magazine archive
magazine archive
Great Ideas
Anpario can nourish portfolios with growth and income
Thursday 14 Aug 2025Anpario (ANP:AIM) 384.6p Market cap: £79.2 million Consistently beating analysts’ expectations is usually a recipe for share price gains and it is a trend which has been in evidence for some time at Anpario (ANP:AIM) . Yet the natural sustainable feed additives specialist has seen its shares ease...
Buy AVI Global to take advantage of its double discount
Thursday 14 Aug 2025AVI Global (AGT) 260p Market cap: £1.1 billion With stock markets trading near all-time highs, it might seem like there are few bargains to be had. That is rarely the case. We believe the 136-year-old AVI Global Trust (AGT) is a great way to get exposure to undiscovered quality assets, trading at a...
Why we believe investors should stay invested in Oracle
Thursday 14 Aug 2025Oracle (ORCL:NYSE) $252.68 Gain to date: 52.3% Markets were slow to pick up on Oracle’s (ORCL:NYSE) cloud computing growth opportunity but investors are making up for it now. WHAT HAS HAPPENED SINCE WE SAID BUY? The stock has doubled since April, including a 22% jump in the wake of impressive...
Scottish Oriental Smaller Companies offers quality and growth at a 12% discount
Thursday 07 Aug 2025The Scottish Oriental Smaller Companies Trust (SST) 298p Market cap: £343 million Investors seeking exposure to smaller Asian companies operating in the world’s fastest-growing economies and with the potential to become much bigger businesses should buy The Scottish Oriental Smaller Companies Trust...
Business data and service provider Wolters Kluwer is a cheap tech proxy
Thursday 07 Aug 2025Wolters Kluwer (WKL:AMS) €133 Market cap: €30.7 billion Continuing our search for high-quality, undervalued European growth companies, we believe Netherlands-based provider of business information, software and digital services Wolters Kluwer (WKL:AMS) looks an attractive bet. As computing power...
Gaming Realms is just getting into its stride, stay for the ride
Thursday 07 Aug 2025Gaming Realms (GMR:AIM) 53.4p Gain to date: 66.9% It has been 15-months since we first flagged AIM-listed games distributer Gaming Realms (GMR:AIM) as an underappreciated growth story. Pleasingly the market appears to be catching up with the story, with the shares gaining around two-thirds in just...
Buy earnings compounder Inditex while it is going cheap
Thursday 31 Jul 2025Inditex (ITX:BME) €43.6 Market cap: €136 billion A 15% year-to-date share-price decline presents a buying opportunity at Inditex (ITX:BME) , the Spanish clothing colossus with a strong long-run track record and the balance sheet strength to tough out what should prove a short-term growth slowdown...
Investors should stick with UK property portal Rightmove
Thursday 31 Jul 2025Rightmove (RMV) 796p Gain to date: 30% Market Cap: £6.1 billion In January last year, we argued investors should snap up FTSE 100 property portal Rightmove (RMV) as the stock offered resilient growth and a bargain-basement valuation. Eighteen months later, Rightmove’s shares have gained 30% and it...
Why Verizon Communications could add valuable predictability to portfolios
Thursday 31 Jul 2025VERIZON COMMUNICATIONS (VZ:NYSE) $42.36 Market cap: $178.6 billion For most of this year, shares of US mobile network giant Verizon Communications (VZ:NYSE) have acted as a valuable hedge against volatility, trundling along slowly but steadily when wider US markets were bouncing around like a...
Wise maintains 2026 outlook and eyes US listing
Thursday 24 Jul 2025Wise (WISE) £10.21 Gain to date: 6.6% In late April, we highlighted Wise Group (WISE) as a major winner in the circa $14 trillion cross-border payments industry given its laser-like customer focus and strong technology offering. To give a sense of scale, in the year to March 2025 Wise helped around...