magazine archive
magazine archive
Great Ideas
Time to buy Ocado as it reaches a major turning point
Thursday 25 Jul 2019The last two years have seen a transformation in Ocado’s ( OCDO ) business model from a grocery partner for a couple of middling UK supermarket chains – WM Morrison ( MRW ) and Waitrose – to a software-driven facilitator of online delivery for more than half a dozen retailers, many of which are...
Bargain opportunity as Artemis fund sharpens focus
Thursday 25 Jul 2019A steep 19.3% discount to net asset value (NAV) on Artemis Alpha Trust ( ATS ) should pique the interest of contrarian value investors. A thorough portfolio restructuring and potential relief if Brexit is sorted out quickly offer catalysts for an improved performance and re-rating of the trust,...
Tighter data laws will drive business for Restore
Thursday 18 Jul 2019A £183m fine imposed on British Airways shows how seriously firms have to take the security of their customer data, whether it is online or in old documents that need to be disposed of securely. Increasing pressure on companies to better manage customer data should play to the skills of offices...
Switch on to the underappreciated potential of eOne
Thursday 18 Jul 2019The compelling investment case for TV and film business Entertainment One ( ETO ) has been obscured by concerns over its cash generation. We think this situation is in the process of changing and believe investors should buy now before the market gives the company full credit for its ability to...
Grab Polar Capital tech trust while it is going cheap
Thursday 11 Jul 2019The world is changing at its fastest pace than at any time in history and technology shifts and developments sit smack bang at the heart of this transformation. Technology is everywhere and there are market beating returns to be had from investing in the space, even for the more cautious investor...
Logistics firm set for re-rating after completing turnaround
Thursday 11 Jul 2019As the largest British logistics company, Wincanton ( WIN ) received plenty of media coverage in the first quarter of the year as the nation prepared itself to exit the European Union on 29 March. With 14.3m square feet of warehousing space across more than 200 locations and a fleet of 3,600...
Baillie Gifford ‘best ideas’ trust may not stay cheap for long
Thursday 04 Jul 2019Investors seeking to complement mainstream UK value and income-oriented funds with a concentrated, actively managed best ideas growth trust should snap up Baillie Gifford UK Growth Fund ( BGUK ) . The only Baillie Gifford-managed investment trust trading at a significant discount to net asset value...
Regional REIT shows there is still life in UK property
Thursday 04 Jul 2019A £50m fundraise at 106.5p, which is open to retail investors via most investment platforms until 18 July, will enable UK real estate investment trust Regional REIT ( RGL ) to make some headway on a large pipeline of opportunities in the commercial property space. We think this move could create...
Kainos is at the forefront of a digital transformation
Thursday 27 Jun 2019You won’t find too many businesses and organisations refusing to bow to digital transformation and Kainos ( KNOS ) is there to help. It is a built-in-Britain IT business that does three things. First, it helps typically large organisations transition their processes and operations into the 21st...
The price is right: Royal Mail shares are now a bargain
Thursday 27 Jun 2019Are you feeling brave and are happy to make a contrarian call? Royal Mail ( RMG ) looks like a very interesting ‘buy’ at the current price, albeit recognising this is a high-risk investment. Shares in Royal Mail have fallen by 69% in the past year or so on worries about its shrinking legacy...