magazine archive
magazine archive
Great Ideas
Morgan Advanced Materials’ recovery is gaining traction
Thursday 29 Aug 2019Manufacturers need new, smart materials to create more advanced products. From more efficient solar panels to increasingly complex microchips, cleaner transport to medical diagnostic equipment, materials engineer Morgan Advanced Materials ( MGAM ) is right at the bleeding edge. Its roots go back to...
Temple Bar could outperform if markets turn sour
Thursday 29 Aug 2019Investors seeking a portfolio of cheap, dividend-paying stocks and selling on a 6.3% discount to net asset value (NAV) should look to Temple Bar Investment Trust ( TMPL ) . This fund has a lot of attractions but isn’t suited to someone who is impatient and wants to see immediate gains. Value...
Ted Baker shares are just too cheap to ignore
Thursday 22 Aug 2019We think you should buy lately-unloved global lifestyle brand Ted Baker ( TED ) at 912p. This isn’t a trade for the faint of heart as the current valuation is discounting that already-downgraded profit estimates may yet be missed, but Shares still has faith in the strength of the Ted Baker brand...
Buy copper giant Antofagasta before sentiment improves
Thursday 22 Aug 2019Want to buy a best-in-class company while market sentiment is poor? Now’s your chance with Chilean copper miner Antofagasta ( ANTO ) . A 20% share price fall since April is partially down to the price of copper recently slipping to levels not seen since the last global recession. The shares have...
Ideagen is a structural growth story with plenty of opportunity
Thursday 15 Aug 2019If the 10-year run of global economic expansion really is winding down then it makes sense for investors to look for structural growth drivers and companies capable of pulling those levers even in a slowing global economy. We believe that Ideagen ( IDEA:AIM ) is just the sort of stable growth...
Tate & Lyle has got the right ingredients for growth
Thursday 15 Aug 2019Investors should buy food producer Tate & Lyle ( TATE ) at 727.2p. We believe the market is underestimating the scope of its long-term margin potential, which could prove the catalyst for earnings upgrades. WHAT DOES TATE & LYLE DO? Tate & Lyle is a global provider of corn-based...
Baillie Gifford US Growth a wealth creator for the long-haul
Thursday 08 Aug 2019Escalating trade tensions and ongoing Brexit unknowns can make the world feel like a scary place but history has a way of putting these things into context. Investing early and for the long-haul is the road to real wealth creation and we believe the Baillie Gifford US Growth Trust ( USA ) is worth...
Buy Smith & Nephew as the FTSE 100 company is finally going places
Thursday 08 Aug 2019Diversified medical devices maker Smith & Nephew ( SN. ) operates in growth markets and owns very competitive products, putting it in an enviable market position. What’s let shareholders down in the past has been business execution and a failure to exploit the growth opportunity. That is now...
Softcat primed for IT outsourcing market share run
Thursday 01 Aug 2019This is not one of those cuddly toys contestants used to win on Crackerjack, Softcat ( SCT ) is what’s called a value-added reseller. The Marlow-based FTSE 250 member sells a wide selection of third party software to small and medium-sized companies and public sector organisations, plus PCs and...
FTSE 250 gold miner Centamin is starting to shine again
Thursday 01 Aug 2019For those who are nervous about where the world is heading, one way to potentially take comfort (and profit) could be through a mining company digging for gold by the Red Sea. After cutting its production guidance three times last year due to operational issues and suffering from associated share...