magazine archive
magazine archive
Great Ideas
Unloved it may be, but Ultimate Products can still clean up
Thursday 20 Jun 2024Ultimate Products (ULTP) 131.5p Loss to date: 15.7% We flagged Ultimate Products (ULTP) on 18 April 2024 as a compelling way to play the UK consumer recovery on the basis the market was undervaluing the group’s brand strength, resilient business model and multiple growth opportunities. Our bull...
Why Keurig Dr Pepper’s shares are ready to pop
Thursday 13 Jun 2024Keurig Dr Pepper (KDP:NASDAQ) $34.60 Market cap: $46.9 billion Investors seeking to pep up portfolios with a quality consumer staple selling at a discount to peers should consider Keurig Dr Pepper (KDP:NASDAQ) , the North American beverages pure-play whose attractions include a diverse brand...
ME Group remains attractively valued
Thursday 13 Jun 2024ME Group (MEGP) 162.6p Gain to date: 1.8% In February 2024 we highlighted the underappreciated competitive strengths of instant-service equipment designer, maker and operator ME Group (MEGP) . The company, formerly known as Photo-Me International, has built a dominant market share in its chosen...
Cerillion is a built-in-Britain quality tech growth stock that you should own
Thursday 13 Jun 2024Cerillion (CER:AIM) £15.78 Market cap: £565 million Not every investor will back young (ish) technology-led growth companies because it often means being willing to steal yourself through years of painful losses at the start of the journey. It’s why so many feel the need to look overseas for...
Why undervalued Currys can continue to rally
Thursday 06 Jun 2024Currys (CURY) 79.5p Gain to date: 32% We highlighted Currys’ (CURY) exciting recovery potential on 21 March and urged readers to buy at 60.1p on the basis the electricals retailer’s self-help measures under CEO Alex Baldock’s leadership were starting to pay off and the washing machines-to-...
Now is the time to use the strong pound to buy high-quality European stocks
Thursday 06 Jun 2024JPMorgan European Growth & Income (JEGI) 106.5p Market cap: £465 million The pound is currently trading close to two-year highs against the euro, and the interest rate differential between the UK and Europe is set to widen as the ECB (European Central Bank) begins easing this month. Not only is...
Why On The Beach is worth buying right now
Thursday 06 Jun 2024On The Beach (OTB) 142p Market cap: £237 million Positive first-half results and an analyst upgrade are reigniting investors’ interest in the online package holiday provider On The Beach (OTB) and we think there is a big value opportunity here for investors to take advantage of. Based on consensus...
SharkNinja is proving to be a global growth star
Thursday 30 May 2024SharkNinja (SN:NYSE) $75.16 Gain to date: 53.5% We highlighted the attractions of SharkNinja (SN:NYSE) at $49 last December and shares in the cleaning-to-cooking appliances designer have soared 53.5% higher since. Risk-averse readers may be tempted to take profits off the table, but Shares believes...
Buy quality compounder CVS while its shares remain under a cloud
Thursday 30 May 2024CVS (CVSG:AIM) £10.63 Market Cap: £760 million Veterinary services specialist CVS Group (CVSG:AIM) is under a cloud at the moment following confirmation by the competition watchdog CMA (Competition and Markets Authority) it would investigate the pet care market for unfair practices after its...
Time to invest in chips beyond Nvidia
Thursday 30 May 2024VanEck Semiconductor ETF (SMGB) £34.34 Fund size: £1.62 billion ‘We have no doubts that Nvidia (NVDA:NASDAQ) is going to become the biggest company in the world in time.’ So says Stephen Yiu, manager of the Blue Whale Growth (BD6PG78) fund, which has consistently upped its stake in the AI chip...