magazine archive
magazine archive
Great Ideas
Super charged AO World
Thursday 15 Dec 2016Open a position in AO World ( AO. ) ahead of January’s third quarter trading statement, where the online electrical retailer should report strong growth metrics following a bumper Black Friday and broader festive period. Shares believes shoppers will have splurged on washing machines, televisions...
IMImobile to emerge a digital winner
Thursday 08 Dec 2016As global commerce increasingly goes digital and multi-channel we expect mobile customer engagement, marketing and commerce specialist IMImobile ( IMO:AIM ) to emerge as a digital winner. What really sets the company out from other mobile hopefuls is its consistency, racking up growth in revenue,...
Jimmy Choo’s on the front foot
Thursday 08 Dec 2016High-end shoemaker Jimmy Choo ( CHOO ) remains on the front foot despite difficult luxury market conditions and enters the Christmas selling period with momentum at its heels. A positive January trading update could renew interest in this quality retail growth stock. Well-heeled winner Co-founded...
Joules has growth welly
Thursday 01 Dec 2016A pullback at British, premium lifestyle brand Joules ( JOUL:AIM ) presents a precious opportunity to pocket an immature growth company with exciting global potential. The cash generative retailer, riding a boom in quality casual attire, intends to pay a maiden distribution for the year to May 2017...
Glaxo unlocking hidden value
Thursday 01 Dec 2016Large and complex conglomerates are often packed with hidden value which can ultimately be unlocked to the benefit of investors. National champion pharmaceuticals outfit GlaxoSmithKline ( GSK ) is perhaps the most obvious example on the London market. The great news for investors is the business is...
Northgate top pick in M&A frenzy
Thursday 24 Nov 2016Activist investor fund Crystal Amber has a knack of getting its own way. Last week publisher Johnston Press (JPG) announced it was considering selling off assets, a move that may have been prompted by stake building from Crystal Amber. But it is the investor’s 4% holding in van hire outfit...
GoCompare wins on price
Thursday 24 Nov 2016Take advantage of share price weakness in GoCompare ( GOCO ) and buy the comparison site at 62p. The share price has been falling since its demerger from insurer Esure ( ESUR ) on 3 November. It started trading on the market at 76p. We attribute this selling as many Esure investors viewing the ‘...
Auto Trader has potential to drive earnings fast
Thursday 17 Nov 2016A 10% share price decline in online used car marketplace Auto Trader ( AUTO ) year-to-date is an excellent opportunity to pay a lower price for a cash generative, high margin growth story. The business has delivered consistently strong results since joining the stock market in March 2015. Latest...
Cranswick can fill up your piggy bank
Thursday 17 Nov 2016Investors who fear they’ve missed the rally at Tesco ( TSCO ) can play the supermarket’s renaissance through Cranswick ( CWK ) . The pork processor’s share price pullback is a buying opportunity ahead of half year results (29 Nov). A confident Christmas outlook should stoke appetite for this...
Elementis has the right kind of mud
Thursday 10 Nov 2016Hedge fund manager John Hempton at Australia-based Bronte Capital has found what he believes to be a gem of an investment on the UK stock market: specialty chemicals producer Elementis ( ELM ) . Hempton, best known for a long-running stand-off over controversial nutrition products group Herbalife (...