magazine archive
magazine archive
Great Ideas
Share pick for 2019: Hollywood Bowl
Thursday 20 Dec 2018We believe the market may favour well-invested, highly cash-generative companies with minimal debt and undemanding equity valuations going into 2019. Hollywood Bowl has all these characteristics and offers slow but steady growth potential, plus scope for decent dividends over the long term. Bowling...
Share pick for 2019: Rolls-Royce
Thursday 20 Dec 2018It may have been a testing year for Rolls-Royce ( RR. ) thanks to a series of engine inspection issues yet this remains a global champion now trading at a rare discount. It comes as no surprise to Shares that long-term growth funds run by the likes of Baillie Gifford and activist investor ValueAct...
Share pick for 2019: GB Group
Thursday 20 Dec 2018It’s hard to escape talk of Brexit uncertainty and potential growth slowing on a global scale as we enter 2019. So a company at the top of its structurally growing market, one that is potentially insulated from economic wobbles and capable of expanding for years to come, should be attractive. GB...
Share pick for 2019: Euromoney
Thursday 20 Dec 2018We think the transformation of Euromoney ( ERM ) from an old-fashioned media business to a higher quality data services outfit will hit home with the market in 2019 and help drive the share price higher. The company is rapidly growing its pricing and data side, diversifying away from a weaker asset...
Share pick for 2019: Next
Thursday 20 Dec 2018We recognise retail is completely out of favour with investors and so are UK-domestic stocks. However, it feels the right time to take a contrarian view and look for opportunities in both these categories. We’ve picked Next in the belief that management can navigate the tricky backdrop and that we...
Share pick for 2019: Renishaw
Thursday 20 Dec 2018Science-based engineering firm Renishaw ( RSW ) has a clear and focused approach which it consistently pursues regardless of the macro-economic backdrop. A big decline in the share price in recent months should spark your interest as it means you can gain exposure to this high-quality outfit at a...
Share pick for 2019: Fevertree Drinks
Thursday 20 Dec 2018From selling its first bottles of tonic water in Selfridges in 2005 to forecast sales this year of £225m, the Fevertree brand has been one of great marketing success stories of the last decade. Having spotted the demand for quality mixers to go with premium spirits, the company behind the brand has...
Share pick for 2019: Keystone Law
Thursday 20 Dec 2018Top 100 law firm Keystone Law ( KEYS:AIM ) was set up in 2002 by a group of lawyers who were tired of the lack of modern thinking and creativity in traditional firms. Building a platform model using technology and modern working practices, they hoped that other lawyers would see the attraction and...
Share pick for 2019: On The Beach
Thursday 20 Dec 2018We believe On The Beach ( OTB ) is a great business with a superb track record of using technology and marketing to attract customers and get them to spend money. It is an online retailer of mainly short-haul beach holidays, allowing people to build their own vacation by picking their flights,...
Share pick for 2019: Coats
Thursday 20 Dec 2018In times of trouble a good strategy is to turn to companies which have a long history of generating solid returns. Coats very much fits the bill and its shares look great value trading on 12.2 times forecast earnings for 2019. Coats is a global market leader in the manufacture of threads, boasting...