magazine archive
magazine archive
Great Ideas
Buy AVI Global for a new spin on value investing
Thursday 30 Jun 2022There has been a clear shift in the market away from growth companies towards value and the rising interest rate environment makes it likely that trend will continue. However, with some of the more obvious value opportunities already being seized on by investors there is merit in seeking out less...
Games Workshop shares have rarely looked as cheap as they do today
Thursday 23 Jun 2022Fantasy games and miniatures maker Games Workshop ( GAW ) is the definition of a business which has chunky gross margins with high and sustainable returns on capital, allowing it to re-invest its cash flow to grow in size or hand back the surplus to shareholders. Its strategy is simple: ‘To make...
Euromoney sees its shares surge higher on private equity bid interest
Thursday 23 Jun 2022EUROMONEY ( ERM ) £13.82 Gain to date: 24% Original entry point: Buy at £11.12 , 7 October 2021 Shares in information services and events firm Euromoney ( ERM ) jumped 25% following confirmation of an approach from private equity firms Astorg Asset Management and Epiris LLP, regarding a possible...
Find out why Liontrust European Growth's roaring success can return
Thursday 23 Jun 2022European markets are under pressure right now and with good reason as the European Central Bank gets more hawkish in the face of mounting inflation and as growth slows. However, we think there are opportunities for good stock-pickers to take advantage of share price weakness and Liontrust European...
As Revlon files for bankruptcy, Revolution Beauty continues to deliver growth
Thursday 23 Jun 2022Revolution Beauty ( REVB:AIM ) 84.2p Loss to date: 47.4% Original entry point: Buy at 160p, 9 September 2021 Despite the company in question not really doing anything wrong in terms of execution our buy call on Revolution Beauty ( REVB:AIM ) has been badly beaten up. In hindsight we might have cut...
Fulham Shore is navigating cost pressures well and continues to expand
Thursday 16 Jun 2022Fulham Shore ( FUL:AIM ) 13.75p Loss to date: 16.7% Original entry point: Buy at 16.5p, 7 April 2022 Our positive call on Fulham Shore ( FUL:AIM ) has been buffeted by a backdrop of mounting cost of living pressures but operationally the restaurant operator continues to deliver. The latest update...
Buy shares in Photo-Me for its underappreciated earnings potential
Thursday 16 Jun 2022With several companies bemoaning challenging macro headwinds and cost pressures it is noteworthy that instant-service equipment company Photo-Me International ( PHTM ) recently increased full-year profit guidance. Management believes the company has pricing power which means it can effectively...
Watches of Switzerland's shares have fallen too far, buy them now
Thursday 16 Jun 2022A 48% year-to-date share price plunge at Watches of Switzerland ( WOSG ) has created a compelling entry point for investors with time on their side. Shares believes the luxury watch-to-high end jewellery retailer’s global growth journey is just getting started. Whereas the outlook for most consumer...
Don't worry about slowing orders at Chemring as it looks well placed
Thursday 16 Jun 2022Chemring ( CHG ) 331.5p Gain to date: 5.6% Original entry point: Buy at 314p, 5 August 2021 Having initially struggled to gain any traction after we flagged Chemring’s ( CHG ) appeal in August 2021, Russia’s invasion of Ukraine changed the dynamics of military spending and helped lift shares in the...
Cheniere Energy outperforms the global stock market
Thursday 16 Jun 2022Cheniere Energy (LNG:AMEX) $129 Loss to date: 2.7% Original entry point: Buy at $132.62, 3 March 2022 A 2.7% loss in three months may be disappointing but given the MSCI World is down the best part of 10% over the same time period, the performance of Cheniere Energy (LNG:AMEX) could be called...