magazine archive
magazine archive
Great Ideas
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...
888 has a plan for a sporty comeback
Thursday 20 Jun 2019The tough regulatory backdrop has seen shares in the largest London-listed gambling sector names fall by an average 43% over the past 12 months. We believe investors may have overreacted and are therefore missing out on some good opportunities, one of which is online gambling specialist 888 ( 888...
Tech recruitment specialist SThree enjoys strong first half
Thursday 20 Jun 2019STHREE ( STHR ) 292p Gain to date: 0.7% Original entry point: Buy at 290p, 23 May 2019 Specialist recruitment firm SThree ( STHR ) posted a reassuring half-year update (14 Jun), putting it on track to meet its full year targets. Group net fee income, also known as gross profit, grew by 9% to £163m...
A superb way to access the world of small caps
Thursday 20 Jun 2019All serious investors need a small cap fund in their portfolio and Invesco Perpetual UK Smaller Companies ( IPU ) is a cracker of an investment trust to buy now. Smaller companies have the potential to generate high returns for investors as contract wins, a rise in customer numbers and market share...
Invest in Carnival now it’s a higher quality business
Thursday 13 Jun 2019After a great run between 2015 and 2017, shares in cruise ship operator Carnival have been in retreat for some time. We think the stock has fallen too far and that now is a great time to buy. Its dividend has increased at a compound annual growth rate of 13.5% over five years, while the number of...
Why it’s the right time to invest with RIT Capital
Thursday 13 Jun 2019Sometimes it is better to pay a premium price to get a product that is high quality and could serve you well for a long time in the future. That’s certainly how we feel about RIT Capital Partners ( RCP ) which is trading on an 8.6% premium to net asset value (NAV). The investment trust should...
Why you should buy Marston’s for a 7% yield
Thursday 06 Jun 2019The tough market backdrop may have blinded investors to the impressive re-positioning of pub and brewing firm Marston’s. Free cash flow is expected to rise from £47m in 2019 to more than £80m in 2022, according to broker Shore Capital, and this helps underpin a 7%-plus dividend yield. We see...
Network is a growth story you can’t ignore
Thursday 06 Jun 2019Buy payment services firm Network International ( NETW ) as a fascinating growth story and a near-term candidate to join the FTSE 100. Don’t be put off by the premium rating of 33 times 2019 forecast earnings as that is justified by the growth potential on offer and the current share price could...
Why you should buy shares in Ibstock
Thursday 30 May 2019I bstock ( IBST ) is the UK’s leading clay brick manufacturer and we think it could be a useful building block in any balanced investment portfolio. With close to 80% of new buildings using brick in their construction, you might reasonably be concerned about suppliers, like Ibstock, on signs of a...