magazine archive
magazine archive
Great Ideas
Small cap retailer Marks Electrical won’t stay under the radar for long
Thursday 31 Aug 2023We believe Marks Electrical ( MRK:AIM ) has the potential to grow earnings at an attractive rate over the next few years driven by geographical expansion and market share gains. Although the shares have only been publicly traded since November 2021, the company has been honing its customer...
Infrastructure engineer Costain looks far too cheap given its prospects
Thursday 31 Aug 2023It isn’t often we come across stocks on a low single-digit PE (price to earnings) multiple with a net cash pile almost equal to their market value but infrastructure and engineering group Costain ( COST ) is one. Its half-year results were steady rather than spectacular – revenue was flat,...
This iShares quality shares tracker is doing exactly the job we hoped
Thursday 31 Aug 2023iShares Edge MSCI World Quality Factor ETF (IWFQ) £42.80 Gain to date: 6.2% When flagging the iShares Edge MSCI World Quality Factor ETF (IWFQ) back in March we were working to a simple hypothesis. Rather than deciding the stocks you want to own as the basis for a diversified investment portfolio,...
Begbies Traynor is a big counter-cyclical growth play with strong prospects
Thursday 24 Aug 2023At first glance, insolvency and business advisory firm Begbies Traynor ( BEG:AIM ) doesn’t shout ‘growth stock’ but over the last five years the group has doubled its revenue and trebled its pre-tax profit thanks to a mix of organic growth and acquisitions. It is now the leading insolvency practice...
Analysts agree with us that Keurig Dr Pepper shares are looking cheap
Thursday 24 Aug 2023Keurig Dr Pepper (KDP:NASDAQ) $33.75 Loss to date: -3.8% We added soft drinks and coffee maker Keurig Dr Pepper (KDP:NASDAQ) to our Great Ideas list in March 2023 at $35.07, noting its valuation had slipped behind those of its peers despite a diverse brand portfolio, resilient earnings and generous...
If you like Evenlode’s popular income fund try the global version
Thursday 24 Aug 2023Smaller in size than the popular £3.47 billion Evenlode Income Fund (BD0B7D5) , Shares believes this is a good time to put money to work with sister fund Evenlode Global Income (BF1QNC4) . Launched in late 2017, the latter has delivered a five-year annualised total return of 8.9%, ahead of the 5.7...
Watchdog U-turn leads to quickfire EMIS profit of 39%
Thursday 17 Aug 2023EMIS ( EMIS:AIM ) £19.08 Gain to date: 39% Readers who backed our recent arbitrage call on EMIS ( EMIS:AIM ) should be feeling pretty chuffed having banked a rough 39% in five weeks, and we called it spot on. We said at the time (6 Jul) that this investment pitch was ‘a little different to the sort...
Secure Trust Bank is cashing in helping consumers get what they want
Thursday 17 Aug 2023Investors who are risk-averse and prefer to avoid small-cap stocks may want to stop reading here, but for those with a nose for value and an appetite for contrarianism we think there is a lot to like about specialist lender Secure Trust Bank ( STB ) . To say the stock is unloved is an...
Irn-Bru maker AG Barr deserves more credit for its sales momentum
Thursday 17 Aug 2023Investors seeking a high-quality pick in the beverages sector should buy AG Barr ( BAG ) , the Irn-Bru and Rubicon drinks maker that deserves more credit for delivering positive sales momentum despite headwinds from the inflation squeezing consumers’ spending power and its own operating margins...
Shares thinks it is time to take profit on Apple
Thursday 10 Aug 2023Pitching Apple (AAPL:NASDAQ) as one of our best picks for 2023 was based on a fairly simple investment premise – shares in a fantastic company had fallen too far after limping along for the best part of a year, and that had left them attractively priced versus prospects for recovery. When push came...