magazine archive
magazine archive
Great Ideas
Snap up ICG Enterprise at a big discount while you can
Thursday 31 Jan 2019In recent months the discount to net asset value (NAV) at private equity investment trust ICG Enterprise ( ICGT ) has widened dramatically despite no significant change in the management, strategy or fortunes of the fund. This has created a compelling value opportunity for investors. A recently...
AFH Financial’s growth plan adds up
Thursday 24 Jan 2019AIM-quoted AFH Financial ( AFHP:AIM ) has grown rapidly in the last few years to become one of the UK’s leading financial planning led-wealth managers with more than £5bn of funds under management ( FUM ). Thanks to strong organic growth and the potential to add more customers through well-timed...
SDL has recovery play credentials
Thursday 24 Jan 2019This is a technology company that has been on the UK stock market for close on two decades, yet we wouldn’t be at all surprised to find most investors asking… SDL ( SDL ) who? The Maidenhead-based business is a content management and language translation software and services specialist. It helps...
Buy BAE Systems for steady growth and tasty dividends at an attractive price
Thursday 17 Jan 2019Shares in defence firm BAE Systems ( BA. ) have fallen by 25% over the past six months, creating an attractive buying opportunity. We think some of the concerns which have weighed on the share price are overdone and would look to full year results on 21 February as an early catalyst for the stock...
Fidelity European Values is just the ticket for current market conditions
Thursday 17 Jan 2019Investors wanting exposure to decent companies at a relatively cheap price and via a liquid fund whose portfolio is a bit different to what you might expect should snap up Fidelity European Values ( FEV ) . Its objective is to achieve long-term growth in both capital and income by investing in...
Fortify your defences with 5.8% yielding Henderson High Income Trust
Thursday 10 Jan 2019Risk-averse investors unnerved by the return of volatility, not to mention slowing global economic growth and European political uncertainties, might view share price weakness at the Henderson High Income Trust ( HHI ) as a compelling entry point. We believe the outlook for income from this highly...
This cash-generative oil producer has huge potential
Thursday 10 Jan 2019The potential for significant production growth and exploration success at Nigerian oil producer Eland Oil & Gas ( ELA:AIM ) in 2019 makes this a must-have share for investors with an appetite for high-risk stocks. We previously flagged Eland as a Great Idea in April 2017 and the shares are now...
Share pick for 2019: Hollywood Bowl
Thursday 20 Dec 2018We believe the market may favour well-invested, highly cash-generative companies with minimal debt and undemanding equity valuations going into 2019. Hollywood Bowl has all these characteristics and offers slow but steady growth potential, plus scope for decent dividends over the long term. Bowling...
Share pick for 2019: Rolls-Royce
Thursday 20 Dec 2018It may have been a testing year for Rolls-Royce ( RR. ) thanks to a series of engine inspection issues yet this remains a global champion now trading at a rare discount. It comes as no surprise to Shares that long-term growth funds run by the likes of Baillie Gifford and activist investor ValueAct...
Share pick for 2019: GB Group
Thursday 20 Dec 2018It’s hard to escape talk of Brexit uncertainty and potential growth slowing on a global scale as we enter 2019. So a company at the top of its structurally growing market, one that is potentially insulated from economic wobbles and capable of expanding for years to come, should be attractive. GB...