magazine archive
magazine archive
Great Ideas
Why you should invest in Prudential now
Thursday 04 Apr 2019A disappointing share price showing in the last 12 months has created an excellent opportunity to buy FTSE 100 insurance business Prudential ( PRU ) ahead of the demerger next year of its UK and European operations from its faster growing Asian arm and US operations. Shore Capital analyst Paul De’...
Jersey Oil & Gas is about to quantify its North Sea oil discovery
Thursday 21 Mar 2019Oil exploration is a notoriously risky enterprise. It is often seen as an activity with a binary outcome for listed companies – either they find oil and the share price gushes higher, or they don’t and the shares crash. However, we’ve spotted a small cap oil play which is drilling a well that could...
Law Debenture is cheap and could bounce once Brexit is sorted
Thursday 21 Mar 2019There is a rare chance to pick up an unusual but very attractive investment trust trading on a wider than normal discount to its net asset value (NAV) at 13.2% versus a 12-month average of 11.8%. You also get a dividend currently yielding 3.3%. Law Debenture ( LWDB ) is an investment trust with a...
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...