magazine archive
magazine archive
Great Ideas
Time to bet on a recovery in UK smaller companies
Thursday 11 Aug 2022Investors seeking a ready-made portfolio of high-quality small fry selling at a knock-down price should consider Montanaro UK Smaller Companies (MTU). The investment trust has a long track record of outperforming peers, and its shares are currently trading at 7.7% below the value of its assets...
Why this is a great time to buy the medium-term growth story at DiscoverIE
Thursday 04 Aug 2022A company is clearly doing something right when financial guidance and market forecasts are consistently going up in this environment. Yet shares in electronics engineer DiscoverIE ( DSCV ) have lost more than 30% this year and are nearly 42% down on their £12.62 highs of September 2021. This is a...
Discover why Shoe Zone shares have gained 20% in two months
Thursday 04 Aug 2022Shoe Zone ( SHOE:AIM ) 194.4p Gain to date: 21.5% Shares said to buy discount footwear retailer Shoe Zone ( SHOE:AIM ) on 9 June having noted its strong outperformance of the market in 2022 to date. At the time we observed the company’s value-based offering would chime with households struggling...
Precision measurement firm Spectris looks set fair for further gains
Thursday 04 Aug 2022Spectris ( SXS ) £29.34 Gain to date: 8.3% We tipped specialist engineering group Spectris ( SXS ) at £27.09 at the end of April after the firm announced it was disposing of its low-margin Omega unit and handing some of the proceeds back to investors. Not only did we applaud the firm’s attitude to...
Unilever has strong brand power and big emerging markets potential
Thursday 04 Aug 2022Shares believes a rally off of March’s five-year lows at fast-moving consumer goods goliath Unilever ( ULVR ) has further to run. Inflationary pressures may be starting to ease and this improvement in the macro backdrop looks set to be accompanied by self-help measures to support a more meaningful...
Darktrace’s digital defences are in high demand amid heightened cyber risks
Thursday 28 Jul 2022Darktrace ( DARK ) 366.5p Loss to date: 2.3% Enterprise cybersecurity company Darktrace ( DARK ) , which we said to buy on 21 April 2022, continues to defy stock market Cassandras after raising full-year revenue and profit guidance for the sixth time in succession. WHAT’S HAPPENED SINCE WE SAID TO...
Our Moneysupermarket tip is up 30% in three months, find out why
Thursday 28 Jul 2022Moneysupermarket ( MONY ) 229.8p Gain to date: 32.1% We said Moneysupermarket ( MONY ) shares were just too cheap when flagging their appeal in early May 2022 and after a very strong set of first half numbers (21 July) it appears the market agrees with us. We also pointed out that price comparison...
Aberforth Smaller Companies offers growth and income with a margin of safety
Thursday 28 Jul 2022Shares acknowledges there could be further volatility to come from small caps, an asset class hit by indiscriminate selling as investors fret over surging inflation, rising rates and a likely recession in 2023. Yet with much bad news already priced in, taking advantage of the stock-picking skills...
Headhunter Hays has ambitious growth plans for the next five years
Thursday 28 Jul 2022Global recruitment firm Hays ( HAS ) is one of those rare stocks which offers something for all types of investor. For growth fans, the company is consistently delivering double-digit increases in net fee income and smashing country records quarter after quarter. For income investors, it is paying...
A great way to get global exposure to healthcare
Thursday 21 Jul 2022In uncertain times it is useful to have some have exposure to defensive and relatively stable areas of the market. This £1.3 billion global tracker fund has done a good job of mirroring the FTSE World Healthcare index for an attractive 0.3% a year ongoing charge. The healthcare sector also provides...