magazine archive
magazine archive
Great Ideas
Why Babcock is a buy as orders build
Thursday 28 Nov 2019Defence contractor Babcock ( BAB ) could be on the verge of a real recovery having come through a cycle of earnings downgrades. The company’s combined order book and pipeline has reached its highest ever level and the group is also moving into new markets like Canada and Norway. We believe you...
Middlefield Canadian Income has dividend appeal
Thursday 28 Nov 2019Dividend-hungry investors seeking to diversify the stream of income from their investments should look to Middlefield Canadian Income (MCT) . The investment trust is London’s only listed Canadian equity income fund and offers something different to its AIC North America income peers thanks to its...
Games Workshop has scope to earn a lot more money
Thursday 21 Nov 2019Fantasy miniatures and table-top war games retailer Games Workshop ( GAW ) is benefiting from a step-change in royalty income and we believe further exploitation of its intellectual property can take the business to the next level. Broker Peel Hunt forecasts royalty income of £10m in the six months...
HarbourVest is cheap and a great way to play the private equity space
Thursday 21 Nov 2019Before they come to the stock market, all companies need to raise capital in order to grow and one of their options is to work with pools of private money set aside specifically for that purpose. Investing in private equity through an investment trust is not only a good way to diversify your...
Asia-Pacific growth and narrowing discount to power Pacific Horizon
Thursday 14 Nov 2019These are interesting times for Asia. The ongoing trade dispute between the US and China, huge protests in Hong Kong and the economy slowing in some parts are overshadowing, for now, the undoubted enormous long-run growth potential as the region’s vast population hubs become larger, wealthier and...
We go back to media group Future for growth
Thursday 14 Nov 2019We think the success story at FTSE 250 publisher Future ( FUTR ) , which has seen the company’s market value increase by several multiples in the past few years, has further to run, driven by the company’s latest acquisition. On 30 October Future announced the £140m purchase of TI Media, the...
Big money to be made with this self-storage group
Thursday 07 Nov 2019It may not be a glamorous activity but storing the possessions of businesses and households is certainly a lucrative one. Self-storage play Lok’n Store ( LOK:AIM ) continues to churn out impressive growth numbers and has a clear expansion plan which is underpinned by a strong balance sheet,...
Science tools maker Oxford Instruments is a great share to buy
Thursday 07 Nov 2019We live in a world of climate change, ageing populations, pressure on food and water supplies and depleting raw materials. Against these substantial challenges we look to science and technology to provide solutions, and Oxford Instruments ( OXIG ) hands the boffins the technology tools. The FTSE...
Strong growth at an attractive valuation on offer at CareTech
Thursday 31 Oct 2019We think the benefits of CareTech’s ( CTH:AIM ) acquisition of its rival Cambian are not fully appreciated by the market and investors should get in now as they become more apparent. Caretech is a national provider of care services for children and adults with complex needs, operating in the circa...
Buy WH Smith as it travels to new horizons
Thursday 31 Oct 2019S hares believes investors should buy cash generative books, magazines and stationery seller WH Smith ( SMWH ) . We’ve long been fans of the business and following a bold takeover roughly doubling the size of its international travel business we think there is scope for further upside. The £312m...