magazine archive

magazine archive

Under The Bonnet

Buffett-backed Snowflake: great company, completely the wrong price

Thursday 15 Apr 2021

As one of the hottest names to join the stock market in 2020, investors have bet big on US-listed cloud data analytics business Snowflake. Its software allows organisations to manage and analyse large quantities and diverse types of data across the cloud in a single, easy to use platform. Think of...

Ignore short-term noise and buy dynamic, data-driven RELX

Thursday 25 Mar 2021

KEY DATA RELX ( REL ) £17.57 2021 PE: 23.9. 2021 Yield: 2.8% Source: Refinitiv Shares in information services business RELX ( REL ) have lagged the FTSE 100 since the market shifted its focus to cheap value stocks following the vaccine breakthroughs in November 2020. Relative share price weakness...

Buy into HeiQ Materials' exciting growth story

Thursday 11 Mar 2021

There was a lot of hype around the recent stock market flotation of HeiQ ( HEIQ ) , with investors excited about its ability to make materials work better and kill Covid-19 from surfaces. HeiQ. Price: 200p. Market cap: £251 million It raised money by issuing shares at 112p and reversing into cash...

Why it is not yet time to buy Glencore

Thursday 25 Feb 2021

Mining company Glencore ( GLEN ) has long been a source of intrigue for investors but we feel prospective investors should hold off on buying the shares until it resolves a number of issues. On the face it, the investment case looks clear – Glencore has been described as the world’s largest...

Moonpig shares: not cheap but a very interesting business

Thursday 18 Feb 2021

Shares in £1.4 billion company Moonpig ( MOON ) have flown 21% higher to 423.8p since the online greeting cards retailer joined the stock market on 2 February at 350p. While its valuation is certainly not cheap, we’re inclined to believe the share price has further to rise. Analysts think the...

Turnaround scope means you should have ‘Intel inside’ your portfolio

Thursday 04 Feb 2021

Microchips giant Intel had a rough 2020. While most major technology stocks soared last year, this one-time bellwether has struggled as rivals like Nvidia and Advanced Micro Devices ( AMD ) ate its lunch. Even after a double-digit recovery rally in 2021 the stock has bounced less than 30% off 2020...

Why Peloton can’t peddle growth fast enough to keep the share price rising

Thursday 14 Jan 2021

NASDAQ-listed Peloton Interactive ( PTON ) established itself as one of Wall Street’s darlings this year as gyms closed their doors during worldwide lockdowns. The connected fitness business has flourished as people were forced to rethink how they live, work, travel, and exercise. The pandemic...

Why Covid winner Kraft Heinz could prove to be a value trap

Thursday 03 Dec 2020

As the share price uptrend shows, investors are regaining an appetite for US-listed Kraft Heinz, the branded food and beverage behemoth where legendary investor Warren Buffett holds considerable sway. Yet the $46.3 billion cap remains modestly valued for a global consumer staples giant due to...

Rolls-Royce could come roaring back once activity resumes

Thursday 26 Nov 2020

Shares in Rolls-Royce ( RR. ) have been on a hyper-volatile rollercoaster run during the past couple of months. Investors seldom get to see the share price of a FTSE 100 company almost double in value in the space of a few days, as happened with Rolls-Royce in early October, and jump another 50% at...

Starbucks is ready to roast the competition

Thursday 12 Nov 2020

One of the simple investment tenets of legendary American fund manager Peter Lynch is ‘only buy what you understand’; in other words, the greatest stock picking tools at your disposal are your eyes, ears, common sense, and, in some cases, even your taste buds. If you find it tough to live without a...