magazine archive
magazine archive
Great Ideas
TwentyFour Select Monthly Income offers attractive, regular income
Thursday 24 Feb 2022This closed-end fund is designed to take advantage of the premium returns available from investing in less liquid debt across the full spectrum of the debt markets. Currently issuing new shares to raise fresh capital, at a reduced premium to net asset value, now is a good time to get exposure. The...
Tristel sell-off is a buying opportunity
Thursday 24 Feb 2022Tristel ( TSTL:AIM ) 747.4p Loss to date: 30% Original entry point: Buy at 492p, 16 December 2021 Infection prevention and control company Tristel ( TSTL:AIM ) announced alongside a first-half update (21 Feb) it would exit non-chlorine dioxide based products catering to the animal health and life...
Buy K3 Capital for growth and income
Thursday 24 Feb 2022Business services and advisory group K3 Capital ( K3C:AIM ) has had a busy 12 months, building out new specialisms and integrating acquisitions on its way to creating an end-to-end platform of services for small and medium-sized companies. On top of its strong earnings growth, the firm pays a...
Our play on Vietnam is looking good for investors
Thursday 24 Feb 2022Vietnam Opportunities Fund ( VOF ) 512p Gain to date: 11.3% Original entry point: Buy at 460p, 23 September 2021 Considering A VOLATILE start for 2022 for markets in our call on the Vietnam Opportunities Fund ( VOF ) has turned out to be quite a safe option. That is largely due to the management...
Keep faith in CentralNic, there could be big upside to come
Thursday 17 Feb 2022CENTRALNIC ( CNIC:AIM ) 137.7p Loss to date: 3.7% Original entry point: Buy at 143p, 25 November 2021 Internet expert CentralNic ( CNIC:AIM ) has started 2022 much the same way that it ended 2021, putting up strong growth numbers and continuing its acquisitions push. That just weeks into its new...
Berkshire Hathaway is a great way to tap into the best companies in the US
Thursday 17 Feb 2022We believe Warren Buffett-run Berkshire Hathaway is a great vehicle for achieving a ready-made exposure to a diverse group of some of the best companies in the US and increasingly, elsewhere in the world. Influence from Berkshire portfolio managers Ted Weschler and Tod Combs has increased the...
Tate & Lyle up almost 15% against down markets since we said to buy
Thursday 17 Feb 2022TATE & LYLE ( TATE ) 747.4p Gain to date: 14.9% Original entry point: Buy at 650.6p, 23 December 2021 One of our key stock selections for 2022, shares in Tate & Lyle ( TATE ) are up 14.9% since we flagged the global sweeteners group’s attractions and they spiked on news (11 Feb) of...
B&M could see big customer boost and its shares are cheap
Thursday 17 Feb 2022Recent share price weakness in B&M European Value Retail ( BME ) presents a compelling entry point for growth and income investors as the variety goods retailer’s value proposition leaves it well positioned for inflationary times. As household bills rise, the groceries-to-general merchandise...
Virgin Wines’ share price slump looks overdone
Thursday 10 Feb 2022VIRGIN WINES ( VINO:AIM ) 153.5p Loss to date: 31.5% Original entry point: Buy at 224p, 22 April 2021 Our bullish call on Virgin Wines ( VINO:AIM ) is 31.5% in the red following a mild profit warning (3 Feb) from the direct-to-consumer online wine seller which prompted what looks an overreaction by...
This value-tilted global fund is now outperforming
Thursday 10 Feb 2022Global equity funds have been popular over the past decade, with returns driven by companies with the potential to deliver high levels of earnings growth in the future and investors happy to pay a premium price to own these stocks. The market rotation away from high growth stocks this year has now...