magazine archive
magazine archive
Great Ideas
Capri is a contrarian pick with identifiable upside catalysts in place
Thursday 30 Jan 2025Capri Holdings (CPRI:NYSE) $24.93 Market cap: $2.94 billion Risk-tolerant investors might want to take a look at Capri (CPRI) , the global fashion luxury group behind iconic brands Versace, Michael Kors and Jimmy Choo. Shares in the New York-listed company have plunged 50% in the past year after...
Trainline should be able to ride out government plans for a state-backed rival
Thursday 30 Jan 2025Trainline (TRN) 366p Gain to date: 11% Since we flagged the stock’s appeal last February, Trainline shares have been steadily rising and the firm has become the number one travel app in Europe. The online ticketing platform has shown investors that it has truly recovered both from the pandemic and...
Why we think Beeks Financial Cloud is primed for exciting growth
Thursday 30 Jan 2025Beeks Financial Cloud (BKS:AIM) 260p Market cap: £174 million There is a lot to like about Beeks Financial Cloud (BKS:AIM) . Namely rapid and (largely) profitable growth and improving cash flow and margin profiles from an expanding market niche. Compound average revenue growth since 2019 runs at 31...
Vistry shares are an attractive risk-reward proposition for the year ahead
Thursday 23 Jan 2025Vistry Group (VTY) 588p Market cap: £1.95 billion We have held off from recommending any of the housebuilders over the last year as despite plenty of attractive valuations it was clear the whole sector was in a downgrade cycle. That cycle now seems to be over, for Vistry (VTY) at least. The company...
It's time to take the money and run in Lululemon
Thursday 23 Jan 2025Lululemon Athletica (LULU:NASDAQ) Price: $371 Gain to date : 42.7% We recommended investors slip into Canadian athleisure-wear company Lululemon Athletica (LULU:NASDAQ) in August 2024 after the shares had almost halved in value due to concerns over US consumer spending. WHAT HAS HAPPENED SINCE WE...
Why we’re happy to stay plugged in to Currys after 60% rally
Thursday 23 Jan 2025Currys (CURY) 94.1p Gain to date: 56.7% After the takeover saga around Currys came to a close in 2024 we flagged that the electronics retailer was too cheap and had recovery potential. WHAT’S HAPPENED SINCE WE SAID TO BUY? Our hypothesis has proved sound, the shares making substantial progress...
Buy Buffett-beater CT Private Equity Trust for capital growth and quarterly dividends
Thursday 23 Jan 2025CT Private Equity Trust CTPE) 482p Market cap: £348.2 millionDiscount to NAV: 28.6% Companies are staying private for longer, yet retail investors struggle to access the rapid earnings growth on offer in the unlisted space, which is where private equity trusts play a vital role. Private equity has...
Discover why the managers at MIGO Opportunities are so excited by the returns outlook
Thursday 16 Jan 2025MIGO Opportunities (MIGO) 352p Market cap: £71.25 million Discount to NAV: 4% With many investment trusts trading at deep discounts to NAV (net asset value), a great way to exploit the potential for discounts to narrow is by investing in specialist closed-end fund investor MIGO Opportunities Trust...
Value investors should grab a slice of the action with Domino’s Pizza
Thursday 16 Jan 2025Domino’s Pizza Group (DOM) 270p Market cap: £1.05 billion We aren’t a willfully contrarian bunch at Shares, but now and then we come across a stock which seems so beaten-down with so much bad news priced in we just have to take a closer look. A case in point is FTSE 250 fast-food firm Domino’s...
Another record year for ME Group International means we’re happy to stay buyers
Thursday 16 Jan 2025ME Group International (MEGP) 188.6p Gain to date: 18% We highlighted instant-service equipment group Me Group International (MEGP) as a compelling investment opportunity in February 2024. The company’s business model is unique with inherent strengths allowing it to generate high returns on capital...