magazine archive
magazine archive
Great Ideas
Publishing group Bloomsbury is a growth story worth buying
Thursday 14 Nov 2024Bloomsbury (BMY) 700p Market cap: £571 million Publishing group Bloomsbury (BMY) is a pandemic winner which has kept on winning since Covid. Lockdown saw people rediscover their love of reading, and the company has tapped into and exploited through successful marketing some popular trends in...
Tesco could generate substantial shareholder returns over the next five years
Thursday 07 Nov 2024Tesco (TSCO) 347.2p Market cap: £23.75 billion We believe leading food retailer Tesco (TSCO) is a great risk/return investment opportunity, comprising unappreciated defensive qualities at a time of increased economic uncertainty. As we explain later in the article, Tesco has the potential to...
Why you should hoover up shares in SharkNinja
Thursday 07 Nov 2024SharkNinja (SN:NYSE) $89.10 Gain to date: 82% Market cap: £1.5 billion We flagged SharkNinja’s (SN:NYSE) attractions at $49 in December 2023 and the cleaning and cooking appliance maker’s stock has since rocketed on the delivery of strong growth and upgrades. The share price recently peaked at $111...
JD Wetherspoon shares are much too cheap given its growth prospects
Thursday 07 Nov 2024JD Wetherspoon (JDW) 602p Market cap: £732 million The market has a well-understood tendency to overshoot and undershoot, and in the case of pub group JD Wetherspoon (JDW) we think it has pushed the shares much too low given the qualities of the business and the risks it faces. Considering the...
ProCook can carve off a tasty slice of a fragmented market
Thursday 31 Oct 2024ProCook (PROC) 29p Market cap: £32.7 million Risk-tolerant investors seeking a compelling recovery play with tasty re-rating potential should consider ProCook (PROC) . This direct-to-consumer specialist kitchenware brand is carving out market share gains under management’s refreshed strategy to...
Games Workshop appears to have rediscovered its growth mojo
Thursday 31 Oct 2024Games Workshop (GAW) £119.40 Market Cap: £3.9 billion We flagged fantasy miniatures maker Games Workshop (GAW) in June 2022 at around £63 after the shares had halved in the prior nine months, arguing they rarely traded as cheaply. The shares have since retraced the lost ground but still sit just...
Future shares dive on shock news of CEO departure
Thursday 24 Oct 2024Future (FUTR) 859p Loss to date: 17.5% We flagged media firm Future (FUTR) as a buying opportunity in August after a big retreat from highs above £38 in late 2021. We saw sense in the company’s growth acceleration strategy which included targeted investment in its so-called ‘Hero’ brands – 12...
Why Motorpoint’s exciting recovery has further to run
Thursday 24 Oct 2024Motorpoint (MOTR) 174p Gain to date: 25.2% We highlighted the recovery potential of nearly-new vehicles retailer Motorpoint (MOTR) at 139p on 20 June 2024. The used car dealer had just emerged from its toughest year in a quarter of a century, but we saw numerous upside catalysts in place with the...
Get on board Futura Medical before its big profit breakthrough
Thursday 24 Oct 2024Futura Medical (FUM:AIM) 33p Market Cap: £99.8 million A little over a year ago Shares highlighted a small company with only 12 employees punching way above its weight after it created the first significant innovation in the ED (erectile dysfunction) market in more than 20 years. If anything the...
Take advantage of this rare chance to buy ASML at a bargain price
Thursday 24 Oct 2024ASML (ASML:AMS) €669.80 Market cap: €264.9 billion There’s a lot to be said for buying a great company going through a sticky patch and there’s no doubt, in our minds, that ASML (ASML:AMS) ticks both boxes. Crucially, we firmly believe the latter state of affairs is transitory and that now a great...