magazine archive
magazine archive
Great Ideas
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...
This is how to play a surge in spending on cybersecurity around the world
Thursday 25 Aug 2022Threats to society’s cybersecurity are as old as the internet but Russia’s invasion of Ukraine has made the issue more acute for investors, as has more remote working in a post-pandemic world. Backing the wider theme through a low-cost ETF makes sense for several reasons, and we believe the L&G...
Why FRP shares are up 34% since we said to buy
Thursday 25 Aug 2022FRP Advisory ( FRP:AIM ) 164p Gain to date: 34% We originally recommended buying advisory group FRP at 122p on 16 September 2021 because we believed it would benefit from an increase in insolvencies as the Government ended pandemic-linked insolvency restrictions. The company specialises in...
Construction firm offers steady growth with a strong balance sheet
Thursday 18 Aug 2022Construction and regeneration firm Morgan Sindall ( MGNS ) posted record profits for the first half of the year, showing further growth on last year which analysts already considered to be a ‘step-change in performance’. With the office fit-out market accelerating, an elevated order book and strong...
How i3 Energy shares increased nearly three-fold in 12 month
Thursday 18 Aug 2022i3 Energy ( I3E:AIM ) 29.4p Gain to date: 167% When we flagged the appeal of Canadian oil and gas producer i3 Energy ( I3E:AIM ) at 11p in July 2021 we couldn’t have foreseen Russia’s invasion of Ukraine and the resulting surge in oil and gas prices. We simply liked the potential for generous...
Want to play the rebound in US stocks? Try this fund which has an interesting twist
Thursday 18 Aug 2022The latest readings of US inflation suggest inflationary pressures might have peaked and are prompting improved investor sentiment across the Atlantic, with many US stocks moving back up. There is a smart, low-cost way to play this improving picture through exchange-traded fund Xtrackers S&P...
We got it wrong with Revolution Beauty. Time to cut our losses
Thursday 18 Aug 2022REVOLUTION BEAUTY ( REVB:AIM ) 28.6p Loss to date: 82.1% Last September we were attracted to Revolution Beauty ( REVB:AIM ) for the make-up, skincare and haircare brand’s global growth potential in a cosmetics market that has historically exhibited resilience during downturns. In a decision that...
Low-teens rating leaves Learning Technologies in bargain territory
Thursday 11 Aug 2022You can understand why many growth stocks have fallen deeper than the wider market this year, particularly those that are loss-making. Online staff training and engagement company Learning Technologies ( LTG:AIM ) does not fit this profile, yet its stock has been hammered just the same. Highly...
Reasons to be positive on Berkshire Hathaway despite share price dip
Thursday 11 Aug 2022Berkshire Hathaway (BRK.B) $292 Loss to date: 8.8% We highlighted Berkshire Hathaway (BRK.B:NYSE) , the investment vehicle controlled by Warren Buffett, on 17 February 2022 due to its attractive mix of businesses and its large cash pile which topped $100 billion at the end of March. WHAT’S HAPPENED...