magazine archive
magazine archive
Great Ideas
2023 stock pick: Prudential could be the low-risk way to play China’s reopening
Thursday 22 Dec 2022If you’re looking to play the expected reopening for China and its economy in 2023, FTSE 100 insurer and asset manager Prudential ( PRU ) could a good way to get exposure while also benefiting from the transparency of investing in a UK-listed company. Following the demerger of M&G ( MNG ) in...
2023 stock pick: Walt Disney is ready for a big comeback under Bob Iger
Thursday 22 Dec 2022Six of the top 10 highest grossing films of all time have been produced by Walt Disney (DIS:NYSE) in the last 10 years. Owning the eponymous animation studio as well as the Pixar, Star Wars and Marvel franchises, the company has a strong claim to be the leading content and entertainment business in...
2023 stock pick: ASML is set for bumper revenue and earnings growth
Thursday 22 Dec 2022According to trade data specialist OEC, semiconductors were the number one globally-traded product in 2020 with a 15% share of total goods by value at $1.7 trillion, computers were 12%, oil was 9% and cars accounted for 4%. What drives this global trade in chips is the fact the world is becoming...
2023 stock pick: JD Sports Fashion – a great business at the wrong price
Thursday 22 Dec 2022For a company with such a strong long-term track record JD Sports Fashion’s ( JD. ) valuation is hugely compelling. A difficult economic backdrop looks more than priced in and a cash-rich balance sheet provides the company with the wherewithal to emerge from the cost of living crisis with an...
2023 stock pick: Apple’s shares have become cheaper and it remains a cash-generating giant
Thursday 22 Dec 2022The iPhone is one of the most successful electronics products of all time, selling more than two billion units worldwide and turning Apple (AAPL:NASDAQ) into the world’s most valuable brand and company. With its shares having dropped more than 25% during a horrid year for growth companies, Apple...
2023 stock pick: GSK is cheap versus peers and is finally going places
Thursday 22 Dec 2022Many healthcare stocks did well on the stock market in 2022, yet one company stood out as a laggard due to a legal matter which has just seen an important breakthrough. GSK ( GSK ) fell 10% in the year versus a 34% gain both from AstraZeneca ( AZN ) and Eli Lilly (LLY:NYSE) , and a 48% advance from...
2023 stock pick: It could be gold’s year and miner Shanta is a great way to play it
Thursday 22 Dec 2022Gold often does well during periods of slowing growth and persistent inflation (known as stagflation) and it should also benefit from a reversal in the strong dollar which held the precious metal back in 2022. Bitcoin’s claims to be an alternative to gold have taken a battering in recent months as...
2023 stock pick: Premier Foods is looking tasty thanks to booming cake and sauce sales
Thursday 22 Dec 2022Leading branded food producer Premier Foods ( PFD ) looks a savvy way to play a decline in eating out as cash-strapped consumers focus more on affordable meals at home. Potential earnings catalysts include a growing overseas business, and the array of new products Premier Foods is launching...
2023 stock pick: Compass is an outsourcing winner with underappreciated growth potential
Thursday 22 Dec 2022Investors should feast on food services company Compass ( CPG ) which has emerged from the pandemic in a stronger position with enhanced growth opportunities and more loyal clients. Compass believes the global outsourcing market for catering is worth at least £220 billion with around half the...
Why this young growth stock could be a great pick in a cost-conscious climate
Thursday 15 Dec 2022It might sound premature to invest in a relatively young growth company, but we believe Eagle Eye Solutions ( EYE:AIM ) is an interesting idea in the current budget-conscious consumer climate. Eagle Eye claims to have developed a best-in-class loyalty and promotions omnichannel software-as-a-...