magazine archive
magazine archive
Great Ideas
Another record year for ME Group International means we’re happy to stay buyers
Thursday 16 Jan 2025ME Group International (MEGP) 188.6p Gain to date: 18% We highlighted instant-service equipment group Me Group International (MEGP) as a compelling investment opportunity in February 2024. The company’s business model is unique with inherent strengths allowing it to generate high returns on capital...
ProCook continues to outperform the UK kitchenware market
Thursday 16 Jan 2025ProCook (PROC) 37p Gain to date: 22% Kitchenware outfit ProCook (PROC) has continued to outperform its wider market since we said in October 2024 the company was a compelling recovery play. WHAT HAS HAPPENEND SINCE WE LAST SAID BUY? The shares have gained more than 20% benefiting from sales...
CrowdStrike bounces back to reward us with 40% gain
Thursday 09 Jan 2025CrowdStrike (CRWD:NASDAQ) $366.36 Gain to date: 41.5% It is often a good strategy to buy quality companies when something goes wrong and we saw the opportunity to play this dynamic at cyber security giant CrowdStrike (CRWD:NASDAQ) last summer. The company had a central role in a massive global IT...
Broadcom is the ultimate tech picks and shovels play
Thursday 09 Jan 2025Broadcom (AVGO:NASDAQ) $232.55 Market cap: $1,108 billion Traditional investing wisdom says back picks and shovels stock options. The 21st Century’s gold rush is the technology revolution, and you’ll struggle to find a better tech picks and shovels supplier than Broadcom (AVGO:NASDAQ) , in our view...
Seize on a slip in Zotefoams which has created a compelling buying opportunity
Thursday 09 Jan 2025Zotefoams (ZTF) 306p Market cap: £150 million Shares in Zotefoams (ZTF) have been under pressure in recent months and suffered their latest setback after the specialty chemicals maker said it was withdrawing from its carton packaging initiative ReZorce last month. The potential of ReZorce had...
Stock pick for 2025: FRP Advisory is an exceptional company trading at an unexceptional price
Thursday 19 Dec 2024Specialist business services firm FRP Advisory (FRP:AIM) is one of those businesses which many investors may have heard of but few are sure exactly what it does. Put simply, FRP helps companies through each stage of their development, giving advice on raising capital, managing debt, acquisitions,...
Stock pick for 2025: Fevertree Drinks is available at a knockdown price
Thursday 19 Dec 2024Premium mixer drinks company Fevertree Drinks (FEVR:AIM) has had a torrid time of late with the shares down 38% from the highs in the spring of 2024 and down two-thirds from the all-time high in December 2021. On a longer-term basis, the shares are still up 440% since listing on the AIM market in...
Stock pick for 2025: Niche defence and security firm Cohort is a hidden gem
Thursday 19 Dec 2024Ongoing conflicts in Ukraine and the Middle East and calls from incoming US president Donald Trump for NATO members to increase defence spending as a percentage of national income will continue to provide a tailwind for the defence sector. AIM-quoted Cohort (CHRT:AIM) is well positioned to benefit...
Stock pick for 2025: Auction Technology set to be bid up by the market
Thursday 19 Dec 2024Strange as it may sound, the pandemic turned out to be a blessing in disguise for the auction industry as it forced firms to join the 21st century and offer an online service. Whereas previously many small auction houses were limited to the number of buyers they could accommodate due to lack of...
Stock pick for 2025: Jet2's growth potential is not yet appreciated by investors
Thursday 19 Dec 2024Airline and package holidays provider Jet2 (JET2:AIM) is an example of why treating your customers well is not just a good ethical position to adopt but also makes excellent business sense. The company recently won European Airline of the Year and scores highly on review platforms TripAdvisor and...