magazine archive
magazine archive
Great Ideas
Our Moneysupermarket tip is up 30% in three months, find out why
Thursday 28 Jul 2022Moneysupermarket ( MONY ) 229.8p Gain to date: 32.1% We said Moneysupermarket ( MONY ) shares were just too cheap when flagging their appeal in early May 2022 and after a very strong set of first half numbers (21 July) it appears the market agrees with us. We also pointed out that price comparison...
Aberforth Smaller Companies offers growth and income with a margin of safety
Thursday 28 Jul 2022Shares acknowledges there could be further volatility to come from small caps, an asset class hit by indiscriminate selling as investors fret over surging inflation, rising rates and a likely recession in 2023. Yet with much bad news already priced in, taking advantage of the stock-picking skills...
Headhunter Hays has ambitious growth plans for the next five years
Thursday 28 Jul 2022Global recruitment firm Hays ( HAS ) is one of those rare stocks which offers something for all types of investor. For growth fans, the company is consistently delivering double-digit increases in net fee income and smashing country records quarter after quarter. For income investors, it is paying...
A great way to get global exposure to healthcare
Thursday 21 Jul 2022In uncertain times it is useful to have some have exposure to defensive and relatively stable areas of the market. This £1.3 billion global tracker fund has done a good job of mirroring the FTSE World Healthcare index for an attractive 0.3% a year ongoing charge. The healthcare sector also provides...
A rare chance to buy into the SDI growth story on less than 20 times earnings
Thursday 21 Jul 2022Pandemic aside, it’s been more than two years since investors could buy shares in AIM-quoted SDI ( SDI:AIM ) on a price to earnings multiple below 20. You can now. The stock currently trades on a forward PE of around 19, and Shares believes investors with an eye for the longer-run recovery of the...
JP Morgan’s real assets trust offers inflation protection and uncorrelated returns
Thursday 21 Jul 2022JP Morgan Global Core Real Assets (JARA) 104.5p Gain to date: 28.6% We recommended buying JP Morgan Global Core Real Assets (JARA) in July 2021, noting that the shares were trading on a 12 month low and a 8% discount to net asset value. This looked interesting given the shares had traded at a...
Continuing earnings growth and increased dividends from Photo-Me International
Thursday 21 Jul 2022Photo-Me International ( PHTM ) 81.2p Gain to date: 14.3% Instant service equipment company Photo-Me International ( PHTM ) has continued to deliver strong business momentum which have propelled the shares higher since we said to buy on 16 June 2022. WHAT’S HAPPENED SINCE WE SAID TO BUY? A very...
Discover why now is a great time to buy McDonald's shares again
Thursday 14 Jul 2022Investors might not have heard much about McDonald’s (MCD:NYSE) of late. It’s not as exciting as younger, faster-growing fast-food chains like Shake Shack (SHAK:NYSE) , Tortilla Mexican Grill ( MEX:AIM ) or even Chipotle (CMG:NYSE) . But McDonald’s shares continue to consistently outpace the market...
Find out why demand for Watches of Switzerland’s products remains undimmed
Thursday 14 Jul 2022Watches of Switzerland ( WOSG ) 758.5p Loss to date: 4.3% We said to buy Watches of Switzerland ( WOSG ) at 792.4p on 16 June 2022, arguing the luxury watches and jewellery seller’s year-to-date share price plunge represented a compelling entry point for investors with time on their side as its...
Redde Northgate has it all: cheap valuation, 6.25% yield and growth
Thursday 14 Jul 2022Darlington-based vehicle hire and accident management group Redde Northgate ( REDD ) has come a long way in the past few years. From historically being a van sales and rental firm, the group now offers fleet management, vehicle repair, service and maintenance, claims management and even the...