magazine archive
magazine archive
Great Ideas
Reasons you should stick with London Stock Exchange despite share price
Thursday 09 Jun 2022London Stock Exchange Group ( LSEG ) £74.38 Loss to date: 4.7%. Original entry point: Buy at £78.12, 12 August 2021 Although London Stock Exchange Group ( LSEG ) is trading nearly 5% below the level at which Shares recommended buying the stock, we remain confident in the investment case. First...
FDM is getting set for growth as it sees record levels of activity
Wednesday 01 Jun 2022FDM ( FDM ) 987p Loss to date: 16.9% Original entry point: Buy at £11.88, 20 January 2022 IT contracting services outfit FDM ( FDM ) may have been a disappointing performer in share price terms since we flagged its appeal in January but the company is doing well from an operational perspective. As...
The sell-off in biotech has gone too far, here's how to take advantage
Wednesday 01 Jun 2022The brutal sell-off in biotechnology stocks has presented an opportunity for well-positioned specialist managers to exploit rare bargains in a sector which has historically outperformed the market. We believe the International Biotechnology Trust (IBT) is a great way to get low risk exposure to...
Why the sell-off at JD Sports is an unmissable buying opportunity
Wednesday 01 Jun 2022A sell-off at JD Sports Fashion ( JD. ) presents bargain hunters with an opportunity to bag shares in a high-class retailer at a valuation not seen for years. While it faces inflationary pressures and a consumer spending squeeze, the trainers-to-tracksuits seller has proven pedigree in navigating...
Another positive update from one of the UK’s best-run firms
Wednesday 01 Jun 2022Henry Boot ( BOOT ) 325p Gain to date: 12.6% Original entry point: Buy at 281p, 30 September 2021 There is never a dull moment at property, land and construction group Henry Boot ( BOOT ) . Having raised its full-year earnings guidance in January, the firm proceeded to trump expectations in March...
High street icon delivers an impressive set of results all things considered
Wednesday 01 Jun 2022Marks & Spencer ( MKS ) 152p Loss to date: 14.9% Original entry point: 178.5p, 2 September 2021 With all that has happened since September last year and the swathe of disappointments across the consumer discretionary sector we are pleased with Marks & Spencer’s ( MKS ) performance against...
Why investors should stick with SSE despite windfall tax concerns
Thursday 26 May 2022SSE ( SSE ) £17.29 Gain to date: 11.8% Original entry point: Buy at £15.46 on 3 June 2021 Energy sector shares came under pressure (24 May) after the Financial Times reported the UK chancellor Rishi Sunak had ordered plans to be drawn up to impose a windfall tax on up to £10 billion of excess...
Rampant CentralNic growth not being fairly reflected in the share price
Thursday 26 May 2022CentralNic ( CNIC:AIM ) 133.4p Loss to date: 6.7% Original entry point: Buy at 143p, 25 November 2021 CentralNic ( CNIC:AIM ) continues to shift from its core and historic domain name services to online advertising and marketing, with this part of the business delivering significant organic growth...
Homeserve takeover looks a done deal but there is a chance of a counterbid
Thursday 26 May 2022HomeServe ( HSV ) £11.60 Gain to date: 71.8% Original entry point: Buy at 675p, 24 March 2022 Home repair services group Homeserve ( HSV ) has accepted a £12offer from Brookfield Asset Management. With a slight chance of another institution making a counterbid for the group, we still think it is...
Future is an undervalued growth company with a unique business model
Thursday 26 May 2022Year-to-date shares in media group Future ( FUTR ) have nearly halved. This has resulted in the shares trading on a 2022 price to earnings multiple of 12.2 falling to 11.4 in 2023. This represents an attractive entry point for a company which has a consistent record of delivering earnings growth...