magazine archive
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Great Ideas
SharkNinja is proving to be a global growth star
Thursday 30 May 2024SharkNinja (SN:NYSE) $75.16 Gain to date: 53.5% We highlighted the attractions of SharkNinja (SN:NYSE) at $49 last December and shares in the cleaning-to-cooking appliances designer have soared 53.5% higher since. Risk-averse readers may be tempted to take profits off the table, but Shares believes...
Buy quality compounder CVS while its shares remain under a cloud
Thursday 30 May 2024CVS (CVSG:AIM) £10.63 Market Cap: £760 million Veterinary services specialist CVS Group (CVSG:AIM) is under a cloud at the moment following confirmation by the competition watchdog CMA (Competition and Markets Authority) it would investigate the pet care market for unfair practices after its...
Time to invest in chips beyond Nvidia
Thursday 30 May 2024VanEck Semiconductor ETF (SMGB) £34.34 Fund size: £1.62 billion ‘We have no doubts that Nvidia (NVDA:NASDAQ) is going to become the biggest company in the world in time.’ So says Stephen Yiu, manager of the Blue Whale Growth (BD6PG78) fund, which has consistently upped its stake in the AI chip...
Time to take the money in Costain and move on to pastures new
Thursday 23 May 2024Costain (COST) 82.4p Market cap: £225 million Gain to date: 50.9% As we said in August last year when we recommended FTSE 250 engineering and infrastructure group Costain (COST) , it’s not often we come across companies on single-digit multiples of earnings with large cash piles, and our bet has...
Why AIM tiddler Angling Direct looks a great growth catch
Thursday 23 May 2024ANGLING DIRECT (ANG:AIM) 36p Market cap: £27.8 million Risk-tolerant investors looking to net a stock market minnow with exciting growth potential at home and abroad and scope for a margin recovery-driven re-rating should reel in Angling Direct (ANG:AIM) . The resilient specialist fishing tackle...
Infrastructure investor 3IN is finally catching the market’s eye
Thursday 16 May 20243i Infrastructure (3IN) 342.5p Gain to date: 8.7% When we recommended buying into private equity firm 3i Infrastructure (3IN) last summer at 315p we flagged the undervaluation of its portfolio, as shown by the sale of Dutch waste treatment and recycling firm Attero for more than 30% above its most...
Time to buy the Kainos tech transformation growth story
Thursday 16 May 2024Kainos (KNOS) £10.16 Market cap: £1.28 billion We believe that market sentiment towards Kainos (KNOS) is on the cusp of a reversal, and that creates a buying opportunity for investors. Shares in the Belfast-based digital services expert are now trading at a 30% discount to 12-month highs and are...
Caledonia Investments is a diamond in the rough waiting to shine
Thursday 16 May 2024Caledonia Investments (CLDN) Price: £35.18 Market cap: £1.92 billion Amid all the talk of the UK market being full of ‘hidden gems’, we think Caledonia Investments (CLDN) could be one of the best examples of ‘hidden value’ in the mid-cap FTSE 250 index. The global multi-asset investment company...
Trainline reassures on threat from state-backed rival ticketing app
Thursday 09 May 2024Trainline (TRN) 326p Market cap: £1.45 billion Gain to date: 0.6% On 1 February Shares said that rail booking site and app Trainline (TRN) was ‘firmly on track for growth’ and investors should seize the momentum and buy the stock. WHAT HAS HAPPENED SINCE WE SAID BUY? Trainline shares have been on a...
Investment trust Aurora can light up your portfolio
Thursday 09 May 2024Aurora Investment Trust (ARR) 243p Market cap: £185.3 million Investors seeking a value-oriented fund focused on avoiding permanent capital losses first and foremost, while offering exposure to the improving consumer outlook among other themes, should buy Aurora Investment Trust (ARR) . Managed by...