magazine archive
magazine archive
Great Ideas
Cheniere Energy outlines big expansion plans for the future as LNG profit surges
Thursday 09 Mar 2023Cheniere Energy (LNG:AMEX) $156.55 Gain to Date: 18% We flagged Cheniere Energy (LNG:AMEX) on 3 March 2022 as a potential beneficiary of Europe’s need to wean itself off Russian gas as the LNG (liquefied natural gas) specialist increased its volume of exports. Cheniere buys natural gas in the North...
Harmony Energy Income Trust is a battery play with real dividend appeal
Thursday 09 Mar 2023If the world is going to make the transition from fossil fuels to renewables, then batteries and battery technology are going to play an important part. Harmony Energy Income Trust (HEIT) is an attractive way to play this long-term theme while also offering a generous income in the here and now. At...
Buy this iShares ETF for its diversified exposure to shares without any dross
Thursday 02 Mar 2023The conventional starting point for most investors is to identify which stocks they want to own and build a diversified portfolio around them. While logical there may be a better way to go about the process which eliminates more risk. Why not start by identifying the weakest companies and...
Cheerios maker General Mills has a tasty recipe for earnings upgrades
Thursday 02 Mar 2023Investors seeking a resilient total return stock with forecast upgrade potential should open a position in General Mills (GIS:NYSE) , the Minneapolis-based food multinational with positive momentum across its diversified business. The $47.8 billion cap recently raised guidance (21 February) for the...
It is time to lock in profit in BAE Systems after a strong run
Thursday 02 Mar 2023BAE Systems ( BA. ) 914.2p Gain to date: 24.2% We flagged defence firm BAE Systems ( BA. ) at 736p in March 2022. This was based on the expectation a less stable world would increase the focus on defence spending and help improve the sector’s long-term prospects. WHAT HAS HAPPENED SINCE WE SAID TO...
Why you should book your holiday with Jet2, and buy the shares too
Thursday 23 Feb 2023People are still prizing their week in the sun despite the strain put on household budgets by soaring inflation, and we believe that airline and package holidays firm Jet2 ( JET2:AIM ) will emerge as one of the big winners as the travel and tourism resuscitation continues. Jet2 has experienced...
Indivior's surprise $290 million provision highlights litigation risks
Thursday 23 Feb 2023Indivior £15.99 Loss to date: 6.8% Consistent upgrades to earnings from both the company and analysts resulting from strong growth in OUD (opioid use disorder) treatment Sublocade prompted us to turn positive on Indivior ( INDV ) in November 2022. We argued the shares looked too cheap against the...
Invest in renewables winner UK Greencoat Wind for a handsome 5.4% dividend yield
Thursday 23 Feb 2023The transition to cleaner energy is a long-term trend which will involve significant investment in areas like renewables. UK Greencoat Wind (UKW) is a good way to play this transition while offering a stream of income from dividends which are rising in line with inflation. The trust generates...
There are plenty of reasons still to like Moneysupermarket after our gains
Thursday 23 Feb 2023Moneysupermarket.com ( MONY ) Price: 233p Gain to date: 34% We recommended money-saving website operator Moneysupermarket (MONY ) in May 2022 on the basis the cost-of-living crisis would lead everyone to start comparing what they pay at the moment for services like insurance and broadband with what...
Buy Canadian Natural Resources: the best oil and gas firm you’ve never heard of
Thursday 16 Feb 2023The prosaically named Canadian Natural Resources (CNQ:TSX) generates lots of cash which underpins a generous and progressive dividend policy and it provides investors with exposure to some of the highest quality oil assets in the world. The company has increased its dividend for 23 consecutive...