magazine archive
magazine archive
Great Ideas
Potential for 7% dividend yield from Gulf Keystone
Thursday 18 Apr 2019It may have something of a chequered past but the future for Kurdistan oil producer Gulf Keystone Petroleum (GKP ) looks bright in the near-term. This is not an investment for the faint-hearted, given the company operates in semi-autonomous region of Northern Iraq which has been affected by...
Top-quality Judges Scientific deserves a higher rating
Thursday 11 Apr 2019Science kit manufacturer Judges Scientific ( JDG:AIM ) has built up a loyal retail investor fan base over the years. It is a focused and high-quality growth company, running a portfolio of niche science-based businesses and allowing them to operate with a certain level of autonomy. Its activities...
Restaurant Group is too cheap to ignore: buy now ahead of the recovery
Thursday 11 Apr 2019With its valuation, share price and arguably sentiment so depressed, now is the time to invest in Restaurant Group ( RTN ) in hope that the business can be fixed. You’ll need to be patient as the shares are likely to be volatile until the company can provide enough evidence that its troubles aren’t...
FDM has digital disruption in its palm
Thursday 04 Apr 2019Boasting a huge expansion opportunity, improving profit margins and record applications to join its team, FDM (FDM ) is a class IT projects business with substantial wealth creation potential for investors. There are thousands of businesses and organisations around the world still grappling with...
Why you should invest in Prudential now
Thursday 04 Apr 2019A disappointing share price showing in the last 12 months has created an excellent opportunity to buy FTSE 100 insurance business Prudential ( PRU ) ahead of the demerger next year of its UK and European operations from its faster growing Asian arm and US operations. Shore Capital analyst Paul De’...
Jersey Oil & Gas is about to quantify its North Sea oil discovery
Thursday 21 Mar 2019Oil exploration is a notoriously risky enterprise. It is often seen as an activity with a binary outcome for listed companies – either they find oil and the share price gushes higher, or they don’t and the shares crash. However, we’ve spotted a small cap oil play which is drilling a well that could...
Law Debenture is cheap and could bounce once Brexit is sorted
Thursday 21 Mar 2019There is a rare chance to pick up an unusual but very attractive investment trust trading on a wider than normal discount to its net asset value (NAV) at 13.2% versus a 12-month average of 11.8%. You also get a dividend currently yielding 3.3%. Law Debenture ( LWDB ) is an investment trust with a...
Turn to Fundsmith to play emerging markets
Thursday 14 Mar 2019Emerging economies are faring better than their developed market counterparts despite the US/China trade spat. We believe the best way to get exposure is via an actively-managed fund rather than picking stocks individually as you can lean on the expertise of a fund manager who has the right...
Now is the time to buy WPP again
Thursday 14 Mar 2019Having previously been negative on the investment case for advertising giant WPP ( WPP ) we now feel the story has reached a turning point and it is time to buy again. We could be wrong and this is certainly not a stock to buy if you are risk-averse. However, the company is in the early stages of a...
Johnson Service offers consistent growth
Thursday 07 Mar 2019UK-focused Johnson Service ( JSG ) is a steady growth compounder in the mould of Rentokil ( RTO ) but is less well-followed and even less well-appreciated. The laundry rental and cleaning business isn’t headline-grabbing stuff but since 2014 the firm’s turnover has doubled, earnings per share have...