magazine archive
magazine archive
Great Ideas
This Asia Pacific trust prioritises India for stock opportunities
Thursday 15 Dec 2022China bulls may be excited that the emerging markets giant is finally relaxing zero-Covid restrictions, but it is still early to call the recovery in the Middle Kingdom’s faltering economy. Investors who want exposure to Asia Pacific growth without losing sleep over developments in China should...
Takeover suitors follow our lead at Homeserve, K3 Capital and Crestchic
Thursday 15 Dec 2022Three companies we’ve highlighted as Great Ideas over the past year are in takeover situations, demonstrating we were right to flag the appeal of the shares. We said to buy home repair specialist Homeserve ( HSV ) at 675p in March, citing a ‘proven operating model and a strong balance sheet’ and...
Aberforth Smaller Companies Trust is starting to recover
Thursday 08 Dec 2022Aberforth Smaller Companies Trust (ASL)£13.12 Gain to date: 5.5% We said to invest in Aberforth Smaller Companies Trust (ASL) on 22 July 2022 because of its value-focused credentials and the fact you could effectively buy its portfolio for 12.5% less than the market value of its holdings. With a...
Just do it: why you should buy Nike shares right now
Thursday 08 Dec 2022A 30% share price drop at Nike (NKE:NYSE) from 2021’s all-time peak of $177.5 presents a buying opportunity for long-term investors prepared to look past present challenges and pay up for a quality innovator with years of growth ahead of it. Near-term challenges for the world’s largest sportswear...
Discover the global equity trust that’s beaten Fundsmith over the past year
Thursday 08 Dec 2022Looking into 2023 after a tricky year for the markets and investors are still presented with a significant amount of uncertainty around interest rates, inflation, recession, war and more. For those who want exposure to stocks but with a measure of protection, investment trust Securities Trust of...
How SRT Marine surged 60% higher in less than two months since we said to buy
Thursday 01 Dec 2022SRT Marine Systems ( SRT:AIM ) 48p Gain to date: 60% When we flagged maritime identification and tracking technologies kit supplier SRT Marine Systems ( SRT:AIM ) at 30p a month-and-a-half ago (13 October) we were confident a business which had gone under the radar for years was ready to win the...
Insurance and retirement specialist Just Group looks undervalued
Thursday 01 Dec 2022While investing in the market for retirement income may not sound very exciting, even in the case of a self-proclaimed ‘disruptor’ like Just Group ( JUST ) , for those approaching retirement it actually makes a good deal of sense. Just Group offers bulk annuities, individual annuities and lifetime...
Why now is a great time to buy the Artemis Strategic Bond Fund
Thursday 01 Dec 2022With inflation still roaring away and bond investors nursing the deepest losses suffered in decades, now might not seem like a great time to invest in bonds. But, surprisingly, seasoned bond investors are more positive today than they have been in a long time. Rebecca Young who co-manages the...
Discover why Bob Iger can bring back the Disney magic
Thursday 24 Nov 2022Walt Disney Co (DIS:NYSE) $97.78 Loss to date: 43% Shares highlighted the compelling case for buying Walt Disney (DIS:NYSE) in January 2021 at $171.82, but after generating early gains, the shares have drifted lower to leave the shares 43% on our entry point. But there is hope at hand, as former...
How to get low-cost exposure to the UK’s biggest dividends
Thursday 24 Nov 2022With consumer prices hitting a 40-year high, more investors are searching for high-income instruments to try to offset the impact of inflation on their cash. The danger with picking individual stocks just for their income is high yields are usually indicative of some underlying problem with the...