magazine archive
magazine archive
Great Ideas
Share pick for 2020: Kainos
Thursday 19 Dec 2019A desire to go digital is one thing that unites organisations both large and small. From ordering a pint in a pub via a phone app to calculating a tax return, plus a million more things, this is a multi-year transition that will separate winners from losers. Among those thriving from this...
Share pick for 2020: Begbies Traynor
Thursday 19 Dec 2019Insolvency specialist and property services company Begbies Traynor ( BEG:AIM ) derives two thirds of its revenue from activities which are counter-cyclical, which means that in any future slowdown or even recession the business will see rising demand for its insolvency services. The company’s...
Share pick for 2020: Hotel Chocolat
Thursday 19 Dec 2019Premium British chocolatier Hotel Chocolat’s ( HOTC:AIM ) enviable record of beating earnings forecasts has been rewarded with a rich equity rating, yet the growth story is just getting started. This cash generative chocolate brand’s product range is going from strength to strength and it plans to...
Share pick for 2020: Centrica
Thursday 19 Dec 2019Whether the latest strategic change of direction at British Gas owner Centrica ( CNA ) is yet another false dawn or a genuine reset onto a more profitable path, the shares are so beaten up that the risk/reward ratio here is attractive. There are early signs that greater retail customer focus is...
Shares pick 2020: Wizz Air
Thursday 19 Dec 2019An outstanding growth stock leaving its rivals trailing, Wizz Air ( WIZZ ) is structurally better placed than its peers to exploit the rise in air travel. A low-cost airline focused on connecting travellers from Central and Eastern Europe (CEE) with the rest of the continent, Wizz has carved a...
Share pick for 2020: Schroders
Thursday 19 Dec 2019With assets under management of £444bn, Schroders ( SDR ) is one of the few UK financial firms able to stand shoulder-to-shoulder with its international peers. While the UK accounts more than a third of assets under management, two thirds of operating revenue comes from outside the UK making it a...
Share pick for 2020: IG Design
Thursday 19 Dec 2019You’d be crackers to ignore this global growth winner. Investors willing to pay up for a quality long-term consolidation story with global earnings momentum should snap up IG Design ( IGR:AIM ) . Despite having already delivered stellar returns for shareholders, we believe there is more to come as...
Why you should buy Aberdeen Japan Investment Trust now
Thursday 12 Dec 2019Investors should buy Aberdeen Japan Investment Trust ( AJIT ) at an attractive 9.4% discount to net asset value (NAV). This has scope to narrow as performance improves and an enhanced dividend policy stimulates demand. Trade tensions between the US and China as well as Japan and South Korea are...
We’ve made 36% on Computacenter and there should be more to come
Thursday 12 Dec 2019Computacenter ( CCC ) £16.52 Gain to date: 36.5% Original entry point: Buy at £12.10, 2 May 2019 Our faith in IT business Computacenter ( CCC ) continues to be rewarded. A trading update on 10 December revealed full year profit and earnings per share would be ‘well ahead’ of current market...
Why QinetiQ is much more dynamic than the market thinks
Thursday 12 Dec 2019Perceived as a sleepy and slightly secretive provider of innovative test and evaluation of military platforms to the Ministry of Defence, QinetiQ ( QQ. ) has transformed its commercial capabilities under chief executive Steve Wadey. Management implemented a new growth strategy three years ago with...