magazine archive
magazine archive
Great Ideas
Safety expert Marlowe is red hot thanks to legislative drivers
Thursday 28 Jun 2018Corporate awareness of the need for fire protection is at an all-time high, says Alex Dacre, chief executive of Marlowe ( MRL:AIM ) , a support services business enjoying rapid growth. Increasing health and safety awareness results in stricter legislation and puts more pressure on organisations to...
Pounce on PPHE Hotel which has hidden value
Thursday 28 Jun 2018Investors could benefit from a valuation anomaly on offer at hotel developer PPHE Hotel ( PPH ) . Despite an impressive long-term share price performance, the company trades materially below its estimated net asset value (NAV). PPHE benefits from an exclusive licence from one of the world’s largest...
Aurora is a cracking way to access companies on the mend
Thursday 21 Jun 2018Investors looking to profit from a bargain-hunting style of investing should snap up Aurora Investment Trust ( ARR ) as it provides exposure to high quality businesses with huge upside potential. Aurora trades at a near-3% premium to net asset value (NAV) of 213.63p, yet Shares believes this is...
Follow investor B.P. Marsh as it picks financial services winners
Thursday 21 Jun 2018An investor in early stage financial services companies, B.P. Marsh ( BPM:AIM ) has a stellar record and should soon have greater firepower thanks to a forthcoming fundraising which should provide an extra £17m for the business to grow. The company’s recent results show a 24.1% increase in net...
Buy WH Smith for its underappreciated retail strengths
Thursday 14 Jun 2018W H Smith’s ( SMWH ) ability to keep growing its travel arm despite tough retail conditions begs the question whether the stock has been incorrectly priced. We think it should command a high equity rating and are confident the share price has much further to rise. The travel arm accounts for 61% of...
Buy into Meggitt’s upwards share price momentum
Thursday 14 Jun 2018Aerospace and defence engineering company Meggitt ( MGGT ) is seeing an uptick in demand for its various specialist components, so buy into the current upwards share price momentum. However, we must stress this is a high risk investment as Meggitt has a history of profit warnings amid unpredictable...
Why JPMorgan Indian is a hot recovery prospect
Thursday 07 Jun 2018A wide 15.5% discount to net asset value (NAV) on the JPMorgan Indian Investment Trust ( JII ) should interest portfolio builders looking for exposure to one of the globe’s biggest, most exciting long-term growth markets. While performance in the six months to 31 March disappointed, JPMorgan Indian...
Load up on Hastings for cheap rating and 5.3% yield
Thursday 07 Jun 2018The market has fallen out of love with general insurance companies due to various market issues such as growing competition, falling premiums and rising cost of claims. Despite this negative backdrop, we believe now could be a good time to go hunting for bargains in the belief that the bad news is...
Electrocomponents is raising the bar
Thursday 31 May 2018We like Oxford-based Electrocomponents ( ECM ) , the largest distributor of electrical goods in the UK. The company recently announced its first acquisition for two decades, in a marked demonstration of management’s confidence. IESA, bought for £88m, is a maintenance, repair and operations...
Why Buffett might appreciate Proactis value
Thursday 31 May 2018Being bold when others are fearful is a mantra championed by many of the world’s best investors, including the sage of Omaha himself, Warren Buffett. We believe that Proactis ( PHD:AIM ) is a value opportunity very much along those lines, one that could deliver 65% share price upside over the next...