magazine archive
magazine archive
Great Ideas
Centamin’s earnings growth potential makes it a compelling play on gold
Thursday 01 Feb 2024Centamin (CEY) 97.7p Market cap: £1.13 billion A key reason to hold gold in a diversified portfolio is protection against economic and geopolitical uncertainty and there is plenty of both around in 2024. This is helping to sustain prices for the precious metal above $2,000 per ounce. As well as...
Why Keywords Studios could perform even better in 2024
Thursday 01 Feb 2024Keywords Studios (KWS:AIM) £16.14 Profit to date: 26.5% In September we said investors should snap up shares in leading video games service provider Keywords Studios (KWS:AIM) while they were depressed. A big fall in the PE (price to earnings) ratio of growth shares in reaction to rising interest...
Trainline is growing rapidly and has a big European opportunity ahead of it
Thursday 01 Feb 2024Trainline (TRN) 325p Market cap: £1.49 billion After a hesitant start to life as a public company we think Trainline (TRN) is firmly on track for growth and investors should buy into the momentum. The shares enjoyed a resurgence at the end of 2023 rising as much as 22% to 349p in one day after the...
Why Smithson is a smart idea for 2024
Thursday 25 Jan 2024SMITHSON INVESTMENT TRUST (SSON) £13.93 Market cap: £2.22 billion. After a steep decline during most of 2023, investment trust Smithson’s (SSON) shares are enjoying a healthy rebound which should have further to run as sentiment towards quality global small- and mid-cap companies improves, with...
Stick with food producer Cranswick as it strengthens competitive position
Thursday 25 Jan 2024Cranswick (CWK) £40 Profit to date: 11% In November 2023, we said investors hungry for positive earnings momentum and an unbroken 33 years of dividend growth should take a closer look at pork and poultry products supplier Cranswick (CWK). We saw scope for further earnings forecast upgrades based on...
Investors should buy Datadog before its appeal hits the mainstream
Thursday 25 Jan 2024Datadog (DDOG;NASDAQ) $132.98 Market cap: $43.7 billion Booming spending on AI (artificial intelligence) and cloud computing infrastructure has ignited a new tech bull market. That’s the claim of several analysts and fund managers and if you’re willing to bet on that narrative, Datadog (DDOG:NASDAQ...
We remain positive on Marks Electrical despite short-term headwinds
Thursday 18 Jan 2024Marks Electrical (MRK:AIM) 69.35p Loss to Date: 29.3% In late August 2023 we said online domestic appliances and consumer electronics retailer Marks Electrical (MRK:AIM) had good growth potential driven by market share gains and geographical expansion. Over the last three years, its share of the...
Whitbread looks to offer plenty more upside for patient investors
Thursday 18 Jan 2024Whitbread (WTB): £36.75 Gain to date: 9% We recommended buying into hotel and leisure group Whitbread (WTB) in June 2023 as revenue, earnings and dividends were already well above their pre-pandemic levels but the shares had yet to recover. In addition, bookings were on an improving trend not just...
Buy this ETF for a low-cost bet on unloved Chinese market leaders
Thursday 18 Jan 2024HSBC MSCI China UCITS ETF USD (HMCH) Price: 419p Fund size: £480 million China is one of the biggest contrarian calls for 2024, with tensions between the world’s second biggest economy and the West on the rise over issues including access to the latest technology and the fate of Taiwan which is...
Trustpilot’s re-rating has only just begun – buy the stock now
Thursday 18 Jan 2024TRUSTPILOT (TRST) Price: 161p Market cap: £672 million Investors may think they have missed the Trustpilot (TRST) boat after the shares have doubled in six months. Not so, in our opinion. Shares believes this re-rating story has only just started and the share price could easily surge past 200p...