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Take advantage of this rare chance to buy ASML at a bargain price
Thursday 24 Oct 2024ASML (ASML:AMS) €669.80 Market cap: €264.9 billion There’s a lot to be said for buying a great company going through a sticky patch and there’s no doubt, in our minds, that ASML (ASML:AMS) ticks both boxes. Crucially, we firmly believe the latter state of affairs is transitory and that now a great...
Why it’s time to take profit on this China ETF
Thursday 17 Oct 2024HSBC MSCI China (HMCH) 546.5p Gain to date: 30.4% We flagged this exchange-traded fund back in January noting how out of favour the China was and how this was a low-cost way of gaining exposure to big Chinese stocks. WHAT HAS HAPPENED SINCE WE SAID TO BUY? For a while, very little. The ETF (and the...
4imprint looks like a gift at current prices
Thursday 17 Oct 20244imprint (FOUR) £50.80 Market cap: £1.43 billion We think the sell-off in shares of 4imprint (FOUR) since the direct marketer of promotional products released its first-half trading update in August presents a good opportunity to buy into a high-growth, cash-generative business at an attractive...
Better times lie ahead for Martin Currie Global Portfolio Trust
Thursday 17 Oct 2024Martin Currie Global Portfolio Trust (MNP) 375p Market cap: £241.2 million Falling inflation and a rate cutting cycle mean better times are ahead for Martin Currie Global Portfolio Trust (MNP) , a collection of high-quality growth companies with strong cash flows and robust balance sheets managed...
HarbourVest Global Private Equity has huge upside potential
Thursday 10 Oct 2024HarbourVest Global Private Equity (HVPE) £23.10 Market cap: £1.75 billion The markets haven’t been kind to private equity and other ‘long-duration’ investments over the last couple of years as high interest rates hammered their valuations, but with the global rate cycle now turning we believe money...
Why pawnbroking leader H&T looks poised for a breakout
Thursday 10 Oct 2024H&T (HAT:AIM) 376.7p Market cap: £165.7 million A 15% year-to-date drawdown at H&T (HAT:AIM) presents a buying opportunity at the UK’s biggest pawnbroker, a beneficiary of the cost-of-living crisis and the elevated gold price whose long-run prospects appear underrated on a single-digit PE (...
Card Factory correction looks completely overdone
Thursday 10 Oct 2024Card Factory (CARD) 95.6p Loss to date: 3.3% We urged readers to buy Card Factory (CARD) at 98.9p on 11 July on the grounds the cash-generative retailer’s growth prospects were underappreciated and its low valuation suggested significant re-rating scope. Shares also highlighted the value-focused...
Home improvement retailer Kingfisher still has plenty of potential
Thursday 10 Oct 2024Kingfisher (KGF) 313p Gain to date: 40% We recommended buying into home improvement retailer Kingfisher (KGF) back in February at 223.5p on the basis of valuation (a single-digit price to earnings multiple and 5.5% dividend yield) and the potential for gains on the back of self-help measures and...
Supermarket Income REIT demonstrates the old adage patience is a virtue
Thursday 03 Oct 2024Supermarket Income REIT (SUPR) 76p Gain to date: 0% We suggested investing in the company in late March on the basis income was rising due to strong sales at supermarkets and the shares were yielding 8% with the dividend fully covered by earnings. While zero returns isn’t quite what we’d hoped for...
Strong first-half trading keeps us positive on GYM Group
Thursday 03 Oct 2024The GYM Group (GYM) 157p Gain to date: 14% Gym operator GYM Group (GYM) is showing good gains since we identified the low-cost gym specialist as an attractive risk/reward investment opportunity on 18 August. We noted the business has got itself back into shape and appears to be building strong...