magazine archive
magazine archive
Great Ideas
Building the case for transformed Alumasc
Thursday 09 Feb 2017The market valuation attached to building products business Alumasc ( ALU ) does not reflect its earnings potential or inherent qualities. The market doesn’t appear to have picked up on the Kettering-based company’s transformation from an engineering conglomerate to a pure play on premium building...
‘Double your money’ with SDX Energy
Thursday 02 Feb 2017Oil and gas producer SDX Energy ( SDX:AIM ) is on course for a step change in scale. The company has secured $40m in an over-subscribed placing (27 Jan) to fund the acquisition of assets in Egypt and Morocco from financially distressed peer Circle Oil (COP:AIM) . Buy the shares at 38.23p. Broker...
Satellite Solutions heads for the stars
Thursday 02 Feb 2017Everybody needs fast broadband. The UK government demands 95% of the population enjoy a minimum of 24mbps (mega bits per second) by the end of this year. What about the other 5%, located in the relative backwoods of Britain? Satellite Solutions Worldwide ( SAT:AIM ) is part of a solution, not just...
Building the case for Ibstock
Thursday 26 Jan 2017Leading UK brick manufacturer Ibstock ( IBST ) is a worthy building block for any ISA or SIPP (self-invested personal pension) ahead its full year results on 7 March 2017. We believe there are positive signs in the UK brick market not reflected in its undemanding equity valuation. Based on...
The market has got it wrong on Howden Joinery
Thursday 26 Jan 2017There are some bargains to be found among UK domestic-focused stocks if you believe the economy won’t deteriorate sharply in 2017. One company that’s caught our eye is FTSE 250 kitchens seller Howden Joinery ( HWDN ) . Its share price has fallen 28% since the Brexit vote in June 2016, yet it has an...
Quality insurance arm to revive Personal Group
Thursday 19 Jan 2017A sell-off at insurance and employee benefits specialist Personal Group ( PGH:AIM ) may offer an opportunity to pick up shares in a good company at a reasonable price. Personal Group’s share price has been under pressure because of weak performance in its non-insurance business, in part because of...
Smarten up your portfolio with Kainos
Thursday 19 Jan 2017Belfast-headquartered Kainos ( KNOS ) is a digital technology solutions supplier that helps organisations to work smarter, faster and more efficiently. This is topical as corporates and organisations are desperate to get the most out of any investment and also ensure they aren’t wasting any money...
Twin tailwind to power Aggreko
Thursday 12 Jan 2017A recovery in the share price of temporary power provider Aggreko ( AGK ) may have further to run if its rivals’ share prices are anything to go by. Shares in Ashtead ( AHT ) have gained 46% in the last six months versus an 18% decline at Aggreko even though close to half the latter’s business is...
Take a taste of Diageo
Thursday 12 Jan 2017Alcoholic drinks giant Diageo’s ( DGE ) recent hangover is beginning to fade and the rebound in the world’s largest spirits company has further to run. A winner in the wake of the Brexit vote, Diageo then suffered during a rotation out of expensive defensives into cyclical businesses towards the...
Three in a row for Experian?
Thursday 15 Dec 2016Credit bureau Experian ( EXPN ) has featured as a Shares top pick for two years consecutively and we’re returning the stock to our Great Ideas list of stocks for another 12 months. Experian is in our view one of the UK’s finest businesses. Its progress over the past two years, delivering returns of...