magazine archive
magazine archive
Great Ideas
Discover the global equity trust that’s beaten Fundsmith over the past year
Thursday 08 Dec 2022Looking into 2023 after a tricky year for the markets and investors are still presented with a significant amount of uncertainty around interest rates, inflation, recession, war and more. For those who want exposure to stocks but with a measure of protection, investment trust Securities Trust of...
How SRT Marine surged 60% higher in less than two months since we said to buy
Thursday 01 Dec 2022SRT Marine Systems ( SRT:AIM ) 48p Gain to date: 60% When we flagged maritime identification and tracking technologies kit supplier SRT Marine Systems ( SRT:AIM ) at 30p a month-and-a-half ago (13 October) we were confident a business which had gone under the radar for years was ready to win the...
Insurance and retirement specialist Just Group looks undervalued
Thursday 01 Dec 2022While investing in the market for retirement income may not sound very exciting, even in the case of a self-proclaimed ‘disruptor’ like Just Group ( JUST ) , for those approaching retirement it actually makes a good deal of sense. Just Group offers bulk annuities, individual annuities and lifetime...
Why now is a great time to buy the Artemis Strategic Bond Fund
Thursday 01 Dec 2022With inflation still roaring away and bond investors nursing the deepest losses suffered in decades, now might not seem like a great time to invest in bonds. But, surprisingly, seasoned bond investors are more positive today than they have been in a long time. Rebecca Young who co-manages the...
Discover why Bob Iger can bring back the Disney magic
Thursday 24 Nov 2022Walt Disney Co (DIS:NYSE) $97.78 Loss to date: 43% Shares highlighted the compelling case for buying Walt Disney (DIS:NYSE) in January 2021 at $171.82, but after generating early gains, the shares have drifted lower to leave the shares 43% on our entry point. But there is hope at hand, as former...
How to get low-cost exposure to the UK’s biggest dividends
Thursday 24 Nov 2022With consumer prices hitting a 40-year high, more investors are searching for high-income instruments to try to offset the impact of inflation on their cash. The danger with picking individual stocks just for their income is high yields are usually indicative of some underlying problem with the...
Why Indivior just looks too cheap relative to its growth potential
Thursday 24 Nov 2022Heightened macroeconomic risks and recession worries increase the likelihood of seeing more downgrades in company earnings. This puts a premium on finding companies whose earnings are less affected by the worsening economic backdrop. One such company in our view is Indivior ( INDV ) which develops...
Why this Baillie Gifford fund is a really smart way to play Japan
Thursday 17 Nov 2022A swift recovery in Japan’s economy from a recent setback should set the scene for a strong showing from attractively valued Japanese stocks and Shares has identified an excellent way to play this market. Steered by an experienced team, Baillie Gifford Japanese Income Growth Fund (BYZJQH8) has...
Kape Technologies is the cheap way to invest in the hot cybersecurity trend
Thursday 17 Nov 2022We believe the cybersecurity industry looks like a great place to invest for the long-run, and Kape Technologies ( KAPE:AIM ) is an under-the-radar way to do so. As the number of hacking attacks on government agencies and major businesses surge, digital defence budgets are also rising rapidly, and...
Ongoing strong growth at ME International remains under-appreciated
Thursday 17 Nov 2022ME International ( MEGP ) 103.05p Gain to date: 27% Shares said to buy instant service equipment company ME International ( MEGP ) – previously known as Photo-Me – on 16 June 2022 based on its good growth potential and pricing power which was not reflected in the lowly eight times 2022 price to...