magazine archive
magazine archive
Great Ideas
The Gym Group’s expansion plans could yield big returns
Thursday 18 Jul 2024GYM Group (GYM) 137.8p Market Cap: £219.8 million Shares in low-cost, no-contract gym operator The Gym Group (GYM) are languishing 55% below pre-pandemic levels despite the firm seeing a recovery in site profitability and growing its estate by 40% since 2019. In recent months the business has got...
Investors should buy US alcoholic drinks firm Constellation Brands
Thursday 11 Jul 2024Constellation Brands (STZ:NYSE) $251 Market Cap: $45.9 billion It’s unusual to find a high-quality company which consistently beats earnings expectations whose shares aren’t at least fairly valued if not overvalued. It’s even more unusual when that gap between valuation and underlying performance...
Why you can ride the rally at Kitwave
Thursday 11 Jul 2024Kitwave (KITW:AIM) 340p Gain to date: 3.3% We highlighted food and drink wholesaler Kitwave (KTW:AIM) in March at 329p for its exciting market share opportunity and scope to deliver plenty of growth and income for investors in the years ahead. Our view was the cash-generative company could sustain...
Why Card Factory is a growth and income stock worth celebrating
Thursday 11 Jul 2024Card Factory (CARD) 98.9p Market cap: £343.4 million Seeking a cash-generative retailer with underappreciated growth prospects and a low equity valuation that suggests significant re-rating potential? Then look no further than Card Factory (CARD) , the value-focused greeting cards-to-party supplies...
Big Yellow shares look cheap given the group’s growth prospects
Thursday 04 Jul 2024Big Yellow Group (BYG) £11.74 Market Cap: £2.28 billion It may not be a glamorous sector, but self-storage is a remarkably stable and lucrative business with tremendous growth prospects. As the UK market leader, with a portfolio of 109 stores and 6.4 million feet of lettable space, Big Yellow (BYG...
Buy Mobius Investment Trust for exposure to the most innovative emerging markets firms
Thursday 04 Jul 2024Mobius Investment Trust (MMIT) 136p Market cap: £163.5 million Who doesn’t like a discount? How about two discounts? Not only are emerging markets trading at a deep discount to US stocks, the Mobius Investment Trust (MMIT) is trading at a 7.5% discount to its NAV (net asset value). Managed by co-...
JPMorgan UK Small Cap Growth & Income buoyed by improved UK picture
Thursday 04 Jul 2024JPMorgan UK Small Cap Growth & Income (JUGI) 322p Gain to date: 9.7% In March 2024 we made the case for investing in the newly merged JPMorgan UK Small Cap Growth & Income (JUGI) . The trust is the result of a merger between JPMorgan Mid Cap and JPMorgan UK Smaller Companies, finalised in...
Why you should stick with Rockwood Strategic
Thursday 27 Jun 2024Rockwood Strategic (RKW) 267.5p Gain to date: 42.7% We highlighted the investment merits of Rockwood Strategic (RKW) at 187.5p in November 2023, arguing the value-focused trust was a way to gain differentiated exposure to a small cap asset class with exciting re-rating scope. We explained how...
Take advantage of the deep discount to NAV at JPMorgan Global Core Real Assets
Thursday 27 Jun 2024JPMorgan Global Core Real Assets (JARA) 74p Market Cap: £154.4 million It has been a rough couple of years for shareholders in long-duration assets as rising interest rates have sent them to deep NAV (net asset value) discounts. With central banks signaling the end of the rate-hiking cycle and...
There are catalysts to power Dell shares 30% higher and it’s not just about AI
Thursday 27 Jun 2024Dell (DELL:NYSE) $137.56 Market cap: $97.57 billion It’s one of the more recognisable names in consumer electronics, millions of us own Dell Technologies (DELL:NYSE) laptops or PCs, yet the Texas-based company is also one of the world’s biggest players in servers, essentially the powerful computers...