magazine archive
magazine archive
Great Ideas
Keurig Dr Pepper is a quality staple selling at a discount to its peers
Thursday 23 Mar 2023A turbulent year for markets is brewing amid rising geopolitical tensions, stubbornly high inflation and interest rate hikes by central banks which have precipitated a fresh banking crisis. Given this uncertain backdrop, tilting portfolios towards stocks with defensive characteristics seems an...
Pick up underappreciated growth story Midwich at a great price
Thursday 23 Mar 2023Specialist distributor of AV (audio visual) equipment to the trade market Midwich ( MIDW:AIM ) has established a strong track record of growth since coming to the stock market in 2016. Although there are added risks to consider when investing in smaller companies, we believe Midwich is a great...
Babcock's in recovery mode and its shares are much cheaper than other defence stocks
Thursday 16 Mar 2023As volatility returns, one way to protect your portfolio is to tap into returns that aren’t reliant on the global economy or the direction of markets. We think Babcock International ( BAB ) is a good option as it undergoes an internally-driven, multi-year turnaround. The engineering support...
Just Group remains attractive after strong full year trading update and confident outlook
Thursday 16 Mar 2023Just Group ( JUST ) 86p Gain to date: 13% We highlighted the attraction of annuities and lifetime mortgages specialist Just Group ( JUST ) on 1 December 2022 based on its underappreciated transformation to positive cash generation and predictable cash flows. With the bulk annuities market predicted...
This tracker fund is a cheap way to secure gold’s safe haven qualities
Thursday 16 Mar 2023With concerns about systemic risk in the banking sector, gold’s qualities as a safe haven are once again coming to the fore and we’ve found an excellent way to play the precious metal. Gold typically performs well during periods of low growth and sticky inflation and when investors are feeling...
Medica: the small cap with underappreciated opportunities
Thursday 09 Mar 2023Over the past five years teleradiology services company Medica ( MGP:AIM ) has more than doubled sales and profit yet the shares are trading roughly where they were in March 2018. The shares have derated from over 30 times earnings per share to the current 18.5-times. It might be tempting to...
Cheniere Energy outlines big expansion plans for the future as LNG profit surges
Thursday 09 Mar 2023Cheniere Energy (LNG:AMEX) $156.55 Gain to Date: 18% We flagged Cheniere Energy (LNG:AMEX) on 3 March 2022 as a potential beneficiary of Europe’s need to wean itself off Russian gas as the LNG (liquefied natural gas) specialist increased its volume of exports. Cheniere buys natural gas in the North...
Harmony Energy Income Trust is a battery play with real dividend appeal
Thursday 09 Mar 2023If the world is going to make the transition from fossil fuels to renewables, then batteries and battery technology are going to play an important part. Harmony Energy Income Trust (HEIT) is an attractive way to play this long-term theme while also offering a generous income in the here and now. At...
Buy this iShares ETF for its diversified exposure to shares without any dross
Thursday 02 Mar 2023The conventional starting point for most investors is to identify which stocks they want to own and build a diversified portfolio around them. While logical there may be a better way to go about the process which eliminates more risk. Why not start by identifying the weakest companies and...
Cheerios maker General Mills has a tasty recipe for earnings upgrades
Thursday 02 Mar 2023Investors seeking a resilient total return stock with forecast upgrade potential should open a position in General Mills (GIS:NYSE) , the Minneapolis-based food multinational with positive momentum across its diversified business. The $47.8 billion cap recently raised guidance (21 February) for the...