magazine archive
magazine archive
Great Ideas
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...
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 ‘...