Shares magazine
Magazine archive
Great Ideas
Buy ITV shares as advertising activity could soon pick up
Thursday 30 Apr 2020Shares in free-to-air broadcaster ITV ( ITV ) are trading at levels last seen in the early part of the 2010s when the company was starting its turnaround under former CEO Adam Crozier. This price weakness creates a good opportunity to buy a unique business which will be closely tied to a recovery...
Travis Perkins can capitalise on homebuilding restart
Thursday 30 Apr 2020Builders’ merchants such as Travis Perkins ( TPK ) could be among the first businesses to return to something approaching ‘normal’ levels of activity in the next few months. Having been shut to all but essential services since mid-March as construction work ground to a halt across the country,...
Don’t miss the chance to buy tech giant ASML at 2017 prices
Thursday 23 Apr 2020Dutch firm ASML may not be a familiar name to most investors, yet it probably should be. The monopoly microchip business is exposed to the most resilient parts of massive semiconductor industry capital investment. It’s the only company in the world capable of manufacturing the extreme ultraviolet (...
Why now is the time to snap up Premier Foods
Thursday 23 Apr 2020Despite the popularity and ‘authenticity’ of brands such as Bisto, Cadbury’s – made under licence for US conglomerate Mondelez – and Mr Kipling, investors have given Premier Foods ( PFD ) a wide berth until now due to its widely-reported lack of free cash flow and pension ‘black hole’. However, a...
Crisis means more work for insolvency specialist Begbies
Thursday 23 Apr 2020Begbies Traynor ( BEG:AIM ) 91p Gain to date: 3.4% Original entry point: Buy at 88p, 19 Dec 2020 Shares in insolvency and advisory firm Begbies Traynor ( BEG:AIM ) surged late last week after the firm released its latest red flag alert report . It revealed that a record 509,000 UK businesses were...
Alliance Pharma remains on growth track
Thursday 16 Apr 2020Alliance Pharma ( APH:AIM ) 77.4p Gain to Date: +8% Entry point: Buy at 71.6p, 3 October 2019 Pharmaceuticals firm Alliance Pharma ( APH:AIM ) continued its trend of strong revenue and profit growth when it reported results for the year ended 31 December 2019 on 7 April, with revenue up 16% to £...
Tesco shares rally on dividend cheer
Thursday 16 Apr 2020TESCO ( TSCO ) 232.3p Loss to date: 1.9% Original entry point: Buy at 236.9p, 23 May 2019 Shares in grocery giant Tesco ( TSCO ) jumped 4% to 232p late last week after the company reported a sharp increase in operating profits and confirmed plans to return £5bn to shareholders. UK and Irish...
Domino’s Pizza is a rare lockdown winner
Thursday 16 Apr 2020One of the few winners of the country-wide lockdown is Domino’s Pizza ( DOM ) as demand surges for takeaway food. Over the first week of the lockdown the company saw an acceleration in deliveries which more than offset the lack of collection business, which account for around a fifth of sales. Like...
Homeserve is a resilient pick with growth ambitions
Thursday 16 Apr 2020Broadly unaffected by the coronavirus crisis, home repairs firm Homeserve ( HSV ) is a FTSE 250 firm worth owning right now. The £3.8bn market cap company is well-placed to come through the crisis with its growth trajectory intact. A provider of home repair services, Homeserve operates a recurring...
Fundsmith upbeat despite difficult market conditions
Thursday 09 Apr 2020Fundsmith Equity (B41YBW7) 416p Gain to date: 1.2% Original entry point: Buy at 411p, 26 March 2020 Holders of Fundsmith Equity (B41YBW7) had the opportunity to digest the thoughts of manager Terry Smith on the recent market volatility as he put out his latest letter to investors . The first...