magazine archive
magazine archive
Great Ideas
Buy Volution: it deserves a valuation in line with high quality UK industrial peers
Thursday 27 Jul 2023Companies with regulatory drivers underpinning their business should be highly prized, particularly in the current economic environment. A recent pullback in the share price of ventilation products maker Volution ( FAN ) has created an opportunity to invest in just such an outfit. Volution bears...
This mining stock has jumped by 76% since we said to buy in June
Thursday 20 Jul 2023Rainbow Rare Earths ( RBW:AIM ) 14.26p Gain to date: 76% We said to buy Rainbow Rare Earths ( RBW:AIM ) at 8.1p in anticipation of good news – principally that a pilot plant would demonstrate it could produce rare earths to the required specifications for sale. Achieving that milestone would help...
Find out why Starbucks’ new boss is full of beans
Thursday 20 Jul 2023Investors thirsty for a globally diversified dividend-payer with a long growth runway in developing and emerging markets should invest in Starbucks (SBUX:NASDAQ) . The coffee roaster and retailer has operations in more than 80 markets led by the US and its second biggest market, China. Even if...
Heineken is a quality business with bright prospects and cheap shares
Thursday 20 Jul 2023Given concerns over the valuation of the US market after the latest blow-off rally in a small cohort of technology stocks, global investors are starting to look for international value stocks which have resilient earnings but look underrated compared to their sector peers. Dutch brewing group...
Market is too negative on Meeson’s Jet2 departure, creating a new buying opportunity
Thursday 13 Jul 2023Jet2 ( JET2 ) £11.28 Loss to date: 12.6% If the esteem in which investors hold an executive is measured by share price action on their departure news, Jet2’s ( JET2:AIM ) Philip Meeson could barely hold a higher reputation. News that Meeson is planning his retirement saw the company’s share price...
Life insurer Phoenix Group boasts hidden value and a compelling dividend yield
Thursday 13 Jul 2023With all the hype around technology stocks, and AI (artificial intelligence) in particular, the UK life insurance sector is probably a long way down the list of investors’ priorities right now, yet for value players as well as income seekers there is plenty to like. On one hand, the unrecognised...
RTW Biotech Opportunities has a great track record which isn't reflected in a wide discount to net asset value
Thursday 13 Jul 2023Since inception in October 2019 RTW Biotech Opportunities (RTW) has delivered 65.3% growth in NAV (net asset value), smashing the performance of the Russell 2000 Biotech index which is down 0.7% as well as the NBI (Nasdaq Biotech Index) which is up 20.6% over the same period. Despite the superior...
EMIS looks an attractive arbitrage call whichever way the cards fall
Thursday 06 Jul 2023This is a little different to the sort of investment ideas Shares typically presents to readers. It is something of an arbitrage play. We see NHS technology platform supplier EMIS ( EMIS:AIM ) as an attractive risk/reward option, where completion of the company’s takeover by $444 billion US peer...
Five-year Morrisons deal another feather in the cap for Eagle Eye Solutions
Thursday 06 Jul 2023EAGLE EYE SOLUTIONS ( EYE:AIM ) 550.25p Loss to date: 9.1% Adding a new banner name to its client roster by signing a five-year deal with the UK’s number four supermarket chain Morrisons is a timely reminder of the potential of Eagle Eye Solutions ( EYE:AIM ) . Eagle Eye’s loyalty and promotions...
Chip equipment maker ASML up 25% in six months as it shrugs off Chinese export ban
Thursday 06 Jul 2023ASML (ASML:AMS) €671.20 Gain to date: 25.6% We selected semiconductor equipment maker ASML (ASML:AMS) as one of our tips for 2023 based on its long-term track record of growing earnings, which we felt was not fully reflected in its valuation after a tough preceding 12-month period for the shares...