magazine archive
magazine archive
Great Ideas
Our 2019 picks have smashed the market with a 23% return
Thursday 19 Dec 2019After a difficult 2018, our latest annual portfolio of 10 stocks has delivered far superior rewards. Last year we outperformed the market, albeit still making a loss. This year we’ve smashed the returns from the FTSE All-Share and generated significant profits. Our portfolio has delivered a 23%...
Share pick for 2020: Luceco
Thursday 19 Dec 2019Some of the best investment opportunities are found when fundamentally good companies temporarily come a cropper. This is exactly the case with Luceco ( LUCE ) , which continues to enjoy strong orders and has the scope to repair profit margins from the high single digits of today to the mid-teens...
Four great funds to buy for 2020
Thursday 19 Dec 2019As we approach the New Year it is a good time for investors to think about their portfolio choices and check that they match their appetite for risk. Here are four fund ideas for specific types of investors. Royal London Short Duration Global High Yield (BD0NHK8) Cautious investors have benefited...
Share pick for 2020: Kainos
Thursday 19 Dec 2019A desire to go digital is one thing that unites organisations both large and small. From ordering a pint in a pub via a phone app to calculating a tax return, plus a million more things, this is a multi-year transition that will separate winners from losers. Among those thriving from this...
Share pick for 2020: Begbies Traynor
Thursday 19 Dec 2019Insolvency specialist and property services company Begbies Traynor ( BEG:AIM ) derives two thirds of its revenue from activities which are counter-cyclical, which means that in any future slowdown or even recession the business will see rising demand for its insolvency services. The company’s...
Share pick for 2020: Hotel Chocolat
Thursday 19 Dec 2019Premium British chocolatier Hotel Chocolat’s ( HOTC:AIM ) enviable record of beating earnings forecasts has been rewarded with a rich equity rating, yet the growth story is just getting started. This cash generative chocolate brand’s product range is going from strength to strength and it plans to...
Share pick for 2020: Centrica
Thursday 19 Dec 2019Whether the latest strategic change of direction at British Gas owner Centrica ( CNA ) is yet another false dawn or a genuine reset onto a more profitable path, the shares are so beaten up that the risk/reward ratio here is attractive. There are early signs that greater retail customer focus is...
Shares pick 2020: Wizz Air
Thursday 19 Dec 2019An outstanding growth stock leaving its rivals trailing, Wizz Air ( WIZZ ) is structurally better placed than its peers to exploit the rise in air travel. A low-cost airline focused on connecting travellers from Central and Eastern Europe (CEE) with the rest of the continent, Wizz has carved a...
Share pick for 2020: Schroders
Thursday 19 Dec 2019With assets under management of £444bn, Schroders ( SDR ) is one of the few UK financial firms able to stand shoulder-to-shoulder with its international peers. While the UK accounts more than a third of assets under management, two thirds of operating revenue comes from outside the UK making it a...
Share pick for 2020: IG Design
Thursday 19 Dec 2019You’d be crackers to ignore this global growth winner. Investors willing to pay up for a quality long-term consolidation story with global earnings momentum should snap up IG Design ( IGR:AIM ) . Despite having already delivered stellar returns for shareholders, we believe there is more to come as...