magazine archive
magazine archive
Great Ideas
Buy Keywords Studios now while its share price is depressed
Thursday 14 Sep 2023Leading outsourced service provider to the global gaming industry, Keywords Studios ( KWS:AIM ) is one of the most successful companies to float on AIM, growing from a £50 million market valuation to its current size of £1 billion. Growth stocks went out of favour when interest rates shot up, hence...
Why it is time for investors to turn to JPMorgan Japanese
Thursday 14 Sep 2023An 8% share price discount to net asset value on JPMorgan Japanese (JFJ) presents a compelling entry point for a capital growth-focused trust with a strong long-run performance record. It has a portfolio packed with quality Japanese growth companies with good governance. Yen weakness hasn’t been...
Clarity over new manager gives International Biotechnology Trust a welcome boost
Thursday 14 Sep 2023International Biotechnology Trust (IBT) 650p Gain to date: 4.8% We said to buy shares in International Biotechnology Trust (IBT) on 1 June 2022 at 620.1p as there was an opportunity to buy cheaply into a sector that had been heavily sold off. Biotech can be a high-risk place to invest and so using...
Shares in Rainbow Rare Earths have doubled since we said to buy three months ago
Thursday 07 Sep 2023Rainbow Rare Earths ( RBW:AIM ) 16.4p Gain to date: 103% We flagged Rainbow Rare Earths ( RBW:AIM ) at the beginning of June at 8.1p – citing a big catalyst on the horizon if it could prove it could deliver rare earths at the required specifications from its Phalaborwa project in South Africa. This...
Adriatic Metals on the cusp of big cash flow so buy now
Thursday 07 Sep 2023Miner Adriatic Metals ( ADT1 ) is set to commence production from its Vares silver-zinc-lead-copper-gold-antinomy project in the fourth quarter of 2023 and has exciting exploration potential. It is a good time to invest in the stock and we see scope for significant gains in both the short and...
Time to book a 66% profit in Ashtead Technology shares
Thursday 07 Sep 2023Ashtead Technology ( AT.:AIM ) 414p Gain to date: 65.6% We added Ashtead Technology ( AT.:AIM ) to our Great Ideas portfolio a little less than a year ago at 250p and since then it has made great strides, rewarding our faith in spades. We saw scope for the company, which hires out underwater...
Buy the trust which invests in ‘quality companies for uncertain times’
Thursday 07 Sep 2023Class never goes out of style, as they say, and Jamie Ross, manager of Henderson EuroTrust (BP6QR38) , is a big believer in buying best-in-class companies in terms of growth, quality and consistency. Ross invests across Europe, excluding the UK, seeking out businesses with high and sustainable...
Small cap retailer Marks Electrical won’t stay under the radar for long
Thursday 31 Aug 2023We believe Marks Electrical ( MRK:AIM ) has the potential to grow earnings at an attractive rate over the next few years driven by geographical expansion and market share gains. Although the shares have only been publicly traded since November 2021, the company has been honing its customer...
Infrastructure engineer Costain looks far too cheap given its prospects
Thursday 31 Aug 2023It isn’t often we come across stocks on a low single-digit PE (price to earnings) multiple with a net cash pile almost equal to their market value but infrastructure and engineering group Costain ( COST ) is one. Its half-year results were steady rather than spectacular – revenue was flat,...
This iShares quality shares tracker is doing exactly the job we hoped
Thursday 31 Aug 2023iShares Edge MSCI World Quality Factor ETF (IWFQ) £42.80 Gain to date: 6.2% When flagging the iShares Edge MSCI World Quality Factor ETF (IWFQ) back in March we were working to a simple hypothesis. Rather than deciding the stocks you want to own as the basis for a diversified investment portfolio,...