magazine archive

magazine archive

Under The Bonnet

Sirius Real Estate generates big returns from German business parks

Thursday 22 Oct 2020

Who knew German business parks could be so exciting from an investor perspective? FTSE 250 constituent Sirius Real Estate ( SRE ) has generated a 12.3% annualised total return over the past 10 years from this apparently mundane asset class. In this article we look at how the company achieves these...

The US market presents a massive opportunity for Flutter Entertainment

Thursday 15 Oct 2020

The pandemic has accelerated the shift towards online gambling which provides a big opportunity for Flutter Entertainment ( FLTR ) to pick up new customers as they migrate away from physical arenas. Because around 88% of the gambling market is still offline, there is plenty to play for, especially...

Renishaw is one of the best UK businesses on the market

Thursday 08 Oct 2020

Despite a strong recovery for the share price since the big correction in March, the market is still underestimating the long-term potential at precision engineering firm Renishaw ( RSW ) . In this article we will explore how the company is investing for future growth and why investors with a five...

Is new IPO THG a retail or tech business, and should you invest?

Thursday 24 Sep 2020

Initial public offerings (IPOs) of note have been a relative rarity in the UK this year but The Hut Group, or THG ( THG ) as it is officially called, brought some glitz to London’s new issues market earlier this month. City brokers have been all over the float, the UK’s biggest by money raised...

Can Ashtead maintain its stellar growth record?

Thursday 17 Sep 2020

In any table of UK ‘quality growth’ companies or ‘compounders’, equipment hire firm Ashtead ( AHT ) is usually somewhere near the top if not the top-ranked stock. By way of illustration, a simple screen of the FTSE 350 index for 10-year total returns – in other words capital gains plus reinvested...

All you need to know about Airbnb before its blockbuster IPO

Thursday 10 Sep 2020

Online home rental marketplace Airbnb is set for a blockbuster stock market debut this year as it gets ready to launch a multi-billion dollar initial public offering ( IPO ) in the US. The company is expected to list before the end of 2020 after it confirmed it had confidentially filed the...

Buy remote IT connector Teamviewer for big growth potential

Thursday 03 Sep 2020

We recently looked at Europe and talked about some of the exciting growth companies on the Continent, and how they are often lost in the noise created by their US cousins. German technology company TeamViewer (TMV:XETRA) is exactly the type of fast-growing and profitable tech company that will have...

SAP is one of the most important stocks in Europe

Thursday 20 Aug 2020

Germany’s SAP might be the most important company you have never heard of. It is a genuine enterprise technology sector giant, relentlessly generating billions in revenue and profit year after year. Listed in Frankfurt and Stuttgart and worth €168 billion, it is Germany’s largest listed company,...

The second coming of Serco

Thursday 13 Aug 2020

Public sector service companies such as Serco ( SRP ) have had something of an historic image problem. As governments around the world sought to procure more services for less money, corners were inevitably cut resulting in some high-profile failings. Security firm G4S ( GFS ) made the headlines in...

Spotify stock asks too much of investors

Thursday 06 Aug 2020

It may seem odd that it was right in the teeth of a global pandemic that shares in music streaming service Spotify Technology sprang to life. Since the 3 April 2020, the stock has rallied nearly 130% to nearly $280. It currently changes hands at $254.43. This sudden jolt of investor support came...