magazine archive
magazine archive
Great Ideas
Load up on Hastings for cheap rating and 5.3% yield
Thursday 07 Jun 2018The market has fallen out of love with general insurance companies due to various market issues such as growing competition, falling premiums and rising cost of claims. Despite this negative backdrop, we believe now could be a good time to go hunting for bargains in the belief that the bad news is...
Electrocomponents is raising the bar
Thursday 31 May 2018We like Oxford-based Electrocomponents ( ECM ) , the largest distributor of electrical goods in the UK. The company recently announced its first acquisition for two decades, in a marked demonstration of management’s confidence. IESA, bought for £88m, is a maintenance, repair and operations...
Why Buffett might appreciate Proactis value
Thursday 31 May 2018Being bold when others are fearful is a mantra championed by many of the world’s best investors, including the sage of Omaha himself, Warren Buffett. We believe that Proactis ( PHD:AIM ) is a value opportunity very much along those lines, one that could deliver 65% share price upside over the next...
This investment trust has been reborn and is ready to strike back
Thursday 24 May 2018Investors seeking a fund flush with bargain stocks and upside catalysts should buy British Empire Trust ( BTEM ) . It aims to achieve long-term absolute returns by investing in undervalued assets. It offers shareholders value within the portfolio’s underlying assets and the share price also trades...
Analysing drug data could be very lucrative for this little-known business
Thursday 24 May 2018A company which provides important services to pharmaceutical companies has the potential to become a much bigger name in the future, thanks to the way the drugs industry is going. Ergomed ( ERGO:AIM ) may only be worth £102m at the moment, yet a recent strategy shift places the company in a much...
Red tape is no barrier for Ideagen’s growth ambitions
Thursday 17 May 2018The net of regulation red tape and compliance accountability is getting ever tighter around industries and organisations across the world. The next big one is EU-wide General Data Protection Regulation (GDPR) which comes into force on 25 May and is the latest in a long list of rules designed to...
Buy Auto Trader as the market has completely misunderstood its situation
Thursday 17 May 2018Weak sentiment towards the car market should not obscure the strength of vehicle listings website Auto Trader ( AUTO ) . Enjoying the low costs of being a purely internet-based business and the pricing power associated with its status as the runaway leader in the UK market, we think investors...
You could make a lot of money from Rolls-Royce shares
Thursday 10 May 2018A lot of fund managers look for discounted shares in high quality companies that happen to be facing short-term struggles. Individuals like Fidelity’s Alex Wright, who runs the Fidelity Special Situations Fund (GB00B88V3X40) or Lindsell Train’s Nick Train spring to mind. We believe that Rolls-Royce...
Building the Ibstock buy case brick by brick
Thursday 10 May 2018A positive environment for the brickmaking sector as a whole and Ibstock ( IBST ) specifically means now looks a good time to add a second brickie to our Great Ideas portfolio. The East Midlands firm joins its counterpart Michelmersh Brick Holdings ( MBH:AIM ) , which we flagged in March. In our...
So many reasons to invest in Cineworld now
Thursday 03 May 2018A very promising film slate in 2018 and a clear opportunity to improve earnings from its newly-acquired chain of 561 cinemas mostly in the US are good reasons to buy shares in Cineworld ( CINE ) . Also supporting the ‘buy’ case is the fact its shares are trading on an approximate 30% discount to...