magazine archive
magazine archive
Great Ideas
Stock pick for 2021: PZ Cussons
Wednesday 23 Dec 2020Risk-tolerant investors should follow respected fund manager Nick Train into PZ Cussons ( PZC ) , the branded consumer goods group embarking on a multi-year turnaround under new chief executive Jonathan Myers. Admittedly, the company’s profits have disappointed in the past, but there is...
Stock pick for 2021: Diageo
Wednesday 23 Dec 2020Quality business Diageo ( DGE ) should benefit from a reopening of society and we think its shares will reward investors handsomely in 2021. Diageo and the wider beverages space have underperformed a relatively buoyant wider consumer staples piece in 2020 as they have suffered from Covid’s...
Stock pick for 2021: Qinetiq
Wednesday 23 Dec 2020Strong revenue gains delivered by QinetiQ’s ( QQ. ) international business is underappreciated by investors and will continue to drive double digit growth. At some point the market will wake up and value the business on a higher rating. Defence, cyber security, evaluation and testing company...
Stock pick for 2021: Ocado
Wednesday 23 Dec 2020Very few UK stocks are targeting global domination but that is the ambition driving the Ocado ( OCDO ) story. The Covid-19 pandemic has shifted the market in its favour, with a significant jump in people around the world shopping for groceries online. This behaviour is likely to accelerate...
Stock pick for 2021: Alibaba
Wednesday 23 Dec 2020China offers huge growth potential in 2021 and beyond and Alibaba (BABA:NYSE) is arguably the best way to play this theme. The country’s answer to Amazon, Alibaba owns the largest online marketplaces in China while Alibaba Cloud is the region’s leading cloud platform. The company went public six...
Stock pick for 2021: Tracsis
Wednesday 23 Dec 2020There are important reasons why 2021 could be a really good year for the Leeds-based transport infrastructure and analytics software company Tracsis ( TRCS:AIM ) . For years Tracsis has scored highly for earnings quality, cash flow and operating efficiency, based on Refinitiv data. It has had a...
Stock pick for 2021: Eurofins Scientific
Wednesday 23 Dec 2020Paris-listed Eurofins Scientific (ERF:EPA) is the world leader in food, biopharmaceutical and cosmetics product testing and environmental laboratory services. It employs over 48,000 people in more than 800 laboratories across 50 countries. Roughly half of annual turnover comes from food and...
Stock pick for 2021: JD Wetherspoon
Wednesday 23 Dec 2020Hospitality has borne the brunt of the economic impact from the coronavirus pandemic and businesses in the sector have seen an unprecedented drop in income with people either blocked under Government restrictions or too nervous to go to the pub or to a restaurant. The future of many firms in the...
Stock pick for 2021: BHP
Wednesday 23 Dec 2020If 2021 is the year of global economic recovery, then one of the best placed stocks to capture that upside could be FTSE 100 miner BHP ( BHP ) . The £98 billion market cap company is one of the world’s biggest producers of iron ore and copper, two metals considered to be economic bellwethers. Iron...
Buy into the structurally-driven Ideagen growth story
Thursday 17 Dec 2020Whatever the relationship between the EU and UK on 1 January 2021, organisations will still need ways to manage the complex maze of bureaucracy and red tape. AIM-quoted Ideagen ( IDEA:AIM ) is a provider of governance, risk and compliance information management software tools to what it describes...