magazine archive
magazine archive
Great Ideas
This investment trust has been reborn and is ready to strike back
Thursday 24 May 2018Investors seeking a fund flush with bargain stocks and upside catalysts should buy British Empire Trust ( BTEM ) . It aims to achieve long-term absolute returns by investing in undervalued assets. It offers shareholders value within the portfolio’s underlying assets and the share price also trades...
Analysing drug data could be very lucrative for this little-known business
Thursday 24 May 2018A company which provides important services to pharmaceutical companies has the potential to become a much bigger name in the future, thanks to the way the drugs industry is going. Ergomed ( ERGO:AIM ) may only be worth £102m at the moment, yet a recent strategy shift places the company in a much...
Red tape is no barrier for Ideagen’s growth ambitions
Thursday 17 May 2018The net of regulation red tape and compliance accountability is getting ever tighter around industries and organisations across the world. The next big one is EU-wide General Data Protection Regulation (GDPR) which comes into force on 25 May and is the latest in a long list of rules designed to...
Buy Auto Trader as the market has completely misunderstood its situation
Thursday 17 May 2018Weak sentiment towards the car market should not obscure the strength of vehicle listings website Auto Trader ( AUTO ) . Enjoying the low costs of being a purely internet-based business and the pricing power associated with its status as the runaway leader in the UK market, we think investors...
You could make a lot of money from Rolls-Royce shares
Thursday 10 May 2018A lot of fund managers look for discounted shares in high quality companies that happen to be facing short-term struggles. Individuals like Fidelity’s Alex Wright, who runs the Fidelity Special Situations Fund (GB00B88V3X40) or Lindsell Train’s Nick Train spring to mind. We believe that Rolls-Royce...
Building the Ibstock buy case brick by brick
Thursday 10 May 2018A positive environment for the brickmaking sector as a whole and Ibstock ( IBST ) specifically means now looks a good time to add a second brickie to our Great Ideas portfolio. The East Midlands firm joins its counterpart Michelmersh Brick Holdings ( MBH:AIM ) , which we flagged in March. In our...
So many reasons to invest in Cineworld now
Thursday 03 May 2018A very promising film slate in 2018 and a clear opportunity to improve earnings from its newly-acquired chain of 561 cinemas mostly in the US are good reasons to buy shares in Cineworld ( CINE ) . Also supporting the ‘buy’ case is the fact its shares are trading on an approximate 30% discount to...
Irish economic strength is music to the ears of Dalata Hotel
Thursday 03 May 2018We are attracted to Irish operator Dalata Hotel ( DAL ) as it is rolling out new rooms just as the Irish economy is in full bloom. Ireland’s GDP is forecast to grow by 5.7% in 2018 and by 4.5% in 2019, according to stockbroker Davy. It believes consumer spending will grow by 3.2% and 3% over those...
Investors should flick the switch on Strix
Thursday 26 Apr 2018Many investors will already be customers of Strix ( KETL:AIM ) without necessarily knowing it. The company makes kettle controls and safety devices on 70m kettles sold worldwide each year. Whether yours is a posh Bosch or a discount Russell Hobbs, chances are that it automatically switches off when...
Self-storage expert Lok’n Store ‘could double in value’
Thursday 26 Apr 2018There is a clear route for self-storage play Lok’n Store ( LOK:AIM ) to double in value if it can execute on its growth plans. The company provides low cost, secure storage space for households and businesses. Demand for these services has increased due to smaller homes, a more mobile population...