magazine archive
magazine archive
Great Ideas
This Canada-focused trust has a lot to offer investors
Thursday 19 Jan 2023Middlefield Canadian Income (MCT) 116.75p Loss to date: 6.4% We said to buy shares in Middlefield Canadian Income (MCT) at 124.75p on 17 March 2022 because the shares were trading 15.2% below net asset value and offered a 4.1% dividend yield. Big exposure to the energy sector was also timely given...
Why JD Sports’ share price jump presents a profit-taking opportunity
Thursday 19 Jan 2023JD SPORTS FASHION ( JD. ) 161.45p Gain to date: 41% Our ‘buy’ call (22 December 2022) on trainers-to-tracksuits retailer JD Sports Fashion ( JD. ) at 114.6p has been rewarded with a 41% gain in a matter of weeks, the stock sprinting ahead amid a great start to 2023 for UK stocks and improving...
The 5G revolution is a big growth driver for Spirent
Thursday 12 Jan 2023Many smartphone users will have access to 5G next generation mobile networks, particularly if you’re in one of the UK’s cities. This shows up as a 5G symbol in your notifications bar and you should notice faster streaming of music or video, for example. Yet we remain years away from 5G delivering...
Odyssean hits new all-time high as more portfolio companies receive takeover bids
Thursday 12 Jan 2023Odyssean Investment Trust (OIT) 180.49p Gain to date: 85% We said to buy Odyssean Investment Trust (OIT) at 97.5p in September 2020, highlighting that managers Stuart Widdowson and Ed Wielechowski had proven expertise in picking companies that could prove attractive to private equity or strategic...
Investors should get ready to welcome bonds back into their hearts
Thursday 12 Jan 2023There is a growing appreciation as we enter 2023 that after many years in the wilderness due to rock-bottom interest rates, bonds once again deserve a place in a balanced portfolio. Howard Marks of Oaktree Capital Management argues that base interest rates are not going to return to between 0% and...
2023 stock pick: ME Group is a resilient, high quality business
Thursday 22 Dec 2022Photo booth and laundry operator ME Group International (MGEP) , formerly known as Photo-Me International, had an exceptional 2022. The shares rose 71%, boosted by a stronger than expected recovery from the pandemic. The shares look in good shape to sustain their momentum as ME continues to drive...
2023 stock pick: Prudential could be the low-risk way to play China’s reopening
Thursday 22 Dec 2022If you’re looking to play the expected reopening for China and its economy in 2023, FTSE 100 insurer and asset manager Prudential ( PRU ) could a good way to get exposure while also benefiting from the transparency of investing in a UK-listed company. Following the demerger of M&G ( MNG ) in...
2023 stock pick: Walt Disney is ready for a big comeback under Bob Iger
Thursday 22 Dec 2022Six of the top 10 highest grossing films of all time have been produced by Walt Disney (DIS:NYSE) in the last 10 years. Owning the eponymous animation studio as well as the Pixar, Star Wars and Marvel franchises, the company has a strong claim to be the leading content and entertainment business in...
2023 stock pick: ASML is set for bumper revenue and earnings growth
Thursday 22 Dec 2022According to trade data specialist OEC, semiconductors were the number one globally-traded product in 2020 with a 15% share of total goods by value at $1.7 trillion, computers were 12%, oil was 9% and cars accounted for 4%. What drives this global trade in chips is the fact the world is becoming...
2023 stock pick: JD Sports Fashion – a great business at the wrong price
Thursday 22 Dec 2022For a company with such a strong long-term track record JD Sports Fashion’s ( JD. ) valuation is hugely compelling. A difficult economic backdrop looks more than priced in and a cash-rich balance sheet provides the company with the wherewithal to emerge from the cost of living crisis with an...