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magazine archive

Great Ideas

Bargain shares: Next 15 at a 40% discount to its 10-year average valuation

Thursday 15 Jun 2023

The current share price of digital communications and media firm Next 15 ( NFG:AIM ) represents a compelling buying opportunity. With a strong track record, plans to double its 2022 sales of £362 million by 2026 and robust cash flow underpinning future acquisition opportunities, we think the value...

Why you should invest in top performing fund Schroder Global Equity

Thursday 08 Jun 2023

In markets like these a good global stock-picker is worth their weight in gold and we think Schroder Global Equity (BD8RLF5) is a great option. This large-cap focused fund has been around for decades, it launched on 6 July 1988, and has been delivering strong returns returns to investors over a...

ME Group International shares remain a buy despite a 39% gain

Thursday 08 Jun 2023

ME Group International ( MEGP ) 157.4p Gain to date: 39.3% Instant service equipment company ME Group International ( MEGP ), formerly known as Photo-Me International, has pleasingly delivered what we hoped for when it was made one of Shares’ 2023 picks of the year in December. Continued momentum...

Give your portfolio some pep with quality consumer health play Haleon

Thursday 08 Jun 2023

A share price pause for breath at GSK ( GSK ) spin-out Haleon ( HLN ) is a buying opportunity for investors. This is a high-quality, large cap company with a strong brand portfolio and a long trajectory of global growth and progressive dividends ahead. The consumer health outfit behind headache...

Why you should buy Ruffer right now to dial-down risk

Thursday 01 Jun 2023

The best time to look at a capital preservation fund is not when a market sell-off is already underway but when stocks are still holding up reasonably well. In this context a 10% year-to-date share price reverse at investment trust Ruffer Investment Company (RICA) looks an attractive entry...

SRT Marine sails to fresh highs on new surveillance systems contract

Thursday 01 Jun 2023

SRT Marine Systems ( SRT:AIM ) 58.6p Gain to date: 95.3% Bath-based SRT Marine Systems ( SRT:AIM ) is the established global leader in the rapidly-growing global market for maritime surveillance systems. Think of maritime awareness in terms of air traffic control and you get some idea of the...

There could be a big pot of gold awaiting Rainbow Rare Earths

Thursday 01 Jun 2023

A potentially huge catalyst is coming in the next couple of months for Rainbow Rare Earths ( RBW:AIM ) which could see a significant uplift in the company’s valuation. For investors prepared to take the risk this could offer significant rewards, although this is only a trade to make with money you...

Time to cut losses after Hunting’s swift reversal of fortunes

Thursday 25 May 2023

Hunting ( HTG ) 208p Loss to date: 26.6% We flagged the appeal of energy services firm Hunting ( HTG ) at 283.5p in September 2022 as a means of playing a rebound in spending by the sector off the back of strong oil and gas prices. Hunting is particularly exposed to rig activity in North America...

SSP is great way to play the recovery in global travel

Thursday 25 May 2023

One of the most notable trends of the last year has been the rebound in travel, both in the UK and across the globe, as workers have gone back to their offices and holidaymakers have gone on what the media likes to refer to as ‘revenge travel’, making up for trips which were put off due to the...

This global equities fund may not stay under the radar for long

Thursday 25 May 2023

Top quartile in terms of performance over the past 12 months, under-the-radar fund VT Cantab Sustainable Global Equity (BK5XL00) deserves a closer look. It was one of the few growth funds to deliver a positive return in 2022, a year where US stock markets experienced a miserable showing and growth...

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