magazine archive
magazine archive
Great Ideas
Consumer lending champion Secure Trust Bank still has plenty of headroom for growth
Thursday 29 Feb 2024Secure Trust Bank (STB) 718P Gain to date: 8.5% We suggested buying specialist lender Secure Trust Bank (STB) last summer when the shares were 662p following the positive market response to its first-half trading update. Prior to that the shares were languishing at even lower levels than during the...
How Nippon Active Value Fund has achieved a near-20% return
Thursday 22 Feb 2024Nippon Active Value Fund (NAVF) 167.7p Gain to date: 18.8% We highlighted Nippon Active Value Fund (NAVF) at 141p in April 2023 as a great way to play rising shareholder activism and improving corporate governance in Japan. As part of its activist mandate, investment adviser Rising Sun Management...
Why there’s room for improvement at Kingfisher
Thursday 22 Feb 2024Kingfisher (KGF) 223.5p Market cap: £4.27 billion Investors seeking to buy a retail market leader whose shares look just too cheap should peck away at Kingfisher (KGF) , the home improvement giant behind the B&Q and Screwfix store chains. Shares concedes we could be a touch early with our ‘buy...
Why investors should buy the iShares Digital Security ETF
Thursday 22 Feb 2024iShares Digital Security UCITS ETF (LOCK) $8.08 Assets: £1.2 billion This year is being called a ‘global elections supercycle’ as hundreds of millions of voters go to the polls all over the world. That’s likely to see geopolitical risk remaining a hot button issue through 2024 and cybersecurity an...
Unilever reassures investors with return to volume growth
Thursday 15 Feb 2024Unilever (ULVR) Price: £39.93 Gain to date: 4.6% We suggested investors buy fast-moving consumer goods goliath Unilever (ULVR) at £38.19 in January 2024 on the grounds the Marmite-to-Hellmann’s maker’s intrinsic strengths were underappreciated by the market. Poor sentiment reflected market share...
Buy ICG Enterprise Trust at a 40% discount while you still can
Thursday 15 Feb 2024ICG Enterprise Trust (ICG) Price: £11.66 Market cap: £783 million A 40.5% discount to NAV (net asset value) on ICG Enterprise Trust (ICGT) looks a compelling value opportunity for investors seeking exposure to a private equity portfolio with a history of delivering resilient sales and earnings...
Why investors should access the high-quality growth on offer at Judges Scientific
Thursday 15 Feb 2024Judges Scientific (JDG:AIM) £98.82 Market cap: £655 million Science kit manufacturer Judges Scientific (JDG:AIM) has built up a loyal fan base over the years, both ordinary and professional investors. We continue to see the stock as a core smaller company growth holding that will gradually build...
For those seeking a better class of income, the Aristocrats look swell
Thursday 08 Feb 2024SPDR S&P US Dividend Aristocrats UCITS ETF (USDV) Price: £54.30 Assets: £3 billion Social media giant Meta Platforms (META:NASDAQ) is making waves across the pond with news of a maiden dividend but for investors seeking not just a reliable source of income from the US but one that is actually...
Why now is the time for investors to check out Burberry
Thursday 08 Feb 2024Burberry (BRBY) £12.94 Market cap: £4.6 billion Slowing luxury demand and two profit warnings in three months have left B urberry (BRBY) firmly out of fashion with investors. Shares in the British luxury brand have lost around 50% and 30% of their value over one and five years respectively. Given...
AG Barr fizzes higher on earnings upgrade and there could be more to come
Thursday 08 Feb 2024AG Barr (BAG) 550p Gain to date: 13.5% We flagged Scottish soft drinks maker AG Barr (BAG) in August 2023 arguing the company was not being given sufficient credit by the market for its sales momentum. We highlighted the strength of its portfolio of brands including Irn-Bru and Rubicon. WHAT HAS...