magazine archive
magazine archive
Great Ideas
Schroder’s trust is a winning way to invest in European property
Thursday 06 Dec 2018We believe Schroder European Real Estate Investment Trust ( SERE ) is an excellent means of getting property exposure in your portfolio which is partly diversified away from the risks facing UK assets. Despite achieving the 5.5% yield promised at its December 2015 IPO (based on the issue price in...
Investors on solid ground with VP Group
Thursday 29 Nov 2018One recurring theme when polling UK fund managers on their current stock picks is that they are rejoicing at the chance to buy high-quality businesses on single-digit earnings multiples. VP Group ( VP. ) , the specialist equipment rental firm, was almost trading on a single-digit rating earlier...
Tap into rich dividend streams with this global investment trust
Thursday 29 Nov 2018Quarterly-dividend paying Securities Trust of Scotland ( STS ) looks very attractive for investors wanting a geographically diverse source of income from a group of high quality businesses. A 4.8% discount to net asset value (NAV) offers an attractive entry point, while a plump 3.8% dividend yield...
A Warren Buffett-styled way to play emerging markets
Thursday 22 Nov 2018It is a fairly bold call to suggest buying an emerging markets fund right now but we believe there are good reasons to back Fidelity Asian Values ( FAS ) . The investment trust is built very much along Warren Buffett lines – manager Nitin Bajaj is a confirmed fan of the Sage of Omaha , and does his...
Why Codemasters can get back in the fast lane
Thursday 22 Nov 2018F ollowing recent share price weakness, games developer and publisher Codemasters ( CDM:AIM ) has recovered to 183p, and we think it can maintain this renewed momentum. Notably investment bank Liberum has a 310p price target. A play on the booming gaming industry, Codemasters’ franchises boast huge...
Why we think National Grid is a firm buy for the future
Thursday 15 Nov 2018The UK stock market has been beset with uncertainties all year with Brexit negotiations dragging on, the pound plunging and UK domestic growth stuck in a rut. This could all change in 2019 but in the meantime there is one very compelling reason to own shares in National Grid ( NG. ) – inflation-...
Time to load up on AstraZeneca for capital gains and dividends
Thursday 15 Nov 2018Pharmaceutical giant AstraZeneca ( AZN ) is looking more attractive as it enjoys momentum with drug developments and streamlines its business. Its share price is starting to pick up after being sluggish for a long time. Analysts have also started to upgrade earnings forecasts which is important for...
We’ve warmed to Magners maker C&C, so should you
Thursday 08 Nov 2018Irish brewer C&C ( CCR ) , the premium drinks company which makes and distributes brands including Bulmers , Tennent’s and Magners , looks an appealing pre-Christmas value tipple at €3.34. Shares has previously been lukewarm on the beverages stock, but C&C is at a turning point following...
Pubs operator EI looks very appealing for drinkers and investors
Thursday 08 Nov 2018We are confident that the UK’s largest pub company EI Group ( EIG ) is making good progress with its transformational strategy and is on the verge of generating significant value for shareholders. With a portfolio of 4,500 pubs, EI has recently enjoyed a surge in its share price, up 134% from its...
Keystone Law’s profit soars on high-flying recruits
Thursday 01 Nov 2018The legal sector is very much ‘of the moment’ in market terms with Anexo ( ANX:AIM ) and Knights Group (KGH:AIM ) floating this summer and DWF hoping to join the market later this year. Added to this is a flurry of takeover activity with Knights acquiring rival Spearing Waite last month and Gordon...