magazine archive
magazine archive
Great Ideas
Why Mastercard is a great stock for investors young and old
Thursday 11 May 2023Whether you’re young and just starting to accumulate wealth in your ISA or you’re in your 50s or 60s and thinking about winding down from work, Mastercard (MA:NYSE) is a great stock to own in a diversified investment portfolio. The global credit and debit card monster oozes high-quality,...
The time is right to back emerging markets and this fund has a lot to offer
Thursday 11 May 2023After a difficult period for emerging market stocks, the odds have tilted in their favour. A reversal in the strong dollar, China’s emergence from zero-Covid restrictions and cheap valuations add up to an attractive mix for those prepared to stomach the risks and volatility associated with...
Ashtead Technology shares are up 48% since we said to buy
Thursday 11 May 2023Ashtead Technology ( AT.:AIM ) 370p Gain to date: 48% We said to invest in sub-sea equipment provider Ashtead Technology ( AT.:AIM ) at 250p in October 2022, suggesting the company could emulate its former parent, tool hire firm Ashtead ( AHT ) . While it remains some way off the delivering the...
Pick affordable MJ Gleeson to play a recovery in the housebuilding sector
Thursday 04 May 2023There are a few chinks of light starting to shine through for the UK housebuilding sector which has been under a heavy cloud for some time. Companies are reporting modest improvements in sales rates and the latest Nationwide housing market survey showed a surprise 0.5% month-on-month rise in prices...
Stay patient as GSK continues to deliver better than expected growth
Thursday 04 May 2023GSK ( GSK ) £14.59 Gain to date: 2.9% Global biopharma company GSK ( GSK ) is one of Shares ’ 2023 picks of the year, where we said to buy last December at £14.18. We believe the shares’ discount to the sector will narrow as concerns around Zantac-related litigation recede and management continues...
Good time to position for Franchise Brands’ next growth leg while the shares are down
Thursday 04 May 2023F ranchise Brands’ ( FRAN:AIM ) acquisition of Pirtek Europe gives it a springboard to scale its European footprint and accelerate growth of its existing business-to-business services. The combined group will become one of the world’s largest business-to-business franchise groups with over 310...
This Fidelity fund is a good way to play the rise in UK takeovers
Thursday 27 Apr 2023Investors looking to take advantage of takeover interest among UK stocks should put money into Fidelity UK Smaller Companies (B7VNMB1) . It has an outstanding performance track record, scoring in the top 25% of funds in its category over three, five and 10 years. On a three-year view the fund has...
How to play the dramatic growth in the private rented property sector
Thursday 27 Apr 2023While the new-build property market may be going through something of a slump at the moment, anyone who has looked at the private rented sector of late will know rents are only going one way – up. Recent updates from estate agents Belvoir ( BLV:AIM ) and Foxtons ( FOXT ) have highlighted both the...
Medica shareholders should sit tight after takeover offer in hope of a better price
Thursday 27 Apr 2023Medica ( MGP ) 212.25p Profit to date: 29.4% On 9 March we highlighted small cap teleradiology specialist Medica ( MGP:AIM ) as an underappreciated quality business with a market leading position and exciting growth opportunities. We argued the shares had been unfairly derated over the last five...
Confident start to 2023 for XP Power bolsters optimism
Thursday 20 Apr 2023XP POWER ( XPP ) £23.65 Loss to date: 9.9% XP Power is an electronics engineer, a science-based designer of complex power switching and control solutions. Its kit is used when off-the-shelf solutions simply won’t do, such as AC-DC (alternating current – direct current) power supplies, DC-DC...