magazine archive
magazine archive
Great Ideas
Why B&M remains a great way to beat the squeeze
Thursday 28 Apr 2022B&M EUROPEAN VALUE RETAIL ( BME ) 508.6p Loss to date: 10.3% Original entry point: Buy at 567p, 17 February 2022 Our bullish call on discounter B&M European Value Retail ( BME ) is now in the red, the shares caught up in the negative market sentiment towards the retail sector and the news (...
Guinness Global Equity Income provides the resilient performance we hoped for
Thursday 21 Apr 2022Guinness Global Equity Income (BVYPP13) £18.43 Gain to date: 8.1% Original entry point: Buy at £17.05, 22 July 2021 We highlighted Guinness Global Equity Income (BVYPP13) as a good way of protecting against market uncertainty back in July 2021. While the sources of that uncertainty might have...
Find out why inflation will inflict temporary pain on fast growing Supreme
Thursday 21 Apr 2022SUPREME ( SUP:AIM ) 156.9p Loss to date: 16.3% Original entry point: Buy at 187.5p, 27 May 2021 Shares in consumer products supplier Supreme ( SUP:AIM ) fell after a trading update on 12 April spooked the market. While Supreme expects to deliver profitable growth for the year to March 2023, the...
Airtel Africa keeps beating forecasts as it ‘bridges the digital divide’
Thursday 21 Apr 2022It is somewhat ironic that for a communications company there is so little coverage of Airtel Africa ( AAF ) in the financial press. As a result, it may surprise many readers to discover that the firm, which only listed in mid-2019, is already a FTSE 100 constituent. Its latest set of financial...
Why investors should buy discounted cybersecurity stock Darktrace
Thursday 21 Apr 2022The wider markets may still be reluctant to engage with growth stocks given the geopolitical backcloth and worsening inflationary environment, yet we believe that the rapidly improving fundamentals of Darktrace ( DARK ) demand attention. The company’s third quarter to 31 March 2022 update was the...
Data expert RELX is a standout stock in a difficult market
Thursday 14 Apr 2022Information services group RELX ( REL ) offers a unique combination of recession-proof earnings, coupled with an ability to generate solid earnings growth in a slowing economy. This is a particularly valuable trait given the fragile nature of the UK economy and the increasing likelihood of a...
Marshalls’ £535 million Marley deal set to ‘transform’ earnings growth
Thursday 14 Apr 2022Marshalls ( MSLH ) 665p Gain to date: 4.1% Original entry point: Buy at 638.5p, 25 February 2021 Building products group Marshalls ( MSLH ) has taken a big step towards its strategic goal of becoming the UK’s leading maker of building products with the £535 million acquisition of Marley. Marley, a...
Our faith in Merchants Trust is rewarded as it nearly doubles the market’s return
Thursday 14 Apr 2022Merchants Trust ( MRCH ) 580p Gain to date: 9.3% Original entry point: Buy at 531p, 30 September 2021 When we flagged the attractions of investment trust Merchants ( MRCH ) in September 2021 we noted it had a track record of outperforming the market and its latest annual results saw it come up...
IP Group shares offer significant upside at a bargain-basement price
Thursday 14 Apr 2022Are you looking for the next big thing? Rather than risk all your money on a single stock, intellectual property investor IP Group ( IPO ) will give you exposure to a portfolio of promising companies, each with a bright idea and the potential to make big money in the future. Not everything will be...
Euromoney set to benefit from strong growth as data-driven businesses excite
Thursday 07 Apr 2022Euromoney Institutional Investor ( ERM ) 993p Loss to date 11.4% Original entry point: Buy at £11.12, 7 October 2021 Investors should stick with Euromoney ( ERM ) despite a soggy recent share price performance as its recovery is coming to fruition. On March 31 the information services and events...