magazine archive
magazine archive
Great Ideas
Games Workshop appears to have rediscovered its growth mojo
Thursday 31 Oct 2024Games Workshop (GAW) £119.40 Market Cap: £3.9 billion We flagged fantasy miniatures maker Games Workshop (GAW) in June 2022 at around £63 after the shares had halved in the prior nine months, arguing they rarely traded as cheaply. The shares have since retraced the lost ground but still sit just...
Future shares dive on shock news of CEO departure
Thursday 24 Oct 2024Future (FUTR) 859p Loss to date: 17.5% We flagged media firm Future (FUTR) as a buying opportunity in August after a big retreat from highs above £38 in late 2021. We saw sense in the company’s growth acceleration strategy which included targeted investment in its so-called ‘Hero’ brands – 12...
Why Motorpoint’s exciting recovery has further to run
Thursday 24 Oct 2024Motorpoint (MOTR) 174p Gain to date: 25.2% We highlighted the recovery potential of nearly-new vehicles retailer Motorpoint (MOTR) at 139p on 20 June 2024. The used car dealer had just emerged from its toughest year in a quarter of a century, but we saw numerous upside catalysts in place with the...
Get on board Futura Medical before its big profit breakthrough
Thursday 24 Oct 2024Futura Medical (FUM:AIM) 33p Market Cap: £99.8 million A little over a year ago Shares highlighted a small company with only 12 employees punching way above its weight after it created the first significant innovation in the ED (erectile dysfunction) market in more than 20 years. If anything the...
Take advantage of this rare chance to buy ASML at a bargain price
Thursday 24 Oct 2024ASML (ASML:AMS) €669.80 Market cap: €264.9 billion There’s a lot to be said for buying a great company going through a sticky patch and there’s no doubt, in our minds, that ASML (ASML:AMS) ticks both boxes. Crucially, we firmly believe the latter state of affairs is transitory and that now a great...
Why it’s time to take profit on this China ETF
Thursday 17 Oct 2024HSBC MSCI China (HMCH) 546.5p Gain to date: 30.4% We flagged this exchange-traded fund back in January noting how out of favour the China was and how this was a low-cost way of gaining exposure to big Chinese stocks. WHAT HAS HAPPENED SINCE WE SAID TO BUY? For a while, very little. The ETF (and the...
4imprint looks like a gift at current prices
Thursday 17 Oct 20244imprint (FOUR) £50.80 Market cap: £1.43 billion We think the sell-off in shares of 4imprint (FOUR) since the direct marketer of promotional products released its first-half trading update in August presents a good opportunity to buy into a high-growth, cash-generative business at an attractive...
Better times lie ahead for Martin Currie Global Portfolio Trust
Thursday 17 Oct 2024Martin Currie Global Portfolio Trust (MNP) 375p Market cap: £241.2 million Falling inflation and a rate cutting cycle mean better times are ahead for Martin Currie Global Portfolio Trust (MNP) , a collection of high-quality growth companies with strong cash flows and robust balance sheets managed...
HarbourVest Global Private Equity has huge upside potential
Thursday 10 Oct 2024HarbourVest Global Private Equity (HVPE) £23.10 Market cap: £1.75 billion The markets haven’t been kind to private equity and other ‘long-duration’ investments over the last couple of years as high interest rates hammered their valuations, but with the global rate cycle now turning we believe money...
Why pawnbroking leader H&T looks poised for a breakout
Thursday 10 Oct 2024H&T (HAT:AIM) 376.7p Market cap: £165.7 million A 15% year-to-date drawdown at H&T (HAT:AIM) presents a buying opportunity at the UK’s biggest pawnbroker, a beneficiary of the cost-of-living crisis and the elevated gold price whose long-run prospects appear underrated on a single-digit PE (...