magazine archive
magazine archive
Great Ideas
Why you should keep buying global income star Murray International
Thursday 10 Nov 2022Murray International (MYI) £12.70 Gain to date: 4.4% We added Murray International (MYI) to the Great Ideas portfolio at £12.16 on 7 July 2022 in the hope veteran fund manager Bruce Stout’s experience and the trust’s diversified exposure would be prized in the current environment. So far, we’ve...
Loungers is great at cafés but can it also succeed with roadside eateries?
Thursday 10 Nov 2022Loungers ( LGRS:AIM ) 194.4p Loss to date: 30% We originally said to buy all-day café operator Loungers ( LGRS:AIM ) at 278.5p on 23 December 2021 as an attractive growth story, and one where its proposition fitted nicely with the rise of hybrid working where people would spend more time in their...
Why smart cookies should invest in Oreo maker Mondelez
Thursday 10 Nov 2022Risk-averse investors concerned about a global recession should seek out high-quality compounders that can continue to grow sales and earnings during tougher economic times. One such name is Mondelez International (MDLZ:NASDAQ) , the snacking giant with strong market positions in chocolate, sugar,...
Marston’s share price is far too low: discover why you should buy now
Thursday 10 Nov 2022Famed investor Howard Marks is fond of saying that good businesses do not always make good investments and vice-versa. In other words, start with what the market has already priced in. Shares believes there is too much doom and gloom priced into Marston’s ( MARS ) shares, leaving plenty of scope...
Looking for investment trust bargains? This is your quick way in
Thursday 03 Nov 2022The last two times the average investment trust discount went into double digits, shares in Migo Opportunities Trust (MIGO) went on to rally hard. Could we see the same again for this £82 million investment vehicle? The average discount to net asset value for investment trusts went from 2.4% at the...
Why you should buy payment processing giant Visa right now
Thursday 03 Nov 2022Buy something on plastic and your credit or debit card is almost certainly powered by either Visa (V:NYSE) or Mastercard (MC:NYSE) – they remain the giants in the electronic payments pool, dominating transactions globally. Between them, the duopoly processes about 340 billion annual transactions...
Hotel group is back in the black after a better first half
Thursday 03 Nov 2022Whitbread ( WTB ) £25.95 Loss to date: -1.2% Original entry point: Buy at £26.26, 19 May 2022 Shares in the UK’s leading hospitality and hotel group are barely changed since we initially recommended buying, despite growing fears of a cost-of-living crisis and a potential recession. As the firm’s...
High-class Lam Research is a brilliant company at a brilliant price
Thursday 27 Oct 2022As the world increasingly embraces a digital-first future, anything that can help the semiconductor industry to drive down costs, boost efficiency and bulk up the power of microchips should have a bright future. This is exactly where Nasdaq-listed Lam Research (LRCX:NASDAQ) oozes pedigree yet its...
Spectris is delivering on its promise, the market should respond
Thursday 27 Oct 2022Spectris ( SXS ) £28.48 Gain to date: 5.1% Original entry point: Buy at £27.09, 28 April 2022 We’re pleased to say it has been ‘full speed ahead’ for precision measurement firm Spectris ( SXS ) since our initial recommendation in April. Despite growing evidence of a global slowdown, organic sales...
F&C Investment Trust can help you weather the storm
Thursday 27 Oct 2022Visibility is clouded and markets volatile at present, which means portfolio diversification should be the watchword for the cautious investor. A great way to gain exposure to a reassuringly broad spread of investments, diversified by geographic region and industry sector, is to buy F&C...