magazine archive
magazine archive
Great Ideas
Sensible time to bank some profit after Lam Research nearly doubles
Thursday 03 Aug 2023Lam Research (LRCX:NASDAQ) $718.49 Gain to date: 92% The mood is changing around microchips, where oversupply issues may have peaked and demand is getting back on the front foot. Microchips kit maker Lam Research (LRCX:NASDAQ) hinted at the importance of both factors in its latest quarterly results...
Don’t be angry at Heineken’s results as the future looks a lot brighter
Thursday 03 Aug 2023Heineken (HEIA:ASM) €89.44 Loss to date: 6.5% We highlighted Dutch brewing group Heineken (HEIA:ASM) on 20 July for its steady long-term earnings growth which has averaged 8.7% a year since 1992 and the fact the shares traded at their cheapest in a decade based on a cyclically adjusted price to...
Buy cash generative Inchcape: the shares are cheap and there’s plenty of fuel in the tank
Thursday 03 Aug 2023Leading global automotive distributor Inchcape’s ( INCH ) resilient business model and growth potential remain underappreciated by investors. Now is a great time to buy the shares, which are cheap relative to history. Through its ‘Accelerate’ strategy, the FTSE 250 company is helping to consolidate...
Latest deal shows 3i Infrastructure is undervalued and investors should snap up the shares
Thursday 27 Jul 2023News that 3i Infrastructure (3IN) is selling its 25% stake in Attero at a significant premium to its valuation just four months ago confirms for us the market is undervaluing the shares. The investment trust, which comes from the same stable as 3i Group (III) , a core shareholder and one of the...
Buy Volution: it deserves a valuation in line with high quality UK industrial peers
Thursday 27 Jul 2023Companies with regulatory drivers underpinning their business should be highly prized, particularly in the current economic environment. A recent pullback in the share price of ventilation products maker Volution ( FAN ) has created an opportunity to invest in just such an outfit. Volution bears...
This mining stock has jumped by 76% since we said to buy in June
Thursday 20 Jul 2023Rainbow Rare Earths ( RBW:AIM ) 14.26p Gain to date: 76% We said to buy Rainbow Rare Earths ( RBW:AIM ) at 8.1p in anticipation of good news – principally that a pilot plant would demonstrate it could produce rare earths to the required specifications for sale. Achieving that milestone would help...
Find out why Starbucks’ new boss is full of beans
Thursday 20 Jul 2023Investors thirsty for a globally diversified dividend-payer with a long growth runway in developing and emerging markets should invest in Starbucks (SBUX:NASDAQ) . The coffee roaster and retailer has operations in more than 80 markets led by the US and its second biggest market, China. Even if...
Heineken is a quality business with bright prospects and cheap shares
Thursday 20 Jul 2023Given concerns over the valuation of the US market after the latest blow-off rally in a small cohort of technology stocks, global investors are starting to look for international value stocks which have resilient earnings but look underrated compared to their sector peers. Dutch brewing group...
Market is too negative on Meeson’s Jet2 departure, creating a new buying opportunity
Thursday 13 Jul 2023Jet2 ( JET2 ) £11.28 Loss to date: 12.6% If the esteem in which investors hold an executive is measured by share price action on their departure news, Jet2’s ( JET2:AIM ) Philip Meeson could barely hold a higher reputation. News that Meeson is planning his retirement saw the company’s share price...
Life insurer Phoenix Group boasts hidden value and a compelling dividend yield
Thursday 13 Jul 2023With all the hype around technology stocks, and AI (artificial intelligence) in particular, the UK life insurance sector is probably a long way down the list of investors’ priorities right now, yet for value players as well as income seekers there is plenty to like. On one hand, the unrecognised...