magazine archive
magazine archive
Great Ideas
Rampant CentralNic growth not being fairly reflected in the share price
Thursday 26 May 2022CentralNic ( CNIC:AIM ) 133.4p Loss to date: 6.7% Original entry point: Buy at 143p, 25 November 2021 CentralNic ( CNIC:AIM ) continues to shift from its core and historic domain name services to online advertising and marketing, with this part of the business delivering significant organic growth...
Homeserve takeover looks a done deal but there is a chance of a counterbid
Thursday 26 May 2022HomeServe ( HSV ) £11.60 Gain to date: 71.8% Original entry point: Buy at 675p, 24 March 2022 Home repair services group Homeserve ( HSV ) has accepted a £12offer from Brookfield Asset Management. With a slight chance of another institution making a counterbid for the group, we still think it is...
Future is an undervalued growth company with a unique business model
Thursday 26 May 2022Year-to-date shares in media group Future ( FUTR ) have nearly halved. This has resulted in the shares trading on a 2022 price to earnings multiple of 12.2 falling to 11.4 in 2023. This represents an attractive entry point for a company which has a consistent record of delivering earnings growth...
Euromoney enjoys strong recovery with results set to beat expectations
Thursday 26 May 2022Euromoney ( ERM ) £10.18 Loss to date: 8.4% Original entry point: Buy at £11.12, 7 October 2021. Despite nursing an 8.4% loss on our buy recommendation on Euromoney ( ERM ) , we continue to be constructive on the company following particularly strong first-half results (19 May). The numbers were...
Strong demand and limited supply are driving solid growth at Tritax Eurobox
Thursday 26 May 2022Given how hot the logistics and warehousing sector is, it is surprising to find one of the leading European operators trading at a 20% discount to NAV (net asset value). Yet that is the situation at Tritax Eurobox (BOXE) , which owns a €1.6 billion portfolio of assets giving it an NAV per share of...
Diversified Energy company delivers on dividends and offers an 11%-plus yield
Thursday 19 May 2022Diversified Energy Company ( DEC ) 123.9p Gain to date: 4.1% Original entry point: Buy at 118.8p, 31 March 2022 US natural gas producer Diversified Energy Company ( DEC ) has moved higher since we said to buy in March and its first quarter numbers reinforced our view that the stock is a good option...
Disney has recovered some of its magic as subscriber growth beats expectations
Thursday 19 May 2022Walt Disney (DIS:NYSE) $105.18 Loss to date: 38.7% Original entry point: Buy at $171.82, 17 May 2022 It’s been a tough start to the year for Walt Disney (DIS:NYSE) but the company’s latest quarterly update (11 May) gave investors some cause for new hope. The owner of the eponymous Disney franchise...
Premier Inn owner looks good if more people choose a staycation
Thursday 19 May 2022While UK consumers grapple with the rising cost of living, the one thing we’re betting they won’t want to give up this year is their summer holiday, even if it means settling for a cheap staycation. As the UK’s largest hospitality business with over 90,000 rooms, and a rapidly expanding presence in...
This fund is ideal for a more cautious investor wanting a bit of income
Thursday 19 May 2022Volatile conditions currently seen in global markets present an opportunity to get exposure to good companies at much cheaper prices. In the long-term you may look back at periods like now and realise they were great times to invest, even though it didn’t feel like it at the time. We’ve found a...
Africa’s number two mobile provider delivers on sales and margins
Thursday 19 May 2022Airtel Africa ( AAF ) 140p Loss to date: 4.6% Original entry point 146.69p, 21 April 2022 Given the drubbing handed out to global stock markets since we said to buy FTSE 100 firm Airtel Africa ( AAF ) , we’ll take a sub-5% loss on our opening price with grace. The group’s full-year results more...