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Great Ideas
SharkNinja is stealthily attacking a global market
Thursday 07 Dec 2023Add a fast-growing company with a massive international market share opportunity to portfolios by buying SharkNinja (SN:NYSE) . This household appliance innovator is the group behind two exciting global brands, Shark and Ninja. The clue is in the name. Shares in the Massachusetts-headquartered...
Infrastructure play Costain continues its long overdue rerating
Thursday 07 Dec 2023Costain ( COST ) Price: 64.8p. Gain to date: 18.7% Original BUY @ 54.58p on 31 August 2023 When we recommended buying shares in infrastructure and engineering group Costain ( COST ) we flagged its superior revenue and earnings visibility, thanks to the size of its order book and the security of its...
This Fidelity fund looks a really smart way to play US stocks
Thursday 07 Dec 2023The US has been one of the most prosperous regions for investors over the past decade or so, with its stock market offering access to a range of exciting companies taking on the world. Investors are right to have large exposure to the US but they need to keep an eye on valuations. The Nasdaq 100...
Ride the positive momentum behind Primark-parent Associated British Foods
Thursday 30 Nov 2023We suggested investors buy into the positive price momentum behind Associated British Foods ( ABF ) in September on the basis the diversified food, ingredients and retail conglomerate was churning out good news and there was further upside for the shares. Our thesis was the broad-based growth...
Manolete is back on winning form and could be poised for great things
Thursday 30 Nov 2023Considering companies which invest in insolvency litigation cases are meant to be anti-cyclical, winning when the economy goes into a downturn, by rights Manolete Partners ( MANO:AIM ) should have cleaned up during the pandemic as the number of struggling businesses soared. However, much to the...
Why value-focused small-cap trust Rockwood is hard to beat
Thursday 30 Nov 2023Valuations for the small-cap asset class have returned to levels last seen during the Global Financial Crisis, and history shows that when valuations have plunged to similarly low levels in the past, stellar returns have ensued for small caps over the subsequent five years. A savvy way to gain...
Invest in Paycom for a higher risk but high reward opportunity
Thursday 23 Nov 2023If the story at Paycom Software (PAYC:NYSE) plays out as we hope, investors could be looking at the stock surging to $250 over the next 12 to 18 months, and perhaps as high as $475 over the coming years. But investors need to know this is not a low-risk opportunity. Prominent payroll firm Paycom...
Keep buying Babcock to reap the full turnaround benefits
Thursday 23 Nov 2023Babcock International ( BAB ) 401.4p Gain to date: 22.1% Original BUY @ 328.8p on 16 March 2023 We highlighted the FTSE 250 company was at the start of a major recovery under chief executive David Lockwood and chief financial officer David Mellors, who together successfully turned round defence...
Take advantage of the market’s overreaction to buy shares in Ashtead
Thursday 23 Nov 2023We have always liked Ashtead ( AHT ) as a business but the shares seemed to be on never-ending upward path, so when the opportunity arises – as it has this week – to buy shares on a rare setback, investors should seize the chance. Ashtead, which has an exceptional track record for dividend growth,...
Meat supplier Cranswick is a tasty stock to own
Thursday 16 Nov 2023Investors hungry for a stock with positive earnings momentum and which has racked up 33 years of unbroken dividend growth should buy Cranswick ( CWK ) , a key supplier of pork and poultry products to supermarkets including Tesco ( TSCO ) , Sainsbury’s ( SBRY ) and Marks & Spencer ( MKS ) ...