magazine archive
magazine archive
Great Ideas
How to play the supermarkets at a discount and with an 8% yield
Thursday 21 Mar 2024Supermarket Income REIT (SUPR) 76p Market cap: £950 million Along with healthcare REITs (real estate investment trusts), Supermarket Income REIT (SUPR) must have one of the most secure revenue streams of any property company. It owns and leases 55 supermarkets up and down the country, with the two...
Why recent bid target Currys is an electrifying recovery candidate
Thursday 21 Mar 2024Currys (CURY) 60.1p Market cap: £681.3 million Buy electricals retailer Currys (CURY) following the washing machines-to-smartphones purveyor’s second full-year profit upgrade within three months (18 March). Currys’ latest positive earnings revision demonstrates that self-help measures under CEO...
HgCapital Trust can add growth and value to your portfolio
Thursday 14 Mar 2024HgCapital Trust (HGT) 458.8p Market cap: £2.1 billion While it may not be as well known as FTSE 100 private equity firm 3i (III), specialist software and services investment trust HgCapital (HGT) has an equally impressive track record. Total share-price returns over the last decade are 18.8% per...
Cashed up Costain is up nearly 30% in six months
Thursday 14 Mar 2024Costain (COST) 69.6p Gain to date: 27.5% We flagged infrastructure and engineering specialist Costain (COST) in late August 2023 at around 55p on the basis a lowly valuation, strong balance sheet and the prospect of a return to the dividend list would eventually be seized on by the market. WHAT HAS...
Why Kitwave can keep on delivering growth and income
Thursday 14 Mar 2024Kitwave (KITW:AIM) 329p Market cap: £233.45 million Among the London stock market’s successful small cap IPO’s (initial public offering) of recent years, Kitwave’s (KITW:AIM) stock has more than doubled since Shares highlighted the independent wholesaler’s attractions in October 2021, but the...
How all-weather global equity fund Brunner has rewarded our faith
Thursday 07 Mar 2024Brunner Investment Trust (BUT) £12.75 Gain to date: 19% We highlighted investment trust Brunner (BUT) at £10.71 in April 2023 on the basis a 7.1% discount to (NAV) net asset value provided an opportunity to purchase a balanced global portfolio for less than the value of the underlying assets. Our...
Rental growth drives long-term income at Primary Health Properties
Thursday 07 Mar 2024Primary Health Properties (PHP) 90p Market cap: £1.2 billion As the National Health Service continues to struggle under the weight of an ageing population and increased demand for treatment, resulting in growing waiting lists, there has never been a greater need for primary healthcare services...
JPMorgan Global Growth & Income shows its mettle whatever the backdrop
Thursday 07 Mar 2024JPMorgan Global Growth & Income (JGGI) 551.1p Market cap: £2.44 billion Investors looking for a balance of dependable income and growth should look no further than JPMorgan Income & Growth (JGGI) which is the top performer in the AIC’s (Association of Investment Companies) global equity...
Scottish Oriental Smaller Companies’ high-quality portfolio is selling for a song
Thursday 29 Feb 2024SCOTTISH ORIENTAL SMALLER COMPANIES TRUST (SST) £13.50 Market cap: £324 million Despite some stand-out individual performances in 2023, emerging markets remain under-owned and undervalued with heavyweight country China firmly out of favour with investors. One savvy way to benefit from a revival in...
Buy ME Group for its underappreciated strengths and growth potential
Thursday 29 Feb 2024ME Group International (MEGP) 159.7p Market Cap: £575.4 million Instant-service equipment designer, maker and operator ME Group International (MEGP) is a compelling investment opportunity. A dominant market share and increasing product and geographic diversification provide growth drivers which are...