magazine archive
magazine archive
Great Ideas
Why this reliable income payer is a screaming buy right now
Thursday 08 Aug 2024Aviva (AV.) 464p Market cap: £12.9 billion There’s a gambit insurance salespeople use which goes something like: if you had a machine in the shed which printed £70,000 a year of genuine £20 notes, how much would you insure it for? The customer usually gives a high figure, say in the region of £500,...
The best-performing UK investment trust over three years isn’t tech
Thursday 01 Aug 2024Literacy Capital (BOOK) 515p Market cap: £310 million We have been keeping a watchful eye on UK private equity investment trust Literacy Capital (BOOK) for some time, and this week’s quarterly NAV (net asset value) and trading update has finally convinced us to go nap. The trust was set up in 2017...
Crisis overblown, time to buy CrowdStrike
Thursday 01 Aug 2024CrowdStrike (CRWD;NASDAQ) $258.81 Market cap: $63 billion It’s been a rough couple of weeks for CrowdStrike (CRWD:NASDAQ) after what some have called the world’s biggest IT outage caused banks, hospitals, and airports to ‘go dark’. The question for investors now is that following the more than 30%...
Why Unilever’s turnaround story is alive and well
Thursday 01 Aug 2024Unilever (ULVR) £47.05 Gain to date: 23% Shares flagged the attractions of consumer goods goliath Unilever (ULVR) at £38.19 in January 2024 on the grounds the Dove-to-Domestos maker’s intrinsic strengths were underappreciated by the market. We also hoped new chief executive Hein Schumacher could...
Diversify your dividends with Abrdn Asian Income Fund
Thursday 25 Jul 2024Abrdn Asian Income Fund (AAIF) 213p Market cap: £338.2 million Dollar fluctuations could create volatility for emerging markets assets as the US presidential election draws near, but one region income-hungry investors cannot afford to ignore is Asia Pacific, home to many high-quality companies with...
Investors should give Burberry one last chance before checking out
Thursday 25 Jul 2024Burberry (BRBY) 719p Loss to date: 44.3% It’s never easy confronting a big loss, but we have to admit we were too early in calling the turn at mono-brand fashion firm Burberry (BRBY) . We said at the time there was risk involved given the company had issued two profit warnings, which tend not to be...
Porsche AG has been weak, here’s why it is now a bargain
Thursday 25 Jul 2024Porsche AG (P911:ETR) €69.98 Market cap: €31.3 billion At first glance it may look like an odd time to pitch Porsche AG (P911:ETR) to readers, but we have seen many times that fundamentally good companies can be picked up on the relative cheap during testing times, and that’s the scenario we now...
Why Trustpilot shares can continue to rise this year
Thursday 18 Jul 2024Trustpilot (TRST) 220p Gain to date: 27% On 18 January, Shares suggested Trustpilot (TRST) shares ‘could easily surge past 200p this year and far higher over time.’ Fast-forward six months and shares in the online review platform have already topped the 200p mark despite a short bout of profit-...
The Gym Group’s expansion plans could yield big returns
Thursday 18 Jul 2024GYM Group (GYM) 137.8p Market Cap: £219.8 million Shares in low-cost, no-contract gym operator The Gym Group (GYM) are languishing 55% below pre-pandemic levels despite the firm seeing a recovery in site profitability and growing its estate by 40% since 2019. In recent months the business has got...
Investors should buy US alcoholic drinks firm Constellation Brands
Thursday 11 Jul 2024Constellation Brands (STZ:NYSE) $251 Market Cap: $45.9 billion It’s unusual to find a high-quality company which consistently beats earnings expectations whose shares aren’t at least fairly valued if not overvalued. It’s even more unusual when that gap between valuation and underlying performance...