magazine archive
magazine archive
Great Ideas
Rare chance to buy Shell cheaply and get 11% yield
Thursday 12 Mar 2020While this isn’t a trade for the faint-hearted we think the weakness in Royal Dutch Shell ( RDSB ) following the oil price crash looks overdone and represents a compelling buying opportunity. As we write, and based on consensus forecasts for 2020, Shell offers an 11% dividend yield. A yield of 7%...
This bond fund could comfort in troubled markets
Thursday 05 Mar 2020If you haven’t got the stomach for equities following the recent market sell-off, it might be worth considering bonds. We’ve spotted an attractive bond fund from TwentyFour which is a well-respected asset manager and a proven expert at finding the best opportunities in the fixed income market. The...
Mid Wynd is a good diverse way of playing a market recovery
Thursday 05 Mar 2020The market sell-off has pulled down share prices in attractive investments so many investors are understandably looking for opportunities in the hope of a market recovery. Putting money into an investment trust or a fund is arguably a lower risk way of playing a recovery in the markets as you would...
Tristel has a role to play in tackling coronavirus
Thursday 27 Feb 2020Even before the appearance of China’s coronavirus, infection and contamination-control products group Tristel ( TSTL:AIM ) was delivering strong growth as it taps into increasing demand for safe, high-level disinfectants that kill all microorganisms. On 24 February the company reported revenue for...
Buy property developer St. Modwen as it hits a turning point
Thursday 27 Feb 2020Now is the time to buy property developer St. Modwen Properties ( SMP ) as it reaches a turning point in its growth strategy. A brownfield regeneration specialist, FTSE 250 constituent St. Modwen made its name by taking on old, disused sites and turning them into fancy new developments with homes,...
We remain positive on Centrica despite commodity price setback
Thursday 20 Feb 2020Centrica ( CNA ) 73p Loss to date: 19.2% Original entry point: Buy at 90.42p, 19 December 2019 Our value-driven ‘buy’ call on energy firm Centrica ( CNA ) is off to an underpowered start thanks to a disappointing set of full year results (13 Feb). The company reported adjusted profit down 35% to £...
S & U lifted by improving economic sentiment
Thursday 20 Feb 2020S & U ( SUS ) £24.40 Gain to date: 9.9% Original entry point: Buy at £22.20, 30 May 2019 Motor finance and bridging loan provider S & U ( SUS ) delivered another positive trading update last week, confirming our view that the business is well placed to cash in on a recovery in the UK...
Buy Persimmon which yields 7% and is getting its house in order
Thursday 20 Feb 2020We think housebuilder Persimmon ( PSN ) can close the valuation gap on its rivals as it repairs its reputation and improves its building practices amid robust conditions for the wider sector. The housebuilding space has enjoyed good momentum since the December general election delivered a measure...
Bargain entry point to access activist investor Dan Loeb
Thursday 20 Feb 2020A steep 20% discount to net asset value (NAV) at London-listed Third Point Offshore Investors ( TPOU ) offers an attractive entry point for those keen to access the money-making acumen of Wall Street luminary Dan Loeb, a famous activist investor. We’ll be upfront and say this investment is not for...
Lok’n Store continues to impress
Thursday 13 Feb 2020Lok’n Store ( LOK:AIM ) 730p Gain to date: 28.7% Original entry price: Buy at 574p, 7 November 2019 Self-storage play Lok’n Store ( LOK:AIM ) is rewarding our faith with the latest trading update for the six months to 31 January 2020 revealing decent momentum in the business (10 Feb). Like-for-like...