magazine archive
magazine archive
Great Ideas
Investors are underpricing Alliance Pharma's growth potential
Thursday 03 Oct 2019Pharmaceutical specialist Alliance Pharma ( APH:AIM ) runs an asset-light business model, making it unique in the sector and very cash generative. Alliance Pharma owns or licenses over 90 pharmaceutical and healthcare products and sells them in more than 100 countries. Unusually the company...
IWG could be the next big market cash machine
Thursday 03 Oct 2019Serviced office group IWG ( IWG ) is undergoing a significant transformation that could result in enhanced returns to shareholders in the coming years. IWG is moving to an asset-light strategy where it becomes a master franchise owner, similar to the model used by Domino’s Pizza ( DOM ) and...
Filtration firm Porvair is a reliable business built on large recurring revenues
Thursday 26 Sep 2019With roots in the engineering world Porvair ( PRV:AIM ) has emerged as quite the expert in the filtration process. It has earned a reputation for reliability and is well-placed to withstand the economic knocks of the future. The company is active in various different parts of the market. For...
Mercantile’s 10% NAV discount is too good to miss
Thursday 26 Sep 2019Investors have a chance to buy highly-respected The Mercantile Investment Trust ( MRC ) for 10% less than the value of its underlying assets. A key reason why it is trading cheaply is exposure to UK stocks and the market pricing in a Brexit discount should the UK economy sour. The mid-cap...
Discover the reason Genus shares are worth buying right now
Thursday 19 Sep 2019G enus ( GNS ) provides farmers with superior genetics that enables them to produce higher quality animal protein more efficiently and sustainably. The business serves over 50,000 customers in over 70 countries and employs almost 2,700 people, which includes over 100 who are PhD qualified. An...
This income fund offers a lower risk way to access emerging markets
Thursday 19 Sep 2019Growth-focused investors cannot ignore emerging markets, as we discuss in this week’s Investment Trusts section , yet investing in far-flung developing economies comes with volatility. Investors seeking a smoother ride could look to JPMorgan Global Emerging Markets Income Trust ( JEMI ) as a lower...
The outlook is looking brighter for Synthomer
Thursday 12 Sep 2019Chemicals firm Synthomer ( SYNT ) looks very tempting at the current price following a big sell-off over the past year. The firm’s share price dropped from around 530p a year ago to 280p last month and saw the stock trade on nearly its lowest rating in a decade, while its level of debt compared to...
Bagging bargains with Fidelity Special Values
Thursday 12 Sep 2019Cautious investors concerned about future stock market corrections might consider seeking shelter in a portfolio of domestic stocks that are already dirt cheap and primed for recovery. Fidelity Special Values ( FSV ) pursues such an approach. Managed by Alex Wright, this fund should provide a...
Pets at Home shares are unleashed from the doghouse
Thursday 05 Sep 2019A rally at retailer Pets at Home ( PETS ) could have further to run as the pet care specialist rebuilds confidence in its growth story. The UK’s leading pet care business, selling products online and via 452 physical stores, Pets at Home also operates a UK leading small animal veterinary business...
Secure Trust is among our star picks in the banking sector
Thursday 05 Sep 2019We aren’t fans of the mainstream high street banks or many of the so-called challenger banks – Metro Bank ( MTRO ) being a prime example – but one stock which catches our eye due to its high profitability and low valuation is Secure Trust Bank ( STB ) . Founded in the West Midlands in 1952, it has...