magazine archive
magazine archive
Great Ideas
It is time to lock in profit in BAE Systems after a strong run
Thursday 02 Mar 2023BAE Systems ( BA. ) 914.2p Gain to date: 24.2% We flagged defence firm BAE Systems ( BA. ) at 736p in March 2022. This was based on the expectation a less stable world would increase the focus on defence spending and help improve the sector’s long-term prospects. WHAT HAS HAPPENED SINCE WE SAID TO...
Why you should book your holiday with Jet2, and buy the shares too
Thursday 23 Feb 2023People are still prizing their week in the sun despite the strain put on household budgets by soaring inflation, and we believe that airline and package holidays firm Jet2 ( JET2:AIM ) will emerge as one of the big winners as the travel and tourism resuscitation continues. Jet2 has experienced...
Indivior's surprise $290 million provision highlights litigation risks
Thursday 23 Feb 2023Indivior £15.99 Loss to date: 6.8% Consistent upgrades to earnings from both the company and analysts resulting from strong growth in OUD (opioid use disorder) treatment Sublocade prompted us to turn positive on Indivior ( INDV ) in November 2022. We argued the shares looked too cheap against the...
Invest in renewables winner UK Greencoat Wind for a handsome 5.4% dividend yield
Thursday 23 Feb 2023The transition to cleaner energy is a long-term trend which will involve significant investment in areas like renewables. UK Greencoat Wind (UKW) is a good way to play this transition while offering a stream of income from dividends which are rising in line with inflation. The trust generates...
There are plenty of reasons still to like Moneysupermarket after our gains
Thursday 23 Feb 2023Moneysupermarket.com ( MONY ) Price: 233p Gain to date: 34% We recommended money-saving website operator Moneysupermarket (MONY ) in May 2022 on the basis the cost-of-living crisis would lead everyone to start comparing what they pay at the moment for services like insurance and broadband with what...
Buy Canadian Natural Resources: the best oil and gas firm you’ve never heard of
Thursday 16 Feb 2023The prosaically named Canadian Natural Resources (CNQ:TSX) generates lots of cash which underpins a generous and progressive dividend policy and it provides investors with exposure to some of the highest quality oil assets in the world. The company has increased its dividend for 23 consecutive...
Time to sell cyber stake to Kape’d crusader Teddy Sagi
Thursday 16 Feb 2023KAPE TECHNOLOGIES ( KAPE:AIM ) 291.5p Gain to Date: 24% An under-the-radar growth option that gave investors direct exposure into the booming cybersecurity space – that was how we described Kape Technologies ( KAPE:AIM ) back in November 2022 when we said to buy at 235p. We anticipated the market...
Take profits in Disney after the shares run ahead of the fundamentals
Thursday 16 Feb 2023Walt Disney $108.10 Gain to date: 26% We chose Walt Disney (DIS:NYSE) last December as one of Shares ’ 2023 picks of the year. We highlighted the 45% share price decline during 2022 as an ‘outstanding’ opportunity to buy into one of the world’s best loved brands. We expected the return of Bob Iger...
Attractive fundamentals and valuation make Grainger a long-term buy
Thursday 16 Feb 2023With UK mortgage rates having risen on top of energy and food costs, it is no surprise more people are delaying buying a house and choosing to rent a property instead. Established in 1912, Grainger ( GRI ) is one of the UK’s largest professional landlords operating a portfolio of around 10,000...
Reasons to stay positive on GSK despite ongoing legal issues
Thursday 09 Feb 2023GSK ( GSK ) £14.85 Gain to Date: 4.7% GSK ( GSK ) is one of Shares’ 2023 picks of the year based on the potential for the shares to narrow their valuation discount to peers. We said to buy at £14.18. The shares had previously been weak after various people took legal action against GSK, saying its...