magazine archive
magazine archive
Great Ideas
L&G is a cracking value and income play
Thursday 28 Sep 2017Investors interested in well-known names that pay good dividends but put off by sky high valuations need look no further than Legal & General ( LGEN ) . The company offers a ‘one-stop-shop’ for an ageing population in developed nations by offering pensions, insurance, investments and savings...
M.P. Evans has real growth potential
Thursday 21 Sep 2017Investors seeking a strong profit and dividend growth story with M&A optionality thrown in should cultivate a position in Indonesian palm oil producer M.P. Evans ( MPE:AIM ) . Boasting one of the industry’s youngest estates, MPE has superb earnings visibility for the coming decade, while the...
Impax Asset Management's compelling acquisition
Thursday 21 Sep 2017Sustainable investment specialist Impax Asset Management ( IPX:AIM ) looks set boost its assets under management (AUM) by 42% after striking a deal to buy US peer Pax World Management. The companies have been working together for over a decade managing the Pax Global Environmental Markets Fund with...
Textile rental firm is in a sweet spot
Thursday 14 Sep 2017Are you looking for a growing company that pays a bit of income as well? If so, you might want to look at Johnson Service ( JSG:AIM ) . It’s in the business of textile rental which includes supplying work and protective wear to over 40,000 customers including clients such as BMW. It also provides...
Discover one of the most exciting small cap stories
Thursday 14 Sep 2017Franchise group Filta ( FLTA:AIM ) looks poised to accelerate its geographical expansion, making now an ideal time to buy the shares. It has just made its first move into Canada and we understand a deal to crack mainland Europe could be imminent. It’s a really simple business to understand. It owns...
Medica is a premium growth story
Thursday 07 Sep 2017Teleradiology firm Medica ( MGP ) is expected to enjoy rapid growth thanks to a surge in demand and a lack of radiologists in the UK. Medica helps to provide early diagnosis of various diseases through its consultant radiologists who interpret computerised tomography (CT) and magnetic resonance...
Asset-backed Marshall Motor has gas in the tank
Thursday 07 Sep 2017Automotive retail and leasing group Marshall Motor ( MMH:AIM ) represents compelling value at the current price. Sentiment towards car dealerships is presently poor amid uncertain prospects for the UK car market, but Cambridge-headquartered Marshall Motor has an attractive brand mix and a copper-...
Time to snap up WPP on price weakness
Thursday 31 Aug 2017Global advertising giant WPP ( WPP ) is trading at a 15% discount to its long-term average price-to-earnings (PE) ratio of 12.9 after a disappointing first six months of 2017. In our view a PE of 10.9 represents an excellent opportunity to buy a quality company which is one of the leading players...
Is Xafinity the ultimate defensive stock?
Thursday 31 Aug 2017Anyone concerned about low growth in the UK economy may wish to increase exposure to defensive stocks, namely companies which should keep making money even in tougher economic times. One of our top defensive picks is Xafinity ( XAF ) . The bulk of its earnings are generated by ongoing services to...
Shining a light on Midwich’s bright future
Thursday 24 Aug 2017The world of audio visual (AV) equipment has changed radically since Midwich ( MIDW:AIM ) started life in the 1970s. At that point, the products it dealt in were mainly overhead projectors. Today the technology has moved on but the company has kept pace. Midwich’s managing director Stephen Fenby...