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magazine archive
Great Ideas
Stock pick for 2025: Treatt has strong momentum under fresh leadership
Thursday 19 Dec 2024Next year should prove a sweet one for Treatt (TET) and its shareholders. The extracts-to-ingredients supplier has the recipe for long-term growth and many of the hallmarks of a high-quality company including an unwavering focus on innovation, strong cash generation and double-digit returns on both...
Stock pick for 2025: Kier has rebuilt its foundations and looks too cheap
Thursday 19 Dec 2024Anyone who has walked past a building site in the UK recently might well have seen Kier (KIE) branding on it. This infrastructure and construction services outfit is actively at work on more than 400 developments across the UK. Having emerged from a difficult period with much stronger foundations,...
Stock pick for 2025: market set to toast a Diageo recovery
Thursday 19 Dec 2024Alcoholic drinks outfit Diageo (DGE) has endured a rough period of late, partly thanks to problems of its own making. We think that has put the valuation in a place where, if there are signs the business is getting its act together, the shares can deliver significant upside for investors in 2025...
Stock pick for 2025: GlobalData is worth backing as it goes for growth
Thursday 19 Dec 2024We live in a world of seemingly endless data. Parsing and analysing this information is crucial across a range of industries and that is something GlobalData (DATA:AIM) really excels at. We think the company will make a compelling investment for the year ahead due to a renewed focus on growth. The...
Stock pick for 2025: Alphabet is an AI winner for next year in the making
Thursday 19 Dec 2024Few doubt that 2025 will be another huge year for AI, but when looking for interesting investment opportunities, investors can sometimes allow details to obscure the bigger picture. In our view, Alphabet (GOOG:NASDAQ) remains an outstanding growth business with strong AI levers to pull, currently...
VT Argonaut Absolute Return Fund is a great way to play market uncertainty
Thursday 12 Dec 2024VT Argonaut Absolute Return Fund (B79NKW0) 356.4p Funds under management: £212 million With stock markets trading close to highs, rising geopolitical risks and uncertainties over a Trump administration, investors are understandably concerned about increasing stock market volatility. A great way of...
Games Workshop up 17% in little more than a month
Thursday 12 Dec 2024Games Workshop (GAW) £139.20 Gain to date: 16.5% We (once again) flagged the attractions of fantasy miniatures outfit Games Workshop (GAW) in October, arguing the company had rediscovered its growth mojo and was set to leave the logistics problems it endured during the pandemic behind it. WHAT HAS...
This is an excellent opportunity to buy Gamma Communications
Thursday 12 Dec 2024Gamma Communications (GAMA:AIM) £16.36 Market cap: £1.55 billion ‘Out-competing both large and small rivals for years, this is a telecoms technology rarity growing at a pace that is far out-stripping its peer group.’ This was what Shares wrote about Gamma Communications (GAMA:AIM) back in 2018 when...
Why consumer healthcare innovator Kenvue can come good for investors
Thursday 05 Dec 2024Kenvue (KVUE:NYSE) $24.30 Market cap: $46.6 billion Investors looking to add a resilient company with healthy global growth potential to portfolios should consider Kenvue (KVUE:NYSE) . The $46.6 billion cap stands behind a variety of self-care, beauty and essential health products. Formerly Johnson...
How to get a double discount on UK growth companies
Thursday 05 Dec 2024Baillie Gifford UK Growth Trust (BGUK) 180p Market cap: £251 million While 2024 has been a reasonable year for growth investors generally, for those looking just at the UK it has still required patience and a need to stay focused on the fundamentals. As Baillie Gifford director James Budden put it...