magazine archive
magazine archive
Great Ideas
Why Smithson is a smart idea for 2024
Thursday 25 Jan 2024SMITHSON INVESTMENT TRUST (SSON) £13.93 Market cap: £2.22 billion. After a steep decline during most of 2023, investment trust Smithson’s (SSON) shares are enjoying a healthy rebound which should have further to run as sentiment towards quality global small- and mid-cap companies improves, with...
Stick with food producer Cranswick as it strengthens competitive position
Thursday 25 Jan 2024Cranswick (CWK) £40 Profit to date: 11% In November 2023, we said investors hungry for positive earnings momentum and an unbroken 33 years of dividend growth should take a closer look at pork and poultry products supplier Cranswick (CWK). We saw scope for further earnings forecast upgrades based on...
Investors should buy Datadog before its appeal hits the mainstream
Thursday 25 Jan 2024Datadog (DDOG;NASDAQ) $132.98 Market cap: $43.7 billion Booming spending on AI (artificial intelligence) and cloud computing infrastructure has ignited a new tech bull market. That’s the claim of several analysts and fund managers and if you’re willing to bet on that narrative, Datadog (DDOG:NASDAQ...
We remain positive on Marks Electrical despite short-term headwinds
Thursday 18 Jan 2024Marks Electrical (MRK:AIM) 69.35p Loss to Date: 29.3% In late August 2023 we said online domestic appliances and consumer electronics retailer Marks Electrical (MRK:AIM) had good growth potential driven by market share gains and geographical expansion. Over the last three years, its share of the...
Whitbread looks to offer plenty more upside for patient investors
Thursday 18 Jan 2024Whitbread (WTB): £36.75 Gain to date: 9% We recommended buying into hotel and leisure group Whitbread (WTB) in June 2023 as revenue, earnings and dividends were already well above their pre-pandemic levels but the shares had yet to recover. In addition, bookings were on an improving trend not just...
Buy this ETF for a low-cost bet on unloved Chinese market leaders
Thursday 18 Jan 2024HSBC MSCI China UCITS ETF USD (HMCH) Price: 419p Fund size: £480 million China is one of the biggest contrarian calls for 2024, with tensions between the world’s second biggest economy and the West on the rise over issues including access to the latest technology and the fate of Taiwan which is...
Trustpilot’s re-rating has only just begun – buy the stock now
Thursday 18 Jan 2024TRUSTPILOT (TRST) Price: 161p Market cap: £672 million Investors may think they have missed the Trustpilot (TRST) boat after the shares have doubled in six months. Not so, in our opinion. Shares believes this re-rating story has only just started and the share price could easily surge past 200p...
Why investors should snap up shares in unloved portal firm Rightmove
Thursday 11 Jan 2024Rightmove (RMV) Price: 558p Market cap: £4.4 billion Every now and then, even well-known FTSE 100 firms can find themselves unloved and unwanted by investors through no fault of their own. One such company is the UK’s biggest property portal Rightmove (RMV), whose shares have been out of favour...
Fast-moving consumer goods giant Unilever looks unfairly undervalued
Thursday 11 Jan 2024Unilever (ULVR) £38.19 Market cap: £95.1 billion We believe bargain-hunters looking for a high-quality business should consider Unilever (ULVR), the consumer products group whose intrinsic strengths appear underappreciated by the market. Shares in the FTSE 100’s fourth-biggest company by market cap...
Tribal takeover falls apart, so what should shareholders do now?
Thursday 11 Jan 2024Tribal (TRN:AIM) 51.2p Loss to date: 20% Trading a seeming arbitrage opportunity is always risky and this has blown up in our faces. Education software supplier Tribal (TRB:AIM) had a takeover offer from US peer Ellucian on the table worth £172 million on an enterprise value basis, or 74p per share...