magazine archive
magazine archive
Great Ideas
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...
Why recent Kingfisher sell-off looks an overreaction
Thursday 05 Dec 2024Kingfisher (KGF) 254.1p Gain to date: 13.6% We added Kingfisher (KGF) to our list of Great Ideas in February at 223.5p arguing the valuation afforded the B&Q and Screwfix owner did not reflect the self-help levers being pulled by the company and the potential for an improvement in the consumer...
Associated British Foods could be about to see earnings growth accelerate
Thursday 28 Nov 2024Associated British Foods (ABF) Price: £21.93 Market cap: £16.1 billion As the proverb says, mighty oaks from little acorns grow, and that has certainly been the case for conglomerate Associated British Foods (ABF) , which has transformed itself from a single bakery in 1935 to a group of market-...
Why Fidelity Special Values is an all-weather winner
Thursday 28 Nov 2024Fidelity Special Values (FSV) 311.5p Market cap: £1.01 billion Wider than the five and 10-year average of 4%, a near-9% share price discount to NAV (net asset value) at Fidelity Special Values (FSV) presents an attractive entry point into a fund with an impressive long-run record and a contrarian,...
Why the PayPal rebound story has run its course
Thursday 28 Nov 2024PayPal (PYPL:NASDAQ) $87.77 Gain to date: 60.7% We pitched PayPal (PYPL:NASDAQ) roughly a year ago, arguing that even in the face of fierce payments competition, a single-digit PE (price to earnings) multiple was too tempting to ignore. This week, the stock hit $87.77, its highest level in two...
Take advantage of International Biotechnology Trust’s big discount
Thursday 21 Nov 2024International Biotechnology Trust (IBT) 716p Market cap: £263.2 million Warren Buffett tells investors to be greedy when others are fearful and take advantage of depressed prices. That in a nutshell is the investment proposition for International Biotechnology Trust (IBT) , which sits on an 11%...