magazine archive
magazine archive
Great Ideas
Why Daily Mirror publisher Reach is an outstanding value opportunity
Thursday 05 Dec 2019Newspaper publisher Reach ( RCH ) is rapidly paying down debt and is approaching the point at which growth in digital is making up for the decline in print revenue. We think investors should take advantage of a compelling valuation opportunity, with the stock trading on a forward price-to-earnings...
Artemis Alpha Trust spies pipeline of opportunities
Thursday 05 Dec 2019Artemis Alpha Trust ( ATS ) 327p Gain to date: 14.5% Original entry point: Buy at 285.5p, 25 July 2019 Revamped investment trust Artemis Alpha Trust ( ATS ) is alive to a growing number of prospective investment opportunities according to its latest factsheet. This suggests the company has scope to...
Pets at Homes continues ‘one of the most impressive’ recoveries in retail
Thursday 05 Dec 2019Pets at Home ( PETS ) 242.6p Gain to date: 13.9% Original entry point: Buy at 213p, 5 September 2019 An excellent set of first half results (26 Nov) has fired up shares in pet retailer Pets at Home ( PETS ) and suggests its recovery story is gaining momentum. We have been vindicated for keeping...
The small cap fund backing profitable, growing companies
Thursday 05 Dec 2019Smaller companies in the UK have been an unloved asset class since the 2016 Brexit vote, yet sentiment has recently started to improve. One savvy way to profit from this situation is to buy Montanaro UK Smaller Companies Investment Trust ( MTU ) . Despite a recent advance in the share price, the...
Why Babcock is a buy as orders build
Thursday 28 Nov 2019Defence contractor Babcock ( BAB ) could be on the verge of a real recovery having come through a cycle of earnings downgrades. The company’s combined order book and pipeline has reached its highest ever level and the group is also moving into new markets like Canada and Norway. We believe you...
Middlefield Canadian Income has dividend appeal
Thursday 28 Nov 2019Dividend-hungry investors seeking to diversify the stream of income from their investments should look to Middlefield Canadian Income (MCT) . The investment trust is London’s only listed Canadian equity income fund and offers something different to its AIC North America income peers thanks to its...
Games Workshop has scope to earn a lot more money
Thursday 21 Nov 2019Fantasy miniatures and table-top war games retailer Games Workshop ( GAW ) is benefiting from a step-change in royalty income and we believe further exploitation of its intellectual property can take the business to the next level. Broker Peel Hunt forecasts royalty income of £10m in the six months...
HarbourVest is cheap and a great way to play the private equity space
Thursday 21 Nov 2019Before they come to the stock market, all companies need to raise capital in order to grow and one of their options is to work with pools of private money set aside specifically for that purpose. Investing in private equity through an investment trust is not only a good way to diversify your...
Asia-Pacific growth and narrowing discount to power Pacific Horizon
Thursday 14 Nov 2019These are interesting times for Asia. The ongoing trade dispute between the US and China, huge protests in Hong Kong and the economy slowing in some parts are overshadowing, for now, the undoubted enormous long-run growth potential as the region’s vast population hubs become larger, wealthier and...
We go back to media group Future for growth
Thursday 14 Nov 2019We think the success story at FTSE 250 publisher Future ( FUTR ) , which has seen the company’s market value increase by several multiples in the past few years, has further to run, driven by the company’s latest acquisition. On 30 October Future announced the £140m purchase of TI Media, the...