magazine archive
magazine archive
Great Ideas
Why it is time to look at L’Oreal
Thursday 24 Jul 2025L’Oreal (OR:EPA) €361.30 Market cap: €193 billion An 11.5% one-year share price decline at French cosmetics giant L’Oreal (OR:EPA) presents investors with a beautiful opportunity to buy a high-quality global business, with a track record of solid organic growth and smart acquisitions, trading at a...
Kainos is an underappreciated AI play at an attractive valuation
Thursday 24 Jul 2025Kainos (KNOS) 720p Market cap: £873.3 million After a difficult period for the business, not helped by uncertainty around government spending, we think software and digital transformation specialist Kainos (KNOS) is on the road to recovery. What’s more, weakness in the share price over the last 12...
Personal Group is a small cap with big ambitions
Thursday 17 Jul 2025Personal Group (PGH:AIM) 284p Market cap: £86.7 million Workplace benefits and health insurance provider Personal Group (PGH:AIM) is a relative market minnow but chief executive Paula Constant and chief financial officer Sarah Mace have big ambitions for the business. We think these ambitions are...
Rockwood Strategic is rewarding investors with stellar returns
Thursday 17 Jul 2025Rockwood Strategic (RKW) 310p Gain to date: 65.3% Shares flagged the merits of Rockwood Strategic (RKW) at 187.5p in November 2023, highlighting the value-focused trust as a way to gain differentiated exposure to a small cap asset class with re-rating scope. We lauded manager Richard Staveley’s...
Genus is on the cusp of a transformation to sustainably higher profitability
Thursday 17 Jul 2025GENUS (GNS) Price: £21.80 Market Cap: £1.45 billion Leading global animal genetics company Genus (GNS) is on the cusp of fully commercialising its proprietary PRP (PRRS or Porcine Reproductive and Respiratory Syndrome virus-resistant pig) technology. This could be transformational for farmers in...
Guard your hard-earned wealth with STS Global Income & Growth
Thursday 10 Jul 2025STS Global Income & Growth Trust (STS) Price: 242p Market cap: £285 million Rising market volatility, Donald Trump’s tariffs and US equity valuations at nosebleed levels are among the risks facing patient portfolio builders at present, which suggests to Shares this is a sensible time to invest...
Gaming Realms in on a roll and remains a buy
Thursday 10 Jul 2025Gaming Realms (GMR:AIM) 52.2p Market Cap: £152.7 million Gain to date: 59% It has been just over a year since we flagged AIM-listed games distributor Gaming Realms (GMR:AIM) for its underappreciated growth prospects driven by the expansion of the popular Slingo brand. For the uninitiated, Slingo...
Building products firm Genuit has great growth potential
Thursday 10 Jul 2025Genuit Group (GEN) 373p Market cap: £928 million At the beginning of March, we highlighted three mid-cap stocks which for one reason or another were trading well below what we believed was their intrinsic value and therefore had the potential to generate significant gains for investors. One of...
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...