magazine archive
magazine archive
Great Ideas
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...
The fund management giants can’t live without this small cap
Thursday 07 Feb 2019Small cap stock Alpha Financial Markets Consulting ( AFM:AIM ) may not be a household name but it provides consultancy services to over three quarters of the world’s top 20 wealth managers measured by assets under management. For a firm founded just over 15 year ago, it has an enviable client list...
Fantastic 4imprint is a master of promotion so buy its shares now
Thursday 07 Feb 2019Investors should take advantage of an opportunity to buy promotional products firm 4imprint ( FOUR ) while its valuation is towards the bottom of its historic range and as the benefits of a recent marketing push start to become apparent. Full year results on 5 March could offer a near-term catalyst...
Joules proves there is still life in the retail sector
Thursday 31 Jan 2019Despite the headwinds facing UK quoted retailers, a rare band of sector constituents are generating robust growth and boast compelling international dimensions to their growth stories. Within this cohort is Joules ( JOUL:AIM ) , a UK premium lifestyle brand that is immature in comparison to peers...
Snap up ICG Enterprise at a big discount while you can
Thursday 31 Jan 2019In recent months the discount to net asset value (NAV) at private equity investment trust ICG Enterprise ( ICGT ) has widened dramatically despite no significant change in the management, strategy or fortunes of the fund. This has created a compelling value opportunity for investors. A recently...
AFH Financial’s growth plan adds up
Thursday 24 Jan 2019AIM-quoted AFH Financial ( AFHP:AIM ) has grown rapidly in the last few years to become one of the UK’s leading financial planning led-wealth managers with more than £5bn of funds under management ( FUM ). Thanks to strong organic growth and the potential to add more customers through well-timed...
SDL has recovery play credentials
Thursday 24 Jan 2019This is a technology company that has been on the UK stock market for close on two decades, yet we wouldn’t be at all surprised to find most investors asking… SDL ( SDL ) who? The Maidenhead-based business is a content management and language translation software and services specialist. It helps...
Buy BAE Systems for steady growth and tasty dividends at an attractive price
Thursday 17 Jan 2019Shares in defence firm BAE Systems ( BA. ) have fallen by 25% over the past six months, creating an attractive buying opportunity. We think some of the concerns which have weighed on the share price are overdone and would look to full year results on 21 February as an early catalyst for the stock...