magazine archive
magazine archive
Great Ideas
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-...
Now is the time to use the strong pound to buy high-quality European stocks
Thursday 06 Jun 2024JPMorgan European Growth & Income (JEGI) 106.5p Market cap: £465 million The pound is currently trading close to two-year highs against the euro, and the interest rate differential between the UK and Europe is set to widen as the ECB (European Central Bank) begins easing this month. Not only is...
Why On The Beach is worth buying right now
Thursday 06 Jun 2024On The Beach (OTB) 142p Market cap: £237 million Positive first-half results and an analyst upgrade are reigniting investors’ interest in the online package holiday provider On The Beach (OTB) and we think there is a big value opportunity here for investors to take advantage of. Based on consensus...
SharkNinja is proving to be a global growth star
Thursday 30 May 2024SharkNinja (SN:NYSE) $75.16 Gain to date: 53.5% We highlighted the attractions of SharkNinja (SN:NYSE) at $49 last December and shares in the cleaning-to-cooking appliances designer have soared 53.5% higher since. Risk-averse readers may be tempted to take profits off the table, but Shares believes...
Buy quality compounder CVS while its shares remain under a cloud
Thursday 30 May 2024CVS (CVSG:AIM) £10.63 Market Cap: £760 million Veterinary services specialist CVS Group (CVSG:AIM) is under a cloud at the moment following confirmation by the competition watchdog CMA (Competition and Markets Authority) it would investigate the pet care market for unfair practices after its...
Time to invest in chips beyond Nvidia
Thursday 30 May 2024VanEck Semiconductor ETF (SMGB) £34.34 Fund size: £1.62 billion ‘We have no doubts that Nvidia (NVDA:NASDAQ) is going to become the biggest company in the world in time.’ So says Stephen Yiu, manager of the Blue Whale Growth (BD6PG78) fund, which has consistently upped its stake in the AI chip...
Time to take the money in Costain and move on to pastures new
Thursday 23 May 2024Costain (COST) 82.4p Market cap: £225 million Gain to date: 50.9% As we said in August last year when we recommended FTSE 250 engineering and infrastructure group Costain (COST) , it’s not often we come across companies on single-digit multiples of earnings with large cash piles, and our bet has...
Why AIM tiddler Angling Direct looks a great growth catch
Thursday 23 May 2024ANGLING DIRECT (ANG:AIM) 36p Market cap: £27.8 million Risk-tolerant investors looking to net a stock market minnow with exciting growth potential at home and abroad and scope for a margin recovery-driven re-rating should reel in Angling Direct (ANG:AIM) . The resilient specialist fishing tackle...
Infrastructure investor 3IN is finally catching the market’s eye
Thursday 16 May 20243i Infrastructure (3IN) 342.5p Gain to date: 8.7% When we recommended buying into private equity firm 3i Infrastructure (3IN) last summer at 315p we flagged the undervaluation of its portfolio, as shown by the sale of Dutch waste treatment and recycling firm Attero for more than 30% above its most...