magazine archive
magazine archive
Great Ideas
Interesting way to back disruptive firms improving the world
Thursday 02 Dec 2021The sustainable, impact, ethical and broader ESG investing space has become a bit busy and investors increasingly want to move away from the crowd. Rather than be in the obvious names, it often pays to look elsewhere for opportunities and Shares has spotted a very interesting fund that might be the...
DotDigital share slump means you can buy cheaper now
Thursday 25 Nov 2021DOTDIGITAL ( DOTD:AIM ) 187p Gain to date: 10% Original entry point: Buy at 170p, 4 March 2021 The marketing technology company took one hell of a hammering last week that left analysts across the board scratching their heads. DotDigital ( DOTD:AIM ) had already indicated a better-than-expected...
Growth, profit and M&A to drive CentralNic higher
Thursday 25 Nov 2021Small cap internet expert CentralNic ( CNIC:AIM ) has a gold standard buy and build strategy and enjoys strong levels of organic growth. It also has high levels of recurring revenues that frequently throw off more cash that adjusted earnings before interest, tax, depreciation and amortisation...
Plenty of reasons to remain positive on Euromoney
Thursday 25 Nov 2021Euromoney ( ERM ) £10.02 Loss to date: 9.9% Original entry point: Buy at £11.12, 7 October 2021 Our ‘buy’ call on media group Euromoney Institutional Investor ( ERM ) is off to a shaky start, but the better-than-expected set of full year results published on 18 November include reasons to stay...
The smart way to play a rebound in the Chinese stock market
Thursday 25 Nov 2021The MSCI China index is down by more than 20% over the past three months in response to regulatory clampdown in the country and a series of downgrades to Chinese growth forecasts. This has provided further ammunition to sceptics of the Chinese economic miracle, who argue that investing in the...
All-weather trust Ruffer is selling new shares at a discount
Thursday 25 Nov 2021RUFFER INVESTMENT COMPANY ( RICA ) 299p Gain to date: 4.1% Original entry point: Buy at 287.25p, 8 July 2021 Anyone who followed our summer recommendation to buy Ruffer Investment Company ( RICA ) is now 4.1% in the money. Shareholders can buy new shares slightly below the market price at 296.5p on...
Investors overreact to Frontier Developments' downgrade
Thursday 25 Nov 2021Frontier Developments ( FDEV:AIM ) £16.88 Loss to date: 25.5% Original entry point: Buy £22.65, 22 July 2021 Investors might be prepared to give management the benefit of the doubt after one downgrade to expectations, but a second one is tougher to swallow as it so proved for Frontier Developments...
Buy BlackRock Smaller Companies at a bigger than usual discount
Thursday 18 Nov 2021UK investors have witnessed a steady if unspectacular pandemic recovery for UK shares in the main. But some parts of the market have bounced further and faster, and the BlackRock Smaller Companies Trust (BRS C) is a great way to tap into the strength of the UK smaller company universe at a larger...
Buy neglected logistics play DX as it delivers on growth
Thursday 18 Nov 2021Established in 1975, logistics, freight and courier firm DX ( DX.:AIM ) has been on a journey over the last few years to reduce costs and address legacy issues. That process is now complete and the firm is in growth mode with a strong pipeline of investments in the business so that it can ‘explode...
Burberry still looks good despite recent tumble
Thursday 18 Nov 2021BURBERRY ( BRBY ) £19.65 Gain to date: 20.3% Original entry point: Buy at £16.34, 19 Nov 2020 Our buy call on Burberry ( BRBY ) is 20.3% in the money, although shares in the British luxury brand took a tumble on first half results (11 Nov). The leather goods, jackets and shoes seller reinstated the...