magazine archive
magazine archive
Great Ideas
There could be a big pot of gold awaiting Rainbow Rare Earths
Thursday 01 Jun 2023A potentially huge catalyst is coming in the next couple of months for Rainbow Rare Earths ( RBW:AIM ) which could see a significant uplift in the company’s valuation. For investors prepared to take the risk this could offer significant rewards, although this is only a trade to make with money you...
Time to cut losses after Hunting’s swift reversal of fortunes
Thursday 25 May 2023Hunting ( HTG ) 208p Loss to date: 26.6% We flagged the appeal of energy services firm Hunting ( HTG ) at 283.5p in September 2022 as a means of playing a rebound in spending by the sector off the back of strong oil and gas prices. Hunting is particularly exposed to rig activity in North America...
SSP is great way to play the recovery in global travel
Thursday 25 May 2023One of the most notable trends of the last year has been the rebound in travel, both in the UK and across the globe, as workers have gone back to their offices and holidaymakers have gone on what the media likes to refer to as ‘revenge travel’, making up for trips which were put off due to the...
This global equities fund may not stay under the radar for long
Thursday 25 May 2023Top quartile in terms of performance over the past 12 months, under-the-radar fund VT Cantab Sustainable Global Equity (BK5XL00) deserves a closer look. It was one of the few growth funds to deliver a positive return in 2022, a year where US stock markets experienced a miserable showing and growth...
Buy into Smiths’ ongoing operational transformation
Thursday 18 May 2023Targeting largely defensive and highly regulated niches, Smiths Group ( SMIN ) has created a virtuous circle of high barriers to entry and increasing market share. Better still, it is in the middle of a transformation capable of adding millions in value for shareholders. Smiths’ calls itself a ‘...
Smart cookies who followed us into Mondelez are 23% in the money
Thursday 18 May 2023MONDELEZ INTERNATIONAL (MDLZ:NASDAQ) $77.86 Gain to date: 23.2% Shares in snacking giant Mondelez International (MDLZ:NASDAQ) are up more than 23% since we urged readers to buy at $63.22 on 10 November last year, with the stock testing fresh all-time highs. Investors evidently have a strong...
A great way to invest in world-beating companies from across the Channel
Thursday 18 May 2023Conventional wisdom says the US is the only place to find world-beating companies while Europe has lots of ‘interesting’ niche businesses like specialist engineering and luxury goods companies. The truth is Europe has dozens of companies which are at least on a par with if not well ahead of their...
Why Mastercard is a great stock for investors young and old
Thursday 11 May 2023Whether you’re young and just starting to accumulate wealth in your ISA or you’re in your 50s or 60s and thinking about winding down from work, Mastercard (MA:NYSE) is a great stock to own in a diversified investment portfolio. The global credit and debit card monster oozes high-quality,...
The time is right to back emerging markets and this fund has a lot to offer
Thursday 11 May 2023After a difficult period for emerging market stocks, the odds have tilted in their favour. A reversal in the strong dollar, China’s emergence from zero-Covid restrictions and cheap valuations add up to an attractive mix for those prepared to stomach the risks and volatility associated with...
Ashtead Technology shares are up 48% since we said to buy
Thursday 11 May 2023Ashtead Technology ( AT.:AIM ) 370p Gain to date: 48% We said to invest in sub-sea equipment provider Ashtead Technology ( AT.:AIM ) at 250p in October 2022, suggesting the company could emulate its former parent, tool hire firm Ashtead ( AHT ) . While it remains some way off the delivering the...