magazine archive
magazine archive
Great Ideas
The return of energy switching gives a further boost to Moneysupermaket
Thursday 30 Mar 2023Moneysupermarket.com ( MONY ) 246p Gain to date: 41% Website comparison company Moneysupermarket ( MONY ) received a potential boost this week after energy group OVO launched a 12-month fixed deal for customers, set 9% below the government’s energy price cap. This effectively kick-starts the return...
How to invest in quality financial stocks without taking big risks
Thursday 30 Mar 2023As the penny finally drops with investors that banks aren’t quite the one-way-bet they thought they were when borrowing rates started to rise, interest is growing in non-bank financial stocks. Fortunately, the UK market is blessed with a number of established, well-run, well-capitalised and...
Why unloved auto dealer Pendragon could appeal to deep value seekers
Thursday 30 Mar 2023Risk-tolerant investors seeking a stock with potential to rally should look at Pendragon ( PDG ) , the unloved automotive retailer whose positive momentum has carried over into 2023. While the business faces near-term economic headwinds, this downbeat outlook is more than priced in with Pendragon...
Shanta Gold is up 30% in less than three months: time to take profit
Thursday 23 Mar 2023Shanta Gold ( SHG:AIM ) 11.85p Gain to date: 31.2% We made African gold miner Shanta Gold ( SHG:AIM ) one of our key picks for 2023 in the expectation of higher gold prices and with the hope strong operational progress from the company could offer gains over and above those enjoyed by the precious...
Keurig Dr Pepper is a quality staple selling at a discount to its peers
Thursday 23 Mar 2023A turbulent year for markets is brewing amid rising geopolitical tensions, stubbornly high inflation and interest rate hikes by central banks which have precipitated a fresh banking crisis. Given this uncertain backdrop, tilting portfolios towards stocks with defensive characteristics seems an...
Pick up underappreciated growth story Midwich at a great price
Thursday 23 Mar 2023Specialist distributor of AV (audio visual) equipment to the trade market Midwich ( MIDW:AIM ) has established a strong track record of growth since coming to the stock market in 2016. Although there are added risks to consider when investing in smaller companies, we believe Midwich is a great...
Babcock's in recovery mode and its shares are much cheaper than other defence stocks
Thursday 16 Mar 2023As volatility returns, one way to protect your portfolio is to tap into returns that aren’t reliant on the global economy or the direction of markets. We think Babcock International ( BAB ) is a good option as it undergoes an internally-driven, multi-year turnaround. The engineering support...
Just Group remains attractive after strong full year trading update and confident outlook
Thursday 16 Mar 2023Just Group ( JUST ) 86p Gain to date: 13% We highlighted the attraction of annuities and lifetime mortgages specialist Just Group ( JUST ) on 1 December 2022 based on its underappreciated transformation to positive cash generation and predictable cash flows. With the bulk annuities market predicted...
This tracker fund is a cheap way to secure gold’s safe haven qualities
Thursday 16 Mar 2023With concerns about systemic risk in the banking sector, gold’s qualities as a safe haven are once again coming to the fore and we’ve found an excellent way to play the precious metal. Gold typically performs well during periods of low growth and sticky inflation and when investors are feeling...
Medica: the small cap with underappreciated opportunities
Thursday 09 Mar 2023Over the past five years teleradiology services company Medica ( MGP:AIM ) has more than doubled sales and profit yet the shares are trading roughly where they were in March 2018. The shares have derated from over 30 times earnings per share to the current 18.5-times. It might be tempting to...