magazine archive
magazine archive
Great Ideas
FDM is getting set for growth as it sees record levels of activity
Wednesday 01 Jun 2022FDM ( FDM ) 987p Loss to date: 16.9% Original entry point: Buy at £11.88, 20 January 2022 IT contracting services outfit FDM ( FDM ) may have been a disappointing performer in share price terms since we flagged its appeal in January but the company is doing well from an operational perspective. As...
The sell-off in biotech has gone too far, here's how to take advantage
Wednesday 01 Jun 2022The brutal sell-off in biotechnology stocks has presented an opportunity for well-positioned specialist managers to exploit rare bargains in a sector which has historically outperformed the market. We believe the International Biotechnology Trust (IBT) is a great way to get low risk exposure to...
Why the sell-off at JD Sports is an unmissable buying opportunity
Wednesday 01 Jun 2022A sell-off at JD Sports Fashion ( JD. ) presents bargain hunters with an opportunity to bag shares in a high-class retailer at a valuation not seen for years. While it faces inflationary pressures and a consumer spending squeeze, the trainers-to-tracksuits seller has proven pedigree in navigating...
Another positive update from one of the UK’s best-run firms
Wednesday 01 Jun 2022Henry Boot ( BOOT ) 325p Gain to date: 12.6% Original entry point: Buy at 281p, 30 September 2021 There is never a dull moment at property, land and construction group Henry Boot ( BOOT ) . Having raised its full-year earnings guidance in January, the firm proceeded to trump expectations in March...
High street icon delivers an impressive set of results all things considered
Wednesday 01 Jun 2022Marks & Spencer ( MKS ) 152p Loss to date: 14.9% Original entry point: 178.5p, 2 September 2021 With all that has happened since September last year and the swathe of disappointments across the consumer discretionary sector we are pleased with Marks & Spencer’s ( MKS ) performance against...
Why investors should stick with SSE despite windfall tax concerns
Thursday 26 May 2022SSE ( SSE ) £17.29 Gain to date: 11.8% Original entry point: Buy at £15.46 on 3 June 2021 Energy sector shares came under pressure (24 May) after the Financial Times reported the UK chancellor Rishi Sunak had ordered plans to be drawn up to impose a windfall tax on up to £10 billion of excess...
Rampant CentralNic growth not being fairly reflected in the share price
Thursday 26 May 2022CentralNic ( CNIC:AIM ) 133.4p Loss to date: 6.7% Original entry point: Buy at 143p, 25 November 2021 CentralNic ( CNIC:AIM ) continues to shift from its core and historic domain name services to online advertising and marketing, with this part of the business delivering significant organic growth...
Homeserve takeover looks a done deal but there is a chance of a counterbid
Thursday 26 May 2022HomeServe ( HSV ) £11.60 Gain to date: 71.8% Original entry point: Buy at 675p, 24 March 2022 Home repair services group Homeserve ( HSV ) has accepted a £12offer from Brookfield Asset Management. With a slight chance of another institution making a counterbid for the group, we still think it is...
Future is an undervalued growth company with a unique business model
Thursday 26 May 2022Year-to-date shares in media group Future ( FUTR ) have nearly halved. This has resulted in the shares trading on a 2022 price to earnings multiple of 12.2 falling to 11.4 in 2023. This represents an attractive entry point for a company which has a consistent record of delivering earnings growth...
Euromoney enjoys strong recovery with results set to beat expectations
Thursday 26 May 2022Euromoney ( ERM ) £10.18 Loss to date: 8.4% Original entry point: Buy at £11.12, 7 October 2021. Despite nursing an 8.4% loss on our buy recommendation on Euromoney ( ERM ) , we continue to be constructive on the company following particularly strong first-half results (19 May). The numbers were...