magazine archive
magazine archive
Great Ideas
For those seeking a better class of income, the Aristocrats look swell
Thursday 08 Feb 2024SPDR S&P US Dividend Aristocrats UCITS ETF (USDV) Price: £54.30 Assets: £3 billion Social media giant Meta Platforms (META:NASDAQ) is making waves across the pond with news of a maiden dividend but for investors seeking not just a reliable source of income from the US but one that is actually...
Why now is the time for investors to check out Burberry
Thursday 08 Feb 2024Burberry (BRBY) £12.94 Market cap: £4.6 billion Slowing luxury demand and two profit warnings in three months have left B urberry (BRBY) firmly out of fashion with investors. Shares in the British luxury brand have lost around 50% and 30% of their value over one and five years respectively. Given...
AG Barr fizzes higher on earnings upgrade and there could be more to come
Thursday 08 Feb 2024AG Barr (BAG) 550p Gain to date: 13.5% We flagged Scottish soft drinks maker AG Barr (BAG) in August 2023 arguing the company was not being given sufficient credit by the market for its sales momentum. We highlighted the strength of its portfolio of brands including Irn-Bru and Rubicon. WHAT HAS...
Centamin’s earnings growth potential makes it a compelling play on gold
Thursday 01 Feb 2024Centamin (CEY) 97.7p Market cap: £1.13 billion A key reason to hold gold in a diversified portfolio is protection against economic and geopolitical uncertainty and there is plenty of both around in 2024. This is helping to sustain prices for the precious metal above $2,000 per ounce. As well as...
Why Keywords Studios could perform even better in 2024
Thursday 01 Feb 2024Keywords Studios (KWS:AIM) £16.14 Profit to date: 26.5% In September we said investors should snap up shares in leading video games service provider Keywords Studios (KWS:AIM) while they were depressed. A big fall in the PE (price to earnings) ratio of growth shares in reaction to rising interest...
Trainline is growing rapidly and has a big European opportunity ahead of it
Thursday 01 Feb 2024Trainline (TRN) 325p Market cap: £1.49 billion After a hesitant start to life as a public company we think Trainline (TRN) is firmly on track for growth and investors should buy into the momentum. The shares enjoyed a resurgence at the end of 2023 rising as much as 22% to 349p in one day after the...
Why Smithson is a smart idea for 2024
Thursday 25 Jan 2024SMITHSON INVESTMENT TRUST (SSON) £13.93 Market cap: £2.22 billion. After a steep decline during most of 2023, investment trust Smithson’s (SSON) shares are enjoying a healthy rebound which should have further to run as sentiment towards quality global small- and mid-cap companies improves, with...
Stick with food producer Cranswick as it strengthens competitive position
Thursday 25 Jan 2024Cranswick (CWK) £40 Profit to date: 11% In November 2023, we said investors hungry for positive earnings momentum and an unbroken 33 years of dividend growth should take a closer look at pork and poultry products supplier Cranswick (CWK). We saw scope for further earnings forecast upgrades based on...
Investors should buy Datadog before its appeal hits the mainstream
Thursday 25 Jan 2024Datadog (DDOG;NASDAQ) $132.98 Market cap: $43.7 billion Booming spending on AI (artificial intelligence) and cloud computing infrastructure has ignited a new tech bull market. That’s the claim of several analysts and fund managers and if you’re willing to bet on that narrative, Datadog (DDOG:NASDAQ...
We remain positive on Marks Electrical despite short-term headwinds
Thursday 18 Jan 2024Marks Electrical (MRK:AIM) 69.35p Loss to Date: 29.3% In late August 2023 we said online domestic appliances and consumer electronics retailer Marks Electrical (MRK:AIM) had good growth potential driven by market share gains and geographical expansion. Over the last three years, its share of the...