magazine archive
magazine archive
Great Ideas
Discover why cash flow monster Imperial Brands remains far too cheap
Thursday 13 Oct 2022Shares in Imperial Brands ( IMB ) have lit up the market year-to-date, rising 25% to trade at a multi-year high of £20.19 with outperformance of the FTSE 100 reflecting the cigarettes-to-vaping company’s prized defensive qualities during uncertain times for equity markets and the global economy...
SRT finally ‘breaks cover’ with record first half sales and earnings
Thursday 13 Oct 2022It has been a long time coming but maritime identification and tracking technologies kit supplier SRT Marine Services ( SRT:AIM ) is finally reaping the benefits of years of investment in its products and systems. In a recent trading update, the firm revealed revenue for the six months to 30...
Ruffer delivers positive return in difficult times but sees more pain for investors
Thursday 06 Oct 2022Ruffer Investment Company (RICA) 303p Gain to date: 5.5% We originally said to buy capital preservation trust Ruffer Investment company (RICA) to add some protection to your portfolio during inflationary times. We highlighted its proven track record of making money in up and down markets. It...
Ideal time to invest in life sciences cheaply through this trust
Thursday 06 Oct 2022Although it only came to market in November 2021, the UK’s first listed real estate investment trust focused on life science properties has had a busy year. Not only has it already invested the net proceeds of its £350 million IPO (initial public offering), its NAV (net asset value) has risen this...
Essentra's transformation to a pure-play industrial supplier is now complete
Thursday 06 Oct 2022Essentra ( ESNT ) 211p Loss to date: -32% Shares in industrial group Essentra ( ESNT ) jumped as much as 15% on 3 October on news the firm had agreed the sale of its filters business, completing its strategic repositioning. Unfortunately, that still leaves them almost a pound below our 310p entry...
How Crestchic is powering up for a growth push and why now is a great time to buy
Thursday 06 Oct 2022The market is picking up on the reality that Crestchic ( LOAD:AIM ) is a transformed business with real momentum behind it. With the valuation remaining attractive we think investors should buy the stock. Despite a 40% rally in the shares over the past three months, with the company delivering its...
Why Ten Entertainment shares are too cheap to ignore
Thursday 29 Sep 2022Tenpin bowling and family entertainment company Ten Entertainment ( TEG:AIM ) has all the attributes of a great investment at a great price. Operationally, the business has performed superbly over the last two years against a difficult macroeconomic backdrop. It is positioned to continue to...
With the pound falling, use this trust to invest overseas in quality companies
Thursday 29 Sep 2022At the beginning of September 2022, the Scottish Investment Trust was subsumed into JPMorgan Global Growth & Income (JGGI) . We think this is good news for anyone who has come across from the Scottish Investment Trust and for existing investors in the JPMorgan fund. For those not already...
Fresh hope for Unilever revival as Jope says long goodbye
Thursday 29 Sep 2022UNILEVER ( ULVR ) £40.64 Gain to date: 2.1% Shares in Unilever ( ULVR ) are up 2.1% since we suggested buying the consumer goods goliath at £39.79 on 4 August 2022, arguing a rally from March’s five-year lows at the Marmite-to-Magnum ice cream maker had further to run aided by a better macro...
Cloud computing is a megatrend investors need in their portfolios
Thursday 22 Sep 2022The emergence of cloud computing has been one of the most successful investment themes over the past decade, and it promises to create wealth for investors long into the future. That’s why we believe First Trust Cloud Computing ETF (FSKY) is not just a play for the next few years, as we (hopefully...