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Great Ideas
How to get a double discount on UK growth companies
Thursday 05 Dec 2024Baillie Gifford UK Growth Trust (BGUK) 180p Market cap: £251 million While 2024 has been a reasonable year for growth investors generally, for those looking just at the UK it has still required patience and a need to stay focused on the fundamentals. As Baillie Gifford director James Budden put it...
Why recent Kingfisher sell-off looks an overreaction
Thursday 05 Dec 2024Kingfisher (KGF) 254.1p Gain to date: 13.6% We added Kingfisher (KGF) to our list of Great Ideas in February at 223.5p arguing the valuation afforded the B&Q and Screwfix owner did not reflect the self-help levers being pulled by the company and the potential for an improvement in the consumer...
Associated British Foods could be about to see earnings growth accelerate
Thursday 28 Nov 2024Associated British Foods (ABF) Price: £21.93 Market cap: £16.1 billion As the proverb says, mighty oaks from little acorns grow, and that has certainly been the case for conglomerate Associated British Foods (ABF) , which has transformed itself from a single bakery in 1935 to a group of market-...
Why Fidelity Special Values is an all-weather winner
Thursday 28 Nov 2024Fidelity Special Values (FSV) 311.5p Market cap: £1.01 billion Wider than the five and 10-year average of 4%, a near-9% share price discount to NAV (net asset value) at Fidelity Special Values (FSV) presents an attractive entry point into a fund with an impressive long-run record and a contrarian,...
Why the PayPal rebound story has run its course
Thursday 28 Nov 2024PayPal (PYPL:NASDAQ) $87.77 Gain to date: 60.7% We pitched PayPal (PYPL:NASDAQ) roughly a year ago, arguing that even in the face of fierce payments competition, a single-digit PE (price to earnings) multiple was too tempting to ignore. This week, the stock hit $87.77, its highest level in two...
Take advantage of International Biotechnology Trust’s big discount
Thursday 21 Nov 2024International Biotechnology Trust (IBT) 716p Market cap: £263.2 million Warren Buffett tells investors to be greedy when others are fearful and take advantage of depressed prices. That in a nutshell is the investment proposition for International Biotechnology Trust (IBT) , which sits on an 11%...
Still oodles to like about best-in-class British tech Cerillion
Thursday 21 Nov 2024Cerillion (CER:AIM) £18.90 Gain to date: 19.8% Genuine growth stocks may be hard to come by on the UK market but Cerillion (CER:AIM) is a rare gem which qualifies. Forecast-beating full year results had analysts gushing, with Canaccord Genuity talking up the stock’s chances of more than doubling...
Why SDI’s growth star is set to shine again
Thursday 21 Nov 2024SDI (SDI:AIM) 58p Market cap: £60.6 million The past couple of years have seen many a growth grenade tossed at SDI (SDI:AIM) yet the company has stuck to its largely successful knitting and we expect its fortunes to significantly improve through 2025. A casual glance at the share price chart might...
Occupational health provider Optima Health is a great buy-and-build story
Thursday 14 Nov 2024Optima Health (OPT:AIM) 164.5p Market Cap: £146.1 million As the UK’s leading occupational health provider, Optima Health (OPT:AIM) is uniquely positioned to consolidate a fragmented market via bolt-on acquisitions as well as delivering organic growth faster than the underlying market. Analysts at...
Why British Airways owner International Consolidated Airlines can continue to soar
Thursday 14 Nov 2024International Consolidated Airlines (IAG) 239p Gain to date: 47.5% Since we flagged the appeal of the stock in March, British Airways owner International Consolidated Airlines (IAG) has gone from strength-to-strength. Passenger numbers have increased despite continued pressures on household budgets...