magazine archive
magazine archive
Great Ideas
Why you should buy set-and-forget multi-manager Alliance Trust
Thursday 22 Aug 2024Alliance Trust (ATST) £12.23 Market cap: £3.45 billion Part of the excitement of investing is actively running your own portfolio, or a portion of it, digging around company fundamentals, assessing opportunities and threats, and owning a piece of a business that you think will produce attractive...
Dunelm is just the right stock to play a revival in consumer spending
Thursday 15 Aug 2024Dunelm (DNLM) £11.70 Market cap: £2.4 billion We have been watching homewares retailer Dunelm (DNLM) for some time now and we think the cycle-low is in for the share price. In fact, the low occurred in April just after the firm released its third-quarter trading update warning of ‘challenging’...
Time to turn sweet on Tate & Lyle
Thursday 15 Aug 2024Tate & Lyle (TATE) 645p Market cap: £2.5 billion Investors have soured on Tate & Lyle (TATE) since the global ingredients group announced the $1.8 billion (£1.4 billion) acquisition of ‘mouthfeel’ specialist CP Kelco in June. The food producer’s shares have fallen more than 20% from May’s...
Canadian General Investments beats its benchmark so far in 2024
Thursday 15 Aug 2024Canadian General Investments (CGI) £21.94 Gain to date: 2.4% We flagged an opportunity to get into this North American-focused investment trust, which is listed in both the UK and Canada, at a big discount in April 2024 citing its impressive long-term track record and the nous of its manager Greg...
Why small- and mid-cap specialist Smithson remains a smart idea
Thursday 08 Aug 2024Smithson Investment Trust (SSON) £13.58 Loss to date: 2.5% We urged readers to buy investment trust Smithson (SSON) at £13.93 on 25 January in the belief a share price rebound then underway had further to run as sentiment towards quality global small- and mid-cap companies improved. We reckoned...
Why this reliable income payer is a screaming buy right now
Thursday 08 Aug 2024Aviva (AV.) 464p Market cap: £12.9 billion There’s a gambit insurance salespeople use which goes something like: if you had a machine in the shed which printed £70,000 a year of genuine £20 notes, how much would you insure it for? The customer usually gives a high figure, say in the region of £500,...
The best-performing UK investment trust over three years isn’t tech
Thursday 01 Aug 2024Literacy Capital (BOOK) 515p Market cap: £310 million We have been keeping a watchful eye on UK private equity investment trust Literacy Capital (BOOK) for some time, and this week’s quarterly NAV (net asset value) and trading update has finally convinced us to go nap. The trust was set up in 2017...
Crisis overblown, time to buy CrowdStrike
Thursday 01 Aug 2024CrowdStrike (CRWD;NASDAQ) $258.81 Market cap: $63 billion It’s been a rough couple of weeks for CrowdStrike (CRWD:NASDAQ) after what some have called the world’s biggest IT outage caused banks, hospitals, and airports to ‘go dark’. The question for investors now is that following the more than 30%...
Why Unilever’s turnaround story is alive and well
Thursday 01 Aug 2024Unilever (ULVR) £47.05 Gain to date: 23% Shares flagged the attractions of consumer goods goliath Unilever (ULVR) at £38.19 in January 2024 on the grounds the Dove-to-Domestos maker’s intrinsic strengths were underappreciated by the market. We also hoped new chief executive Hein Schumacher could...
Diversify your dividends with Abrdn Asian Income Fund
Thursday 25 Jul 2024Abrdn Asian Income Fund (AAIF) 213p Market cap: £338.2 million Dollar fluctuations could create volatility for emerging markets assets as the US presidential election draws near, but one region income-hungry investors cannot afford to ignore is Asia Pacific, home to many high-quality companies with...