magazine archive
magazine archive
Great Ideas
Three reasons why you need shares in Cineworld
Thursday 16 Mar 2017A very strong 2017 film release schedule, rising spend per customer and progressive earnings underpin a very attractive investment case at Cineworld ( CINE ) . This is a fantastic business with high quality earnings. It generates lots of cash to self-fund expansion and pay more dividends every year...
Card Factory is a gift that keeps on giving
Thursday 09 Mar 2017Weakness at retailer Card Factory ( CARD ) presents a screaming buying opportunity. Although the outlook for UK retail is uncertain following the Brexit vote, Card Factory is among those shopkeepers best placed to cope with currency-driven cost pressures, while generating cash to grow the business...
The easy way to profit from legal battles
Thursday 09 Mar 2017Litigation finance provider Burford Capital ( BUR:AIM ) could be on course for big returns which are uncorrelated to traditional asset classes and the macro-economic backdrop. Market leader Burford has two arms which both conduct the same activity, namely funding law suits in return for a share of...
Reliable growth and income with Zytronic
Thursday 02 Mar 2017Reliable growth at a reasonable price is not always easy to find among smaller companies but Zytronic ( ZYT:AIM ) is a UK technology business that offers just that. Paying dependable dividends on a 4%-plus yield, investors get a carefully run, attractive, income-paying stock with all the tax breaks...
Earn more every year with Bunzl
Thursday 02 Mar 2017The return of Bunzl ( BNZL ) to more normal valuation levels is reason to take another look at one of the FTSE 100’s best dividend growth stories. It could benefit from Donald Trump’s plans to boost the US economy as North America accounts for 60% of its sales. The ongoing recovery in the oil and...
Time to toast Distil
Thursday 23 Feb 2017With domestic and overseas distribution of its premium drinks brands building, a return to breakeven then profitability is approaching at alcoholic drinks minnow Distil ( DIS:AIM ) . Sales are bubbling higher at the supplier of high-end vodka, spiced rum and gin. Investors should get in on the...
Get ready for Pantheon’s big comeback
Thursday 23 Feb 2017A recovery in oil prices supported a big advance in small cap oil and gas companies in 2016. The average gain for the year in the AIM oil and gas universe was more than 60%. Not everything went up; some for good reason, others because the market failed to recognise interesting opportunities. We...
FreeAgent could be the next big disruptive firm
Thursday 16 Feb 2017Now is the perfect time to buy accounting software supplier FreeAgent ( FREE:AIM ) as we believe a rotation is underway from short-term traders to more committed longer-term shareholders. Many investors buy companies as soon as they join the stock market in the hope of making a quick 10%+ return. A...
Treatt has all the ingredients for upside
Thursday 16 Feb 2017Flavour and fragrance specialist Treatt ( TET ) has many ingredients of a high quality company. Guided by management with a pedigree in under-promising and over-delivering, low risk organic growth looks sustainable. WHAT DOES IT DO? Bury St Edmunds-based Treatt provides innovative ingredient...
Shares in this marketing firm are a real bargain
Thursday 09 Feb 2017We’re excited about the prospects for marketing company Jaywing ( JWNG:AIM ) amid growing demand for data analysis. One in 10 people working at Jaywing are data scientists, namely statisticians, computer scientists or mathematicians. Jaywing helps companies to understand what the public is saying...