magazine archive
magazine archive
Great Ideas
Snap up Laird before the market wakes up to its turnaround
Thursday 08 Feb 2018The breathless sell-off in share prices earlier this week is a good reminder not to be over-exposed to stocks with high valuations. With that in mind, we’ve spotted an interesting stock on an undemanding valuation and one with a potential re-rating catalyst on the horizon. Laird ( LRD ) is a global...
Time to feast on high quality Cranswick
Thursday 08 Feb 2018An equity market sell-off should remind investors of the need to include some high-quality, cash-generative growth stocks in a well-balanced portfolio. Buying shares in the current market will take some nerve given the heightened volatility. As such, you should only make new investments if you feel...
K3 Capital is hoovering up small cap M&A deals
Thursday 01 Feb 2018While much focus is on the large cap mega deals, the Kraft-Heinz $46bn merger in 2015 for example, we think it is worth looking at a company involved in smaller deals, of which there are currently plenty. We give you advisory firm K3 Capital ( K3C:AIM ) , a fantastic little gem that has already...
Value retailer B&M is strong and getting stronger
Thursday 01 Feb 2018Investors seeking a beneficiary of the cash-strapped shopper’s quest for value should consider multi-price discounter B&M European Value Retail ( BME ) . New customers are driving strong growth at B&M, it is opening new stores in the UK and Germany and the acquisition of Heron Foods...
Quixant is a super growth selection for your portfolio
Thursday 25 Jan 2018Both Quixant ( QXT:AIM ) and its share price have been on a great two-year run but we believe 2018 could be even better. Rapid growth, a technological edge and decent pricing power could help the shares reach 600p. If, as we hope, a contract with a tier-1 manufacturer comes the shares could move...
Back cashed-up Taptica’s M&A drive
Thursday 25 Jan 2018The deployment of a $50m acquisition war chest at mobile advertising platform Taptica ( TAP:AIM ) could prompt near 30% upgrades to earnings forecasts if it manages to make good acquisitions, according to investment bank Berenberg. This would provide another leg to the growth story and help drive...
Gamma is an outstanding growth story
Thursday 18 Jan 2018Out-competing both large and small rivals for years, Gamma Communications ( GAMA:AIM ) is a telecoms technology rarity growing at a pace that is far out-stripping its peer group. With a growing track record for under-promising and over-delivering, we believe the company will increasingly emerge...
Stay sweet on Nichols
Thursday 18 Jan 2018A souring of sentiment towards soft drinks star turn Nichols ( NICL:AIM ) presents an opportunity to buy into one of the AIM market’s most dependable consumer-facing companies. Earnings estimates have come down following a December profit warning and investors are worried that delivery issues in...
Grab a 9% dividend yield from property expert
Thursday 11 Jan 2018Property regeneration group U and I ( UAI ) is one of the most compelling value opportunities in the property sector and investors should snap up the shares before the wider market cottons on. U and I trades at a 33% discount to net asset value per share of 300p, according to stockbroker Peel Hunt...
Wey Education is primed for rapid profit growth
Thursday 11 Jan 2018A new injection of cash could help online education provider Wey Education ( WEY:AIM ) to build scale, which is key to sustaining momentum in the share price. Some of the £5m raised in late 2017 have already been used to acquire Academy21, a company that should bolster Wey’s ecademy business-to-...