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Share pick for 2018: Dixons Carphone
Thursday 21 Dec 2017We don’t believe specialist electrical and telecoms retail business Dixons Carphone ( DC. ) will stay in the doldrums for long. The shares have been hit by a combination of an August 2017 profit warning, signs of fragile consumer confidence and a squeeze on discretionary big ticket spend...
Share pick for 2018: Charter Court Financial Services
Thursday 21 Dec 2017We think recent float Charter Court Financial Services ( CCFS ) , which joined the stock market on 29 September 2017, has the ability to hit the ground running as a public company. It is a highly specialised bank, focusing mainly on the professional buy-to-let market. This sector has traditionally...
Share pick for 2018: Sage
Thursday 21 Dec 2017FTSE 100 constituent Sage ( SGE ) is just the sort of relatively safe, cash generative, dividend paying company we think investors will chase through an uncertain 2018. Sage has become one of the UK’s leading software and enterprise tools suppliers. While it is best known for accounting services...
Share pick for 2018: Dignity
Thursday 21 Dec 2017Defensive, cash generative Dignity has the expertise to deal with competitive threats. Reports of the demise of Dignity ( DTY ) are exaggerated and a fierce share price sell-off of the UK’s second biggest funeral services and biggest private cremations provider is a buying opportunity. We believe...
The big questions for investors in 2018
Thursday 14 Dec 2017The markets approach the New Year in a fairly resilient mood, characterised by decent earnings growth from companies, several examples of M&A activity and the end of another year in what has been a long bull-run. Although the general public may be fixated with Bitcoin at present, we believe...
Best of both worlds: how to blend long and short-term investing
Thursday 07 Dec 2017Have you ever checked to see if your investment portfolio is too dependent on success from higher risk assets such as shares in the tech, mining, oil or drug sectors? While these types of investments can often be very exciting and rewarding, having too much exposure can be problematic if these...
How experts find the best companies
Thursday 30 Nov 2017A prospective investor should judge a company and its management on the ability to deliver shareholder value. But what do we mean by this term? You might be tempted to look at growth in metrics such as pre-tax profit or earnings per share. A more refined measure, often employed by investment...
Digital disruption: how to invest in game changing companies
Thursday 23 Nov 2017Disruption is everywhere. Changes to established industries and employment dynamics are shaking to their foundations almost every aspect of life. Customers are constantly looking for cheaper, faster and better services, and providers like Amazon, Netflix, WhatsApp, Uber, Airbnb, and many others,...
Get rich slowly
Thursday 16 Nov 2017There is increasing talk among investment professionals that we’re long overdue a market correction, namely for share prices to fall by 10% or more in a short period. While not trying to be pessimistic, we do believe now is a prudent time to protect the wealth you’ve created during the current bull...
Six cheap stocks in an expensive market
Thursday 09 Nov 2017Stock markets across the globe are marking new highs as investors continue to focus more on how fast earnings are growing rather than how these earnings are being valued. ‘Growth’ and ‘value’ investing are typically seen as being in opposition to each other and growth is on a winning streak. The US...