magazine archive
magazine archive
Great Ideas
Why the PayPal rebound story has run its course
Thursday 28 Nov 2024PayPal (PYPL:NASDAQ) $87.77 Gain to date: 60.7% We pitched PayPal (PYPL:NASDAQ) roughly a year ago, arguing that even in the face of fierce payments competition, a single-digit PE (price to earnings) multiple was too tempting to ignore. This week, the stock hit $87.77, its highest level in two...
Take advantage of International Biotechnology Trust’s big discount
Thursday 21 Nov 2024International Biotechnology Trust (IBT) 716p Market cap: £263.2 million Warren Buffett tells investors to be greedy when others are fearful and take advantage of depressed prices. That in a nutshell is the investment proposition for International Biotechnology Trust (IBT) , which sits on an 11%...
Still oodles to like about best-in-class British tech Cerillion
Thursday 21 Nov 2024Cerillion (CER:AIM) £18.90 Gain to date: 19.8% Genuine growth stocks may be hard to come by on the UK market but Cerillion (CER:AIM) is a rare gem which qualifies. Forecast-beating full year results had analysts gushing, with Canaccord Genuity talking up the stock’s chances of more than doubling...
Why SDI’s growth star is set to shine again
Thursday 21 Nov 2024SDI (SDI:AIM) 58p Market cap: £60.6 million The past couple of years have seen many a growth grenade tossed at SDI (SDI:AIM) yet the company has stuck to its largely successful knitting and we expect its fortunes to significantly improve through 2025. A casual glance at the share price chart might...
Occupational health provider Optima Health is a great buy-and-build story
Thursday 14 Nov 2024Optima Health (OPT:AIM) 164.5p Market Cap: £146.1 million As the UK’s leading occupational health provider, Optima Health (OPT:AIM) is uniquely positioned to consolidate a fragmented market via bolt-on acquisitions as well as delivering organic growth faster than the underlying market. Analysts at...
Why British Airways owner International Consolidated Airlines can continue to soar
Thursday 14 Nov 2024International Consolidated Airlines (IAG) 239p Gain to date: 47.5% Since we flagged the appeal of the stock in March, British Airways owner International Consolidated Airlines (IAG) has gone from strength-to-strength. Passenger numbers have increased despite continued pressures on household budgets...
Why investors should expect a MercadoLibre bounce
Thursday 14 Nov 2024MercadoLibre (MELI:NASDAQ) $1,961.16 Gain to date: 28.2% Quarterly reporting maybe great for transparency but it can be a curse for long-run growth stocks, as investors in MercadoLibre (MELI:NASDAQ) are finding out. The stock was thumped last week (7 November) after a third-quarter report saw sales...
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...