magazine archive
magazine archive
Great Ideas
Explore Emerging Europe’s exciting opportunities
Thursday 01 Jun 2017With equity markets on both sides of the Atlantic testing new highs, investors worried the bubble could burst should diversify portfolios to guard against a potential correction. One region with high long-term return potential largely forgotten by investors is Emerging Europe, which should excite...
Quartix has scope to beat modest expectations
Thursday 25 May 2017Black box tracking technology supplier Quartix ( QTX:AIM ) has scope to beat conservative expectations this year as it gears up for a rapid growth phase. With a large UK business and a smaller operation in France, the company has now broken the seal on expansion in the potentially huge US market...
The smaller housebuilder with really big potential
Thursday 25 May 2017The majority of housebuilders on the London Stock Exchange are large companies, some even big enough to be in the FTSE 100 index. Many investors tend to focus on the top players, yet in doing so we believe they are missing out on interesting opportunities further down the market cap spectrum. One...
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...