magazine archive


magazine archive

Great Ideas

Buy Aberdeen Asian Income Fund at a discount while you still can

Thursday 25 Apr 2019

Despite a narrowing of the discount to net asset value (NAV) from 11% to 7.7% at Aberdeen Asian Income ( AAIF ) there is still a value opportunity here. The positive re-rating should continue as investors pick up on the fund’s improving performance, attractive income credentials – a 4.2% yield –...

This small cap is profiting from McDonald's waste

Thursday 18 Apr 2019

The phrase ‘where there’s muck there’s brass’ refers to the opportunity to make money from dirty jobs. Filta ( FLTA:AIM ) is embracing this concept with rapid earnings growth from cleaning and recycling work across North America and parts of Europe. Rather than emptying bins or sweeping streets as...

Potential for 7% dividend yield from Gulf Keystone

Thursday 18 Apr 2019

It 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 2019

Science 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 2019

With 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 2019

Boasting 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 2019

A 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 2019

Oil 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 2019

There 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 2019

Emerging 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...

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