magazine archive
magazine archive
Great Ideas
Time to buy under the radar and reliable UK tech business Computacenter
Thursday 20 Apr 2023When investors think of technology stocks, they often turn to the US market, such is the dominance of the old FANGs, Tesla (TSLA:NASDAQ) , Nvidia (NDVA:NASDAQ) and others. This risks missing out on great investment opportunities right here in the UK, such as Computacenter ( CCC ) , a company...
Why you should play Japan through Nippon Active Value Fund
Thursday 20 Apr 2023Investors seeking to profit from rising shareholder activism and improving corporate governance in Japan should open a position in Nippon Active Value Fund (NAVF) . An activist fund floated on the London Stock Exchange before the onset of Covid in 2020, the investment trust’s one year share price...
Laboratory owner offers a cheap way into a growing specialist market
Thursday 13 Apr 2023Life Science REIT (LABS:AIM) 61.5p Loss to date: 14.6% The trust, which specialises in owning properties leased to companies in the life science sector, raised £350 million when it launched in November 2021 and at the end of last year its portfolio was valued at £388 million. Its properties range...
Brunner: a great way to invest in stocks around the world on the cheap
Thursday 13 Apr 2023The 7.1% share price discount to net asset value on investment trust Brunner (BUT) provides an opportunity to buy a balanced global portfolio for less than the value of the underlying assets. The trust has delivered consistent returns across the market cycle and has particular appeal during the...
Rathbones raises its sights with £100 billion Investec wealth deal
Thursday 13 Apr 2023Rathbones ( RAT ) £19.10 Loss to date: 10% We recommended wealth management outfit Rathbones ( RAT ) in April 2022 as a read-across from RBC’s £1.6 billion bid for UK asset manager Brewin Dolphin, but since then things have been extremely quiet on the UK corporate front. Financial firms in general...
Our top picks for 2023 have made a superb start to the year
Thursday 13 Apr 2023Helped by a positive first quarter for stocks our top selections for 2023 have made a superb start to the year. At the time of writing the share price return on the portfolio of 10 names is 18.5%, substantially outpacing the FTSE All-Share which is up just 3.8% and with not a single name in...
Buy Empiric at a big discount to the other main player in student property
Thursday 13 Apr 2023Student accommodation is a segment of the property market with supportive dynamics coming out of the pandemic and we think Empiric Student Property ( ESP ) is an attractively valued way of gaining access to this space. Empiric trades at a substantial discount to its larger peer Unite ( UTG ) ,...
WAG Payment Solutions is a great growth opportunity at a reasonable price
Thursday 06 Apr 2023Investors have been betting that the end is in sight for the cycle of interest rate hikes, with higher risk growth stocks gradually coming back into favour. But you don’t need to be cavalier with your investing approach, there is still excellent value to be found among growth stocks. Most readers...
Medica enters 2023 with good momentum, keep buying
Thursday 06 Apr 2023Medica ( MGP ) 156.4p Loss to date: 4.6% We highlighted the attractions of teleradiology services firm Medica ( MGP ) on 9 March following a significant drop in the valuation of the shares despite the business doubling in size over the last five years. The shares trade on a free cash flow yield of...
Buy leading Swiss healthcare firm Lonza for its high quality defensive growth
Thursday 06 Apr 2023Swiss healthcare company Lonza (LONN:SWX) is a great quality business giving investors defensive exposure to a fast-growing sector. With inflation subsiding and the Federal Reserve likely close to the end of its tightening cycle, Morgan Stanley’s equity strategist Graham Secker believes the US...