magazine archive
magazine archive
Great Ideas
Buy Auto Trader as the market has completely misunderstood its situation
Thursday 17 May 2018Weak sentiment towards the car market should not obscure the strength of vehicle listings website Auto Trader ( AUTO ) . Enjoying the low costs of being a purely internet-based business and the pricing power associated with its status as the runaway leader in the UK market, we think investors...
You could make a lot of money from Rolls-Royce shares
Thursday 10 May 2018A lot of fund managers look for discounted shares in high quality companies that happen to be facing short-term struggles. Individuals like Fidelity’s Alex Wright, who runs the Fidelity Special Situations Fund (GB00B88V3X40) or Lindsell Train’s Nick Train spring to mind. We believe that Rolls-Royce...
Building the Ibstock buy case brick by brick
Thursday 10 May 2018A positive environment for the brickmaking sector as a whole and Ibstock ( IBST ) specifically means now looks a good time to add a second brickie to our Great Ideas portfolio. The East Midlands firm joins its counterpart Michelmersh Brick Holdings ( MBH:AIM ) , which we flagged in March. In our...
So many reasons to invest in Cineworld now
Thursday 03 May 2018A very promising film slate in 2018 and a clear opportunity to improve earnings from its newly-acquired chain of 561 cinemas mostly in the US are good reasons to buy shares in Cineworld ( CINE ) . Also supporting the ‘buy’ case is the fact its shares are trading on an approximate 30% discount to...
Irish economic strength is music to the ears of Dalata Hotel
Thursday 03 May 2018We are attracted to Irish operator Dalata Hotel ( DAL ) as it is rolling out new rooms just as the Irish economy is in full bloom. Ireland’s GDP is forecast to grow by 5.7% in 2018 and by 4.5% in 2019, according to stockbroker Davy. It believes consumer spending will grow by 3.2% and 3% over those...
Investors should flick the switch on Strix
Thursday 26 Apr 2018Many investors will already be customers of Strix ( KETL:AIM ) without necessarily knowing it. The company makes kettle controls and safety devices on 70m kettles sold worldwide each year. Whether yours is a posh Bosch or a discount Russell Hobbs, chances are that it automatically switches off when...
Self-storage expert Lok’n Store ‘could double in value’
Thursday 26 Apr 2018There is a clear route for self-storage play Lok’n Store ( LOK:AIM ) to double in value if it can execute on its growth plans. The company provides low cost, secure storage space for households and businesses. Demand for these services has increased due to smaller homes, a more mobile population...
SciSys looks far too cheap given its performance
Thursday 19 Apr 2018The market finally appears to have got over its Brexit hang-up regarding projects-based IT systems and services supplier SciSys ( SSY:AIM ) . Helping to win back the market’s favour earlier this month was a €3.9m contract commitment from the European Space Agency (ESA) via contractor Airbus. Yet...
Be brave and snap up Saga for a handsome 7% dividend yield
Thursday 19 Apr 2018We’re taking a bold step and saying now is the time to buy over-50s travel and insurance specialist Saga ( SAGA ) . We believe the business still has significant appeal despite some recent setbacks. You’re also getting paid a near-7% dividend yield while you wait for the return of earnings growth...
Catalyst for an Eckoh re-rating
Thursday 12 Apr 2018The market mood over technology stories remains pretty bleak given recent controversies at global giants like Facebook, Amazon and others. But this is masking positives elsewhere, particularly among smaller companies. We believe Eckoh ( ECK:AIM ) is a great example. A further deterioration in...