magazine archive
magazine archive
Great Ideas
Temporary lull makes this a good time to buy Redwheel UK Equity Income
Thursday 01 May 2025TM Redwheel UK Equity Income Fund (BG34293) 124p Assets: £501 million Managed by the duo of Ian Lance and Nick Purves, the TM Redwheel UK Equity Income Fund (BG342C6) is the spiritual successor to the pair’s former five-star-rated income fund which they ran at Schroders (SDR) more than 15 years ago...
Why we rate now as a great time to buy Trustpilot
Thursday 01 May 2025Trustpilot (TRST): 220p Market cap: £910 million ‘Trustpilot’s re-rating has only just begun – buy the stock now’. This is what we wrote at the beginning of 2024 when the stock traded at 161p. The shares ended the year at around 300p. Donald Trump’s economic policy has sent stock in the goods and...
The Property Franchise Group is a great play on a robust UK residential market
Thursday 24 Apr 2025The Property Franchise Group (TPFG:AIM) 415p Market cap: £265 million For investors who want to tap into growth in the UK residential market, both in terms of sales and rented accommodation, The Property Franchise Group (TPFG:AIM) makes a very attractive proposition. Whereas housebuilders have been...
Mitie shares hit multi-year high on raised outlook and buyback
Thursday 24 Apr 2025Mitie (MTO) Price: 133p Gain to date: 27% It has been a good year so far for ‘recovery story’ Mitie (MTO ), with the shares up 19% at the time of writing and 27% higher than when we recommended the stock in April 2024 compared with a slight fall in the FTSE 250. We said at the time the new...
Wise is on track to be a big winner in the cross-border payments market
Thursday 24 Apr 2025Wise Group (WISE) 957.5p Market cap: £12.3 billion International payments provider Wise (WISE) , formerly known as Transferwise, has set its sights on handling £1 trillion of cross-border payments annually compared with £118 billion last year. While that might appear ambitious, nine years ago the...
ProCook’s progress continues to please
Thursday 24 Apr 2025ProCook (PROC) 33p Gain to date: 13.8% We originally highlighted ProCook’s (PROC) recovery and re-rating potential at 29p in October 2024, calling out the direct-to-consumer specialist kitchenware brand’s scope for profitable growth under a refreshed strategy. We noted the Lee Tappenden-led company...
Why we’re staying sweet on Treatt
Thursday 17 Apr 2025Treatt (TET) 214p Loss to date: 54% Shares made Treatt (TET) one of our key selections for 2025 at 465p on the basis the extracts-to-ingredients supplier had a recipe for long-term growth and many of the hallmarks of a high-quality company such as a focus on innovation and strong cash generation...
A rare opportunity to buy high-quality antibody specialist Bioventix on the cheap
Thursday 17 Apr 2025Bioventix (BVXP:AIM) £24.11 Market cap: £127.9 million Opportunities to buy high quality businesses at knock-down prices do not come along every day. We believe specialist antibody maker Bioventix (BVXP:AIM) now falls into this camp. Over the last year Bioventix shares have halved, taking the one-...
Supermarket Income REIT is a durable cash machine to own
Thursday 17 Apr 2025Supermarket Income REIT (SUPR) 77.1p Market cap: £959 million Experts reckon we could survive three days or nine meals with empty supermarket shelves before a full-blown societal collapse. That’s how vital supermarkets are to our everyday existence. So, invest in shares of Tesco (TSCO) , Sainsbury’...
How investors can stay invested at an attractive price with Fidelity Index World
Thursday 10 Apr 2025Fidelity Index World (BJS8SJ3) 326.27p Assets: £10.6 billion Donald Trump’s sweeping global tariffs have triggered a stampede from global equities that to put it mildly, has inflicted short-term pain on investors’ portfolios. Given the US president’s unpredictability, Shares expects markets will...