magazine archive
magazine archive
Great Ideas
Stock pick for 2022: Roche
Thursday 23 Dec 2021Pharmaceutical giant Roche is class act with an attractive investment case. It has sector leading margins and returns on capital as well as clear growth catalysts. Roche has reached a turning point in the lifecycle of its drug pipeline where the growth in sales of new drugs is more than...
Stock tip for 2022: Loungers
Thursday 23 Dec 2021L oungers ( LGRS:AIM ) is in a sweet spot as an investment, offering both revenue growth and increasing margins as it benefits from scale efficiencies. The ability to trade throughout the day appeals to a broad demographic with around 90% of customers visiting for more than one occasion,...
Stock pick for 2021: Schneider Electric
Thursday 23 Dec 2021In the drive to digitalise the economy and in the process reduce energy consumption, Paris-listed electrical systems and automation and control firm Schneider Electric is a world leader. Its products range from simple residential kit like light switches, sockets and electric vehicle charging points...
Tristel is a long term winner in infection prevention
Thursday 16 Dec 2021Shares in infection prevention and contamination control specialist Tristel ( TSTL:AIM ) are trading just above pre-Covid-19 levels. This is despite the company’s total addressable market increasingly significantly, driven by increased awareness and demand for infection prevention caused by the...
SSE shares are still worth buying despite activist criticism
Thursday 16 Dec 2021SSE ( SSE ) £16.14 Gain to date: 4.4% Original entry point: Buy at £15.46, 3 June 2021 Activist investor EllioTt Advisors has broken cover after building a stake in utility company SSE ( SSE ) and written to the chairman, urging the company to renew investor confidence following an extended period...
Somero stock could spike again as it milks online shopping boom
Thursday 16 Dec 2021SOMERO ENTERPRISES ( SOM:AIM ) 521.9p Gain to date: 100.7% Original entry point: Buy at 260p, 24 September 2020 The surge of online shopping continues to seed demand for Somero Enterprises’ ( SOM:AIM ) concrete flooring flattening kit and its share price. The stock is up more than 65% this year but...
Decent margin progress underpin’s Chemring attractions
Thursday 16 Dec 2021Chemring ( CHG ) 291p Loss to date: 7.3% Original entry point: Buy at 314p, 5 August 2021 While the shares may not have budged off the back of Chemring’s ( CHG ) full year results (14 Dec), we were encouraged by signs of underlying progress. In particular, improvement in margins reflects the...
Buying opportunity as Adidas gets set for growth
Thursday 16 Dec 2021Recent share price weakness in Adidas has created an attractive buying opportunity in one of the world’s leading sportswear brands. The German trainer and sports apparel maker trades at a substantial discount to its main rival Nike. Its US counterpart has a larger share of the market and has stolen...
Buy 3M on the cheap before the market mood changes
Thursday 09 Dec 2021Truly excellent companies are seldom available on the relative cheap but US industrial giant 3M is a rare exception. The share price has been on the backfoot since August and that has left the business trading on multi-year lows on a price to earnings basis. It is dealing with some company-specific...
Stick with underappreciated gem Supreme
Thursday 09 Dec 2021SUPREME ( SUP:AIM ) 200p Gain to date: 6.7% Original entry point: Buy at 187.5p, 27 May 2021 Our ‘buy’ call on Supreme ( SUP:AIM ) is 6.7% in the money and we remain enthused by the fast-moving consumer products maker’s growth and income potential. Strong first half results (7 Dec) demonstrated the...