magazine archive
magazine archive
Great Ideas
Why Indivior just looks too cheap relative to its growth potential
Thursday 24 Nov 2022Heightened macroeconomic risks and recession worries increase the likelihood of seeing more downgrades in company earnings. This puts a premium on finding companies whose earnings are less affected by the worsening economic backdrop. One such company in our view is Indivior ( INDV ) which develops...
Why this Baillie Gifford fund is a really smart way to play Japan
Thursday 17 Nov 2022A swift recovery in Japan’s economy from a recent setback should set the scene for a strong showing from attractively valued Japanese stocks and Shares has identified an excellent way to play this market. Steered by an experienced team, Baillie Gifford Japanese Income Growth Fund (BYZJQH8) has...
Kape Technologies is the cheap way to invest in the hot cybersecurity trend
Thursday 17 Nov 2022We believe the cybersecurity industry looks like a great place to invest for the long-run, and Kape Technologies ( KAPE:AIM ) is an under-the-radar way to do so. As the number of hacking attacks on government agencies and major businesses surge, digital defence budgets are also rising rapidly, and...
Ongoing strong growth at ME International remains under-appreciated
Thursday 17 Nov 2022ME International ( MEGP ) 103.05p Gain to date: 27% Shares said to buy instant service equipment company ME International ( MEGP ) – previously known as Photo-Me – on 16 June 2022 based on its good growth potential and pricing power which was not reflected in the lowly eight times 2022 price to...
Why you should keep buying global income star Murray International
Thursday 10 Nov 2022Murray International (MYI) £12.70 Gain to date: 4.4% We added Murray International (MYI) to the Great Ideas portfolio at £12.16 on 7 July 2022 in the hope veteran fund manager Bruce Stout’s experience and the trust’s diversified exposure would be prized in the current environment. So far, we’ve...
Loungers is great at cafés but can it also succeed with roadside eateries?
Thursday 10 Nov 2022Loungers ( LGRS:AIM ) 194.4p Loss to date: 30% We originally said to buy all-day café operator Loungers ( LGRS:AIM ) at 278.5p on 23 December 2021 as an attractive growth story, and one where its proposition fitted nicely with the rise of hybrid working where people would spend more time in their...
Why smart cookies should invest in Oreo maker Mondelez
Thursday 10 Nov 2022Risk-averse investors concerned about a global recession should seek out high-quality compounders that can continue to grow sales and earnings during tougher economic times. One such name is Mondelez International (MDLZ:NASDAQ) , the snacking giant with strong market positions in chocolate, sugar,...
Marston’s share price is far too low: discover why you should buy now
Thursday 10 Nov 2022Famed investor Howard Marks is fond of saying that good businesses do not always make good investments and vice-versa. In other words, start with what the market has already priced in. Shares believes there is too much doom and gloom priced into Marston’s ( MARS ) shares, leaving plenty of scope...
Looking for investment trust bargains? This is your quick way in
Thursday 03 Nov 2022The last two times the average investment trust discount went into double digits, shares in Migo Opportunities Trust (MIGO) went on to rally hard. Could we see the same again for this £82 million investment vehicle? The average discount to net asset value for investment trusts went from 2.4% at the...
Why you should buy payment processing giant Visa right now
Thursday 03 Nov 2022Buy something on plastic and your credit or debit card is almost certainly powered by either Visa (V:NYSE) or Mastercard (MC:NYSE) – they remain the giants in the electronic payments pool, dominating transactions globally. Between them, the duopoly processes about 340 billion annual transactions...