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magazine archive

Great Ideas

Compass could keep your portfolio on track

Thursday 15 Jun 2017

At a time when the UK economic and political outlook is uncertain, investing in a big multi-national with a consistent track record of success is a sensible approach. Catering giant Compass ( CPG ) fits the bill. The £27 billion cap operates in more than 50 countries, in more than 50,000 locations...

Gold miner is fixed and ready to roar

Thursday 08 Jun 2017

Gold miner Avesoro Resources ( ASO:AIM ) appears to have fixed its operational and financial pressures and now has an ambition to run a series of mines producing a combined 500,000 ounces of gold a year. Buy the shares before the broader market cottons on to the rebirth of the business and its...

MySale is a mega momentum trade

Thursday 08 Jun 2017

Growth-focused investors should open a position in MySale ( MYSL:AIM ) , an international online retailer with momentum at its heels and ripe for near-term upgrades. A beneficiary of sterling weakness, the £169.8m cap is a compelling play on channel shift and has the balance sheet strength to...

CityFibre part of superfast UK broadband solution

Thursday 01 Jun 2017

A superfast broadband Britain is the aim and fibre network builder CityFibre Infrastructure ( CITY:AIM ) is an exciting way for investors to access the opportunity. The AIM-quoted business builds ultra-fast fibre networks in medium-sized cities. Think Sheffield, Bristol, Glasgow and Leeds; these...

Explore Emerging Europe’s exciting opportunities

Thursday 01 Jun 2017

With equity markets on both sides of the Atlantic testing new highs, investors worried the bubble could burst should diversify portfolios to guard against a potential correction. One region with high long-term return potential largely forgotten by investors is Emerging Europe, which should excite...

Quartix has scope to beat modest expectations

Thursday 25 May 2017

Black box tracking technology supplier Quartix ( QTX:AIM ) has scope to beat conservative expectations this year as it gears up for a rapid growth phase. With a large UK business and a smaller operation in France, the company has now broken the seal on expansion in the potentially huge US market...

The smaller housebuilder with really big potential

Thursday 25 May 2017

The majority of housebuilders on the London Stock Exchange are large companies, some even big enough to be in the FTSE 100 index. Many investors tend to focus on the top players, yet in doing so we believe they are missing out on interesting opportunities further down the market cap spectrum. One...

Fishing Republic is a real catch

Thursday 18 May 2017

The potential to enjoy profitable growth from a fragmented industry means fishing tackle retailer Fishing Republic ( FISH:AIM ) is a tiddler worth netting at 42p. New store openings, healthy like-for-like growth metrics and rising online sales are reasons to hook the £14.8m cap, whose main fishing...

Now is the ideal time to invest in Wilmington

Thursday 18 May 2017

We see an attractive value opportunity at professional information specialist Wilmington ( WIL ) . Admittedly investors may have to be patient; although a 3.3% prospective dividend is a sweetener while you wait. Based on forecasts from N+1 Singer, Wilmington trades on a June 2017 price-to-earnings...

Ultra Electronics is a play on US defence spend

Thursday 11 May 2017

UK-based defence and engineering company Ultra Electronics ( ULE ) generates at least half of its revenue from the US and on this basis should be feeling increasingly hopeful about its prospects. A US budgetary process is underway and although it could prove lengthy, there is increasing confidence...

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