magazine archive
magazine archive
Great Ideas
Strong demand and limited supply are driving solid growth at Tritax Eurobox
Thursday 26 May 2022Given how hot the logistics and warehousing sector is, it is surprising to find one of the leading European operators trading at a 20% discount to NAV (net asset value). Yet that is the situation at Tritax Eurobox (BOXE) , which owns a €1.6 billion portfolio of assets giving it an NAV per share of...
Diversified Energy company delivers on dividends and offers an 11%-plus yield
Thursday 19 May 2022Diversified Energy Company ( DEC ) 123.9p Gain to date: 4.1% Original entry point: Buy at 118.8p, 31 March 2022 US natural gas producer Diversified Energy Company ( DEC ) has moved higher since we said to buy in March and its first quarter numbers reinforced our view that the stock is a good option...
Disney has recovered some of its magic as subscriber growth beats expectations
Thursday 19 May 2022Walt Disney (DIS:NYSE) $105.18 Loss to date: 38.7% Original entry point: Buy at $171.82, 17 May 2022 It’s been a tough start to the year for Walt Disney (DIS:NYSE) but the company’s latest quarterly update (11 May) gave investors some cause for new hope. The owner of the eponymous Disney franchise...
Premier Inn owner looks good if more people choose a staycation
Thursday 19 May 2022While UK consumers grapple with the rising cost of living, the one thing we’re betting they won’t want to give up this year is their summer holiday, even if it means settling for a cheap staycation. As the UK’s largest hospitality business with over 90,000 rooms, and a rapidly expanding presence in...
This fund is ideal for a more cautious investor wanting a bit of income
Thursday 19 May 2022Volatile conditions currently seen in global markets present an opportunity to get exposure to good companies at much cheaper prices. In the long-term you may look back at periods like now and realise they were great times to invest, even though it didn’t feel like it at the time. We’ve found a...
Africa’s number two mobile provider delivers on sales and margins
Thursday 19 May 2022Airtel Africa ( AAF ) 140p Loss to date: 4.6% Original entry point 146.69p, 21 April 2022 Given the drubbing handed out to global stock markets since we said to buy FTSE 100 firm Airtel Africa ( AAF ) , we’ll take a sub-5% loss on our opening price with grace. The group’s full-year results more...
Building materials firm unfairly punished after latest trading update
Thursday 19 May 2022Marshalls ( MSLH ) 530p Loss to date: 17% Original entry point: Buy at 638.5p, 25 February 2021 If we owned a crystal ball and had foreseen the last month’s sell-off we could have closed our trade on Marshalls ( MSLH ) and congratulated ourselves on a job well done. As it is, the shares are now 17...
Impressive SDI flags record year with another to follow
Thursday 12 May 2022SDI ( SDI:AIM ) 170p Loss to date: 2.6% Original entry point: Buy at 174.5p, 27 May 2021 Having drifted lower amid a wider sell-off for growth and technology stocks, a stellar trading update on 6 May has helped give science kit maker SDI ( SDI:AIM ) a boost. SDI is a collection of businesses which...
Take advantage of a rare opportunity to buy Smithson at a discount
Thursday 12 May 2022Smithson (SSON) £12.84 Loss to date: 32.9% Original entry point: Buy at £19.15, 2 September 2021 Shares in Fundsmith’s mid-cap focused investment trust Smithson (SSON) are now trading at an 8% discount to net asset value, a significant change to the premium at which it has generally traded since...
How Latitude Horizon protects against capital losses and inflation now
Thursday 12 May 2022Latitude Horizon Fund (BG1TMR8) 126p Gain to date: 2.4% Original entry point: Buy at 123p, 14 October 2021 Shares highlighted the potential for this all-weather fund to shine in trickier markets and rising prices. Pleasingly the fund has delivered a positive return compared with double-digit losses...