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magazine archive

Great Ideas

FreeAgent could be the next big disruptive firm

Thursday 16 Feb 2017

Now 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 2017

Flavour 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 2017

We’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...

Building the case for transformed Alumasc

Thursday 09 Feb 2017

The 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 2017

Oil 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 2017

Everybody 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 2017

Leading 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 2017

There 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 2017

A 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 2017

Belfast-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...

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