magazine archive
magazine archive
Great Ideas
Whitbread re-rating yet to materialise despite clear progress
Thursday 02 May 2024Whitbread (WTB) £31.76 Loss to date: 8.5% When we initially recommended buying Premier Inn owner Whitbread (WTB) last summer our thesis was the shares were too cheap given the firm’s prospects and the renaissance in travel in general. Throw in an element of self-help, such as the sale of certain...
Buy underappreciated Gaming Realms before the market recognises its true worth
Thursday 25 Apr 2024Gaming Realms (GMR:AIM) 31.6p Market cap: £93.4 million For the uninitiated, Gaming Realms (GMR:AIM) is a leading business-to-business licensor and distributor of games to the regulated gaming market. The company owns the IP (intellectual property) to the Slingo brand, one of the most popular...
Why investors should buy this gold tracker
Thursday 25 Apr 2024Xtrackers IE Physical Gold ETC Securities (XGDU) $35.61 Assets: £2.43 billion It may have beaten a hasty retreat from recent record highs as concerns about an escalating conflict in the Middle East have eased but gold prices are still forecast in many quarters to make further gains from here. For...
We’re sticking with Dr Martens despite the latest profit warning
Thursday 25 Apr 2024Dr. Martens (DOCS) 72.1p Loss to date: 21.6% In mid-December 2023 we said the knock-down share price of iconic footwear brand Dr. Martens (DOCS) was too tempting to resist despite the company delivering four profit warnings. Our rationale was simple – either the self-inflicted operational issues...
Ultimate Products is undervalued and offers a compelling play on the consumer recovery
Thursday 18 Apr 2024Ultimate Products (ULTP) 156p Market cap: £142.9 million Strong brands, a resilient business model and multiple growth opportunities ahead are among the investment attractions the market is missing at Ultimate Products (ULTP) . This company is the owner of homeware brands including Salter and...
Gold spike puts shine on Centamin’s investment credentials
Thursday 18 Apr 2024Centamin (CEY) 128.3p Gain to date: 31.3% We flagged the appeal of Egyptian gold miner Centamin (CEY) a little over two months ago based on two key factors: operational improvements and exposure to strong gold prices. WHAT’S HAPPENED SINCE WE SAID TO BUY? The recent move higher in gold prices has...
Investing in robots: why now could be the right time
Thursday 18 Apr 2024iShares Automation & Robotics ETF (RBTX) £10.22 Fund size: £2.77 billion In scenes from the film I, Robot, androids can be seen doing all sorts of household tasks – running errands, carry heavy shopping, cleaning the home, for example. In the real world most robots do repetitive, heavy-lifting...
Facilities management firm Mitie Group is back on track
Thursday 11 Apr 2024Mitie (MTO) 105p Market cap: £1.4 billion Founded in 1987, Mitie Group (MTO) is the UK’s largest facilities management company looking after two and a half million assets for more than 3,000 customers. The firm takes care of buildings from banks to retailers, schools, hospitals and critical...
This US equity fund has matched the index despite having a value approach
Thursday 11 Apr 2024Fidelity American Special Situations Fund (B89ST70) £26.11 Gain to date: 12.7% It’s easy to get complacent when markets are doing well, and the success of US equities since last October is a case in point. While investors might have enjoyed decent gains, there are growing concerns valuations are...
Canadian General Investments offers bargain exposure to quality Canadian stocks and US tech stars
Thursday 11 Apr 2024Canadian General Investments (CGI) £21.70 Market cap: £450 million An unusually wide 41% discount to NAV (net asset value) presents a compelling entry point into Toronto- and London-listed Canadian General Investments (CGI) , a trust with a formidable long-run track record. The cavernous discount...