magazine archive
magazine archive
Great Ideas
The story behind a 27% advance in DiscoverIE shares since last August
Thursday 15 Jun 2023DiscoverIE ( DSCV ) 930p Gain to date: 26.9% We flagged the appeal of electronics engineer DiscoverIE ( DSCV ) in August 2022 at 733p, arguing the company was not being given credit for its inherent qualities and its growth potential. WHAT’S HAPPENED SINCE WE SAID TO BUY? We have been proved right...
The time looks right to book into hotel operator Whitbread again
Thursday 15 Jun 2023While shares in Holiday Inn operator Intercontinental Hotels ( IHG ) are flying high, those in budget hotel operator Whitbread ( WTB ) have been languishing, but we can see three reasons why that trend could reverse. Revenues, earnings and dividends are already well above their pre-pandemic levels...
Bargain shares: Next 15 at a 40% discount to its 10-year average valuation
Thursday 15 Jun 2023The 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 2023In 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 2023ME 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 2023A 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 2023The 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 2023SRT 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 2023A 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 2023Hunting ( 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...