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Get smart Chinese exposure with bargain-priced investment trust
Thursday 01 Mar 2018With its shares trading at a 12% discount to net asset value (NAV), Fidelity China Special Situations ( FCSS ) looks a potentially attractive investment. Offering professionally-managed exposure to the Asian powerhouse economy’s domestic growth opportunity, we believe the discount should narrow as...
Now is the perfect time to buy shares in Tracsis
Thursday 22 Feb 2018We’ve been quietly watching Tracsis ( TRCS:AIM ) over the past few weeks looking for the right entry point for investors. We believe we have now found one. Tracsis is a Leeds-based smart transport analytics and infrastructure technology company that Shares has followed closely since 2013. Back then...
Diversified Gas & Oil becomes top AIM producer
Thursday 22 Feb 2018Oil and gas firm Diversified Gas & Oil’s ( DGOC:AIM ) buy-and-build strategy in the US Appalachian basin is gathering pace following a big fundraise and two sizeable acquisitions which are set to make it the biggest producer on AIM. Crucially this is a story with strong returns on capital and...
Invest in the future with Atlantis Japan Growth
Thursday 15 Feb 2018Investment trust Atlantis Japan Growth Fund ( AJG ) provides exposure to a broad-based portfolio of mid and small cap Japanese equities. It is a single-country fund offering a play on Japan’s improving economic backdrop and attractive corporate valuations. The trust’s discount to net asset value (...
FTSE 100 chemicals firm Croda is a highly desirable investment
Thursday 15 Feb 2018Chemicals firm Croda International ( CRDA ) is one of the highest quality companies on the stock market. Sales and pre-tax profit have grown nearly every year over the past decade and it generates superior return on capital employed (ROCE) roughly in the 30% field. The latter is a measure of how...
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...