magazine archive
magazine archive
Great Ideas
OneSavings Bank looks interesting as share overhang is nearly removed
Thursday 08 Mar 2018Challenger bank OneSavings Bank ( OSB ) may have seen its share price lose momentum since last summer but we believe this company is ultimately going to reward shareholders. Its share price has been held back over the last nine months by 38% of its issued share capital being sold in four chunks...
Rare chance to buy FTSE 100 superstar RELX at a discount
Thursday 01 Mar 2018Data analytics, events and publishing business RELX ( REL ) is down 14% year-to-date as a reversal in the dollar strength which had boosted earnings and a dispute over the pricing of scientific journals have dogged the shares. Sentiment is starting to turn and the stock is coming off its 2018 lows...
Get smart Chinese exposure with bargain-priced investment trust
Thursday 01 Mar 2018With its shares trading at a 12% discount to net asset value (NAV), Fidelity China Special Situations ( FCSS ) looks a potentially attractive investment. Offering professionally-managed exposure to the Asian powerhouse economy’s domestic growth opportunity, we believe the discount should narrow as...
Now is the perfect time to buy shares in Tracsis
Thursday 22 Feb 2018We’ve been quietly watching Tracsis ( TRCS:AIM ) over the past few weeks looking for the right entry point for investors. We believe we have now found one. Tracsis is a Leeds-based smart transport analytics and infrastructure technology company that Shares has followed closely since 2013. Back then...
Diversified Gas & Oil becomes top AIM producer
Thursday 22 Feb 2018Oil and gas firm Diversified Gas & Oil’s ( DGOC:AIM ) buy-and-build strategy in the US Appalachian basin is gathering pace following a big fundraise and two sizeable acquisitions which are set to make it the biggest producer on AIM. Crucially this is a story with strong returns on capital and...
Invest in the future with Atlantis Japan Growth
Thursday 15 Feb 2018Investment trust Atlantis Japan Growth Fund ( AJG ) provides exposure to a broad-based portfolio of mid and small cap Japanese equities. It is a single-country fund offering a play on Japan’s improving economic backdrop and attractive corporate valuations. The trust’s discount to net asset value (...
FTSE 100 chemicals firm Croda is a highly desirable investment
Thursday 15 Feb 2018Chemicals firm Croda International ( CRDA ) is one of the highest quality companies on the stock market. Sales and pre-tax profit have grown nearly every year over the past decade and it generates superior return on capital employed (ROCE) roughly in the 30% field. The latter is a measure of how...
Snap up Laird before the market wakes up to its turnaround
Thursday 08 Feb 2018The breathless sell-off in share prices earlier this week is a good reminder not to be over-exposed to stocks with high valuations. With that in mind, we’ve spotted an interesting stock on an undemanding valuation and one with a potential re-rating catalyst on the horizon. Laird ( LRD ) is a global...
Time to feast on high quality Cranswick
Thursday 08 Feb 2018An equity market sell-off should remind investors of the need to include some high-quality, cash-generative growth stocks in a well-balanced portfolio. Buying shares in the current market will take some nerve given the heightened volatility. As such, you should only make new investments if you feel...
K3 Capital is hoovering up small cap M&A deals
Thursday 01 Feb 2018While much focus is on the large cap mega deals, the Kraft-Heinz $46bn merger in 2015 for example, we think it is worth looking at a company involved in smaller deals, of which there are currently plenty. We give you advisory firm K3 Capital ( K3C:AIM ) , a fantastic little gem that has already...