magazine archive
magazine archive
Great Ideas
Associated British Foods could be about to see earnings growth accelerate
Thursday 28 Nov 2024Associated British Foods (ABF) Price: £21.93 Market cap: £16.1 billion As the proverb says, mighty oaks from little acorns grow, and that has certainly been the case for conglomerate Associated British Foods (ABF) , which has transformed itself from a single bakery in 1935 to a group of market-...
Why Fidelity Special Values is an all-weather winner
Thursday 28 Nov 2024Fidelity Special Values (FSV) 311.5p Market cap: £1.01 billion Wider than the five and 10-year average of 4%, a near-9% share price discount to NAV (net asset value) at Fidelity Special Values (FSV) presents an attractive entry point into a fund with an impressive long-run record and a contrarian,...
Why the PayPal rebound story has run its course
Thursday 28 Nov 2024PayPal (PYPL:NASDAQ) $87.77 Gain to date: 60.7% We pitched PayPal (PYPL:NASDAQ) roughly a year ago, arguing that even in the face of fierce payments competition, a single-digit PE (price to earnings) multiple was too tempting to ignore. This week, the stock hit $87.77, its highest level in two...
Take advantage of International Biotechnology Trust’s big discount
Thursday 21 Nov 2024International Biotechnology Trust (IBT) 716p Market cap: £263.2 million Warren Buffett tells investors to be greedy when others are fearful and take advantage of depressed prices. That in a nutshell is the investment proposition for International Biotechnology Trust (IBT) , which sits on an 11%...
Still oodles to like about best-in-class British tech Cerillion
Thursday 21 Nov 2024Cerillion (CER:AIM) £18.90 Gain to date: 19.8% Genuine growth stocks may be hard to come by on the UK market but Cerillion (CER:AIM) is a rare gem which qualifies. Forecast-beating full year results had analysts gushing, with Canaccord Genuity talking up the stock’s chances of more than doubling...
Why SDI’s growth star is set to shine again
Thursday 21 Nov 2024SDI (SDI:AIM) 58p Market cap: £60.6 million The past couple of years have seen many a growth grenade tossed at SDI (SDI:AIM) yet the company has stuck to its largely successful knitting and we expect its fortunes to significantly improve through 2025. A casual glance at the share price chart might...
Occupational health provider Optima Health is a great buy-and-build story
Thursday 14 Nov 2024Optima Health (OPT:AIM) 164.5p Market Cap: £146.1 million As the UK’s leading occupational health provider, Optima Health (OPT:AIM) is uniquely positioned to consolidate a fragmented market via bolt-on acquisitions as well as delivering organic growth faster than the underlying market. Analysts at...
Why British Airways owner International Consolidated Airlines can continue to soar
Thursday 14 Nov 2024International Consolidated Airlines (IAG) 239p Gain to date: 47.5% Since we flagged the appeal of the stock in March, British Airways owner International Consolidated Airlines (IAG) has gone from strength-to-strength. Passenger numbers have increased despite continued pressures on household budgets...
Why investors should expect a MercadoLibre bounce
Thursday 14 Nov 2024MercadoLibre (MELI:NASDAQ) $1,961.16 Gain to date: 28.2% Quarterly reporting maybe great for transparency but it can be a curse for long-run growth stocks, as investors in MercadoLibre (MELI:NASDAQ) are finding out. The stock was thumped last week (7 November) after a third-quarter report saw sales...
Publishing group Bloomsbury is a growth story worth buying
Thursday 14 Nov 2024Bloomsbury (BMY) 700p Market cap: £571 million Publishing group Bloomsbury (BMY) is a pandemic winner which has kept on winning since Covid. Lockdown saw people rediscover their love of reading, and the company has tapped into and exploited through successful marketing some popular trends in...