magazine archive
magazine archive
Great Ideas
Investors searching for real assets should snap up Industrials REIT
Thursday 03 Feb 2022There is a lot to like about multi-let industrial property in the current environment. Returns from real assets have historically beaten other sectors during inflationary spikes, says AMP Capital. Industrials REIT ( MLI ) owns just under 1,800 units with an average size of roughly 3,800 square feet...
A great way to play brighter prospects for Chinese shares
Thursday 03 Feb 2022Exuberance towards China at the beginning of 2021 gave way to disappointment and pessimism as the year progressed. A lot of the bad news is now in the price and Chinese equities are starting to look attractive again, which means now is a good time to invest in Fidelity China Special Situations (...
Raised guidance reinforces the case for building group Henry Boot
Thursday 27 Jan 2022Henry Boot ( BOOT ) 283p Gain to date: 0.7% Original entry point: Buy at 281p, 30 September 2021 When construction group Henry Boot ( BOOT ) released its full year trading update on 18 January the shares popped to 300p in celebration, however since then markets have been clobbered. What matters...
WH Smith is the next big Covid recovery stock
Thursday 27 Jan 2022Investors seeking a resilient retailer with exciting international recovery potential should buy shares in WH Smith ( SMWH ) . Growth in the books, stationery and snacks seller’s travel division was interrupted by the pandemic, but Shares believes WH Smith now stands a good chance of bouncing back...
Four great reasons to buy Shell now
Thursday 27 Jan 2022There are many compelling reasons to buy Shell ( RDSB ) right now. Oil and natural gas prices are strong which will boost its earnings. The stock should benefit from the current shift in market dynamics towards ‘value’ stocks. An imminent simplification process is set to make the shares more...
Despite doubling ASML remains one of our top picks
Thursday 27 Jan 2022ASML (ASML:AMS) €592 Gain to date: 123.7% Original entry point: Buy at €264.60, 23 April 2020 It isn’t often we recommend that readers continue to buy shares in a company when they have more than doubled but Dutch semiconductor equipment maker ASML isn’t like other companies. Recent weakness,...
CentralNic lets its numbers do the talking
Thursday 20 Jan 2022CentralNic ( CNIC:AIM ) 137.7p Loss to date: 3.7% Original entry point: Buy at 143p, 25 November 2021 This week’s trading update (17 January 2022) appears to have re-energised investors in CentralNic ( CNIC:AIM ) after the en masse sell-off in growth stocks since the New Year, with the share price...
FDM has the solution for IT staff shortages
Thursday 20 Jan 2022We know that good staff are hard to come by in many industries at the moment and the squeeze on technology talent predates the pandemic. This backcloth is great for FDM ( FDM ) and its army of IT experts, called ‘Mounties’. Run by the founding husband and wife team of Rod and Sheila Flavell, the...
The UK trust with a history of beating the FTSE 250
Thursday 20 Jan 2022Investors spooked by the recent sell-off in technology stocks need to understand that some parts of the market are still doing very well – this is not an all-sector global market slump. While the US tech-heavy Nasdaq index is down about 6% year to date, we’ve seen the FTSE 350 oil and gas sector...
Time to give up on Currys as an investment
Thursday 20 Jan 2022Currys ( CURY ) 103.3p Gain to date: 19.9% Original entry point: Buy at 129p, 15 July 2021 We’re calling time on our trade on electrical goods retailer Currys ( CURY ) after a string of disappointing news. The company is struggling and the market doesn’t seem convinced the business is going places...