magazine archive
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Great Ideas
Why you should stick with Rockwood Strategic
Thursday 27 Jun 2024Rockwood Strategic (RKW) 267.5p Gain to date: 42.7% We highlighted the investment merits of Rockwood Strategic (RKW) at 187.5p in November 2023, arguing the value-focused trust was a way to gain differentiated exposure to a small cap asset class with exciting re-rating scope. We explained how...
Take advantage of the deep discount to NAV at JPMorgan Global Core Real Assets
Thursday 27 Jun 2024JPMorgan Global Core Real Assets (JARA) 74p Market Cap: £154.4 million It has been a rough couple of years for shareholders in long-duration assets as rising interest rates have sent them to deep NAV (net asset value) discounts. With central banks signaling the end of the rate-hiking cycle and...
There are catalysts to power Dell shares 30% higher and it’s not just about AI
Thursday 27 Jun 2024Dell (DELL:NYSE) $137.56 Market cap: $97.57 billion It’s one of the more recognisable names in consumer electronics, millions of us own Dell Technologies (DELL:NYSE) laptops or PCs, yet the Texas-based company is also one of the world’s biggest players in servers, essentially the powerful computers...
Get exposure to quality stocks with Guinness Global Equity Income
Thursday 20 Jun 2024Guinness Global Equity Income (BVYPP13) £21.59 Net assets: £4.6 billion Despite a fairly decent start to 2024 for markets there’s a lot for investors to fret about right now. The timing of interest rate cuts, sticky inflation, a looming US election this November, the ongoing Israel-Hamas war in the...
Used car retailer Motorpoint is well on the road to recovery
Thursday 20 Jun 2024Motorpoint (MOTR) 139p Market cap: £123.4 million Risk-tolerant investors seeking a recovery stock with an exciting market share opportunity ahead of it should hop behind the wheel of Motorpoint (MOTR). Admittedly the used car dealer has just had its toughest year in a quarter of a century, but...
Unloved it may be, but Ultimate Products can still clean up
Thursday 20 Jun 2024Ultimate Products (ULTP) 131.5p Loss to date: 15.7% We flagged Ultimate Products (ULTP) on 18 April 2024 as a compelling way to play the UK consumer recovery on the basis the market was undervaluing the group’s brand strength, resilient business model and multiple growth opportunities. Our bull...
Why Keurig Dr Pepper’s shares are ready to pop
Thursday 13 Jun 2024Keurig Dr Pepper (KDP:NASDAQ) $34.60 Market cap: $46.9 billion Investors seeking to pep up portfolios with a quality consumer staple selling at a discount to peers should consider Keurig Dr Pepper (KDP:NASDAQ) , the North American beverages pure-play whose attractions include a diverse brand...
ME Group remains attractively valued
Thursday 13 Jun 2024ME Group (MEGP) 162.6p Gain to date: 1.8% In February 2024 we highlighted the underappreciated competitive strengths of instant-service equipment designer, maker and operator ME Group (MEGP) . The company, formerly known as Photo-Me International, has built a dominant market share in its chosen...
Cerillion is a built-in-Britain quality tech growth stock that you should own
Thursday 13 Jun 2024Cerillion (CER:AIM) £15.78 Market cap: £565 million Not every investor will back young (ish) technology-led growth companies because it often means being willing to steal yourself through years of painful losses at the start of the journey. It’s why so many feel the need to look overseas for...
Why undervalued Currys can continue to rally
Thursday 06 Jun 2024Currys (CURY) 79.5p Gain to date: 32% We highlighted Currys’ (CURY) exciting recovery potential on 21 March and urged readers to buy at 60.1p on the basis the electricals retailer’s self-help measures under CEO Alex Baldock’s leadership were starting to pay off and the washing machines-to-...