magazine archive
magazine archive
Great Ideas
Why we would stick with hVIVO despite share price fall
Thursday 05 Jun 2025hVivo (HVO:AIM) 10.53p Loss to date: 62.6% We highlighted CRO (contract research organisation) hVivo (HVO:AIM) in September 2024 for its leading position in the fast growing HCT (human challenge trials) market. Industry experts forecast the market will grow from its current size of between $100...
Barrick Mining is more than just a ‘gold play’
Thursday 05 Jun 2025Barrick Mining (ABX:TSE) C$27.57 Market cap: C$48 billion One of the world’s biggest gold producers, Barrick Mining Corporation (ABX:TSE) , also known as Barrick Gold, has seen its share price rise 21% this year, but we believe there is a great deal more upside to come. The gold price has doubled...
Nvidia stands out as a unique investment case, here’s why
Thursday 05 Jun 2025Nvidia (NVDA:NASDAQ) $137.38 Market cap: $3.35 trillion Keeping things simple when it comes to investing is sound advice. We can all be guilty of overcomplicating things on occasion, and sometimes the best investments can be right there in your own portfolios, meaning buying more of a stock you...
Capture the long-term outperformance of small caps through Artemis UK Future Leaders
Thursday 29 May 2025Artemis UK Future Leaders (AFL) Price: 368p Market cap: £112 million A wide 15% discount to net asset value (NAV) at the recently-renamed Artemis UK Future Leaders (AFL) presents a compelling entry point for investors keen to capture the long-term outperformance of small caps and back the top-...
Take profits on MercadoLibre after 65% gain
Thursday 29 May 2025MERCADOLIBRE (MELI:NASDAQ) $2,507.83 Gain to date: 64% Shares in Wall Street-listed MercadoLibre (MELI:NASDAQ) have been riding high on its dominant presence in Latin America and a diversified business model across ecommerce and fintech. Year-to-date, the stock is up 42%, insulated largely from US...
Why we would sit tight in Renold despite a 50% takeover premium
Thursday 29 May 2025Renold (RNO:AIM) Price: 73.9p Profit to date: 35.2% We highlighted industrial chains and specialist torque transmission maker Renold (RNO:AIM) as a great investment opportunity in August 2024. The company has a clear strategy to deliver shareholder value by consolidating a fragmented global market...
High-quality, market-leading threads company Coats just looks much too cheap
Thursday 29 May 2025Coats (COA) Price: 76.2p Market Cap: £1.2 billion World-leading thread and structural components maker Coats (COA) has set its sights on delivering accelerated cash flow and shareholder returns after de-risking its pension liabilities and divesting non-core assets. We believe this high-quality...
Time to cash out at H&T after takeover approach
Thursday 22 May 2025H&T (HAT:AIM) 646p Gain to date: 71.5% We highlighted the potential for a breakout at H&T (HAT:AIM) on 10 October 2024, arguing a share price dip at the UK’s biggest pawnbroker presented a buying opportunity at 376.7p. Shares posited that a single digit PE (price to earnings) ratio...
Why you can count on JPMorgan Claverhouse as it dials up the income
Thursday 22 May 2025JPMorgan Claverhouse Investment Trust (JCH) 760p Market cap: £419.9 million Investors seeking to inflation-proof portfolios and tap into the re-rating potential of the undervalued UK equity market, with further Bank of England rate cuts among the catalysts, should consider putting to money to work...
JD Wetherspoon continues to demonstrate resilient trading
Thursday 15 May 2025JD Wetherspoon (JDW) 724.4p Profit to date: 20.3% We highlighted pubs group JD Wetherspoon (JDW) in November 2024 as an ‘absolute steal’ based on what we believed were overly-conservative EPS (earnings per share) estimates, putting the business on a forward PE (price to earnings) multiple of just...