magazine archive
magazine archive
Great Ideas
RTW Biotech Opportunities has a great track record which isn't reflected in a wide discount to net asset value
Thursday 13 Jul 2023Since inception in October 2019 RTW Biotech Opportunities (RTW) has delivered 65.3% growth in NAV (net asset value), smashing the performance of the Russell 2000 Biotech index which is down 0.7% as well as the NBI (Nasdaq Biotech Index) which is up 20.6% over the same period. Despite the superior...
EMIS looks an attractive arbitrage call whichever way the cards fall
Thursday 06 Jul 2023This is a little different to the sort of investment ideas Shares typically presents to readers. It is something of an arbitrage play. We see NHS technology platform supplier EMIS ( EMIS:AIM ) as an attractive risk/reward option, where completion of the company’s takeover by $444 billion US peer...
Five-year Morrisons deal another feather in the cap for Eagle Eye Solutions
Thursday 06 Jul 2023EAGLE EYE SOLUTIONS ( EYE:AIM ) 550.25p Loss to date: 9.1% Adding a new banner name to its client roster by signing a five-year deal with the UK’s number four supermarket chain Morrisons is a timely reminder of the potential of Eagle Eye Solutions ( EYE:AIM ) . Eagle Eye’s loyalty and promotions...
Chip equipment maker ASML up 25% in six months as it shrugs off Chinese export ban
Thursday 06 Jul 2023ASML (ASML:AMS) €671.20 Gain to date: 25.6% We selected semiconductor equipment maker ASML (ASML:AMS) as one of our tips for 2023 based on its long-term track record of growing earnings, which we felt was not fully reflected in its valuation after a tough preceding 12-month period for the shares...
Gambling group Rank could see a big earnings boost from new legislation
Thursday 06 Jul 2023Casino and bingo operator Rank ( RNK ) is trading 72% below pre-pandemic levels, and Shares believes the downside now looks limited while the upside from continued normalisation and the benefits from regulatory change could be significant. Big changes are on the cards for the UK gambling sector...
Despite strong gains Ten Entertainment shares remain too cheap
Thursday 29 Jun 2023Ten Entertainment ( TEG:AIM ) 290.45p Gain to date: 35% We highlighted tenpin bowling and family entertainment operator Ten Entertainment ( TEG:AIM ) as a great company trading at a great price on 29 September 2022. The return so far has been very pleasing with the shares up around a third compared...
Buy shares in Shell: it has a big plan to catch up with US rivals
Thursday 29 Jun 2023Energy giant Shell ( SHEL ) is on a mission to play catch-up with its higher-valued US peers and investors should hop on for the ride. New chief executive Wael Sawan pledged laser-like focus on cash and returns at an investor day on 14 June and if he can deliver on his promises, shareholders stand...
How to get exposure to the best UK property assets in one go
Thursday 29 Jun 2023If you could buy a selection of the best-quality UK real estate investment trusts all under one roof rather than individually, it would save a lot of time and effort. You can, thanks to the open-ended VT Gravis UK Listed Property Fund (BK8VW75) . While property has been out of favour recently,...
Reasons not to worry about Halma’s recent share price decline
Thursday 22 Jun 2023HALMA ( HLMA ) £22.77 Gain to date: 9% Sometimes the market is hard to please. On 15 June, life-saving technology company Halma ( HLMA ) reported its twentieth year in a row of record full-year profit and its forty-fourth consecutive year of growing the dividend by 5% or more. However, the share...
Buy Oxford Instruments: a company making big money from focusing on small things
Thursday 22 Jun 2023O xford Instruments’ ( OXIG ) shares have typically traded above 20 times earnings over the last 10 years – a premium rating, but plenty of investors have regretted not buying them over the years. It has delivered a total return upwards of 100% over that period and the company is becoming an even...