magazine archive
magazine archive
Great Ideas
Baillie Gifford ‘best ideas’ trust may not stay cheap for long
Thursday 04 Jul 2019Investors seeking to complement mainstream UK value and income-oriented funds with a concentrated, actively managed best ideas growth trust should snap up Baillie Gifford UK Growth Fund ( BGUK ) . The only Baillie Gifford-managed investment trust trading at a significant discount to net asset value...
Regional REIT shows there is still life in UK property
Thursday 04 Jul 2019A £50m fundraise at 106.5p, which is open to retail investors via most investment platforms until 18 July, will enable UK real estate investment trust Regional REIT ( RGL ) to make some headway on a large pipeline of opportunities in the commercial property space. We think this move could create...
Kainos is at the forefront of a digital transformation
Thursday 27 Jun 2019You won’t find too many businesses and organisations refusing to bow to digital transformation and Kainos ( KNOS ) is there to help. It is a built-in-Britain IT business that does three things. First, it helps typically large organisations transition their processes and operations into the 21st...
The price is right: Royal Mail shares are now a bargain
Thursday 27 Jun 2019Are you feeling brave and are happy to make a contrarian call? Royal Mail ( RMG ) looks like a very interesting ‘buy’ at the current price, albeit recognising this is a high-risk investment. Shares in Royal Mail have fallen by 69% in the past year or so on worries about its shrinking legacy...
888 has a plan for a sporty comeback
Thursday 20 Jun 2019The tough regulatory backdrop has seen shares in the largest London-listed gambling sector names fall by an average 43% over the past 12 months. We believe investors may have overreacted and are therefore missing out on some good opportunities, one of which is online gambling specialist 888 ( 888...
Tech recruitment specialist SThree enjoys strong first half
Thursday 20 Jun 2019STHREE ( STHR ) 292p Gain to date: 0.7% Original entry point: Buy at 290p, 23 May 2019 Specialist recruitment firm SThree ( STHR ) posted a reassuring half-year update (14 Jun), putting it on track to meet its full year targets. Group net fee income, also known as gross profit, grew by 9% to £163m...
A superb way to access the world of small caps
Thursday 20 Jun 2019All serious investors need a small cap fund in their portfolio and Invesco Perpetual UK Smaller Companies ( IPU ) is a cracker of an investment trust to buy now. Smaller companies have the potential to generate high returns for investors as contract wins, a rise in customer numbers and market share...
Invest in Carnival now it’s a higher quality business
Thursday 13 Jun 2019After a great run between 2015 and 2017, shares in cruise ship operator Carnival have been in retreat for some time. We think the stock has fallen too far and that now is a great time to buy. Its dividend has increased at a compound annual growth rate of 13.5% over five years, while the number of...
Why it’s the right time to invest with RIT Capital
Thursday 13 Jun 2019Sometimes it is better to pay a premium price to get a product that is high quality and could serve you well for a long time in the future. That’s certainly how we feel about RIT Capital Partners ( RCP ) which is trading on an 8.6% premium to net asset value (NAV). The investment trust should...
Why you should buy Marston’s for a 7% yield
Thursday 06 Jun 2019The tough market backdrop may have blinded investors to the impressive re-positioning of pub and brewing firm Marston’s. Free cash flow is expected to rise from £47m in 2019 to more than £80m in 2022, according to broker Shore Capital, and this helps underpin a 7%-plus dividend yield. We see...