magazine archive
magazine archive
Great Ideas
International Biotechnology Trust set to benefit from population growth
Thursday 16 Aug 2018We think International Biotechnology Trust ( IBT ) offers an attractive entry into a biotechnology sector which has several value opportunities at present due to pricing concerns in the US. The trust’s benchmark is the NASDAQ Biotech Index, which has consistently outperformed global equity and...
A Majestic summer buying opportunity
Thursday 09 Aug 2018A prolonged heatwave has provided BBQ weather and the perfect balmy evening conditions for imbibing Prosecco and chardonnay, weather which should prove beneficial for AIM-quoted stalwart Majestic Wine ( WINE:AIM ) . Buy ahead of half year results (22 Nov), where forecasts could be upgraded given a...
Why credit check firm Experian should be in your portfolio
Thursday 09 Aug 2018While fretting about your credit score, take a moment to think about the companies that hold the information. Experian ( EXPN ) is one of the largest. Even with the emergence of free to use credit rating companies (Experian now also provides such a service) this company has been growing at a steady...
Upbeat XP Power has scope to grow beyond expectations
Thursday 02 Aug 2018When a share price has doubled in 18-months investors might think that they have missed the boat. This is not the case, in our opinion, with XP Power ( XPP ) , which we continue to view as a genuine growth stock. Capable of outperforming current single-digit pre-tax profit growth expectations. For...
Diageo is a spirited long-term investment
Thursday 02 Aug 2018Given the uncertainties brewing over Brexit and global trade wars, now is a good time to buy into the dependable earnings of, and the positive momentum behind, Diageo ( DGE ) . The world’s biggest spirits company continues to benefit from its enviable portfolio of winning brands include Johnnie...
Why investors are wrong to jilt McBride
Thursday 26 Jul 2018We’re making a bold contrarian call on private label household-to-personal care products supplier McBride ( MCB ) following a pair of profit warnings earlier this year. Restructuring has left it a much simpler business with a clearer focus and one that is more attractive to retail partners. There...
Snap up Melrose now before it updates on GKN value creation goals
Thursday 26 Jul 2018Buy it, fix it, build it, flog it: this is Melrose Industries’ ( MRO ) business model mantra in a nutshell. We think now is a superb time to buy the shares. The £10.3bn FTSE 100 turnaround specialist operates more like a private equity firm than a traditional company. The manufacturing-focused...
Grab a 6.2% yield with touchscreen engineer Zytronic
Thursday 19 Jul 2018With many investors becoming increasingly worried about perceived sky-high ratings of UK equities we believe little technology engineering business Zytronic ( ZYT:AIM ) is a firm value opportunity. The stock is currently trading on 13.9 times forecast earnings for the year to 30 September 2019 and...
Recent investments should make Gear4Music a stronger business
Thursday 19 Jul 2018A share price pullback at online musical instruments retailer Gear4music ( G4M:AIM ) presents a sweet-sounding buying opportunity at 672p. Geared into the channel shift online, Gear4music is emerging from a heavy investment phase. Fiscal year 2019 should see profit growth coming through strongly...
World Cup boost for retail winner JD Sports
Thursday 12 Jul 2018Sunny weather and World Cup fever is putting a spring in the consumer’s step making now a canny time to invest in key beneficiary JD Sports Fashion ( JD. ) . The internationally expanding multi-channel structural growth winner is riding the athleisure boom among youthful gym-goers and fashion-...