magazine archive
magazine archive
Great Ideas
Turn to Fundsmith to play emerging markets
Thursday 14 Mar 2019Emerging economies are faring better than their developed market counterparts despite the US/China trade spat. We believe the best way to get exposure is via an actively-managed fund rather than picking stocks individually as you can lean on the expertise of a fund manager who has the right...
Now is the time to buy WPP again
Thursday 14 Mar 2019Having previously been negative on the investment case for advertising giant WPP ( WPP ) we now feel the story has reached a turning point and it is time to buy again. We could be wrong and this is certainly not a stock to buy if you are risk-averse. However, the company is in the early stages of a...
Johnson Service offers consistent growth
Thursday 07 Mar 2019UK-focused Johnson Service ( JSG ) is a steady growth compounder in the mould of Rentokil ( RTO ) but is less well-followed and even less well-appreciated. The laundry rental and cleaning business isn’t headline-grabbing stuff but since 2014 the firm’s turnover has doubled, earnings per share have...
Big cheese Glanbia is fighting fit for the future
Thursday 07 Mar 2019Food group Glanbia ( GLB ) is one of those lesser-known but highly exciting large cap stocks. The nutritional ingredients, cheese and dairy packaged foods giant is growing by organic and acquisitive means. Consumer demand for Glanbia’s brands and nutritional ingredients is underpinned by long term...
Snap up services group UDG before the market spots recovery signs
Thursday 28 Feb 2019The market has been too pessimistic towards drug services group UDG Healthcare ( UDG ) , giving you an opportunity to pick up shares in a decent business while the market is disinterested. The share price was hammered last year following earnings downgrades linked to part of its business which...
Murray vies to become core holding for income investors
Thursday 28 Feb 2019We think the generous and growing income on offer from Murray Income Trust ( MUT ) coupled with its focus on quality companies at an attractive price will prove a winner with investors. The investment trust offers a dividend yield of 4.3% and has grown its dividend in every one of the last 45 years...
Bigblu’s big broadband opportunity in the backwoods
Thursday 21 Feb 2019Consumers want reliable, superfast broadband. That’s no problem if you live in towns and cities but what about the thousands who live in the relative backwoods? Bigblu Broadband ( BBB:AIM ) is part of the solution, not just in the UK but across mainland Europe, Scandinavia and Australia as well...
Personal Assets Trust could be a source of comfort in difficult times
Thursday 21 Feb 2019While equity markets have recently rallied, myriad uncertainties remain in the form of worries over global growth, the impact of trade wars and the effects of monetary tightening, meaning investors need to be on their guard. Those of a more nervous disposition might be looking to add some defensive...
Getting out of brewing is the correct decision for Fuller’s
Thursday 14 Feb 2019Pub operator Fuller, Smith & Turner ( FSTA ) is in an interesting position strategically as it will soon have a large amount of cash to help expand its estate of pubs and accommodation. The £250m disposal of its beer business to Japan’s Asahi will leave it focused on properties to sell beer,...
DiscoverIE is boosting margins by targeting higher return areas
Thursday 14 Feb 2019We like the effort to secure higher value business at electronics engineer DiscoverIE ( DSCV ). This used to be a fairly simple distributor of parts and components in the industry and today around 40% of revenue still comes from long-run contracts to supply bits of kit. But that is where the...