magazine archive
magazine archive
Great Ideas
Hold on to Rightmove shares amid takeover interest
Thursday 05 Sep 2024Rightmove (RMV) 676p Gain to date: 17% Market cap: £4.4 billion On 11 January Shares said that the UK’s biggest property portal Rightmove (RMV) was unloved and should be snapped up by investors due to a bargain-basement valuation. WHAT HAS HAPPENED SINCE WE SAID BUY? On 26 July the company reported...
Why you should still own high-quality Kainos
Thursday 05 Sep 2024Kainos (KNOS) 967.5p Loss to date: 4.8% Talking down growth is never a good sign and Kainos (KNOS) shares show the scars of that mood change. When we flagged the company in May (16 May) it was on the premise that slowing digital workloads bolstered by AI (artificial intelligence) scope to take out...
Discover why Currys’ shares are still far too cheap
Thursday 29 Aug 2024Currys (CURY) 79.25p Gain to date: 31.9% We flagged the recovery potential of electricals retailer Currys (CURY) on 21 March and urged readers to buy the stock at 60.1p on the basis self-help measures were beginning to pay off and the super-size TVs-to-smartphones seller offered a compelling play...
Go for growth with The Global Smaller Companies Trust
Thursday 29 Aug 2024The Global Smaller Companies Trust (GSCT) 166p Market cap: £794.4 million Despite the recent stock market dominance of mega-cap US tech companies, high-quality smaller caps have a longer term record of outperforming. With greater inherent growth potential than their large cap brethren, small caps...
Industrial chains business Renold is a lot more exciting than you think
Thursday 29 Aug 2024Renold (RNO:AIM) 54.71p Market Cap: £123.9 million Making industrial chains and specialist torque transmission products doesn’t sound very exciting but 150-year-old Renold (RNO:AIM) happens to be rather good at it and today is the second largest player globally. The global market is very fragmented...
Why Gaming Realms is still a buy
Thursday 22 Aug 2024Gaming Realms (GMR:AIM) 39.93p Gain to date: 26.4% We flagged AIM-listed games distributor Gaming Realms (GMR:AIM) as an underappreciated growth story on 25 April with the company projected to more than double pre-tax profit over the next three years. Pleasingly, the market appears to be...
Why contrarians should leg-in to Lululemon Athletica
Thursday 22 Aug 2024Lululemon Athletica (LULU:NASDAQ) $260.3 Market cap: $31.2 billion A 50% year-to-date drawdown at Canadian athleisure company Lululemon Athletica (LULU:NASDAQ) presents a buying opportunity for investors who love to snap up quality merchandise at a discount. Until recently, Lululemon, which sells...
Why you should buy set-and-forget multi-manager Alliance Trust
Thursday 22 Aug 2024Alliance Trust (ATST) £12.23 Market cap: £3.45 billion Part of the excitement of investing is actively running your own portfolio, or a portion of it, digging around company fundamentals, assessing opportunities and threats, and owning a piece of a business that you think will produce attractive...
Dunelm is just the right stock to play a revival in consumer spending
Thursday 15 Aug 2024Dunelm (DNLM) £11.70 Market cap: £2.4 billion We have been watching homewares retailer Dunelm (DNLM) for some time now and we think the cycle-low is in for the share price. In fact, the low occurred in April just after the firm released its third-quarter trading update warning of ‘challenging’...
Time to turn sweet on Tate & Lyle
Thursday 15 Aug 2024Tate & Lyle (TATE) 645p Market cap: £2.5 billion Investors have soured on Tate & Lyle (TATE) since the global ingredients group announced the $1.8 billion (£1.4 billion) acquisition of ‘mouthfeel’ specialist CP Kelco in June. The food producer’s shares have fallen more than 20% from May’s...