magazine archive
magazine archive
Great Ideas
Wise is on track to be a big winner in the cross-border payments market
Thursday 24 Apr 2025Wise Group (WISE) 957.5p Market cap: £12.3 billion International payments provider Wise (WISE) , formerly known as Transferwise, has set its sights on handling £1 trillion of cross-border payments annually compared with £118 billion last year. While that might appear ambitious, nine years ago the...
ProCook’s progress continues to please
Thursday 24 Apr 2025ProCook (PROC) 33p Gain to date: 13.8% We originally highlighted ProCook’s (PROC) recovery and re-rating potential at 29p in October 2024, calling out the direct-to-consumer specialist kitchenware brand’s scope for profitable growth under a refreshed strategy. We noted the Lee Tappenden-led company...
Why we’re staying sweet on Treatt
Thursday 17 Apr 2025Treatt (TET) 214p Loss to date: 54% Shares made Treatt (TET) one of our key selections for 2025 at 465p on the basis the extracts-to-ingredients supplier had a recipe for long-term growth and many of the hallmarks of a high-quality company such as a focus on innovation and strong cash generation...
A rare opportunity to buy high-quality antibody specialist Bioventix on the cheap
Thursday 17 Apr 2025Bioventix (BVXP:AIM) £24.11 Market cap: £127.9 million Opportunities to buy high quality businesses at knock-down prices do not come along every day. We believe specialist antibody maker Bioventix (BVXP:AIM) now falls into this camp. Over the last year Bioventix shares have halved, taking the one-...
Supermarket Income REIT is a durable cash machine to own
Thursday 17 Apr 2025Supermarket Income REIT (SUPR) 77.1p Market cap: £959 million Experts reckon we could survive three days or nine meals with empty supermarket shelves before a full-blown societal collapse. That’s how vital supermarkets are to our everyday existence. So, invest in shares of Tesco (TSCO) , Sainsbury’...
How investors can stay invested at an attractive price with Fidelity Index World
Thursday 10 Apr 2025Fidelity Index World (BJS8SJ3) 326.27p Assets: £10.6 billion Donald Trump’s sweeping global tariffs have triggered a stampede from global equities that to put it mildly, has inflicted short-term pain on investors’ portfolios. Given the US president’s unpredictability, Shares expects markets will...
A 20% profit is on the table at prepared foods maker Bakkavor
Thursday 10 Apr 2025Bakkavor (BAKK) 181.6p Gain to date: 20.7% We urged readers to buy chilled prepared-food maker Bakkavor (BAKK) at 150.5p on 13 March 2025 for its cash generation, defensive attributes and positive trading momentum. Shares spotted scope for a further re-rating of the stock given the private label...
Why you should buy ASML while there is widespread market weakness
Thursday 10 Apr 2025ASML (ASML:AMS) €570 Market cap: €194 billion History tells us that when equities go into freefall investors should buy the market. It’s a point Shares makes more forcefully in our other Great Ideas selection this week, the Fidelity Index World (BJS8SJ3) fund. Pitching the case to buy chip tech...
This trust is delivering rising dividends and capital growth from the ‘Land of the Rising Sun’
Thursday 03 Apr 2025CC Japan Income & Growth Trust (CCJI) 183p Market cap: £246.6 million Asian markets including Japan have been caught-up in the sell-off triggered by Trump’s tariffs war, but the Japanese economy should be less directly affected by the proposed levies than both China and Europe. And the outlook...
Buy 3i Infrastructure for its high quality portfolio trading at an enticing discount
Thursday 03 Apr 20253i Infrastructure (3IN) 320p Market Cap: £2.94 billion Discount to NAV: 15% In our view 3i Infrastructure (3IN) is a unique vehicle in the infrastructure sector which gives investors access to a diversified portfolio of private sector infrastructure businesses positioned to benefit from four...