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Great Ideas
Ladbrokes owner GVC is on the charge and you should take advantage
Thursday 17 Oct 2019Buy into the momentum at gambling group GVC ( GVC ) after recent upgrades for the group. Management boosted its earnings guidance on 15 August 2019 citing strong operational performance driven by online revenue growth of 17% amid market share gains across all major territories. It raised earnings...
3i Infrastructure is a great long-term investment
Thursday 10 Oct 2019The second and third quarters of this year have seen some chunky fundraisings by infrastructure and renewable energy funds. In June, Greencoat UK Wind ( UKW ) raised €375m, Sequoia Economic Infrastructure Income ( SEQI ) raised £216m and Aquila European Renewables Income ( AERI ) raised £154m. In...
Revamped Ultra Electronics is tougher and more focused
Thursday 10 Oct 2019A slight pullback in the share price for defence firm Ultra Electronics ( ULE ) represents a good buying opportunity. A 2019 price-to-earnings ratio of 16-times does not look demanding with scope for the company to beat earnings forecasts as the benefits of a revamp of the business come through...
Investors are underpricing Alliance Pharma's growth potential
Thursday 03 Oct 2019Pharmaceutical specialist Alliance Pharma ( APH:AIM ) runs an asset-light business model, making it unique in the sector and very cash generative. Alliance Pharma owns or licenses over 90 pharmaceutical and healthcare products and sells them in more than 100 countries. Unusually the company...
IWG could be the next big market cash machine
Thursday 03 Oct 2019Serviced office group IWG ( IWG ) is undergoing a significant transformation that could result in enhanced returns to shareholders in the coming years. IWG is moving to an asset-light strategy where it becomes a master franchise owner, similar to the model used by Domino’s Pizza ( DOM ) and...
Filtration firm Porvair is a reliable business built on large recurring revenues
Thursday 26 Sep 2019With roots in the engineering world Porvair ( PRV:AIM ) has emerged as quite the expert in the filtration process. It has earned a reputation for reliability and is well-placed to withstand the economic knocks of the future. The company is active in various different parts of the market. For...
Mercantile’s 10% NAV discount is too good to miss
Thursday 26 Sep 2019Investors have a chance to buy highly-respected The Mercantile Investment Trust ( MRC ) for 10% less than the value of its underlying assets. A key reason why it is trading cheaply is exposure to UK stocks and the market pricing in a Brexit discount should the UK economy sour. The mid-cap...
Discover the reason Genus shares are worth buying right now
Thursday 19 Sep 2019G enus ( GNS ) provides farmers with superior genetics that enables them to produce higher quality animal protein more efficiently and sustainably. The business serves over 50,000 customers in over 70 countries and employs almost 2,700 people, which includes over 100 who are PhD qualified. An...
This income fund offers a lower risk way to access emerging markets
Thursday 19 Sep 2019Growth-focused investors cannot ignore emerging markets, as we discuss in this week’s Investment Trusts section , yet investing in far-flung developing economies comes with volatility. Investors seeking a smoother ride could look to JPMorgan Global Emerging Markets Income Trust ( JEMI ) as a lower...
The outlook is looking brighter for Synthomer
Thursday 12 Sep 2019Chemicals firm Synthomer ( SYNT ) looks very tempting at the current price following a big sell-off over the past year. The firm’s share price dropped from around 530p a year ago to 280p last month and saw the stock trade on nearly its lowest rating in a decade, while its level of debt compared to...