magazine archive
magazine archive
Great Ideas
Marshalls’ £535 million Marley deal set to ‘transform’ earnings growth
Thursday 14 Apr 2022Marshalls ( MSLH ) 665p Gain to date: 4.1% Original entry point: Buy at 638.5p, 25 February 2021 Building products group Marshalls ( MSLH ) has taken a big step towards its strategic goal of becoming the UK’s leading maker of building products with the £535 million acquisition of Marley. Marley, a...
Our faith in Merchants Trust is rewarded as it nearly doubles the market’s return
Thursday 14 Apr 2022Merchants Trust ( MRCH ) 580p Gain to date: 9.3% Original entry point: Buy at 531p, 30 September 2021 When we flagged the attractions of investment trust Merchants ( MRCH ) in September 2021 we noted it had a track record of outperforming the market and its latest annual results saw it come up...
IP Group shares offer significant upside at a bargain-basement price
Thursday 14 Apr 2022Are you looking for the next big thing? Rather than risk all your money on a single stock, intellectual property investor IP Group ( IPO ) will give you exposure to a portfolio of promising companies, each with a bright idea and the potential to make big money in the future. Not everything will be...
Euromoney set to benefit from strong growth as data-driven businesses excite
Thursday 07 Apr 2022Euromoney Institutional Investor ( ERM ) 993p Loss to date 11.4% Original entry point: Buy at £11.12, 7 October 2021 Investors should stick with Euromoney ( ERM ) despite a soggy recent share price performance as its recovery is coming to fruition. On March 31 the information services and events...
Zoo Digital sets up shop in Scandi-thriller homeland after Bollywood move
Thursday 07 Apr 2022Zoo Digital ( ZOO:AIM ) 119.3p Loss to date: 1.4% Original entry point: Buy at 121p, 13 May 2021 Zoo Digital ( ZOO:AIM ) shares have huffed and puffed for a year but never quite managed to cling on to gains, leaving the performance largely flat since we flagged the stock on 13 May 2021. Yet those...
Invest in Rathbones as a wealth management bid frenzy highlights value appeal
Thursday 07 Apr 2022Royal Bank of Canada’s recent £1.6 billion bid for rival asset manager Brewin Dolphin ( BRW ) at a 62% share price premium, has highlighted what a scarce and valuable asset Rathbones ( RAT ) is on the stock market. And despite a rally on a read-across from the Brewin news, the shares are currently...
Soaring book sales help publisher Bloomsbury beat sales and profit expectations
Thursday 07 Apr 2022Bloomsbury Publishing ( BMY ) 403.2p Gain to date: 42.5% Original entry point: Buy at 283p, 4 February 2021 Our faith in Bloomsbury Publishing ( BMY ) continues to be rewarded with another encouraging trading update (30 Mar). The company guided for revenue to be ‘comfortably ahead’ and profit ‘...
Casual dining group The Fulham Shore offers great scope for growth
Thursday 07 Apr 2022We have admired restaurant group The Fulham Shore ( FUL:AIM ) and its senior management team, which is one of the most experienced in the UK hospitality sector, for some time. We almost recommended buying the shares in late 2019 but luckily given the impact of Covid forgetfulness – or inertia –...
Belvoir continues to enjoy strong tailwinds in the UK property market
Thursday 07 Apr 2022Belvoir Group ( BLV:AIM ) 260p Gain to date: 10.6% Original entry point: Buy at 235p, 10 June 2021 Considering property franchise and finance group Belvoir ( BLV:AIM ) was trading at 280p when it reported first half earnings six months ago, being able to buy shares today at 260p after such a...
Homeserve shares surge higher on bid approach
Thursday 31 Mar 2022Homeserve ( HSV ) 880p Gain to date: 30% Original entry point: Buy at 675p, 24 March 2022 Just as soon as we had recommended home repair services group Homeserve ( HSV ) as a buy on 24 March, its shares jumped sharply following news that Brookfield was considering a possible offer for the group...