magazine archive
magazine archive
Great Ideas
It's time to take the money and run in Lululemon
Thursday 23 Jan 2025Lululemon Athletica (LULU:NASDAQ) Price: $371 Gain to date : 42.7% We recommended investors slip into Canadian athleisure-wear company Lululemon Athletica (LULU:NASDAQ) in August 2024 after the shares had almost halved in value due to concerns over US consumer spending. WHAT HAS HAPPENED SINCE WE...
Why we’re happy to stay plugged in to Currys after 60% rally
Thursday 23 Jan 2025Currys (CURY) 94.1p Gain to date: 56.7% After the takeover saga around Currys came to a close in 2024 we flagged that the electronics retailer was too cheap and had recovery potential. WHAT’S HAPPENED SINCE WE SAID TO BUY? Our hypothesis has proved sound, the shares making substantial progress...
Buy Buffett-beater CT Private Equity Trust for capital growth and quarterly dividends
Thursday 23 Jan 2025CT Private Equity Trust CTPE) 482p Market cap: £348.2 millionDiscount to NAV: 28.6% Companies are staying private for longer, yet retail investors struggle to access the rapid earnings growth on offer in the unlisted space, which is where private equity trusts play a vital role. Private equity has...
Discover why the managers at MIGO Opportunities are so excited by the returns outlook
Thursday 16 Jan 2025MIGO Opportunities (MIGO) 352p Market cap: £71.25 million Discount to NAV: 4% With many investment trusts trading at deep discounts to NAV (net asset value), a great way to exploit the potential for discounts to narrow is by investing in specialist closed-end fund investor MIGO Opportunities Trust...
Value investors should grab a slice of the action with Domino’s Pizza
Thursday 16 Jan 2025Domino’s Pizza Group (DOM) 270p Market cap: £1.05 billion We aren’t a willfully contrarian bunch at Shares, but now and then we come across a stock which seems so beaten-down with so much bad news priced in we just have to take a closer look. A case in point is FTSE 250 fast-food firm Domino’s...
Another record year for ME Group International means we’re happy to stay buyers
Thursday 16 Jan 2025ME Group International (MEGP) 188.6p Gain to date: 18% We highlighted instant-service equipment group Me Group International (MEGP) as a compelling investment opportunity in February 2024. The company’s business model is unique with inherent strengths allowing it to generate high returns on capital...
ProCook continues to outperform the UK kitchenware market
Thursday 16 Jan 2025ProCook (PROC) 37p Gain to date: 22% Kitchenware outfit ProCook (PROC) has continued to outperform its wider market since we said in October 2024 the company was a compelling recovery play. WHAT HAS HAPPENEND SINCE WE LAST SAID BUY? The shares have gained more than 20% benefiting from sales...
CrowdStrike bounces back to reward us with 40% gain
Thursday 09 Jan 2025CrowdStrike (CRWD:NASDAQ) $366.36 Gain to date: 41.5% It is often a good strategy to buy quality companies when something goes wrong and we saw the opportunity to play this dynamic at cyber security giant CrowdStrike (CRWD:NASDAQ) last summer. The company had a central role in a massive global IT...
Broadcom is the ultimate tech picks and shovels play
Thursday 09 Jan 2025Broadcom (AVGO:NASDAQ) $232.55 Market cap: $1,108 billion Traditional investing wisdom says back picks and shovels stock options. The 21st Century’s gold rush is the technology revolution, and you’ll struggle to find a better tech picks and shovels supplier than Broadcom (AVGO:NASDAQ) , in our view...
Seize on a slip in Zotefoams which has created a compelling buying opportunity
Thursday 09 Jan 2025Zotefoams (ZTF) 306p Market cap: £150 million Shares in Zotefoams (ZTF) have been under pressure in recent months and suffered their latest setback after the specialty chemicals maker said it was withdrawing from its carton packaging initiative ReZorce last month. The potential of ReZorce had...