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Great Ideas

SDL has recovery play credentials

Thursday 24 Jan 2019

This 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 2019

Shares 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...

Fidelity European Values is just the ticket for current market conditions

Thursday 17 Jan 2019

Investors wanting exposure to decent companies at a relatively cheap price and via a liquid fund whose portfolio is a bit different to what you might expect should snap up Fidelity European Values ( FEV ) . Its objective is to achieve long-term growth in both capital and income by investing in...

Fortify your defences with 5.8% yielding Henderson High Income Trust

Thursday 10 Jan 2019

Risk-averse investors unnerved by the return of volatility, not to mention slowing global economic growth and European political uncertainties, might view share price weakness at the Henderson High Income Trust ( HHI ) as a compelling entry point. We believe the outlook for income from this highly...

This cash-generative oil producer has huge potential

Thursday 10 Jan 2019

The potential for significant production growth and exploration success at Nigerian oil producer Eland Oil & Gas ( ELA:AIM ) in 2019 makes this a must-have share for investors with an appetite for high-risk stocks. We previously flagged Eland as a Great Idea in April 2017 and the shares are now...

Share pick for 2019: Hollywood Bowl

Thursday 20 Dec 2018

We 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 2018

It 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 2018

It’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 2018

We 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 2018

We 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...

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