magazine archive
magazine archive
Great Ideas
Polar Capital Technology is one of the best specialist funds around
Thursday 12 Sep 2024POLAR CAPITAL TECHNOLOGY TRUST (PCT) £27.71 Trust size: £3.32 billion It’s a simple fact of modern investing that tech stocks need to be part of a broadly-based portfolio, but as the recent spell of volatility shows it can be a minefield. What you want is a broad selection of high-quality,...
There are several catalysts to unlock the hidden value in Entain
Thursday 05 Sep 2024Entain (ENT) 630.4p Market Cap: £4.13 billion Investing in the gambling sector may not be everybody’s cup of tea but we believe embattled sports betting and gambling firm Entain (ENT) has become so unloved and neglected that the upside potential now comfortably outweighs the downside risks. With...
Why Foresight Solar Fund is beginning to radiate optimism
Thursday 05 Sep 2024Foresight Solar Fund (FSFL) 93.5p Market cap: £533 million Over 2023, infrastructure funds were among the worst performers in the investment trust universe as higher rates made assets like bonds and cash relatively more attractive. Caught up in the wider renewable infrastructure trusts de-rating...
Hold on to Rightmove shares amid takeover interest
Thursday 05 Sep 2024Rightmove (RMV) 676p Gain to date: 17% Market cap: £4.4 billion On 11 January Shares said that the UK’s biggest property portal Rightmove (RMV) was unloved and should be snapped up by investors due to a bargain-basement valuation. WHAT HAS HAPPENED SINCE WE SAID BUY? On 26 July the company reported...
Why you should still own high-quality Kainos
Thursday 05 Sep 2024Kainos (KNOS) 967.5p Loss to date: 4.8% Talking down growth is never a good sign and Kainos (KNOS) shares show the scars of that mood change. When we flagged the company in May (16 May) it was on the premise that slowing digital workloads bolstered by AI (artificial intelligence) scope to take out...
Discover why Currys’ shares are still far too cheap
Thursday 29 Aug 2024Currys (CURY) 79.25p Gain to date: 31.9% We flagged the recovery potential of electricals retailer Currys (CURY) on 21 March and urged readers to buy the stock at 60.1p on the basis self-help measures were beginning to pay off and the super-size TVs-to-smartphones seller offered a compelling play...
Go for growth with The Global Smaller Companies Trust
Thursday 29 Aug 2024The Global Smaller Companies Trust (GSCT) 166p Market cap: £794.4 million Despite the recent stock market dominance of mega-cap US tech companies, high-quality smaller caps have a longer term record of outperforming. With greater inherent growth potential than their large cap brethren, small caps...
Industrial chains business Renold is a lot more exciting than you think
Thursday 29 Aug 2024Renold (RNO:AIM) 54.71p Market Cap: £123.9 million Making industrial chains and specialist torque transmission products doesn’t sound very exciting but 150-year-old Renold (RNO:AIM) happens to be rather good at it and today is the second largest player globally. The global market is very fragmented...
Why Gaming Realms is still a buy
Thursday 22 Aug 2024Gaming Realms (GMR:AIM) 39.93p Gain to date: 26.4% We flagged AIM-listed games distributor Gaming Realms (GMR:AIM) as an underappreciated growth story on 25 April with the company projected to more than double pre-tax profit over the next three years. Pleasingly, the market appears to be...
Why contrarians should leg-in to Lululemon Athletica
Thursday 22 Aug 2024Lululemon Athletica (LULU:NASDAQ) $260.3 Market cap: $31.2 billion A 50% year-to-date drawdown at Canadian athleisure company Lululemon Athletica (LULU:NASDAQ) presents a buying opportunity for investors who love to snap up quality merchandise at a discount. Until recently, Lululemon, which sells...