magazine archive
magazine archive
Great Ideas
Homeserve is a resilient pick with growth ambitions
Thursday 16 Apr 2020Broadly unaffected by the coronavirus crisis, home repairs firm Homeserve ( HSV ) is a FTSE 250 firm worth owning right now. The £3.8bn market cap company is well-placed to come through the crisis with its growth trajectory intact. A provider of home repair services, Homeserve operates a recurring...
Fundsmith upbeat despite difficult market conditions
Thursday 09 Apr 2020Fundsmith Equity (B41YBW7) 416p Gain to date: 1.2% Original entry point: Buy at 411p, 26 March 2020 Holders of Fundsmith Equity (B41YBW7) had the opportunity to digest the thoughts of manager Terry Smith on the recent market volatility as he put out his latest letter to investors . The first...
Why Microsoft could thrive despite coronavirus crisis
Thursday 09 Apr 2020There are unlikely to be many stock market winners from the fallout of the coronavirus pandemic, but one of them could well be a company which was right in front of us all along. The biggest and possibly most well-known technology company in the world, Microsoft seems as well-placed as any business...
Buy Civitas for resilient income credentials
Thursday 09 Apr 2020Social housing fund Civitas Social Housing ( CSH ) has a stable income stream which should underpin its dividend-paying capability through the current uncertainty. As such we think the real estate investment trust could be an attractive option amid a wave of dividend cuts from UK-listed companies...
Cranswick is a meaty share to own right now
Thursday 02 Apr 2020Quality food producer Cranswick ( CWK ) has outperformed the UK stock market by 56% over the last six months and is up 23% in absolute terms. There are two major tailwinds working in the company’s favour which should see the shares keep going up. The lockdown in the UK has temporarily (and maybe...
A safe haven for dividends and customer demand
Thursday 02 Apr 2020Despite companies across the market cancelling their dividends, there is a stock which offers income investors a safe haven. Supermarket Income REIT ( SUPR ) invests in UK property used to house supermarkets and fulfilment centres. Its biggest customers are Tesco ( TSCO ) , Sainsbury’s ( SBRY ) ,...
Our approach to investment ideas in the current climate
Thursday 26 Mar 2020Investors around the world will have seen the value of their portfolios fall this year, some by a large amount. Understandably many people are worried about what could happen next and they are thinking more about turning their assets into cash rather than making investments at cheaper prices. There...
Restore can keep increasing market share and margins
Thursday 26 Mar 2020Restore ( RST:AIM ) 360p Loss to date: 14.2% Buy at 420p, 18 July 2019 The latest results from document management firm Restore ( RST:AIM ) show that the business continues to fire on all cylinders, gaining market share while at the same increasing profit. Revenue for the year to 31 December was 10...
Ocado benefits from forward buying by UK shoppers
Thursday 26 Mar 2020Ocado ( OCDO ) £13.43 Gain to date: 13.2% Buy at £11.87, 25 July 2019 Shares in online food retailer Ocado ( OCDO ) surged after the firm reported (19 Mar) a 10% increase in new orders in the quarter to 1 March and a rise of double that in the first part of March itself as shoppers flooded to its...
Fundsmith shines in both an up and down market
Thursday 26 Mar 2020It is times like now where investors should think hard about using the services of a fund manager to help pick the best companies and, perhaps more importantly, avoid the worst ones. Terry Smith-steered Fundsmith Equity (B41YBW7) proved to be a winner during the bull market with significant...