magazine archive
magazine archive
Great Ideas
Buy into chemicals company Victrex at an attractive valuation
Thursday 22 May 2025Victrex (VCT) 796p Market cap: £697.29 million In our view chemicals firm Victrex’ (VCT) current valuation is attractive and a great opportunity for investors to snap up the shares. Over the past 30 years the FTSE 250 company has delivered solid earnings growth on a long-term view. The shares are...
JD Wetherspoon continues to demonstrate resilient trading
Thursday 15 May 2025JD Wetherspoon (JDW) 724.4p Profit to date: 20.3% We highlighted pubs group JD Wetherspoon (JDW) in November 2024 as an ‘absolute steal’ based on what we believed were overly-conservative EPS (earnings per share) estimates, putting the business on a forward PE (price to earnings) multiple of just...
Gear4music’s recovery story should strike a chord with investors
Thursday 15 May 2025Gear4music (G4M:AIM) Price: 140p Market cap: £29.1 million Patient investors seeking a growth company trading at a discount to its recent history and offering exciting recovery potential should tune into Gear4music (G4M:AIM) . Shares in the Yorkshire-based outfit peaked above £10 in 2021 during the...
Discover why automated postal machine operator InPost is one of Europe’s fastest growing companies
Thursday 15 May 2025InPost (INPST:AMS) €15.90 Market cap: £6.67 billion Luxembourg-based ecommerce and fulfilment services platform InPost (INPST:AMS) is one of Europe’s fastest-growing companies, yet it is flying under the radar of most retail and institutional investors. Analysts at Jefferies estimate the business...
Spotify is an exciting defensive growth play during market volatility
Thursday 08 May 2025Spotify (SPOT:NYSE) $637.65 Market cap: $130.5 billion It’s been a wild ride for investors this year as global stock markets try to come to terms with Donald Trump’s tariff policy, yet music streaming app Spotify (SPOT:NYSE) has proved incredibly resilient. Year-to-date, the Wall Street-listed...
Why bombed-out sustainability investor Impax Asset Management could see a big bounce
Thursday 08 May 2025Impax Asset Management (IPX:AIM) 150.1p Market cap: £193.6 million ESG (environmental, social, and governance) investing has not been front of mind for many investors since the end of the pandemic as rising interest rates, inflation and the cost-of-living crisis have taken centre stage. Leading...
Jet2’s shares recover from turbulence on buyback and reassuring trading update
Thursday 08 May 2025Jet2 (JET2:AIM) £16.96 Gain to date: 4.5% We included Jet2 (JET2:AIM) in our list of stocks to buy for 2025, noting an undemanding valuation and scope for expansion, and at first that looked like it might have been an error. WHAT HAS HAPPENED SINCE WE SAID BUY? However, the package holidays...
Keurig Dr Pepper shows its defensive qualities
Thursday 01 May 2025Keurig Dr Pepper (KDP:NASDAQ) $34.40 Loss to date: 0.6% We flagged the attractions of Keurig Dr Pepper (KDP:NASDAQ) at $34.60 on 13 June 2024, highlighting the North American beverages play’s diverse brand portfolio – including the iconic, purplish-red canned Dr Pepper – pricing power and cash...
Temporary lull makes this a good time to buy Redwheel UK Equity Income
Thursday 01 May 2025TM Redwheel UK Equity Income Fund (BG342C6) 124p Assets: £501 million Managed by the duo of Ian Lance and Nick Purves, the TM Redwheel UK Equity Income Fund (BG342C6) is the spiritual successor to the pair’s former five-star-rated income fund which they ran at Schroders (SDR) more than 15 years ago...
Why we rate now as a great time to buy Trustpilot
Thursday 01 May 2025Trustpilot (TRST): 220p Market cap: £910 million ‘Trustpilot’s re-rating has only just begun – buy the stock now’. This is what we wrote at the beginning of 2024 when the stock traded at 161p. The shares ended the year at around 300p. Donald Trump’s economic policy has sent stock in the goods and...