magazine archive
magazine archive
Great Ideas
Why investors should snap up shares in unloved portal firm Rightmove
Thursday 11 Jan 2024Rightmove (RMV) Price: 558p Market cap: £4.4 billion Every now and then, even well-known FTSE 100 firms can find themselves unloved and unwanted by investors through no fault of their own. One such company is the UK’s biggest property portal Rightmove (RMV), whose shares have been out of favour...
Fast-moving consumer goods giant Unilever looks unfairly undervalued
Thursday 11 Jan 2024Unilever (ULVR) £38.19 Market cap: £95.1 billion We believe bargain-hunters looking for a high-quality business should consider Unilever (ULVR), the consumer products group whose intrinsic strengths appear underappreciated by the market. Shares in the FTSE 100’s fourth-biggest company by market cap...
Tribal takeover falls apart, so what should shareholders do now?
Thursday 11 Jan 2024Tribal (TRN:AIM) 51.2p Loss to date: 20% Trading a seeming arbitrage opportunity is always risky and this has blown up in our faces. Education software supplier Tribal (TRB:AIM) had a takeover offer from US peer Ellucian on the table worth £172 million on an enterprise value basis, or 74p per share...
Stock pick for 2024: Buy Smith & Nephew for continued recovery and re-rating potential
Thursday 21 Dec 2023Tentative signs of sustainable margin improvement and market share gains, combined with the tailwind provided by continued recovery in elective procedures, should provide medical products company Smith & Nephew (SN.) with positive momentum heading into 2024. The shares are trading close to 10-...
Stock pick for 2024: Buy Puretech Health for lower risk access to an exciting drug portfolio
Thursday 21 Dec 2023Boston-based biotechnology company Puretech Health (PRTC) has a strong track record of creating value for shareholders. Yet its share price languishes more than 50% below a sum-of-the- parts valuation and implies the company’s internal pipeline of assets is worthless, which is far too...
Stock pick for 2024: MongoDB is one of the hottest software plays on AI
Thursday 21 Dec 2023We believe MongoDB (MDB:NASDAQ) could be one of the hottest ways to play another strong year of AI (artificial intelligence) growth in 2024, and many analysts agree. It’s a higher risk play but matched by exciting potential. MongoDB is all about massive data; managing, analysing and drawing...
Stock pick for 2024: B&M's growth ambitions and value focus make it a compelling story
Thursday 21 Dec 2023Investors seeking a resilient, dividend-paying growth company at the forefront of the consumer trend towards trading down should buy B&M European Value Retail (BME) . The variety goods value retailer is benefiting from the cost-of-living crisis. 2024 should see the cash-generative discounter...
Stock pick for 2024: Hunting is attractively priced and evidence of transformation is a clear catalyst
Thursday 21 Dec 2023Energy services firm Hunting (HTG) is in the midst of a transformation which we think continues to be underappreciated by the market. The company has historically been heavily reliant on US onshore rig activity and is coming to the end of a restructuring process aimed at rebuilding profit after a...
Stock pick for 2024: The market has not spotted RELX for the AI winner it is
Thursday 21 Dec 2023FTSE 100 firm RELX (REL) is ‘ahead of the game’ when it comes to integrating artificial intelligence (AI) into its business and we think this continues to be underappreciated by the market. We expect that to change in 2024 and this makes the shares a compelling investment for the year...
Stock pick for 2024: Just Group is so cheap and has big growth drivers behind it
Thursday 21 Dec 2023Annuities and lifetime mortgage specialist Just Group (JUST) looks screamingly cheap at its current price. We think 2024 will see a rerating from its current low single-digit PE (price to earnings) ratio with the company confident of hitting its 15% underlying operating profit growth target in 2023...