magazine archive
magazine archive
Great Ideas
Building the case for Ibstock
Thursday 26 Jan 2017Leading UK brick manufacturer Ibstock ( IBST ) is a worthy building block for any ISA or SIPP (self-invested personal pension) ahead its full year results on 7 March 2017. We believe there are positive signs in the UK brick market not reflected in its undemanding equity valuation. Based on...
The market has got it wrong on Howden Joinery
Thursday 26 Jan 2017There are some bargains to be found among UK domestic-focused stocks if you believe the economy won’t deteriorate sharply in 2017. One company that’s caught our eye is FTSE 250 kitchens seller Howden Joinery ( HWDN ) . Its share price has fallen 28% since the Brexit vote in June 2016, yet it has an...
Quality insurance arm to revive Personal Group
Thursday 19 Jan 2017A sell-off at insurance and employee benefits specialist Personal Group ( PGH:AIM ) may offer an opportunity to pick up shares in a good company at a reasonable price. Personal Group’s share price has been under pressure because of weak performance in its non-insurance business, in part because of...
Smarten up your portfolio with Kainos
Thursday 19 Jan 2017Belfast-headquartered Kainos ( KNOS ) is a digital technology solutions supplier that helps organisations to work smarter, faster and more efficiently. This is topical as corporates and organisations are desperate to get the most out of any investment and also ensure they aren’t wasting any money...
Twin tailwind to power Aggreko
Thursday 12 Jan 2017A recovery in the share price of temporary power provider Aggreko ( AGK ) may have further to run if its rivals’ share prices are anything to go by. Shares in Ashtead ( AHT ) have gained 46% in the last six months versus an 18% decline at Aggreko even though close to half the latter’s business is...
Take a taste of Diageo
Thursday 12 Jan 2017Alcoholic drinks giant Diageo’s ( DGE ) recent hangover is beginning to fade and the rebound in the world’s largest spirits company has further to run. A winner in the wake of the Brexit vote, Diageo then suffered during a rotation out of expensive defensives into cyclical businesses towards the...
Three in a row for Experian?
Thursday 15 Dec 2016Credit bureau Experian ( EXPN ) has featured as a Shares top pick for two years consecutively and we’re returning the stock to our Great Ideas list of stocks for another 12 months. Experian is in our view one of the UK’s finest businesses. Its progress over the past two years, delivering returns of...
Super charged AO World
Thursday 15 Dec 2016Open a position in AO World ( AO. ) ahead of January’s third quarter trading statement, where the online electrical retailer should report strong growth metrics following a bumper Black Friday and broader festive period. Shares believes shoppers will have splurged on washing machines, televisions...
IMImobile to emerge a digital winner
Thursday 08 Dec 2016As global commerce increasingly goes digital and multi-channel we expect mobile customer engagement, marketing and commerce specialist IMImobile ( IMO:AIM ) to emerge as a digital winner. What really sets the company out from other mobile hopefuls is its consistency, racking up growth in revenue,...
Jimmy Choo’s on the front foot
Thursday 08 Dec 2016High-end shoemaker Jimmy Choo ( CHOO ) remains on the front foot despite difficult luxury market conditions and enters the Christmas selling period with momentum at its heels. A positive January trading update could renew interest in this quality retail growth stock. Well-heeled winner Co-founded...