magazine archive
magazine archive
Great Ideas
The big value indicator telling you Rio Tinto is a buy
Thursday 26 Oct 2023One indicator of value is the dividend yield. A high yield is typically telling you two things – either the market knows a company is struggling and the dividend is under threat, or the share price is too low and the dividend is safe. We think the latter is the case for FTSE 100 diversified mining...
How this fund has benefited from a focus on cheap stocks in a cheap market
Thursday 26 Oct 2023The Schroder Recovery Fund (B3VVG60) aims to generate capital gains superior to the FTSE All-Share Total Return Index, net of fees, over a three- to five-year horizon by investing in ‘UK companies which have suffered a severe setback in either share price or profitability’. The fund was launched...
Rising global tensions and strategic shift power Shell to all-time high
Thursday 19 Oct 2023When we recommended oil and gas giant Shell ( SHEL ) at the end of June, we flagged the new chief executive’s determination to improve margins, cash and shareholder returns as a key reason to own the shares. Clearly, we didn’t anticipate a further rise in global geopolitical tensions, as we are...
This global quality dividend growth tracker fund is fit for all seasons
Thursday 19 Oct 2023There is so much uncertainty facing investors from geopolitical stresses to inflation, the highest interest rates in two decades and potentially a recession. Finding an investment strategy to work amid all those risks is a big challenge, but the WisdomTree Global Quality Dividend Growth ETF (GGRG)...
Unicorn UK Smaller Companies is the smart way to position for the recovery of an unloved asset class
Thursday 19 Oct 2023Over the longer term, UK small caps have historically outperformed their larger cap brethren, but prevailing investor sentiment towards smaller companies remains poor due to stubborn inflation, higher interest rates and recessionary fears. It won’t be like this all the time. One smart way to gain...
Buy animal genetics firm Genus ahead of its next exciting growth phase
Thursday 12 Oct 2023Shareholders in leading global animal genetics specialist Genus ( GNS ) have been through a rough couple of years with the shares losing just under two-thirds of their value. The fall can be attributed to a big derating in the shares which has seen the forward PE (price to earnings) ratio fall from...
Access the best UK growth companies in one go at a 16% discount
Thursday 12 Oct 2023If there is one thing investors can agree on, it is that the UK stock market is cheap. How cheap depends on who you ask, but the strategy team at Morgan Stanley believe the FTSE 100 is trading at a 35% discount to the MSCI World Index on a PE (price to earnings) basis. If inflation pressures...
Volution’s bumper results reward our faith in the business
Thursday 12 Oct 2023Volution ( FAN ) 370p Loss to date: 4.5% We made the argument in July that ventilation products manufacturer Volution ( FAN ) warranted a valuation in line with other high-quality industrial names, saying to buy at 387.6p. Volution makes everything from air ducts, extractor fans and heat exchangers...
Why now is great time to buy exposure to biotechnology
Thursday 05 Oct 2023The biotechnology sector should be a major beneficiary of an ageing world population and strained government health budgets as companies develop new drugs to treat chronic diseases. After underperforming the major indices since the end of the pandemic, the NBI (Nasdaq Biotechnology Index) offers...
Succession fears are overblown at Kainos: pick up the shares now
Thursday 05 Oct 2023Belfast-based digital services business Kainos ( KNOS ) has high-quality metrics in spades, and Shares believes the stock offers long-term upside. In its most recent financial year (to March 2023), the company demonstrated return on capital employed, operating margins and return on equity of more...