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magazine archive
Great Ideas
Give your portfolio some pep with quality consumer health play Haleon
Thursday 08 Jun 2023A share price pause for breath at GSK ( GSK ) spin-out Haleon ( HLN ) is a buying opportunity for investors. This is a high-quality, large cap company with a strong brand portfolio and a long trajectory of global growth and progressive dividends ahead. The consumer health outfit behind headache...
Why you should buy Ruffer right now to dial-down risk
Thursday 01 Jun 2023The best time to look at a capital preservation fund is not when a market sell-off is already underway but when stocks are still holding up reasonably well. In this context a 10% year-to-date share price reverse at investment trust Ruffer Investment Company (RICA) looks an attractive entry...
SRT Marine sails to fresh highs on new surveillance systems contract
Thursday 01 Jun 2023SRT Marine Systems ( SRT:AIM ) 58.6p Gain to date: 95.3% Bath-based SRT Marine Systems ( SRT:AIM ) is the established global leader in the rapidly-growing global market for maritime surveillance systems. Think of maritime awareness in terms of air traffic control and you get some idea of the...
There could be a big pot of gold awaiting Rainbow Rare Earths
Thursday 01 Jun 2023A potentially huge catalyst is coming in the next couple of months for Rainbow Rare Earths ( RBW:AIM ) which could see a significant uplift in the company’s valuation. For investors prepared to take the risk this could offer significant rewards, although this is only a trade to make with money you...
Time to cut losses after Hunting’s swift reversal of fortunes
Thursday 25 May 2023Hunting ( HTG ) 208p Loss to date: 26.6% We flagged the appeal of energy services firm Hunting ( HTG ) at 283.5p in September 2022 as a means of playing a rebound in spending by the sector off the back of strong oil and gas prices. Hunting is particularly exposed to rig activity in North America...
SSP is great way to play the recovery in global travel
Thursday 25 May 2023One of the most notable trends of the last year has been the rebound in travel, both in the UK and across the globe, as workers have gone back to their offices and holidaymakers have gone on what the media likes to refer to as ‘revenge travel’, making up for trips which were put off due to the...
This global equities fund may not stay under the radar for long
Thursday 25 May 2023Top quartile in terms of performance over the past 12 months, under-the-radar fund VT Cantab Sustainable Global Equity (BK5XL00) deserves a closer look. It was one of the few growth funds to deliver a positive return in 2022, a year where US stock markets experienced a miserable showing and growth...
Buy into Smiths’ ongoing operational transformation
Thursday 18 May 2023Targeting largely defensive and highly regulated niches, Smiths Group ( SMIN ) has created a virtuous circle of high barriers to entry and increasing market share. Better still, it is in the middle of a transformation capable of adding millions in value for shareholders. Smiths’ calls itself a ‘...
Smart cookies who followed us into Mondelez are 23% in the money
Thursday 18 May 2023MONDELEZ INTERNATIONAL (MDLZ:NASDAQ) $77.86 Gain to date: 23.2% Shares in snacking giant Mondelez International (MDLZ:NASDAQ) are up more than 23% since we urged readers to buy at $63.22 on 10 November last year, with the stock testing fresh all-time highs. Investors evidently have a strong...
A great way to invest in world-beating companies from across the Channel
Thursday 18 May 2023Conventional wisdom says the US is the only place to find world-beating companies while Europe has lots of ‘interesting’ niche businesses like specialist engineering and luxury goods companies. The truth is Europe has dozens of companies which are at least on a par with if not well ahead of their...