magazine archive
magazine archive
Great Ideas
Why every ESG investor should buy this property stock now
Thursday 12 May 2022For investors who want to put their money to work in ESG (environmental, social and governance) stocks it can be hard to find companies which really meet the ‘S’ or social part of the equation. Step forward property firm Home REIT (HOME) , whose whole purpose is to help solve one of the biggest...
Take advantage of share price weakness to buy K3 Capital at a knockdown price
Thursday 12 May 2022K3 Capital ( K3C:AIM ) 230p Loss to date: 18.7% Original entry point: Buy at 283p, 24 February 2022 It has been a disappointing couple of months on the market for multi-disciplinary professional services provider K3 Capital ( K3C:AIM ) . The most probable cause of share price weakness is related to...
Buy dominant Adobe now before rest of the market wakes up to its appeal
Thursday 12 May 2022Betting against the market is always risky and it may feel contrarian to be thinking about buying anything technology-related. But we think Adobe (ADBE:NASDAQ) stands out for three clear reasons: its consistently strong financial performance; its exposure to structurally growing markets; and its...
Find out why WH Smith remains an exciting Covid recovery play
Thursday 05 May 2022WH SMITH ( SMWH ) £14.45 Loss to date: 14.3% Original entry point: Buy at £16.86, 27 January 2022 While shares in WH Smith ( SMWH ) have struggled this year, we were pleased to see the books, stationery and snacks seller report a return to profit for the six months to 28 February. The retailer...
A tight power market continues to drive earnings upgrades at Drax
Thursday 05 May 2022Drax ( DRX ) 811p Gain to Date: 21.6% Original entry point: Buy at 667p on 10 March 2022 It is pleasing to see the shares perform well, but arguably the gains are supported by continued improvement in the fundamentals of the business. A strong first quarter prompted Longspur Research analyst Adam...
Why we’re sticking with formidable long-run performer Fidelity Special Values
Thursday 05 May 2022FIDELITY SPECIAL VALUES (FSV) 283.5p Loss to date: 7.5% Original entry point: Buy at 306.6p, 11 November 2021 We remain positive on Fidelity Special Values (FSV) despite the 7.5% loss since highlighting its attractions last November. First-half results showed net asset value total return down 4.5%...
2022 should prove a pivotal year for GlaxoSmithKline
Thursday 05 May 2022GlaxoSmithKline ( GSK ) £17.96 Gain to date: 36% Original entry point: Buy at £13.21 on 5 November 2020 Investor sentiment towards GlaxoSmithKline ( GSK ) has continued to improve based upon a combination of self-help and agitation from activist investor Elliott Advisors. Meanwhile a more...
Shares in comparison website owner Moneysupermarket are too cheap to ignore
Thursday 05 May 2022A new study by Which? has found nearly one in 10 people (8%) are taking out new credit cards to cope with the cost-of-living crisis. Moneysupermarket ( MONY ) is one of the first places people visit when looking for deals on financial products. With the price of everything from food to fuel and...
This is how to find a winning combination of cheap stocks and inflation protection
Thursday 05 May 2022In an inflationary environment buying an investment trust which offers exposure to both cheap equities and alternative assets like infrastructure which have inflation protection looks a sensible approach. Shares has identified just such a vehicle in the form of Momentum Multi-Asset Value Trust (...
Strong reasons to buy Strix, a global leader in niche market
Thursday 28 Apr 2022The UK can make fair claim to global leadership in industries as diverse as financial services, medical research, artificial intelligence, the arts and electronics. Strix ( KETL:AIM ) slips neatly into the latter category, and even if the name is new to you, its technology is probably not. Isle of...