magazine archive
magazine archive
Great Ideas
Discover why Currys’ shares are still far too cheap
Thursday 29 Aug 2024Currys (CURY) 79.25p Gain to date: 31.9% We flagged the recovery potential of electricals retailer Currys (CURY) on 21 March and urged readers to buy the stock at 60.1p on the basis self-help measures were beginning to pay off and the super-size TVs-to-smartphones seller offered a compelling play...
Go for growth with The Global Smaller Companies Trust
Thursday 29 Aug 2024The Global Smaller Companies Trust (GSCT) 166p Market cap: £794.4 million Despite the recent stock market dominance of mega-cap US tech companies, high-quality smaller caps have a longer term record of outperforming. With greater inherent growth potential than their large cap brethren, small caps...
Industrial chains business Renold is a lot more exciting than you think
Thursday 29 Aug 2024Renold (RNO:AIM) 54.71p Market Cap: £123.9 million Making industrial chains and specialist torque transmission products doesn’t sound very exciting but 150-year-old Renold (RNO:AIM) happens to be rather good at it and today is the second largest player globally. The global market is very fragmented...
Why Gaming Realms is still a buy
Thursday 22 Aug 2024Gaming Realms (GMR:AIM) 39.93p Gain to date: 26.4% We flagged AIM-listed games distributor Gaming Realms (GMR:AIM) as an underappreciated growth story on 25 April with the company projected to more than double pre-tax profit over the next three years. Pleasingly, the market appears to be...
Why contrarians should leg-in to Lululemon Athletica
Thursday 22 Aug 2024Lululemon Athletica (LULU:NASDAQ) $260.3 Market cap: $31.2 billion A 50% year-to-date drawdown at Canadian athleisure company Lululemon Athletica (LULU:NASDAQ) presents a buying opportunity for investors who love to snap up quality merchandise at a discount. Until recently, Lululemon, which sells...
Why you should buy set-and-forget multi-manager Alliance Trust
Thursday 22 Aug 2024Alliance Trust (ATST) £12.23 Market cap: £3.45 billion Part of the excitement of investing is actively running your own portfolio, or a portion of it, digging around company fundamentals, assessing opportunities and threats, and owning a piece of a business that you think will produce attractive...
Dunelm is just the right stock to play a revival in consumer spending
Thursday 15 Aug 2024Dunelm (DNLM) £11.70 Market cap: £2.4 billion We have been watching homewares retailer Dunelm (DNLM) for some time now and we think the cycle-low is in for the share price. In fact, the low occurred in April just after the firm released its third-quarter trading update warning of ‘challenging’...
Time to turn sweet on Tate & Lyle
Thursday 15 Aug 2024Tate & Lyle (TATE) 645p Market cap: £2.5 billion Investors have soured on Tate & Lyle (TATE) since the global ingredients group announced the $1.8 billion (£1.4 billion) acquisition of ‘mouthfeel’ specialist CP Kelco in June. The food producer’s shares have fallen more than 20% from May’s...
Canadian General Investments beats its benchmark so far in 2024
Thursday 15 Aug 2024Canadian General Investments (CGI) £21.94 Gain to date: 2.4% We flagged an opportunity to get into this North American-focused investment trust, which is listed in both the UK and Canada, at a big discount in April 2024 citing its impressive long-term track record and the nous of its manager Greg...
Why small- and mid-cap specialist Smithson remains a smart idea
Thursday 08 Aug 2024Smithson Investment Trust (SSON) £13.58 Loss to date: 2.5% We urged readers to buy investment trust Smithson (SSON) at £13.93 on 25 January in the belief a share price rebound then underway had further to run as sentiment towards quality global small- and mid-cap companies improved. We reckoned...