magazine archive
magazine archive
Great Ideas
Luceco lights up on maiden results
Thursday 06 Apr 2017Luceco ( LUCE ) 215.54p Gain to date: 43.7% Original entry point: Buy at 150p, 20 October 2016 Better than expected full year results on 3 April have given another lift to shares in Luceco ( LUCE ) . They are now nearly 45% ahead of the price at which we said to buy six months ago. Luceco makes and...
GCP Student Living’s capital comforts
Thursday 06 Apr 2017Student accommodation is a specialist asset class which offers investors returns relatively uncorrelated to the wider financial markets. Within this subset, we view real estate investment trust (REIT) GCP Student Living ( DIGS ) as being in a particular sweet spot and therefore attractive to...
New dawn for Caspian Sunrise
Thursday 30 Mar 2017Now is an opportune time to invest in the newly-renamed Caspian Sunrise ( CASP:AIM ) . An imminent deal will give it full control of the highly-prospective BNG asset in Kazakhstan. Don’t be put off by the new corporate name sounding like a garishly-coloured cocktail. The company previously known as...
Four reasons why you need this Vietnamese fund
Thursday 30 Mar 2017A 21.7% discount to net asset value (NAV) should entice adventurous investors to look at VinaCapital Vietnam Opportunity Fund ( VOF ) . A continuation of the investment fund’s strong performance as well as share buybacks offer catalysts to close the discount. ‘VOF’ focuses on the booming South East...
Somero looks ripe for a takeover offer
Thursday 23 Mar 2017Rising profit, elimination of debt, generous dividends and potential for an additional special dividend later this year; what’s not to like about Somero Enterprises ( SOM:AIM ) ? We view it as a superb investment and a potential takeover target. The concrete levelling equipment specialist sells...
Time to pounce on small cap defensive earner
Thursday 23 Mar 2017The 25% decline in fire and water services group Marlowe ( MRL:AIM ) to 310p over the past few months puts the stock at a much more attractive level for new investors, in our opinion. Regulated markets Marlowe is buying small businesses that serve heavily-regulated markets. Companies and...
PZ Cussons has heritage and growth potential
Thursday 16 Mar 2017Buy into a rebound at PZ Cussons ( PZC ) , the consumer products giant behind Imperial Leather soap, St. Tropez tan, Morning Fresh dishwasher liquid and Rafferty’s Garden baby food brands. We believe PZ Cussons’ strong balance sheet and brands will help it weather macro and currency risks. Major...
Three reasons why you need shares in Cineworld
Thursday 16 Mar 2017A very strong 2017 film release schedule, rising spend per customer and progressive earnings underpin a very attractive investment case at Cineworld ( CINE ) . This is a fantastic business with high quality earnings. It generates lots of cash to self-fund expansion and pay more dividends every year...
Card Factory is a gift that keeps on giving
Thursday 09 Mar 2017Weakness at retailer Card Factory ( CARD ) presents a screaming buying opportunity. Although the outlook for UK retail is uncertain following the Brexit vote, Card Factory is among those shopkeepers best placed to cope with currency-driven cost pressures, while generating cash to grow the business...
The easy way to profit from legal battles
Thursday 09 Mar 2017Litigation finance provider Burford Capital ( BUR:AIM ) could be on course for big returns which are uncorrelated to traditional asset classes and the macro-economic backdrop. Market leader Burford has two arms which both conduct the same activity, namely funding law suits in return for a share of...