest in a decade based on a cyclically adjusted price to...
Buy cash generative Inchcape: the shares are cheap and there’s plenty of fuel in the tank
Thursday 03 Aug 2023Leading global automotive distributor Inchcape’s ( INCH ) resilient business model and growth potential remain underappreciated by investors. Now is a great time to buy the shares, which are cheap relative to history. Through its ‘Accelerate’ strategy, the FTSE 250 company is helping to consolidate...