magazine archive
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Great Ideas
High-quality drinks pick Pernod Ricard sells at a tasty discount to peers
Thursday 15 Sep 2022Investors who’ve been richly rewarded by backing alcoholic drinks maker Diageo ( DGE ) should buy another large cap consumer defensive with tasty long-run growth prospects, namely its smaller spirits rival Pernod Ricard (RI:EPA) . Shares in the French drinks group are trading on a prospective price...
Grab a slice of top performing Bellevue Healthcare Trust at a discount to NAV
Thursday 15 Sep 2022The Bellevue Healthcare Trust (BBH) has built an enviable track record since launching in 2016. Shares believes the 5.6% discount to NAV (net asset value) presents investors with an attractive entry point. The trust has delivered three-and five-year total returns in NAV of 70.3% and 91.8%...
Investors should add to Taylor Maritime before the shares sail higher
Thursday 08 Sep 2022Taylor Maritime Investments (TMI) $1.39 Gain to date: 7.6% We recommended buying Taylor Maritime (TMI) last October at a price of $1.31 following its highly successful IPO (initial public offering) in June 2021. Our thesis was that with the seaborn freight market booming as the global economy got...
Why we think putting customers first will pay off for Jet2
Thursday 08 Sep 2022Jet2 ( JET2:AIM ) 883.2p Loss to date: 7.7% We always knew Jet2 ( JET2:AIM ) faced some hefty challenges this year, and we got that spot on. The demand surge we predicted if Europe avoided the possibility of an extended Covid recovery hangover has also come good. So strong has the rebound been for...
With the energy market staying hot, buy Hunting for strong earnings momentum
Thursday 08 Sep 2022After a big stumble for the shares earlier in 2022 now is an opportune time to snap up oil services business Hunting ( HTG ) given an encouraging outlook driven by robust commodity prices and a push for energy security. Hunting derives more than 70% of its revenue from providing equipment and...
Buy BBGI Infrastructure for its stable inflation protected income and growth
Thursday 08 Sep 2022For investors looking for inflation protection, a decent yield and stable cash flows backed by long term contracts, global infrastructure specialist BBGI Global Infrastructure (BBGI) ticks all the right boxes. Since listing in December 2011, the trust has delivered a CAGR (compound annualised...
Scope for outsized returns as Made Tech helps Britain go digital
Thursday 01 Sep 2022Public sector digital technology company Made Tech ( MTEC:AIM ) has the potential to be a big part of Government plans to get public services online in future. Set-up by founder and chief executive Rory MacDonald in 2008, it quickly developed a reputation for getting the job done, cutting its teeth...
How a bidding frenzy for music catalogues underlines Hipgnosis Songs appeal
Thursday 01 Sep 2022Hipgnosis Songs Fund (SONG:AIM) 113.4P Loss to date: -1.8% We originally recommended buying investment trust Hipgnosis Songs Fund (SONG:AIM) on 18 June 2020 at a price of 115.5p. We believed the trust would benefit from the growth in music consumption facilitated by streaming services like Spotify...
Impact Healthcare REIT offers a welcome respite for weary investors
Thursday 01 Sep 2022Investors looking for a resilient, well-run, financially stable business to ride out the current uncertainty should look at Impact Healthcare REIT (IHR) . It invests in a diversified portfolio of residential and nursing care homes. With an increasing number of elderly people needing care and a...
Meet the company which literally turns rubbish into jet fuel
Thursday 25 Aug 2022It’s often said that where there’s muck there’s brass, and recycling companies are much in vogue with investors nowadays. One of the less well-known firms is Velocys ( VLS:AIM ) , previously known as Oxford Catalysts, which makes sustainable fuel from waste items. Its products are aimed at the...