magazine archive
magazine archive
Great Ideas
Why you can be confident in soft drinks and snacks giant PepsiCo
Thursday 26 Jan 2023A recent rising market tide has lifted all boats, with shares in many cyclicals and lower-quality businesses moving higher. But given the difficult year shaping up for the global economy, high-quality, cash-generative companies with defensive characteristics are the best stocks to own for the...
Income seekers should snap up the 8% yield at this Asia-focused trust
Thursday 26 Jan 2023Investors looking to build a diversified portfolio with an emphasis on income ought to look at Henderson Far East Income (HFEL) , an investment trust which is currently yielding more than 8% and has raised its dividend annually for the last 15 years. While Asia may not occur straight away as a...
XP Power is ready to bounce back in 2023
Thursday 19 Jan 2023Markets are gradually re-engaging with growth stocks as inflation and supply chain pressures ease and economic data shows signs of promise. We believe XP Power ( XPP ) stands to benefit, and analysts agree – Berenberg sees earnings doubling within five years thanks to end-market structural growth...
Discover why JPMorgan European Growth and Income is a smart play on European recovery
Thursday 19 Jan 2023European shares have started 2023 on the front foot as being starved of Russian gas supplies has not had as devastating an impact as feared this winter and inflation shows some signs of easing. However, in an environment which remains uncertain Bank of America strategists think investors should...
This Canada-focused trust has a lot to offer investors
Thursday 19 Jan 2023Middlefield Canadian Income (MCT) 116.75p Loss to date: 6.4% We said to buy shares in Middlefield Canadian Income (MCT) at 124.75p on 17 March 2022 because the shares were trading 15.2% below net asset value and offered a 4.1% dividend yield. Big exposure to the energy sector was also timely given...
Why JD Sports’ share price jump presents a profit-taking opportunity
Thursday 19 Jan 2023JD SPORTS FASHION ( JD. ) 161.45p Gain to date: 41% Our ‘buy’ call (22 December 2022) on trainers-to-tracksuits retailer JD Sports Fashion ( JD. ) at 114.6p has been rewarded with a 41% gain in a matter of weeks, the stock sprinting ahead amid a great start to 2023 for UK stocks and improving...
The 5G revolution is a big growth driver for Spirent
Thursday 12 Jan 2023Many smartphone users will have access to 5G next generation mobile networks, particularly if you’re in one of the UK’s cities. This shows up as a 5G symbol in your notifications bar and you should notice faster streaming of music or video, for example. Yet we remain years away from 5G delivering...
Odyssean hits new all-time high as more portfolio companies receive takeover bids
Thursday 12 Jan 2023Odyssean Investment Trust (OIT) 180.49p Gain to date: 85% We said to buy Odyssean Investment Trust (OIT) at 97.5p in September 2020, highlighting that managers Stuart Widdowson and Ed Wielechowski had proven expertise in picking companies that could prove attractive to private equity or strategic...
Investors should get ready to welcome bonds back into their hearts
Thursday 12 Jan 2023There is a growing appreciation as we enter 2023 that after many years in the wilderness due to rock-bottom interest rates, bonds once again deserve a place in a balanced portfolio. Howard Marks of Oaktree Capital Management argues that base interest rates are not going to return to between 0% and...
2023 stock pick: ME Group is a resilient, high quality business
Thursday 22 Dec 2022Photo booth and laundry operator ME Group International (MGEP) , formerly known as Photo-Me International, had an exceptional 2022. The shares rose 71%, boosted by a stronger than expected recovery from the pandemic. The shares look in good shape to sustain their momentum as ME continues to drive...