magazine archive
magazine archive
Great Ideas
TI Fluid has it all: growth, cheap shares and dividends
Thursday 09 May 2019The ultimate goal for many investors is to find a mid or large cap stock offering earnings growth, decent dividends and trading on a cheap valuation. Stocks with all of those attributes are rare in the current market. Fortunately we’ve spotted one which ticks all the boxes and hardly anyone has...
Why you should buy ultra-reliable Computacenter
Thursday 02 May 2019In a modern world of technology dominated by US giants (Amazon, Microsoft, Apple) many investors might reasonably ask, Computacenter ( CCC ) who? Yet this is a pan-European IT enterprise operator whose 14,000-odd staff annually ship more than 25m products to 4.2m end users, and provide valuable...
Aviva’s shares are too cheap to ignore at a 7.3% yield
Thursday 02 May 2019We believe Aviva ( AV. ) looks very interesting at the current price as its shares are cheap and a new CEO could reshape the business. Anyone investing in the shares must understand that change could take time, however the potential rewards look very good. ‘Aviva is undergoing a revolution in its...
Learning Technologies eyes cross-sell growth spree
Thursday 25 Apr 2019Increasing bureaucracy and red tape can be a challenge for medium and larger organisations trying to retain their best staff in the face of more exciting opportunities at start-up enterprises. One way of preventing this brain drain is to provide the workforce with ongoing training such as services...
Buy Aberdeen Asian Income Fund at a discount while you still can
Thursday 25 Apr 2019Despite a narrowing of the discount to net asset value (NAV) from 11% to 7.7% at Aberdeen Asian Income ( AAIF ) there is still a value opportunity here. The positive re-rating should continue as investors pick up on the fund’s improving performance, attractive income credentials – a 4.2% yield –...
This small cap is profiting from McDonald's waste
Thursday 18 Apr 2019The phrase ‘where there’s muck there’s brass’ refers to the opportunity to make money from dirty jobs. Filta ( FLTA:AIM ) is embracing this concept with rapid earnings growth from cleaning and recycling work across North America and parts of Europe. Rather than emptying bins or sweeping streets as...
Potential for 7% dividend yield from Gulf Keystone
Thursday 18 Apr 2019It may have something of a chequered past but the future for Kurdistan oil producer Gulf Keystone Petroleum (GKP ) looks bright in the near-term. This is not an investment for the faint-hearted, given the company operates in semi-autonomous region of Northern Iraq which has been affected by...
Top-quality Judges Scientific deserves a higher rating
Thursday 11 Apr 2019Science kit manufacturer Judges Scientific ( JDG:AIM ) has built up a loyal retail investor fan base over the years. It is a focused and high-quality growth company, running a portfolio of niche science-based businesses and allowing them to operate with a certain level of autonomy. Its activities...
Restaurant Group is too cheap to ignore: buy now ahead of the recovery
Thursday 11 Apr 2019With its valuation, share price and arguably sentiment so depressed, now is the time to invest in Restaurant Group ( RTN ) in hope that the business can be fixed. You’ll need to be patient as the shares are likely to be volatile until the company can provide enough evidence that its troubles aren’t...
FDM has digital disruption in its palm
Thursday 04 Apr 2019Boasting a huge expansion opportunity, improving profit margins and record applications to join its team, FDM (FDM ) is a class IT projects business with substantial wealth creation potential for investors. There are thousands of businesses and organisations around the world still grappling with...