magazine archive
magazine archive
Great Ideas
Plenty of reasons to stay positive on Alliance Trust
Thursday 03 Mar 2022Alliance Trust ( ATST ) 964p Loss to date: 7.5% Original entry point: Buy at £10.42, 4 November 2021 A stroke of bad luck meant that Alliance Trust’s ( ATST ) winning streak in 2021 came to a disappointing end. A weak fourth quarter saw the global equity investment trust lag the broader market and...
The stock to own as the EU weans itself off Russian gas
Thursday 03 Mar 2022The war in Ukraine has created a significant incentive for Europe to wean itself off Russian gas and oil. According to data from the European Union’s statistics office Eurostat, Russia accounted for 41.1% of the bloc’s natural gas imports in 2019 and a little over a quarter of its oil. There have...
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...