magazine archive
magazine archive
Great Ideas
High-quality, market-leading threads company Coats just looks much too cheap
Thursday 29 May 2025Coats (COA) Price: 76.2p Market Cap: £1.2 billion World-leading thread and structural components maker Coats (COA) has set its sights on delivering accelerated cash flow and shareholder returns after de-risking its pension liabilities and divesting non-core assets. We believe this high-quality...
Time to cash out at H&T after takeover approach
Thursday 22 May 2025H&T (HAT:AIM) 646p Gain to date: 71.5% We highlighted the potential for a breakout at H&T (HAT:AIM) on 10 October 2024, arguing a share price dip at the UK’s biggest pawnbroker presented a buying opportunity at 376.7p. Shares posited that a single digit PE (price to earnings) ratio...
Why you can count on JPMorgan Claverhouse as it dials up the income
Thursday 22 May 2025JPMorgan Claverhouse Investment Trust (JCH) 760p Market cap: £419.9 million Investors seeking to inflation-proof portfolios and tap into the re-rating potential of the undervalued UK equity market, with further Bank of England rate cuts among the catalysts, should consider putting to money to work...
JD Wetherspoon continues to demonstrate resilient trading
Thursday 15 May 2025JD Wetherspoon (JDW) 724.4p Profit to date: 20.3% We highlighted pubs group JD Wetherspoon (JDW) in November 2024 as an ‘absolute steal’ based on what we believed were overly-conservative EPS (earnings per share) estimates, putting the business on a forward PE (price to earnings) multiple of just...
Gear4music’s recovery story should strike a chord with investors
Thursday 15 May 2025Gear4music (G4M:AIM) Price: 140p Market cap: £29.1 million Patient investors seeking a growth company trading at a discount to its recent history and offering exciting recovery potential should tune into Gear4music (G4M:AIM) . Shares in the Yorkshire-based outfit peaked above £10 in 2021 during the...
Discover why automated postal machine operator InPost is one of Europe’s fastest growing companies
Thursday 15 May 2025InPost (INPST:AMS) €15.90 Market cap: £6.67 billion Luxembourg-based ecommerce and fulfilment services platform InPost (INPST:AMS) is one of Europe’s fastest-growing companies, yet it is flying under the radar of most retail and institutional investors. Analysts at Jefferies estimate the business...
Why bombed-out sustainability investor Impax Asset Management could see a big bounce
Thursday 08 May 2025Impax Asset Management (IPX:AIM) 150.1p Market cap: £193.6 million ESG (environmental, social, and governance) investing has not been front of mind for many investors since the end of the pandemic as rising interest rates, inflation and the cost-of-living crisis have taken centre stage. Leading...
Jet2’s shares recover from turbulence on buyback and reassuring trading update
Thursday 08 May 2025Jet2 (JET2:AIM) £16.96 Gain to date: 4.5% We included Jet2 (JET2:AIM) in our list of stocks to buy for 2025, noting an undemanding valuation and scope for expansion, and at first that looked like it might have been an error. WHAT HAS HAPPENED SINCE WE SAID BUY? However, the package holidays...
Spotify is an exciting defensive growth play during market volatility
Thursday 08 May 2025Spotify (SPOT:NYSE) $637.65 Market cap: $130.5 billion It’s been a wild ride for investors this year as global stock markets try to come to terms with Donald Trump’s tariff policy, yet music streaming app Spotify (SPOT:NYSE) has proved incredibly resilient. Year-to-date, the Wall Street-listed...
Keurig Dr Pepper shows its defensive qualities
Thursday 01 May 2025Keurig Dr Pepper (KDP:NASDAQ) $34.40 Loss to date: 0.6% We flagged the attractions of Keurig Dr Pepper (KDP:NASDAQ) at $34.60 on 13 June 2024, highlighting the North American beverages play’s diverse brand portfolio – including the iconic, purplish-red canned Dr Pepper – pricing power and cash...