magazine archive
magazine archive
Great Ideas
hVIVO is in pole position to capitalise on increasing interest in human challenge trials
Thursday 19 Sep 2024HVIVO (HVO:AIM) 28.2p Market cap: £191.9 million FluCamp does not sound like much fun for volunteers, but for leading CRO (contract research organisation) HVIVO (HVO:AIM) it represents a flagship service which is attracting growing interest from big pharma and biotechnology companies. The company...
Why the tide is about to turn for Diageo
Thursday 19 Sep 2024Diageo (DGE) £25.12 Market cap: £55.9 billion Investors seeking a high-quality consumer staple that is currently on sale should consider buying Diageo (DGE) , the world’s largest premium spirits company which is growing its market share around the globe. Shares in the premium drinks maker behind...
Why Trustpilot is a tricky call to make
Thursday 19 Sep 2024TRUSTPILOT (TRST) 222p Gain to date: 38% Market cap: £931 million With more and more of us buying stuff online, is it any wonder that we are increasingly reaching out to fellow consumers for their seal of approval (or gripes) about products and services, and that’s great news for reviews business...
Our Centamin call strikes gold with £1.9 billion takeover bid
Thursday 12 Sep 2024Centamin (CEY) 149p Gain to date: 52.5% Market cap: £1.72 billion Back in February we tipped Jersey-domiciled gold miner Centamin (CEY) both as a growth story and as a way to play the rising price of the precious metal, which at the time was trading just above $2,000 per ounce. As well as exposure...
Smiths News is a bargain not to be missed
Thursday 12 Sep 2024Smiths News (SNWS) 57p Market Cap: £142.2 million Successful investing comes down to what you get in the future for what you lay out today. How does doubling your money in around eight years sound, with the possibility of doing even better? In a nutshell, that is the investment case for the UK’s...
Polar Capital Technology is one of the best specialist funds around
Thursday 12 Sep 2024POLAR CAPITAL TECHNOLOGY TRUST (PCT) £27.71 Trust size: £3.32 billion It’s a simple fact of modern investing that tech stocks need to be part of a broadly-based portfolio, but as the recent spell of volatility shows it can be a minefield. What you want is a broad selection of high-quality,...
There are several catalysts to unlock the hidden value in Entain
Thursday 05 Sep 2024Entain (ENT) 630.4p Market Cap: £4.13 billion Investing in the gambling sector may not be everybody’s cup of tea but we believe embattled sports betting and gambling firm Entain (ENT) has become so unloved and neglected that the upside potential now comfortably outweighs the downside risks. With...
Why Foresight Solar Fund is beginning to radiate optimism
Thursday 05 Sep 2024Foresight Solar Fund (FSFL) 93.5p Market cap: £533 million Over 2023, infrastructure funds were among the worst performers in the investment trust universe as higher rates made assets like bonds and cash relatively more attractive. Caught up in the wider renewable infrastructure trusts de-rating...
Hold on to Rightmove shares amid takeover interest
Thursday 05 Sep 2024Rightmove (RMV) 676p Gain to date: 17% Market cap: £4.4 billion On 11 January Shares said that the UK’s biggest property portal Rightmove (RMV) was unloved and should be snapped up by investors due to a bargain-basement valuation. WHAT HAS HAPPENED SINCE WE SAID BUY? On 26 July the company reported...
Why you should still own high-quality Kainos
Thursday 05 Sep 2024Kainos (KNOS) 967.5p Loss to date: 4.8% Talking down growth is never a good sign and Kainos (KNOS) shares show the scars of that mood change. When we flagged the company in May (16 May) it was on the premise that slowing digital workloads bolstered by AI (artificial intelligence) scope to take out...