magazine archive
magazine archive
Great Ideas
Gym Group is getting stronger so we recommend investors stay the course
Thursday 20 Mar 2025Gym Group (GYM) 131.56p Loss to date: 4.5% In July 2024, we highlighted low-cost gym operator Gym Group (GYM ) as a good risk/reward investment based on increasing like-for-like sales momentum and improving returns on investment. This has allowed the company to increase the rate of site expansion...
Recent M&A highlights what an excellent opportunity Target Healthcare shares represent
Thursday 20 Mar 2025Target Healthcare (THRL) 92.8p Market cap: £575.6 million The £448 million recommended cash offer for care home landlord Care REIT (CRT) has shone a light on the value in this sector. We think this makes a compelling case for Care REIT’s main lookalike Target Healthcare REIT (THRL) . While the Care...
Games Workshop marches on after full-year upgrade
Thursday 13 Mar 2025Games Workshop (GAW) £144.80 Gain to date: 21% At the end of October 2024, we identified the potential for shares in fantasy games and miniatures maker Games Workshop (GAW) to break new ground, driven by the next growth phase of its business, after the post-pandemic pause. We were encouraged by...
Growth and income-hungry investors should take a bite out of Bakkavor
Thursday 13 Mar 2025Bakkavor (BAKK) 150.5p Market cap: £872 million Investors fretting over geopolitical uncertainties, downbeat economic outlooks on both sides of the Atlantic and frothy valuations across the pond should consider tucking into an attractively valued, cash generative and dividend paying UK stock with...
JPMorgan European Growth & Income is the perfect way to invest in outperforming European shares
Thursday 13 Mar 2025JPMorgan European Growth & Income (JEGI) 110.9p Market cap: £466.3 million European equities have outperformed their US counterparts by the widest margin since 2000 so far this year according to Morgan Stanley. All of the major European indices have rallied this year. The German DAX index has...
Time to buy into the real estate recovery with seasoned investor TR Property
Thursday 06 Mar 2025TR Property (TRY) 300p Market cap: £955 million There seems no doubt valuations in the European commercial property sector have stopped falling and in some cases have been rising in recent months, but the recovery is uneven with demand for higher-quality assets outstripping that for lesser-quality...
Share placing at ME International partially removes stock overhang
Thursday 06 Mar 2025ME International (MEGP) 197.8 Gain to date: 23.8% We highlighted instant-service equipment maker ME International (MEGP) as a compelling investment opportunity a year ago. The company, formerly known as Photo-Me International, operates a unique business which generates strong cash flow and high...
Why trainers titan Nike can be a trendsetter again
Thursday 06 Mar 2025Nike (NKE:NYSE) $79.43 Market cap: $117.5 billion Patient investors seeking a high-quality, progressive dividend-paying company with one of the globe’s most iconic brands should buy Nike (NKE:NYSE) , the lately-unloved sportswear giant trading at a discount to its own history with the shares down...
Industry M&A highlights the potential on offer at Intertek
Thursday 27 Feb 2025Intertek (ITRK) £52.30 Market cap: £8.5 billion Apparently, prior to its ultimately unconsummated tie-up talks with SGS (SGSN:SWX) , France’s Bureau Veritas’(BVI:EPA) first choice was to look at UK-listed peer Intertek (ITRK) . In our view investors should take heed of this signal from an industry...
Plans for a state-backed rival continue to rattle Trainline investors and analysts
Thursday 27 Feb 2025Trainline (TRN) 320p Loss to date: 1.6% Since we flagged the stock’s appeal in February last year, shares in online ticketing platform Trainline (TRN) have been up the mountain, peaking at 435p for a paper gain of 36%, and come all the way back down again, leaving us marginally out of pocket. This...