magazine archive
magazine archive
Great Ideas
JPMorgan European Growth & Income is the perfect way to invest in outperforming European shares
Thursday 13 Mar 2025JPMorgan European Growth & Income (JEGI) 110.9p Market cap: £466.3 million European equities have outperformed their US counterparts by the widest margin since 2000 so far this year according to Morgan Stanley. All of the major European indices have rallied this year. The German DAX index has...
Time to buy into the real estate recovery with seasoned investor TR Property
Thursday 06 Mar 2025TR Property (TRY) 300p Market cap: £955 million There seems no doubt valuations in the European commercial property sector have stopped falling and in some cases have been rising in recent months, but the recovery is uneven with demand for higher-quality assets outstripping that for lesser-quality...
Share placing at ME International partially removes stock overhang
Thursday 06 Mar 2025ME International (MEGP) 197.8 Gain to date: 23.8% We highlighted instant-service equipment maker ME International (MEGP) as a compelling investment opportunity a year ago. The company, formerly known as Photo-Me International, operates a unique business which generates strong cash flow and high...
Why trainers titan Nike can be a trendsetter again
Thursday 06 Mar 2025Nike (NKE:NYSE) $79.43 Market cap: $117.5 billion Patient investors seeking a high-quality, progressive dividend-paying company with one of the globe’s most iconic brands should buy Nike (NKE:NYSE) , the lately-unloved sportswear giant trading at a discount to its own history with the shares down...
Industry M&A highlights the potential on offer at Intertek
Thursday 27 Feb 2025Intertek (ITRK) £52.30 Market cap: £8.5 billion Apparently, prior to its ultimately unconsummated tie-up talks with SGS (SGSN:SWX) , France’s Bureau Veritas’(BVI:EPA) first choice was to look at UK-listed peer Intertek (ITRK) . In our view investors should take heed of this signal from an industry...
Plans for a state-backed rival continue to rattle Trainline investors and analysts
Thursday 27 Feb 2025Trainline (TRN) 320p Loss to date: 1.6% Since we flagged the stock’s appeal in February last year, shares in online ticketing platform Trainline (TRN) have been up the mountain, peaking at 435p for a paper gain of 36%, and come all the way back down again, leaving us marginally out of pocket. This...
Buy Nexus Infrastructure for its big recovery potential
Thursday 27 Feb 2025Nexus Infrastructure (NEXS:AIM) 134p Market cap: £12.9 million Micro-caps rarely feature as Great Ideas in Shares, but we have made an exception for civil engineering and infrastructure specialist Nexus Infrastructure (NEXS:AIM) which looks to be on the cusp of a change in fortunes. It is only fair...
Affordable housebuilder MJ Gleeson is strongly positioned for a market recovery
Thursday 20 Feb 2025MJ Gleeson (GLE) Price: 495p Market cap: £280 million We originally tipped MJ Gleeson (GLE) at 438p back in May 2023, which wasn’t quite the low but was in time to catch the run all the way up to 650p last October. Today, the shares may not be quite as cheap as they were two years ago, but the...
Why Fevertree continues to fizz with potential
Thursday 20 Feb 2025Fevertree Drinks (FEVR:AIM) 745p Gain to date: 6.6% We urged investors to take a taste of Fevertree Drinks (FEVR:AIM) at 698.5p on 19 December 2024, making the premium mixer drinks firm one of our key 2025 stock selections on the basis the shares were cheap and that negative sentiment towards the...
AB Dynamics is well positioned to drive shareholder value
Thursday 20 Feb 2025AB Dynamics (ABDP:AIM) Price: £18.05 Market Cap: £413 million For those unfamiliar with the story, AB Dynamics (ABDP:AIM) is a leading provider of development, test and verification solutions to the global automotive market. The business was founded in Bradford-on-Avon in 1982 by Tony Best, who...