magazine archive
magazine archive
Great Ideas
Chip equipment maker ASML up 25% in six months as it shrugs off Chinese export ban
Thursday 06 Jul 2023ASML (ASML:AMS) €671.20 Gain to date: 25.6% We selected semiconductor equipment maker ASML (ASML:AMS) as one of our tips for 2023 based on its long-term track record of growing earnings, which we felt was not fully reflected in its valuation after a tough preceding 12-month period for the shares...
Gambling group Rank could see a big earnings boost from new legislation
Thursday 06 Jul 2023Casino and bingo operator Rank ( RNK ) is trading 72% below pre-pandemic levels, and Shares believes the downside now looks limited while the upside from continued normalisation and the benefits from regulatory change could be significant. Big changes are on the cards for the UK gambling sector...
Despite strong gains Ten Entertainment shares remain too cheap
Thursday 29 Jun 2023Ten Entertainment ( TEG:AIM ) 290.45p Gain to date: 35% We highlighted tenpin bowling and family entertainment operator Ten Entertainment ( TEG:AIM ) as a great company trading at a great price on 29 September 2022. The return so far has been very pleasing with the shares up around a third compared...
Buy shares in Shell: it has a big plan to catch up with US rivals
Thursday 29 Jun 2023Energy giant Shell ( SHEL ) is on a mission to play catch-up with its higher-valued US peers and investors should hop on for the ride. New chief executive Wael Sawan pledged laser-like focus on cash and returns at an investor day on 14 June and if he can deliver on his promises, shareholders stand...
How to get exposure to the best UK property assets in one go
Thursday 29 Jun 2023If you could buy a selection of the best-quality UK real estate investment trusts all under one roof rather than individually, it would save a lot of time and effort. You can, thanks to the open-ended VT Gravis UK Listed Property Fund (BK8VW75) . While property has been out of favour recently,...
Reasons not to worry about Halma’s recent share price decline
Thursday 22 Jun 2023HALMA ( HLMA ) £22.77 Gain to date: 9% Sometimes the market is hard to please. On 15 June, life-saving technology company Halma ( HLMA ) reported its twentieth year in a row of record full-year profit and its forty-fourth consecutive year of growing the dividend by 5% or more. However, the share...
Buy Oxford Instruments: a company making big money from focusing on small things
Thursday 22 Jun 2023O xford Instruments’ ( OXIG ) shares have typically traded above 20 times earnings over the last 10 years – a premium rating, but plenty of investors have regretted not buying them over the years. It has delivered a total return upwards of 100% over that period and the company is becoming an even...
Why Midwich remains an underappreciated growth story
Thursday 22 Jun 2023Midwich ( MIDW:AIM ) 456p Gain to date: 1.3% We highlighted specialist distributer of AV (audio visual) equipment to the trade market Midwich ( MIDW:AIM ) as an opportunity to buy above-average growth at a below-average price on 23 March. The shares are showing a small gain since we said to buy,...
How investors can clean up with Impax Environmental Markets
Thursday 22 Jun 2023Inflation and rising interest rates have created a tougher backdrop for higher growth companies including those operating in environmental markets, yet the investment case for businesses trying to make the world a better, cleaner place is only strengthening. Drivers include the policy push towards...
The story behind a 27% advance in DiscoverIE shares since last August
Thursday 15 Jun 2023DiscoverIE ( DSCV ) 930p Gain to date: 26.9% We flagged the appeal of electronics engineer DiscoverIE ( DSCV ) in August 2022 at 733p, arguing the company was not being given credit for its inherent qualities and its growth potential. WHAT’S HAPPENED SINCE WE SAID TO BUY? We have been proved right...