magazine archive
magazine archive
Great Ideas
No-one’s interested in On The Beach which means now is perfect time to buy
Thursday 07 Jul 2022Readers will be aware that hundreds of flights out of the UK are being cancelled as staff scarcity puts pressure on airports and the travel industry. Suggesting that investors buy holidays group On the Beach ( OTB ) in this climate might sound mad, yet Shares believes this is a fundamentally sound...
This trust pays a nice dividend and its share price is up this year
Thursday 07 Jul 2022M urray International (MYI) offers diversified access to the highest growth regions of the world with an attractive 4.5% yield and proven track record of growing the dividend. Steered by veteran fund manager Bruce Stout, Murray International is one of the few investment trusts to post a positive...
Growth fears and consumer spending crisis dent the performance of our 2022 picks
Thursday 07 Jul 2022It’s been a challenging first half of the year for investors with so many stocks falling in value. Our annual stock pick selection features a few bright spots, yet the portfolio is still in negative territory. We can only hope for a much better second-half, though the outlook is far from...
Essentra strategic transformation on track after disposal of packaging unit
Thursday 30 Jun 2022Essentra ( ESNT ) 271p Loss to date: 12.6% We said to buy FTSE 250 components and packaging firm Essentra ( ESNT ) at 310p on 11 November 2021, believing it would benefit from ditching its conglomerate status and becoming a focused industrial parts supplier. This shift might result in better profit...
This currency expert could see profits soar if its growth plan works
Thursday 30 Jun 2022Increased revenue guidance at currency and derivatives specialist Record ( REC ) presents investors with an opportunity to acquire shares in a company that is going places and at an undemanding valuation. Record has $83.1 billion (£67.8 billion) in assets under management equivalent for...
Find out why it’s a marathon not a sprint for our JD Sports call
Thursday 30 Jun 2022JD SPORTS FASHION ( JD. ) 120.6p Gain to date: 0.8% We said to buy JD Sports Fashion ( JD. ) at 119.7p on 1 June 2022, on the basis that its share price decline was overdone. We thought the price offered bargain hunters with an opportunity to invest in a high-class retailer at a low valuation not...
Buy AVI Global for a new spin on value investing
Thursday 30 Jun 2022There has been a clear shift in the market away from growth companies towards value and the rising interest rate environment makes it likely that trend will continue. However, with some of the more obvious value opportunities already being seized on by investors there is merit in seeking out less...
Games Workshop shares have rarely looked as cheap as they do today
Thursday 23 Jun 2022Fantasy games and miniatures maker Games Workshop ( GAW ) is the definition of a business which has chunky gross margins with high and sustainable returns on capital, allowing it to re-invest its cash flow to grow in size or hand back the surplus to shareholders. Its strategy is simple: ‘To make...
Euromoney sees its shares surge higher on private equity bid interest
Thursday 23 Jun 2022EUROMONEY ( ERM ) £13.82 Gain to date: 24% Original entry point: Buy at £11.12 , 7 October 2021 Shares in information services and events firm Euromoney ( ERM ) jumped 25% following confirmation of an approach from private equity firms Astorg Asset Management and Epiris LLP, regarding a possible...
Find out why Liontrust European Growth's roaring success can return
Thursday 23 Jun 2022European markets are under pressure right now and with good reason as the European Central Bank gets more hawkish in the face of mounting inflation and as growth slows. However, we think there are opportunities for good stock-pickers to take advantage of share price weakness and Liontrust European...