magazine archive
magazine archive
Great Ideas
Card Factory correction looks completely overdone
Thursday 10 Oct 2024Card Factory (CARD) 95.6p Loss to date: 3.3% We urged readers to buy Card Factory (CARD) at 98.9p on 11 July on the grounds the cash-generative retailer’s growth prospects were underappreciated and its low valuation suggested significant re-rating scope. Shares also highlighted the value-focused...
Home improvement retailer Kingfisher still has plenty of potential
Thursday 10 Oct 2024Kingfisher (KGF) 313p Gain to date: 40% We recommended buying into home improvement retailer Kingfisher (KGF) back in February at 223.5p on the basis of valuation (a single-digit price to earnings multiple and 5.5% dividend yield) and the potential for gains on the back of self-help measures and...
Supermarket Income REIT demonstrates the old adage patience is a virtue
Thursday 03 Oct 2024Supermarket Income REIT (SUPR) 76p Gain to date: 0% We suggested investing in the company in late March on the basis income was rising due to strong sales at supermarkets and the shares were yielding 8% with the dividend fully covered by earnings. While zero returns isn’t quite what we’d hoped for...
Strong first-half trading keeps us positive on GYM Group
Thursday 03 Oct 2024The GYM Group (GYM) 157p Gain to date: 14% Gym operator GYM Group (GYM) is showing good gains since we identified the low-cost gym specialist as an attractive risk/reward investment opportunity on 18 August. We noted the business has got itself back into shape and appears to be building strong...
Food-to-go leader Greggs continues to deliver on its growth promise
Thursday 03 Oct 2024Greggs (GRG) Buy at £29.79 Market Cap: £3 billion Back in July we flagged food-on-the-go purveyor Greggs (GRG) as a mid-cap ‘star’ thanks to its ability to consistently grow its earnings at a double-digit rate and its attractive valuation. The shares have put on a couple of pounds in the last...
Why you should buy Blue Whale Growth as the fund turns seven
Thursday 03 Oct 2024Blue Whale Growth (BD6PG78) 236.07p Fund size: £1.1 billion When most UK retail investors think about funds that invest in high-quality businesses, Terry Smith’s Fundsmith Equity (B41YBW7) will likely be the first name that springs to mind. It’s had its rough patches, but it has overall been an...
Why Oracle’s run could go much further than you think
Thursday 26 Sep 2024There are investors who believe that the world’s three hyper-scale cloud computing firms – Amazon (AMZN:NASDAQ) , Microsoft (MSFT:NASDAQ) and Alphabet (GOOG:NASDAQ) – have that market tied up. Shares believes that Oracle (ORCL:NYSE) has a very good chance of crashing the cloud party, that consensus...
Judges Scientific confirms full-year outlook despite ‘subdued’ first half
Thursday 26 Sep 2024Judges Scientific (JDG:AIM) £99.50 Gain to date: 0.7% While it is frustrating to see one of our picks give up gains of more than 20% to trade flat on our entry price, we believe world-class scientific instrument maker Judges Scientific (JDG:AIM) has a lot more to offer investors who are prepared to...
Why unloved cosmetics retailer Ulta Beauty is a buy
Thursday 26 Sep 2024Ulta Beauty (ULTA:NASDAQ) $391.70 Market cap: $18.5 billion A 20% year-to-date share price drop at Ulta Beauty (ULTA:NASDAQ) , America’s biggest specialist beauty retailer, presents an attractive buying opportunity for growth and value seekers alike. Warren Buffett’s Berkshire Hathaway (BRK:B:NYSE...
Trainline can regain momentum as it upgrades guidance
Thursday 19 Sep 2024Trainline (TRN) 333p Gain to date: 2.1% Market cap: £1.5 billion We first flagged rail and booking site and app Trainline (TRN) in February, excited by the potential of a business which has already acquired a 60% share of the UK online market and has tapped into the growing European market. It is...