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Great Ideas
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...
Hotel group is back in the black after a better first half
Thursday 03 Nov 2022Whitbread ( WTB ) £25.95 Loss to date: -1.2% Original entry point: Buy at £26.26, 19 May 2022 Shares in the UK’s leading hospitality and hotel group are barely changed since we initially recommended buying, despite growing fears of a cost-of-living crisis and a potential recession. As the firm’s...
High-class Lam Research is a brilliant company at a brilliant price
Thursday 27 Oct 2022As the world increasingly embraces a digital-first future, anything that can help the semiconductor industry to drive down costs, boost efficiency and bulk up the power of microchips should have a bright future. This is exactly where Nasdaq-listed Lam Research (LRCX:NASDAQ) oozes pedigree yet its...
Spectris is delivering on its promise, the market should respond
Thursday 27 Oct 2022Spectris ( SXS ) £28.48 Gain to date: 5.1% Original entry point: Buy at £27.09, 28 April 2022 We’re pleased to say it has been ‘full speed ahead’ for precision measurement firm Spectris ( SXS ) since our initial recommendation in April. Despite growing evidence of a global slowdown, organic sales...
F&C Investment Trust can help you weather the storm
Thursday 27 Oct 2022Visibility is clouded and markets volatile at present, which means portfolio diversification should be the watchword for the cautious investor. A great way to gain exposure to a reassuringly broad spread of investments, diversified by geographic region and industry sector, is to buy F&C...
Ashtead made investors stacks of money – could this spin-off business do the same?
Thursday 20 Oct 2022Many investors will be familiar with tool hire business Ashtead ( AHT ) , the best performing FTSE 100 stock over the past 20 years with a 21,934% total return. Lesser known is subsea solutions business Ashtead Technology ( AT.:AIM ) which was spun out of the FTSE 100 group. It was sold to a...
Feast your eyes on a 10% inflation-busting dividend increase from McDonald’s
Thursday 20 Oct 2022McDonald’s (MCD:NYSE) $245.60 Loss to date: 3% Original entry point: Buy at $253.24, 14 July 2022 Fast food chain McDonald’s (MCD:NYSE) shares are trading slightly below our original buying price, but the fundamentals are as strong as ever. Shares highlighted the reliability of the company’s...
After near-40% share price fall, here’s why we think Halma is now a strong buy
Thursday 20 Oct 2022Shares in Halma ( HLMA ) have fallen nearly 40% since the beginning of the year, putting the stock in the bottom quartile for performance among FTSE 100 companies. This means that shares in the company can now be bought at 26 times March 2024 earnings. This represents Halma’s lowest valuation in...
Merchants Trust continues to outperform the market while providing an attractive yield
Thursday 13 Oct 2022Merchants Trust (MRCH) 494p Loss to date: 6.9% Original entry point: Buy at 531p, 30 September 2021 While the shares of Merchants Trust (MRCH) have slipped below our entry price from September 2021, the trust has continued to add to its long-term track record of market outperformance despite the...