magazine archive
magazine archive
Great Ideas
Irish economic strength is music to the ears of Dalata Hotel
Thursday 03 May 2018We are attracted to Irish operator Dalata Hotel ( DAL ) as it is rolling out new rooms just as the Irish economy is in full bloom. Ireland’s GDP is forecast to grow by 5.7% in 2018 and by 4.5% in 2019, according to stockbroker Davy. It believes consumer spending will grow by 3.2% and 3% over those...
Investors should flick the switch on Strix
Thursday 26 Apr 2018Many investors will already be customers of Strix ( KETL:AIM ) without necessarily knowing it. The company makes kettle controls and safety devices on 70m kettles sold worldwide each year. Whether yours is a posh Bosch or a discount Russell Hobbs, chances are that it automatically switches off when...
Self-storage expert Lok’n Store ‘could double in value’
Thursday 26 Apr 2018There is a clear route for self-storage play Lok’n Store ( LOK:AIM ) to double in value if it can execute on its growth plans. The company provides low cost, secure storage space for households and businesses. Demand for these services has increased due to smaller homes, a more mobile population...
SciSys looks far too cheap given its performance
Thursday 19 Apr 2018The market finally appears to have got over its Brexit hang-up regarding projects-based IT systems and services supplier SciSys ( SSY:AIM ) . Helping to win back the market’s favour earlier this month was a €3.9m contract commitment from the European Space Agency (ESA) via contractor Airbus. Yet...
Be brave and snap up Saga for a handsome 7% dividend yield
Thursday 19 Apr 2018We’re taking a bold step and saying now is the time to buy over-50s travel and insurance specialist Saga ( SAGA ) . We believe the business still has significant appeal despite some recent setbacks. You’re also getting paid a near-7% dividend yield while you wait for the return of earnings growth...
Catalyst for an Eckoh re-rating
Thursday 12 Apr 2018The market mood over technology stories remains pretty bleak given recent controversies at global giants like Facebook, Amazon and others. But this is masking positives elsewhere, particularly among smaller companies. We believe Eckoh ( ECK:AIM ) is a great example. A further deterioration in...
Why you can trust in Merchants
Thursday 12 Apr 2018Investors whose confidence in the markets has been rocked by the return of volatility might hunker down in The Merchants Trust ( MRCH ) . This is an investment trust with pedigree in offering a high yield and paying out a growing dividend that has outpaced inflation over the long haul. Most of the...
The investment trust to help you navigate choppy markets
Thursday 05 Apr 2018In times of market strife it can pay to use the services of a highly experienced investment professional. Having been through 150 years of market ups and down, investment trust Foreign & Colonial ( FRCL ) should certainly know how to navigate current choppy market conditions. It has a stellar...
Miton looks cheap with plenty of room to grow
Thursday 05 Apr 2018While the heavyweights of asset management such as Standard Life Aberdeen ( SLA ) seem to be haemorrhaging money through multi-billion pound outflows from their products, a much smaller peer is pulling in the punters. We give you Miton ( MGR:AIM ) , a self-proclaimed ‘specialist’ asset manager...
Michelmersh has cheap shares and lots of growth
Thursday 29 Mar 2018Demand for new homes continues apace but the investment case for the housebuilders is muddied by legitimate concern their margins may have peaked. We believe a better way to participate in new housing growth is through the brickmakers. The most attractive of the three UK-listed outfits, which...