magazine archive
magazine archive
Great Ideas
Why you can trust in Merchants
Thursday 12 Apr 2018Investors whose confidence in the markets has been rocked by the return of volatility might hunker down in The Merchants Trust ( MRCH ) . This is an investment trust with pedigree in offering a high yield and paying out a growing dividend that has outpaced inflation over the long haul. Most of the...
The investment trust to help you navigate choppy markets
Thursday 05 Apr 2018In times of market strife it can pay to use the services of a highly experienced investment professional. Having been through 150 years of market ups and down, investment trust Foreign & Colonial ( FRCL ) should certainly know how to navigate current choppy market conditions. It has a stellar...
Miton looks cheap with plenty of room to grow
Thursday 05 Apr 2018While the heavyweights of asset management such as Standard Life Aberdeen ( SLA ) seem to be haemorrhaging money through multi-billion pound outflows from their products, a much smaller peer is pulling in the punters. We give you Miton ( MGR:AIM ) , a self-proclaimed ‘specialist’ asset manager...
Michelmersh has cheap shares and lots of growth
Thursday 29 Mar 2018Demand for new homes continues apace but the investment case for the housebuilders is muddied by legitimate concern their margins may have peaked. We believe a better way to participate in new housing growth is through the brickmakers. The most attractive of the three UK-listed outfits, which...
Restore is in a sweet spot as prices go up and it gains scale
Thursday 29 Mar 2018Document management and office removals expert Restore ( RST:AIM ) has made its biggest acquisition to date, paying £88m for TNT’s UK records management operations. Chief executive Charles Skinner hopes that TNT’s prestigious client base including the Ministry of Defence, the Land Registry and...
We are big fans of Volution which is trading on a bargain rating
Thursday 22 Mar 2018Regulatory-driven growth at ventilation products firm Volution ( FAN ) is not reflected in the current valuation as the company completes the largest acquisition in its history. The £38m purchase of New Zealand peer Simx increases its exposure beyond UK markets from around 43% to more than 48%, and...
Demand is soaring for chemicals firm Synthomer
Thursday 22 Mar 2018Chemicals business Synthomer ( SYNT ) looks really interesting as it executes significant expansion to deal with rising demand. Although it is spending money to expand, we believe the benefits will far outweigh the costs over the long term. Synthomer supplies aqueous polymers to aid the creation of...
The easy way to invest in the thriving world of robotics and automation
Thursday 15 Mar 2018You may have seen the recent news that Flippy the burger-flipping robot was taken offline one day into its job at a burger restaurant because it wasn’t fast enough. On one hand it acted as a wake-up call that the robotics industry is susceptible to setbacks just like traditional businesses. However...
Time to buy small cap beauty Swallowfield
Thursday 15 Mar 2018This is an opportune moment for growth and income investors to swoop on personal care and beauty products supplier Swallowfield ( SWL:AIM ) at 335p. Chief executive Chris How is leaving after five years and will be replaced by Tim Perman on 1 July. He is expected to continue executing on a...
Micro Focus is a quality stock going cheap
Thursday 08 Mar 2018We believe there is a clear investment opportunity at Micro Focus ( MCRO ) , the UK’s largest listed software company. The share price is drifting around the £20 mark, down 25% on November’s record highs and down 21% since half year results at the start of January. The shares look oversold...