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Great Ideas
Rathbones raises its sights with £100 billion Investec wealth deal
Thursday 13 Apr 2023Rathbones ( RAT ) £19.10 Loss to date: 10% We recommended wealth management outfit Rathbones ( RAT ) in April 2022 as a read-across from RBC’s £1.6 billion bid for UK asset manager Brewin Dolphin, but since then things have been extremely quiet on the UK corporate front. Financial firms in general...
Our top picks for 2023 have made a superb start to the year
Thursday 13 Apr 2023Helped by a positive first quarter for stocks our top selections for 2023 have made a superb start to the year. At the time of writing the share price return on the portfolio of 10 names is 18.5%, substantially outpacing the FTSE All-Share which is up just 3.8% and with not a single name in...
Buy Empiric at a big discount to the other main player in student property
Thursday 13 Apr 2023Student accommodation is a segment of the property market with supportive dynamics coming out of the pandemic and we think Empiric Student Property ( ESP ) is an attractively valued way of gaining access to this space. Empiric trades at a substantial discount to its larger peer Unite ( UTG ) ,...
WAG Payment Solutions is a great growth opportunity at a reasonable price
Thursday 06 Apr 2023Investors have been betting that the end is in sight for the cycle of interest rate hikes, with higher risk growth stocks gradually coming back into favour. But you don’t need to be cavalier with your investing approach, there is still excellent value to be found among growth stocks. Most readers...
Medica enters 2023 with good momentum, keep buying
Thursday 06 Apr 2023Medica ( MGP ) 156.4p Loss to date: 4.6% We highlighted the attractions of teleradiology services firm Medica ( MGP ) on 9 March following a significant drop in the valuation of the shares despite the business doubling in size over the last five years. The shares trade on a free cash flow yield of...
Buy leading Swiss healthcare firm Lonza for its high quality defensive growth
Thursday 06 Apr 2023Swiss healthcare company Lonza (LONN:SWX) is a great quality business giving investors defensive exposure to a fast-growing sector. With inflation subsiding and the Federal Reserve likely close to the end of its tightening cycle, Morgan Stanley’s equity strategist Graham Secker believes the US...
The return of energy switching gives a further boost to Moneysupermaket
Thursday 30 Mar 2023Moneysupermarket.com ( MONY ) 246p Gain to date: 41% Website comparison company Moneysupermarket ( MONY ) received a potential boost this week after energy group OVO launched a 12-month fixed deal for customers, set 9% below the government’s energy price cap. This effectively kick-starts the return...
How to invest in quality financial stocks without taking big risks
Thursday 30 Mar 2023As the penny finally drops with investors that banks aren’t quite the one-way-bet they thought they were when borrowing rates started to rise, interest is growing in non-bank financial stocks. Fortunately, the UK market is blessed with a number of established, well-run, well-capitalised and...
Why unloved auto dealer Pendragon could appeal to deep value seekers
Thursday 30 Mar 2023Risk-tolerant investors seeking a stock with potential to rally should look at Pendragon ( PDG ) , the unloved automotive retailer whose positive momentum has carried over into 2023. While the business faces near-term economic headwinds, this downbeat outlook is more than priced in with Pendragon...
Shanta Gold is up 30% in less than three months: time to take profit
Thursday 23 Mar 2023Shanta Gold ( SHG:AIM ) 11.85p Gain to date: 31.2% We made African gold miner Shanta Gold ( SHG:AIM ) one of our key picks for 2023 in the expectation of higher gold prices and with the hope strong operational progress from the company could offer gains over and above those enjoyed by the precious...