magazine archive
magazine archive
Great Ideas
Buy Anglo American for cheap shares, good dividend and break-up potential
Thursday 12 Jul 2018A cheap valuation, a decent dividend yield, a strong balance sheet and a potential corporate break-up are all reasons to snap up FTSE 100 diversified miner Anglo American ( AAL ) . The business has exposure to platinum group metals, iron ore, metallurgical and thermal coal, copper, nickel, and...
Snap up digital economy winner IMImobile for potential big gains
Thursday 05 Jul 2018Global commerce is increasingly shifting to online and smartphone applications and we anticipate IMImobile ( IMO:AIM ) will be a long-run digital economy winner. The multi-channel customer engagement, marketing and commerce specialist is separated from its rivals thanks to a superior track record...
Team17 could be a superb way to play soaring demand for video games
Thursday 05 Jul 2018With the initial hype surrounding Team17’s ( TM17:AIM ) stock market flotation dying down, now is a good time to take a position in the video games outfit. The stock rocketed on the 165p issue price in May to hit a high of 270p but has now settled at the 250p mark. In Shares’ experience of previous...
Safety expert Marlowe is red hot thanks to legislative drivers
Thursday 28 Jun 2018Corporate awareness of the need for fire protection is at an all-time high, says Alex Dacre, chief executive of Marlowe ( MRL:AIM ) , a support services business enjoying rapid growth. Increasing health and safety awareness results in stricter legislation and puts more pressure on organisations to...
Pounce on PPHE Hotel which has hidden value
Thursday 28 Jun 2018Investors could benefit from a valuation anomaly on offer at hotel developer PPHE Hotel ( PPH ) . Despite an impressive long-term share price performance, the company trades materially below its estimated net asset value (NAV). PPHE benefits from an exclusive licence from one of the world’s largest...
Aurora is a cracking way to access companies on the mend
Thursday 21 Jun 2018Investors looking to profit from a bargain-hunting style of investing should snap up Aurora Investment Trust ( ARR ) as it provides exposure to high quality businesses with huge upside potential. Aurora trades at a near-3% premium to net asset value (NAV) of 213.63p, yet Shares believes this is...
Follow investor B.P. Marsh as it picks financial services winners
Thursday 21 Jun 2018An investor in early stage financial services companies, B.P. Marsh ( BPM:AIM ) has a stellar record and should soon have greater firepower thanks to a forthcoming fundraising which should provide an extra £17m for the business to grow. The company’s recent results show a 24.1% increase in net...
Buy WH Smith for its underappreciated retail strengths
Thursday 14 Jun 2018W H Smith’s ( SMWH ) ability to keep growing its travel arm despite tough retail conditions begs the question whether the stock has been incorrectly priced. We think it should command a high equity rating and are confident the share price has much further to rise. The travel arm accounts for 61% of...
Buy into Meggitt’s upwards share price momentum
Thursday 14 Jun 2018Aerospace and defence engineering company Meggitt ( MGGT ) is seeing an uptick in demand for its various specialist components, so buy into the current upwards share price momentum. However, we must stress this is a high risk investment as Meggitt has a history of profit warnings amid unpredictable...
Why JPMorgan Indian is a hot recovery prospect
Thursday 07 Jun 2018A wide 15.5% discount to net asset value (NAV) on the JPMorgan Indian Investment Trust ( JII ) should interest portfolio builders looking for exposure to one of the globe’s biggest, most exciting long-term growth markets. While performance in the six months to 31 March disappointed, JPMorgan Indian...