magazine archive
magazine archive
Great Ideas
Follow investor B.P. Marsh as it picks financial services winners
Thursday 21 Jun 2018An investor in early stage financial services companies, B.P. Marsh ( BPM:AIM ) has a stellar record and should soon have greater firepower thanks to a forthcoming fundraising which should provide an extra £17m for the business to grow. The company’s recent results show a 24.1% increase in net...
Buy WH Smith for its underappreciated retail strengths
Thursday 14 Jun 2018W H Smith’s ( SMWH ) ability to keep growing its travel arm despite tough retail conditions begs the question whether the stock has been incorrectly priced. We think it should command a high equity rating and are confident the share price has much further to rise. The travel arm accounts for 61% of...
Buy into Meggitt’s upwards share price momentum
Thursday 14 Jun 2018Aerospace and defence engineering company Meggitt ( MGGT ) is seeing an uptick in demand for its various specialist components, so buy into the current upwards share price momentum. However, we must stress this is a high risk investment as Meggitt has a history of profit warnings amid unpredictable...
Why JPMorgan Indian is a hot recovery prospect
Thursday 07 Jun 2018A wide 15.5% discount to net asset value (NAV) on the JPMorgan Indian Investment Trust ( JII ) should interest portfolio builders looking for exposure to one of the globe’s biggest, most exciting long-term growth markets. While performance in the six months to 31 March disappointed, JPMorgan Indian...
Load up on Hastings for cheap rating and 5.3% yield
Thursday 07 Jun 2018The market has fallen out of love with general insurance companies due to various market issues such as growing competition, falling premiums and rising cost of claims. Despite this negative backdrop, we believe now could be a good time to go hunting for bargains in the belief that the bad news is...
Electrocomponents is raising the bar
Thursday 31 May 2018We like Oxford-based Electrocomponents ( ECM ) , the largest distributor of electrical goods in the UK. The company recently announced its first acquisition for two decades, in a marked demonstration of management’s confidence. IESA, bought for £88m, is a maintenance, repair and operations...
Why Buffett might appreciate Proactis value
Thursday 31 May 2018Being bold when others are fearful is a mantra championed by many of the world’s best investors, including the sage of Omaha himself, Warren Buffett. We believe that Proactis ( PHD:AIM ) is a value opportunity very much along those lines, one that could deliver 65% share price upside over the next...
This investment trust has been reborn and is ready to strike back
Thursday 24 May 2018Investors seeking a fund flush with bargain stocks and upside catalysts should buy British Empire Trust ( BTEM ) . It aims to achieve long-term absolute returns by investing in undervalued assets. It offers shareholders value within the portfolio’s underlying assets and the share price also trades...
Analysing drug data could be very lucrative for this little-known business
Thursday 24 May 2018A company which provides important services to pharmaceutical companies has the potential to become a much bigger name in the future, thanks to the way the drugs industry is going. Ergomed ( ERGO:AIM ) may only be worth £102m at the moment, yet a recent strategy shift places the company in a much...
Red tape is no barrier for Ideagen’s growth ambitions
Thursday 17 May 2018The net of regulation red tape and compliance accountability is getting ever tighter around industries and organisations across the world. The next big one is EU-wide General Data Protection Regulation (GDPR) which comes into force on 25 May and is the latest in a long list of rules designed to...