magazine archive
magazine archive
Great Ideas
Why Rank Group has some serious momentum
Thursday 13 Feb 2020We think the transformation afoot at casino to bingo operator Rank Group ( RNK ) can continue to benefit the company and its share price. This shift is not just about cutting costs, but changing the culture of the whole organisation, making it more dynamic in a bid to boost growth and achieve £1bn...
Smart Metering Systems now has a quoted rival in Calisen
Thursday 13 Feb 2020Smart Metering Systems ( SMS ) 525.5p Gain to date: 11.8% Original entry point: Buy at 470p, 24 October 2019 One of Smart Metering Systems’ ( SMS ) larger rivals has joined the UK stock market and has a less appealing investment proposition. Calisen ( CLSN ) , valued at £1.3bn versus £582m for SMS...
The asset manager in hot demand for income and ESG funds
Thursday 13 Feb 2020Asset management Liontrust ( LIO ) has outstanding prospects thanks to soaring demand for ESG-related investment products and a cracking reputation of running successful funds. Don’t be put off by its share price having already enjoyed a good run. We think it is only in the early stages of a...
Avast shares hit by privacy scandal
Thursday 06 Feb 2020Avast ( AVST ) 436p Gain to date: 45.9% Original entry point: Buy at 298.8p, 16 May 2019 Our positive call on online security firm Avast ( AVST ) remains comfortably in the money despite a recent setback for the firm. It emerged that Avast, owner of anti-virus software AVG, had been selling...
Future faces second bear raid
Thursday 06 Feb 2020Future ( FUTR ) £13.66 Loss to date: 3.8% Original entry point: Buy at £14.20, 14 November 2019 Magazine publisher Future ( FUTR ) is facing its second ‘bear raid’ in a little more than six months and this makes us sufficiently cautious to cut our losses on this stock. A bear raid involves a third...
Why you should buy BAE after acquisition drive
Thursday 06 Feb 2020Defence giant BAE System’s ( BA. ) cheap valuation doesn’t give the company sufficient credit for the improving quality of its business – a transformation which will be accelerated by two recent acquisitions in the US. Take the opportunity to buy now and gain access to a steady stream of income at...
This global quality-focused trust is thriving under a new manager
Thursday 06 Feb 2020Like the uplift a sports team can receive when a new boss comes in, former Paris Saint-Germain Academy footballer Zehrid Osmani has turned around the fortunes of global equity investment trust Martin Currie Global Portfolio ( MNP ) . Something of a laggard before Osmani joined in June 2018, the...
Buy this stock to profit from the UK infrastructure boom
Thursday 30 Jan 2020Anyone who regularly experiences the joys of public transport in the UK will know the country is in desperate need of infrastructure investment. Recognised as a priority by the Government, this is one area of public spending seemingly set to get a boost, not a cut, in the upcoming Budget. That...
The European fund offering growth, quality and consistency
Thursday 30 Jan 2020We think a 7.5% discount to net asset value (NAV) on Henderson EuroTrust ( HNE ) offers an attractive entry point for investors seeking exposure to some of the highest qualities companies in continental Europe. This market remains largely out of favour, yet offers significant re-rating...
Buy Go-Ahead as it gets back on track
Thursday 23 Jan 2020Bus and rail group Go-Ahead ( GOG ) is something of a ‘marmite’ stock and won’t appeal to everyone but we think it represents a cheap play on a recovering UK economy while offering a decent yield for income investors. Go-Ahead is one of the UK’s leading public transport providers. With the UK set...