magazine archive
magazine archive
Great Ideas
Snap up Melrose now before it updates on GKN value creation goals
Thursday 26 Jul 2018Buy it, fix it, build it, flog it: this is Melrose Industries’ ( MRO ) business model mantra in a nutshell. We think now is a superb time to buy the shares. The £10.3bn FTSE 100 turnaround specialist operates more like a private equity firm than a traditional company. The manufacturing-focused...
Grab a 6.2% yield with touchscreen engineer Zytronic
Thursday 19 Jul 2018With many investors becoming increasingly worried about perceived sky-high ratings of UK equities we believe little technology engineering business Zytronic ( ZYT:AIM ) is a firm value opportunity. The stock is currently trading on 13.9 times forecast earnings for the year to 30 September 2019 and...
Recent investments should make Gear4Music a stronger business
Thursday 19 Jul 2018A share price pullback at online musical instruments retailer Gear4music ( G4M:AIM ) presents a sweet-sounding buying opportunity at 672p. Geared into the channel shift online, Gear4music is emerging from a heavy investment phase. Fiscal year 2019 should see profit growth coming through strongly...
World Cup boost for retail winner JD Sports
Thursday 12 Jul 2018Sunny weather and World Cup fever is putting a spring in the consumer’s step making now a canny time to invest in key beneficiary JD Sports Fashion ( JD. ) . The internationally expanding multi-channel structural growth winner is riding the athleisure boom among youthful gym-goers and fashion-...
Buy Anglo American for cheap shares, good dividend and break-up potential
Thursday 12 Jul 2018A cheap valuation, a decent dividend yield, a strong balance sheet and a potential corporate break-up are all reasons to snap up FTSE 100 diversified miner Anglo American ( AAL ) . The business has exposure to platinum group metals, iron ore, metallurgical and thermal coal, copper, nickel, and...
Snap up digital economy winner IMImobile for potential big gains
Thursday 05 Jul 2018Global commerce is increasingly shifting to online and smartphone applications and we anticipate IMImobile ( IMO:AIM ) will be a long-run digital economy winner. The multi-channel customer engagement, marketing and commerce specialist is separated from its rivals thanks to a superior track record...
Team17 could be a superb way to play soaring demand for video games
Thursday 05 Jul 2018With the initial hype surrounding Team17’s ( TM17:AIM ) stock market flotation dying down, now is a good time to take a position in the video games outfit. The stock rocketed on the 165p issue price in May to hit a high of 270p but has now settled at the 250p mark. In Shares’ experience of previous...
Safety expert Marlowe is red hot thanks to legislative drivers
Thursday 28 Jun 2018Corporate awareness of the need for fire protection is at an all-time high, says Alex Dacre, chief executive of Marlowe ( MRL:AIM ) , a support services business enjoying rapid growth. Increasing health and safety awareness results in stricter legislation and puts more pressure on organisations to...
Pounce on PPHE Hotel which has hidden value
Thursday 28 Jun 2018Investors could benefit from a valuation anomaly on offer at hotel developer PPHE Hotel ( PPH ) . Despite an impressive long-term share price performance, the company trades materially below its estimated net asset value (NAV). PPHE benefits from an exclusive licence from one of the world’s largest...
Aurora is a cracking way to access companies on the mend
Thursday 21 Jun 2018Investors looking to profit from a bargain-hunting style of investing should snap up Aurora Investment Trust ( ARR ) as it provides exposure to high quality businesses with huge upside potential. Aurora trades at a near-3% premium to net asset value (NAV) of 213.63p, yet Shares believes this is...