magazine archive
magazine archive
Great Ideas
Why it’s the right time to invest with RIT Capital
Thursday 13 Jun 2019Sometimes it is better to pay a premium price to get a product that is high quality and could serve you well for a long time in the future. That’s certainly how we feel about RIT Capital Partners ( RCP ) which is trading on an 8.6% premium to net asset value (NAV). The investment trust should...
Why you should buy Marston’s for a 7% yield
Thursday 06 Jun 2019The tough market backdrop may have blinded investors to the impressive re-positioning of pub and brewing firm Marston’s. Free cash flow is expected to rise from £47m in 2019 to more than £80m in 2022, according to broker Shore Capital, and this helps underpin a 7%-plus dividend yield. We see...
Network is a growth story you can’t ignore
Thursday 06 Jun 2019Buy payment services firm Network International ( NETW ) as a fascinating growth story and a near-term candidate to join the FTSE 100. Don’t be put off by the premium rating of 33 times 2019 forecast earnings as that is justified by the growth potential on offer and the current share price could...
Why you should buy shares in Ibstock
Thursday 30 May 2019I bstock ( IBST ) is the UK’s leading clay brick manufacturer and we think it could be a useful building block in any balanced investment portfolio. With close to 80% of new buildings using brick in their construction, you might reasonably be concerned about suppliers, like Ibstock, on signs of a...
Why you should buy S & U for growth, income and value
Thursday 30 May 2019Motor finance and bridging lender S & U ( SUS ) offers a winning combination of growth at a reasonable price and a high dividend yield to comfort income investors. Profits are up 10 years in a row yet the shares are trading on just nine times current-year earnings while the dividend yield...
Tesco could make you good money as an investment
Thursday 23 May 2019The market is warming to supermarket group Tesco ( TSCO ) as it is showing the right qualities to cope with competition from discounters Aldi and Lidl. We think now is the perfect time to get on board as the shares are not expensive on 14.1 times prospective earnings and a 3.1% prospective dividend...
Recruiter SThree has big growth prospects and cheap shares
Thursday 23 May 2019Shares in recruitment firm SThree ( STHR ) are really cheap versus the company’s growth prospects. Buy the stock now as it should either re-rate in line with peers or an overseas rival could come and gobble up the business. SThree is a global player specialising in the fields of science, technology...
Hacking scandals will drive more business to Avast
Thursday 16 May 2019Earlier this week Facebook’s messaging app WhatsApp became the latest big name brand to admit to falling foul of hackers, who apparently remotely installed spyware on some users’ phones. This would seem to be a near perfect environment for technology security providers like Avast ( AVST ) , where...
Why you should buy this trust managed by an activist billionaire
Thursday 16 May 2019A 26.7% discount to net asset value (NAV) at Pershing Square ( PSH ) , is a buying opportunity. The discount is wide because some investors lost faith following a poor performance since a high-profile 2014 launch on Euronext Amsterdam and subsequent 2017 London listing. However, Shares likes the...
Irn-Bru maker A.G. Barr is worth its premium price
Thursday 09 May 2019Do not be put off by a premium equity rating at A.G. Barr ( BAG ) , since the Glasgow-headquartered soft drinks firm has a proven recipe for success. We believe the Irn-Bru maker can continue to compound earnings and generate sparkling returns on a long-term view and given a largely UK sales...