magazine archive
magazine archive
Great Ideas
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...
The time looks right to book into hotel operator Whitbread again
Thursday 15 Jun 2023While shares in Holiday Inn operator Intercontinental Hotels ( IHG ) are flying high, those in budget hotel operator Whitbread ( WTB ) have been languishing, but we can see three reasons why that trend could reverse. Revenues, earnings and dividends are already well above their pre-pandemic levels...
Bargain shares: Next 15 at a 40% discount to its 10-year average valuation
Thursday 15 Jun 2023The current share price of digital communications and media firm Next 15 ( NFG:AIM ) represents a compelling buying opportunity. With a strong track record, plans to double its 2022 sales of £362 million by 2026 and robust cash flow underpinning future acquisition opportunities, we think the value...
Why you should invest in top performing fund Schroder Global Equity
Thursday 08 Jun 2023In markets like these a good global stock-picker is worth their weight in gold and we think Schroder Global Equity (BD8RLF5) is a great option. This large-cap focused fund has been around for decades, it launched on 6 July 1988, and has been delivering strong returns returns to investors over a...
ME Group International shares remain a buy despite a 39% gain
Thursday 08 Jun 2023ME Group International ( MEGP ) 157.4p Gain to date: 39.3% Instant service equipment company ME Group International ( MEGP ), formerly known as Photo-Me International, has pleasingly delivered what we hoped for when it was made one of Shares’ 2023 picks of the year in December. Continued momentum...
Give your portfolio some pep with quality consumer health play Haleon
Thursday 08 Jun 2023A share price pause for breath at GSK ( GSK ) spin-out Haleon ( HLN ) is a buying opportunity for investors. This is a high-quality, large cap company with a strong brand portfolio and a long trajectory of global growth and progressive dividends ahead. The consumer health outfit behind headache...
Why you should buy Ruffer right now to dial-down risk
Thursday 01 Jun 2023The best time to look at a capital preservation fund is not when a market sell-off is already underway but when stocks are still holding up reasonably well. In this context a 10% year-to-date share price reverse at investment trust Ruffer Investment Company (RICA) looks an attractive entry...
SRT Marine sails to fresh highs on new surveillance systems contract
Thursday 01 Jun 2023SRT Marine Systems ( SRT:AIM ) 58.6p Gain to date: 95.3% Bath-based SRT Marine Systems ( SRT:AIM ) is the established global leader in the rapidly-growing global market for maritime surveillance systems. Think of maritime awareness in terms of air traffic control and you get some idea of the...