magazine archive
magazine archive
Great Ideas
Pick affordable MJ Gleeson to play a recovery in the housebuilding sector
Thursday 04 May 2023There are a few chinks of light starting to shine through for the UK housebuilding sector which has been under a heavy cloud for some time. Companies are reporting modest improvements in sales rates and the latest Nationwide housing market survey showed a surprise 0.5% month-on-month rise in prices...
Stay patient as GSK continues to deliver better than expected growth
Thursday 04 May 2023GSK ( GSK ) £14.59 Gain to date: 2.9% Global biopharma company GSK ( GSK ) is one of Shares ’ 2023 picks of the year, where we said to buy last December at £14.18. We believe the shares’ discount to the sector will narrow as concerns around Zantac-related litigation recede and management continues...
Good time to position for Franchise Brands’ next growth leg while the shares are down
Thursday 04 May 2023F ranchise Brands’ ( FRAN:AIM ) acquisition of Pirtek Europe gives it a springboard to scale its European footprint and accelerate growth of its existing business-to-business services. The combined group will become one of the world’s largest business-to-business franchise groups with over 310...
This Fidelity fund is a good way to play the rise in UK takeovers
Thursday 27 Apr 2023Investors looking to take advantage of takeover interest among UK stocks should put money into Fidelity UK Smaller Companies (B7VNMB1) . It has an outstanding performance track record, scoring in the top 25% of funds in its category over three, five and 10 years. On a three-year view the fund has...
How to play the dramatic growth in the private rented property sector
Thursday 27 Apr 2023While the new-build property market may be going through something of a slump at the moment, anyone who has looked at the private rented sector of late will know rents are only going one way – up. Recent updates from estate agents Belvoir ( BLV:AIM ) and Foxtons ( FOXT ) have highlighted both the...
Medica shareholders should sit tight after takeover offer in hope of a better price
Thursday 27 Apr 2023Medica ( MGP ) 212.25p Profit to date: 29.4% On 9 March we highlighted small cap teleradiology specialist Medica ( MGP:AIM ) as an underappreciated quality business with a market leading position and exciting growth opportunities. We argued the shares had been unfairly derated over the last five...
Confident start to 2023 for XP Power bolsters optimism
Thursday 20 Apr 2023XP POWER ( XPP ) £23.65 Loss to date: 9.9% XP Power is an electronics engineer, a science-based designer of complex power switching and control solutions. Its kit is used when off-the-shelf solutions simply won’t do, such as AC-DC (alternating current – direct current) power supplies, DC-DC...
Time to buy under the radar and reliable UK tech business Computacenter
Thursday 20 Apr 2023When investors think of technology stocks, they often turn to the US market, such is the dominance of the old FANGs, Tesla (TSLA:NASDAQ) , Nvidia (NDVA:NASDAQ) and others. This risks missing out on great investment opportunities right here in the UK, such as Computacenter ( CCC ) , a company...
Why you should play Japan through Nippon Active Value Fund
Thursday 20 Apr 2023Investors seeking to profit from rising shareholder activism and improving corporate governance in Japan should open a position in Nippon Active Value Fund (NAVF) . An activist fund floated on the London Stock Exchange before the onset of Covid in 2020, the investment trust’s one year share price...
Laboratory owner offers a cheap way into a growing specialist market
Thursday 13 Apr 2023Life Science REIT (LABS:AIM) 61.5p Loss to date: 14.6% The trust, which specialises in owning properties leased to companies in the life science sector, raised £350 million when it launched in November 2021 and at the end of last year its portfolio was valued at £388 million. Its properties range...