magazine archive
magazine archive
Great Ideas
O Canada! Use this trust to play the country's strong economic outlook
Thursday 09 Nov 2023A 21% discount to NAV (net asset value) Middlefield Canadian Income Trust (MCT) presents exciting potential upside for investors. Focused on generating high income from great Canadian businesses, this trust has faced a headwind from rising rates and has posted a negative one-year share price total...
AG Barr continues to impress as it adds Rio to the mix
Thursday 02 Nov 2023AG Barr ( BAG ) 497p Gain to date: 2.6% We said to buy soft drinks maker AG Barr ( BAG ) at 484.5p in August arguing the business was not being given due credit for the momentum behind its sales and observing it was strategically well-placed for further growth despite the looming departure of its...
Tribal is an attractive trading opportunity on buyout getting green-lit
Thursday 02 Nov 2023We rarely recommend ‘playing’ the markets but occasionally an opportunity presents itself that may suit certain readers. The situation at Tribal ( TRB:AIM ) stands out, and we believe there could be around 15% upside on the table for limited risk. Tribal is an education software firm based in...
Buy quality outfit RELX: this is an underappreciated AI winner
Thursday 02 Nov 2023RELX ( REL ) £28.83 Market cap: £53.9 billion Shares in information provider and data analytics specialist RELX ( REL ) rarely look cheap and today is no exception. However, this is a really excellent business, whose track record stands up over the long term and which is well positioned to adapt to...
The big value indicator telling you Rio Tinto is a buy
Thursday 26 Oct 2023One indicator of value is the dividend yield. A high yield is typically telling you two things – either the market knows a company is struggling and the dividend is under threat, or the share price is too low and the dividend is safe. We think the latter is the case for FTSE 100 diversified mining...
How this fund has benefited from a focus on cheap stocks in a cheap market
Thursday 26 Oct 2023The Schroder Recovery Fund (B3VVG60) aims to generate capital gains superior to the FTSE All-Share Total Return Index, net of fees, over a three- to five-year horizon by investing in ‘UK companies which have suffered a severe setback in either share price or profitability’. The fund was launched...
Rising global tensions and strategic shift power Shell to all-time high
Thursday 19 Oct 2023When we recommended oil and gas giant Shell ( SHEL ) at the end of June, we flagged the new chief executive’s determination to improve margins, cash and shareholder returns as a key reason to own the shares. Clearly, we didn’t anticipate a further rise in global geopolitical tensions, as we are...
This global quality dividend growth tracker fund is fit for all seasons
Thursday 19 Oct 2023There is so much uncertainty facing investors from geopolitical stresses to inflation, the highest interest rates in two decades and potentially a recession. Finding an investment strategy to work amid all those risks is a big challenge, but the WisdomTree Global Quality Dividend Growth ETF (GGRG)...
Unicorn UK Smaller Companies is the smart way to position for the recovery of an unloved asset class
Thursday 19 Oct 2023Over the longer term, UK small caps have historically outperformed their larger cap brethren, but prevailing investor sentiment towards smaller companies remains poor due to stubborn inflation, higher interest rates and recessionary fears. It won’t be like this all the time. One smart way to gain...
Buy animal genetics firm Genus ahead of its next exciting growth phase
Thursday 12 Oct 2023Shareholders in leading global animal genetics specialist Genus ( GNS ) have been through a rough couple of years with the shares losing just under two-thirds of their value. The fall can be attributed to a big derating in the shares which has seen the forward PE (price to earnings) ratio fall from...