magazine archive
magazine archive
Great Ideas
Facilities management firm Mitie Group is back on track
Thursday 11 Apr 2024Mitie (MTO) 105p Market cap: £1.4 billion Founded in 1987, Mitie Group (MTO) is the UK’s largest facilities management company looking after two and a half million assets for more than 3,000 customers. The firm takes care of buildings from banks to retailers, schools, hospitals and critical...
This US equity fund has matched the index despite having a value approach
Thursday 11 Apr 2024Fidelity American Special Situations Fund (B89ST70) £26.11 Gain to date: 12.7% It’s easy to get complacent when markets are doing well, and the success of US equities since last October is a case in point. While investors might have enjoyed decent gains, there are growing concerns valuations are...
Canadian General Investments offers bargain exposure to quality Canadian stocks and US tech stars
Thursday 11 Apr 2024Canadian General Investments (CGI) £21.70 Market cap: £450 million An unusually wide 41% discount to NAV (net asset value) presents a compelling entry point into Toronto- and London-listed Canadian General Investments (CGI) , a trust with a formidable long-run track record. The cavernous discount...
MercadoLibre’s opportunity in democratising banking across Latin America
Thursday 04 Apr 2024Mercadolibre (MELI:NASDAQ) $1,528.95 Market cap: $77.5 billion Readers that have come across MercadoLibre (MELI:NASDAQ) before will likely be familiar with the badge some pin on it – the ‘ Amazon (AMZN:NASDAQ) of Latin America’. And just like its US peer, the Uruguay-based business has spent the...
Judges Scientific rewards our confidence with record results
Thursday 04 Apr 2024Judges Scientific (JDG:AIM) £102 Gain to date: 3.2% We recommended shares in ‘buy and build’ scientific instrument maker Judges Scientific (JDG:AIM) in February based on the firm’s ability to generate solid earnings growth and the long-term trends underlying its business. WHAT HAS HAPPENED SINCE WE...
Now is the time to buy quality growth fund CFP SDL Free Spirit
Thursday 04 Apr 2024CFP SDL Free Spirit (BYYQC27) 160.7p Assets: £66.9 million Investors seeking to position portfolios for a re-rating of UK small and mid cap companies and a return to favour for the quality growth style should buy the CFP SDL Free Spirit (BYYQC27) fund. Admittedly, the sister vehicle to Sanford...
Despite being an ‘old kid on the block’ F&C Investment Trust can still deliver strong returns
Thursday 28 Mar 2024F&C Investment Trust (FCIT) Price: 974p Gain to date: 4.42% We suggested investors buy F&C (FCIT) , one of the oldest collective investment trusts in the world, back in October 2022 on the grounds it was a ‘safe bet’. Fast forward 18 months to the spring of 2024 and the trust founded in...
JPMorgan UK Small Cap Growth & Income: larger, more liquid, lower costs
Thursday 28 Mar 2024JPMorgan UK Small Cap Growth & Income (JUGI) 293.5p Market cap: £403.4 million A major trend in the investment trust sector is mergers between sub-scale trusts with similar remits to create funds large enough and sufficiently liquid to attract wealth managers and retail investors. One example...
Why British Airways owner International Consolidated Airlines is worth buying
Thursday 28 Mar 2024International Consolidated Airlines (IAG) 162p Market cap: £7.98 billion Unloved by investors during the pandemic British Airways owner International Consolidated Airlines (IAG) has experienced a revival of fortunes due to strong consumer demand and holidaymakers paying higher ticket prices...
Why Trainline shares are up 16% in less than two months
Thursday 21 Mar 2024Trainline (TRN) 377p Gain to date: 16% At the beginning of February Shares said that Trainline (TRN) was ‘firmly on track for growth’ and investors should ‘buy into the momentum’. Fast forward a month or so and we still think so. At the end of 2023, the shares enjoyed a resurgence, rising as much...