magazine archive
magazine archive
Great Ideas
Trust Merchants to deliver on its income and value goals
Thursday 24 Oct 2019Market shake-outs are often a great time to buy high quality investments with long track records of wealth creation. With investors torn over the prospects of the major UK stock markets we believe Merchants Trust ( MRCH ) is just such an opportunity. With roots that go back to 1889 there is no type...
Smart Metering Systems looks a savvy portfolio addition
Thursday 24 Oct 2019A decent sized, relatively liquid investment that’s uncorrelated to the UK economy and a good structural growth story to boot, now is an excellent time to buy Smart Metering Systems ( SMS:AIM ) . It is the only company that installs, owns, operates, and maintains gas and electricity smart meters on...
Why this solar fund is a great portfolio addition
Thursday 17 Oct 2019An investment that has a good track record of paying generous dividends, is genuinely diversified and has the potential to grow your money in the meantime is always going to be a popular thing. An increasing favourite with institutional investors, FTSE 250 investment trust Foresight Solar ( FSFL )...
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...