magazine archive
magazine archive
Great Ideas
Big cheese Glanbia is fighting fit for the future
Thursday 07 Mar 2019Food group Glanbia ( GLB ) is one of those lesser-known but highly exciting large cap stocks. The nutritional ingredients, cheese and dairy packaged foods giant is growing by organic and acquisitive means. Consumer demand for Glanbia’s brands and nutritional ingredients is underpinned by long term...
Snap up services group UDG before the market spots recovery signs
Thursday 28 Feb 2019The market has been too pessimistic towards drug services group UDG Healthcare ( UDG ) , giving you an opportunity to pick up shares in a decent business while the market is disinterested. The share price was hammered last year following earnings downgrades linked to part of its business which...
Murray vies to become core holding for income investors
Thursday 28 Feb 2019We think the generous and growing income on offer from Murray Income Trust ( MUT ) coupled with its focus on quality companies at an attractive price will prove a winner with investors. The investment trust offers a dividend yield of 4.3% and has grown its dividend in every one of the last 45 years...
Bigblu’s big broadband opportunity in the backwoods
Thursday 21 Feb 2019Consumers want reliable, superfast broadband. That’s no problem if you live in towns and cities but what about the thousands who live in the relative backwoods? Bigblu Broadband ( BBB:AIM ) is part of the solution, not just in the UK but across mainland Europe, Scandinavia and Australia as well...
Personal Assets Trust could be a source of comfort in difficult times
Thursday 21 Feb 2019While equity markets have recently rallied, myriad uncertainties remain in the form of worries over global growth, the impact of trade wars and the effects of monetary tightening, meaning investors need to be on their guard. Those of a more nervous disposition might be looking to add some defensive...
Getting out of brewing is the correct decision for Fuller’s
Thursday 14 Feb 2019Pub operator Fuller, Smith & Turner ( FSTA ) is in an interesting position strategically as it will soon have a large amount of cash to help expand its estate of pubs and accommodation. The £250m disposal of its beer business to Japan’s Asahi will leave it focused on properties to sell beer,...
DiscoverIE is boosting margins by targeting higher return areas
Thursday 14 Feb 2019We like the effort to secure higher value business at electronics engineer DiscoverIE ( DSCV ). This used to be a fairly simple distributor of parts and components in the industry and today around 40% of revenue still comes from long-run contracts to supply bits of kit. But that is where the...
The fund management giants can’t live without this small cap
Thursday 07 Feb 2019Small cap stock Alpha Financial Markets Consulting ( AFM:AIM ) may not be a household name but it provides consultancy services to over three quarters of the world’s top 20 wealth managers measured by assets under management. For a firm founded just over 15 year ago, it has an enviable client list...
Fantastic 4imprint is a master of promotion so buy its shares now
Thursday 07 Feb 2019Investors should take advantage of an opportunity to buy promotional products firm 4imprint ( FOUR ) while its valuation is towards the bottom of its historic range and as the benefits of a recent marketing push start to become apparent. Full year results on 5 March could offer a near-term catalyst...
Joules proves there is still life in the retail sector
Thursday 31 Jan 2019Despite the headwinds facing UK quoted retailers, a rare band of sector constituents are generating robust growth and boast compelling international dimensions to their growth stories. Within this cohort is Joules ( JOUL:AIM ) , a UK premium lifestyle brand that is immature in comparison to peers...