magazine archive
magazine archive
Great Ideas
Buy BlackRock Throgmorton for quality growth at a bargain price
Thursday 10 Aug 2023Investors seeking to position portfolios for a rally in small and mid cap stocks should buy BlackRock Throgmorton Trust (THRG) , a fund with a strong long-run performance record trading at a 7.2% discount to net asset value (NAV), wider than the 4.7% 12-month average. The sell-off in quality growth...
ConvaTec has got its act together, is going for growth and its shares should benefit
Thursday 10 Aug 2023Snap up medical products outfit ConvaTec ( CTEC ) as a multi-year turnaround gains traction. Recent evidence for this came as the company raised full year guidance for the second time this year (2 August), delivering accelerated revenue growth in the six-month period to 30 June. After a downward...
Calnex is a UK tech growth story with great recovery potential
Thursday 03 Aug 2023Most investors don’t buy small caps through an index, it’s much more of a stock picker’s playing field. This is why opportunities can be spotted even in the face of lacklustre performance overall. While fund managers have been calling the turn for smaller companies all year with little success,...
Sensible time to bank some profit after Lam Research nearly doubles
Thursday 03 Aug 2023Lam Research (LRCX:NASDAQ) $718.49 Gain to date: 92% The mood is changing around microchips, where oversupply issues may have peaked and demand is getting back on the front foot. Microchips kit maker Lam Research (LRCX:NASDAQ) hinted at the importance of both factors in its latest quarterly results...
Don’t be angry at Heineken’s results as the future looks a lot brighter
Thursday 03 Aug 2023Heineken (HEIA:ASM) €89.44 Loss to date: 6.5% We highlighted Dutch brewing group Heineken (HEIA:ASM) on 20 July for its steady long-term earnings growth which has averaged 8.7% a year since 1992 and the fact the shares traded at their cheapest in a decade based on a cyclically adjusted price to...
Buy cash generative Inchcape: the shares are cheap and there’s plenty of fuel in the tank
Thursday 03 Aug 2023Leading global automotive distributor Inchcape’s ( INCH ) resilient business model and growth potential remain underappreciated by investors. Now is a great time to buy the shares, which are cheap relative to history. Through its ‘Accelerate’ strategy, the FTSE 250 company is helping to consolidate...
Latest deal shows 3i Infrastructure is undervalued and investors should snap up the shares
Thursday 27 Jul 2023News that 3i Infrastructure (3IN) is selling its 25% stake in Attero at a significant premium to its valuation just four months ago confirms for us the market is undervaluing the shares. The investment trust, which comes from the same stable as 3i Group (III) , a core shareholder and one of the...
Buy Volution: it deserves a valuation in line with high quality UK industrial peers
Thursday 27 Jul 2023Companies with regulatory drivers underpinning their business should be highly prized, particularly in the current economic environment. A recent pullback in the share price of ventilation products maker Volution ( FAN ) has created an opportunity to invest in just such an outfit. Volution bears...
This mining stock has jumped by 76% since we said to buy in June
Thursday 20 Jul 2023Rainbow Rare Earths ( RBW:AIM ) 14.26p Gain to date: 76% We said to buy Rainbow Rare Earths ( RBW:AIM ) at 8.1p in anticipation of good news – principally that a pilot plant would demonstrate it could produce rare earths to the required specifications for sale. Achieving that milestone would help...
Find out why Starbucks’ new boss is full of beans
Thursday 20 Jul 2023Investors thirsty for a globally diversified dividend-payer with a long growth runway in developing and emerging markets should invest in Starbucks (SBUX:NASDAQ) . The coffee roaster and retailer has operations in more than 80 markets led by the US and its second biggest market, China. Even if...