magazine archive
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Great Ideas
Fishing Republic is a real catch
Thursday 18 May 2017The potential to enjoy profitable growth from a fragmented industry means fishing tackle retailer Fishing Republic ( FISH:AIM ) is a tiddler worth netting at 42p. New store openings, healthy like-for-like growth metrics and rising online sales are reasons to hook the £14.8m cap, whose main fishing...
Now is the ideal time to invest in Wilmington
Thursday 18 May 2017We see an attractive value opportunity at professional information specialist Wilmington ( WIL ) . Admittedly investors may have to be patient; although a 3.3% prospective dividend is a sweetener while you wait. Based on forecasts from N+1 Singer, Wilmington trades on a June 2017 price-to-earnings...
Ultra Electronics is a play on US defence spend
Thursday 11 May 2017UK-based defence and engineering company Ultra Electronics ( ULE ) generates at least half of its revenue from the US and on this basis should be feeling increasingly hopeful about its prospects. A US budgetary process is underway and although it could prove lengthy, there is increasing confidence...
Why we believe UBM is the main event
Thursday 11 May 2017Don’t be put off by shares in UBM ( UBM ) slightly underperforming the broader UK stock market so far this year. We think the FTSE 250 events company could be a handsome investment over time, so buy at 716.5p. Central to our positive view is the belief that UBM will benefit from exposure to...
Amino is competing with the big boys
Thursday 04 May 2017Cambridge-based Amino Technologies ( AMO:AIM ) provides hybrid TV set-top boxes and a cloud-based streaming service to a range of telecom companies and online content producers on a multi-country basis. It has found a niche within the market, driven by its proprietary Engage TV platform, attracting...
UP Global Sourcing could be a rare retail winner
Thursday 04 May 2017Buy into the positive earnings momentum at Main Market newcomer UP Global Sourcing ( UPGS ) . The consumer products distributor, a specialist in reviving distressed British heritage brands, has a compelling growth strategy which includes an exciting international angle. Oldham-based ‘Ultimate...
Imperial Brands won’t run out of puff
Thursday 27 Apr 2017Troubled by the potential for market correction? Then consider investing in high quality mega cap Imperial Brands ( IMB ) which is committed to growing dividends by at least 10% a year. Shares believes the FTSE 100 company is worth buying ahead of first half results (3 May), which should provide...
Eland is primed for share price surge
Thursday 27 Apr 2017A material ramp up in output from Nigerian oil producer Eland Oil & Gas ( ELA:AIM ) over the next six months could act as a significant catalyst for its share price. The company’s main asset is the OML 40 licence onshore in Nigeria’s Niger Delta, in which it owns a 22.05% stake through its...
Hilton food is packed with potential
Thursday 20 Apr 2017Investors should rack up a position in retail meat packing outfit Hilton Food ( HFG ) . Hilton is growing its volumes with supermarkets around the world and has opportunities to export its proven, cash generative business model to additional territories with existing and new retail customers. This...
Ashmore to make hay as ‘Trump trade’ fades
Thursday 20 Apr 2017Join in with emerging market specialist asset manager Ashmore’s ( ASHM ) momentum as it could enjoy a further boost if Trump’s economic plans are foiled. If the US President doesn’t get his ‘border adjustment tax’ through Congress, it could have far reaching implications for emerging market assets...