magazine archive
magazine archive
Great Ideas
Why Ten Entertainment shares are too cheap to ignore
Thursday 29 Sep 2022Tenpin bowling and family entertainment company Ten Entertainment ( TEG:AIM ) has all the attributes of a great investment at a great price. Operationally, the business has performed superbly over the last two years against a difficult macroeconomic backdrop. It is positioned to continue to...
With the pound falling, use this trust to invest overseas in quality companies
Thursday 29 Sep 2022At the beginning of September 2022, the Scottish Investment Trust was subsumed into JPMorgan Global Growth & Income (JGGI) . We think this is good news for anyone who has come across from the Scottish Investment Trust and for existing investors in the JPMorgan fund. For those not already...
Fresh hope for Unilever revival as Jope says long goodbye
Thursday 29 Sep 2022UNILEVER ( ULVR ) £40.64 Gain to date: 2.1% Shares in Unilever ( ULVR ) are up 2.1% since we suggested buying the consumer goods goliath at £39.79 on 4 August 2022, arguing a rally from March’s five-year lows at the Marmite-to-Magnum ice cream maker had further to run aided by a better macro...
Cloud computing is a megatrend investors need in their portfolios
Thursday 22 Sep 2022The emergence of cloud computing has been one of the most successful investment themes over the past decade, and it promises to create wealth for investors long into the future. That’s why we believe First Trust Cloud Computing ETF (FSKY) is not just a play for the next few years, as we (hopefully...
This trust benefits from the race for businesses to be more energy efficient
Thursday 22 Sep 2022Companies are under pressure to cut costs, which means energy saving measures are a priority discussion in the boardroom. One of the quickest and easiest ways to reduce energy usage and carbon emissions is to be more efficient in the way energy is used in the first place. While building new nuclear...
Why CentralNic should end constant share placings to fund M&A
Thursday 15 Sep 2022CentralNic ( CNIC:AIM ) 116.5p Loss to date: 18.5% Small cap internet expert CentralNic ( CNIC:AIM ) continues to stubbornly frustrate shareholders even in the face of continued rapid growth. Since shifting focus from domain name management to online marketing services the company has produced a...
High-quality drinks pick Pernod Ricard sells at a tasty discount to peers
Thursday 15 Sep 2022Investors who’ve been richly rewarded by backing alcoholic drinks maker Diageo ( DGE ) should buy another large cap consumer defensive with tasty long-run growth prospects, namely its smaller spirits rival Pernod Ricard (RI:EPA) . Shares in the French drinks group are trading on a prospective price...
Grab a slice of top performing Bellevue Healthcare Trust at a discount to NAV
Thursday 15 Sep 2022The Bellevue Healthcare Trust (BBH) has built an enviable track record since launching in 2016. Shares believes the 5.6% discount to NAV (net asset value) presents investors with an attractive entry point. The trust has delivered three-and five-year total returns in NAV of 70.3% and 91.8%...
Investors should add to Taylor Maritime before the shares sail higher
Thursday 08 Sep 2022Taylor Maritime Investments (TMI) $1.39 Gain to date: 7.6% We recommended buying Taylor Maritime (TMI) last October at a price of $1.31 following its highly successful IPO (initial public offering) in June 2021. Our thesis was that with the seaborn freight market booming as the global economy got...
Why we think putting customers first will pay off for Jet2
Thursday 08 Sep 2022Jet2 ( JET2:AIM ) 883.2p Loss to date: 7.7% We always knew Jet2 ( JET2:AIM ) faced some hefty challenges this year, and we got that spot on. The demand surge we predicted if Europe avoided the possibility of an extended Covid recovery hangover has also come good. So strong has the rebound been for...