magazine archive
magazine archive
Great Ideas
Why Telecom Plus would make a great addition to any portfolio
Thursday 03 Jul 2025Telecom Plus (TEP) £19.40 Market cap: £1.55 billion On the face of it, Telecom Plus (TEP) is a dull utility business. So far, so boring. Dig a little deeper, however, and you’ll find a genuine FTSE 250 diamond in the rough. This is a true income and growth company. Many businesses make such claims...
Why investors should treasure TJX Companies
Thursday 03 Jul 2025TJX Companies (TJX:NYSE) $123.40 Market cap: $137.6 billion A year-to-date share price pause for breath at TJX Companies (TJX:NYSE) presents investors with the chance to buy a world-leading discounter and high-quality compounder with years of market share gains, earnings growth and progressive...
Sportswear titan Nike has reached an inflection point
Thursday 03 Jul 2025Nike (NKE:NYSE) $71.04 Loss to date: 10.5% We highlighted sportswear giant Nike’s (NKE:NYSE) recovery potential at $79.43 in March, observing that the sneakers-to-soccer balls behemoth was in the early stages of a turnaround under new chief executive Elliot Hill, though we did also warn this...
XPS Pensions can continue to grow faster than the market expects
Thursday 26 Jun 2025XPS Pensions (XPS) 363p Market cap: £756 million We have written about XPS Pensions (XPS) several times in the past, most notably in June 2024 when, after posting double-digit revenue growth in 2023, the firm ‘did the double’ by reporting a second year of double-digit growth. Fast-forward to June...
Hold tight on ME Group International after it invites bids
Thursday 26 Jun 2025ME Group International (MEGP) 226p Gain to date: 41.5% We identified instant service equipment maker ME Group International (MEGP) on 29 February 2024 as a compelling investment opportunity based on the company’s dominant market position and strong growth prospects from the roll-out of its Wash.ME...
Discover why EPAM is a growth stock at a ‘value’ price
Thursday 26 Jun 2025EPAM (EPAM:NYSE) $168 Market cap: $9.24 billion Today every business is a technology business, but there are millions of organisations out there struggling to get the best out of modern tech. What the internet started, things like AI (artificial intelligence), automation, cloud computing, data...
Consumer goods goliath Haleon offers growth at a reasonable price
Thursday 19 Jun 2025Haleon (HLN) 390.9p Market cap: £35.6 billion Geopolitical turbulence and Donald Trump’s tariffs mean uncertainties abound for investors, with the outlook for global markets and economies likely to remain unclear for some time to come. Given this backdrop, savvy portfolio builders should increase...
Buy NextEnergy Solar for its dividend compounding potential
Thursday 19 Jun 2025NextEnergy Solar (NESF) 71p Market cap: £324 million Specialist solar energy and energy storage fund NextEnergy Solar (NESN) is one the biggest yielders in the FTSE 350 index offering a prospective yield of nearly 12%. Often a double-digit yield is a warning signal of a looming dividend cut but...
Why tricky call on Entain lands on stick, not twist
Thursday 19 Jun 2025Entain (ENT) 848.8p Gain to date: 34.6% A recent spike in Entain’s (ENT) share price sparked some interesting conversation here at Shares. Up 12% since 13 June, the jump puts paper gains at more than 33% on our original Great Idea from 5 September 2024. There were several potential catalysts that...
Buy Hilton Food for its meaty global growth potential
Thursday 12 Jun 2025Hilton Food (HFG) 870p Market cap: £779 million A share price pause for breath at Hilton Food (HFG) presents a buying opportunity for investors seeking a high-quality international business with defensive attributes, robust cash generation and a tasty long-term growth runway. This meat and fish...