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Great Ideas
Investors should give Burberry one last chance before checking out
Thursday 25 Jul 2024Burberry (BRBY) 719p Loss to date: 44.3% It’s never easy confronting a big loss, but we have to admit we were too early in calling the turn at mono-brand fashion firm Burberry (BRBY) . We said at the time there was risk involved given the company had issued two profit warnings, which tend not to be...
Porsche AG has been weak, here’s why it is now a bargain
Thursday 25 Jul 2024Porsche AG (P911:ETR) €69.98 Market cap: €31.3 billion At first glance it may look like an odd time to pitch Porsche AG (P911:ETR) to readers, but we have seen many times that fundamentally good companies can be picked up on the relative cheap during testing times, and that’s the scenario we now...
Why Trustpilot shares can continue to rise this year
Thursday 18 Jul 2024Trustpilot (TRST) 220p Gain to date: 27% On 18 January, Shares suggested Trustpilot (TRST) shares ‘could easily surge past 200p this year and far higher over time.’ Fast-forward six months and shares in the online review platform have already topped the 200p mark despite a short bout of profit-...
The Gym Group’s expansion plans could yield big returns
Thursday 18 Jul 2024GYM Group (GYM) 137.8p Market Cap: £219.8 million Shares in low-cost, no-contract gym operator The Gym Group (GYM) are languishing 55% below pre-pandemic levels despite the firm seeing a recovery in site profitability and growing its estate by 40% since 2019. In recent months the business has got...
Investors should buy US alcoholic drinks firm Constellation Brands
Thursday 11 Jul 2024Constellation Brands (STZ:NYSE) $251 Market Cap: $45.9 billion It’s unusual to find a high-quality company which consistently beats earnings expectations whose shares aren’t at least fairly valued if not overvalued. It’s even more unusual when that gap between valuation and underlying performance...
Why you can ride the rally at Kitwave
Thursday 11 Jul 2024Kitwave (KITW:AIM) 340p Gain to date: 3.3% We highlighted food and drink wholesaler Kitwave (KTW:AIM) in March at 329p for its exciting market share opportunity and scope to deliver plenty of growth and income for investors in the years ahead. Our view was the cash-generative company could sustain...
Why Card Factory is a growth and income stock worth celebrating
Thursday 11 Jul 2024Card Factory (CARD) 98.9p Market cap: £343.4 million Seeking a cash-generative retailer with underappreciated growth prospects and a low equity valuation that suggests significant re-rating potential? Then look no further than Card Factory (CARD) , the value-focused greeting cards-to-party supplies...
Big Yellow shares look cheap given the group’s growth prospects
Thursday 04 Jul 2024Big Yellow Group (BYG) £11.74 Market Cap: £2.28 billion It may not be a glamorous sector, but self-storage is a remarkably stable and lucrative business with tremendous growth prospects. As the UK market leader, with a portfolio of 109 stores and 6.4 million feet of lettable space, Big Yellow (BYG...
Buy Mobius Investment Trust for exposure to the most innovative emerging markets firms
Thursday 04 Jul 2024Mobius Investment Trust (MMIT) 136p Market cap: £163.5 million Who doesn’t like a discount? How about two discounts? Not only are emerging markets trading at a deep discount to US stocks, the Mobius Investment Trust (MMIT) is trading at a 7.5% discount to its NAV (net asset value). Managed by co-...
JPMorgan UK Small Cap Growth & Income buoyed by improved UK picture
Thursday 04 Jul 2024JPMorgan UK Small Cap Growth & Income (JUGI) 322p Gain to date: 9.7% In March 2024 we made the case for investing in the newly merged JPMorgan UK Small Cap Growth & Income (JUGI) . The trust is the result of a merger between JPMorgan Mid Cap and JPMorgan UK Smaller Companies, finalised in...