magazine archive
magazine archive
Great Ideas
M&G shares could make you a lot of money
Thursday 23 Jan 2020We think most investors haven’t woken up to the value creation potential on offer from financial group M&G ( MNG ) . Its shares are starting to move upwards following a demerger from Prudential ( PRU ) last year and it is now a member of the FTSE 100. A study by Deloitte and The Edge reported...
Why BAE Systems’ US takeover splurge is important
Thursday 23 Jan 2020BAE Systems ( BA. ) 645p Gain to date: 21.6% Original entry point: Buy at 503p, 17 January 2019 Defence firm BAE Systems’ ( BA. ) $1.9bn acquisition of a military GPS system (Military Global Position System or MGP for short) from US firm Collins Aerospace (20 Jan) should help it locate significant...
IG Design’s US deal greeted warmly by investors
Thursday 23 Jan 2020IG Design ( IGR ) 742p Gain to date: 6.5% Original entry point: Buy at 697p, 19 December 2019 Our bullishness on greetings card designer and supplier IG Design ( IGR:AIM ) gets some early vindication as it expands in the US. It is set to buy CSS Industries for an enterprise value of £89.7m in a...
Allianz Technology Trust is a must-have investment
Thursday 16 Jan 2020The world’s turned a few times since Walter Price first started picking technology stocks and few fund managers know the changes, challenges and implications of the vast technological transition that is taking place across the globe than the senior fund manager of the Allianz Technology Trust ( ATT...
Games Workshop shares hit new record high
Thursday 16 Jan 2020Games Workshop ( GAW ) £69.70 Gain to date: 21.6% Original entry point: Buy at £57.30, 21 November 2019 Our positive call on fantasy miniatures firm Games Workshop ( GAW ) is off to a cracking start, with first half results (14 Jan) taking the shares to fresh highs. For the six months to 1 December...
The signs are improving for Travis Perkins so buy now
Thursday 16 Jan 2020Shares in builders’ merchant and tool-hire firm Travis Perkins ( TPK ) had a bumpy ride last quarter thanks to negative sentiment in its sector caused by profit warnings from building supplies firm SIG ( SHI ) and a drop in UK housebuilding activity amid uncertainty over Brexit and the general...
Buy Ricardo as it moves beyond auto
Thursday 09 Jan 2020To be an expert engineering consultant to the automotive industry may sound like a poisoned chalice, and a poor investment proposition, but there is more to Ricardo’s ( RCDO ) story than meets the eye. The West Sussex-based business has a 100-year track record in the industry but today it does so...
Get in quick with this fund to play the e-retail boom
Thursday 09 Jan 2020As Christmas trading updates from the retailers begin to dribble in, the continuing shift to online shopping has been very apparent again. This trend, which has led to a boom in the warehousing assets required to process internet-based orders in the UK, is beginning to gather steam in continental...
Share pick for 2020: Lloyds Banking
Thursday 19 Dec 2019The political situation in the UK is clearer than it has been for some time and the stage looks set for Lloyds’ ( LLOY ) steady approach to win favour with the market. The shares are cheap. According to consensus forecasts the shares trade at parity with book value and Shore Capital’s estimates...
Share pick for 2020: Redrow
Thursday 19 Dec 2019Improved prospects for the housebuilding sector driven by more clarity on Brexit means it is time to buy Redrow ( RDW ) which has quality earnings and a strong cash position. The landslide victory for the Conservatives in the 12 December General Election has created a measure of political certainty...