magazine archive
magazine archive
Great Ideas
Stock pick for 2024: Hollywood Bowl is a strikingly resilient operator trading at the wrong price
Thursday 21 Dec 2023Ten-pin bowling operator Hollywood Bowl (BOWL) is a super-resilient, cash-generative company whose growth potential in the UK and Canada looks underappreciated by the market based on its current valuation. Bowling is an affordable, family-friendly leisure activity with a defensive bent and...
Stock pick for 2024: Take advantage of this 'generational opportunity' to buy Conduit
Thursday 21 Dec 2023C onduit Holdings (CRE) is the parent company of Conduit Re, a Bermuda-based pure-play reinsurance company which launched in December 2020 when the holding company listed on the London Stock Exchange. The firm writes reinsurance policies across property, casualty and specialty lines, always making...
10 stocks for 2024: our best ideas for the year ahead
Thursday 21 Dec 2023Adobe It may look like odd timing to back Adobe (ADBE:NASDAQ) just after lukewarm guidance, but we think this is a great opportunity. The creative digital software firm called for fiscal 2024 earnings per share of $17.60 to $18 on $21.3 billion to $21.5 billion revenue, a little light compared with...
Stock pick for 2024: Adobe is one of the best ways to play AI
Thursday 21 Dec 2023It may look like odd timing to back Adobe (ADBE:NASDAQ) just after lukewarm guidance, but we think this is a great opportunity. The creative digital software firm called for fiscal 2024 earnings per share of $17.60 to $18 on $21.3 billion to $21.5 billion revenue, a little light compared with the...
Investors should lock in profits in Ten Entertainment
Thursday 14 Dec 2023Ten Entertainment 411p Gain to date: 90.9% Original buy at 214.7p on 29 September 2022 Just over a year ago we argued that tenpin bowling and entertainment group Ten Entertainment ( TEG:AIM ) was a great company trading at a great price. Not many hospitality and leisure businesses have been able to...
Headwinds are turning to tailwinds for JPMorgan Asia Growth & Income
Thursday 14 Dec 2023Rising interest rates and China’s unexpectedly difficult recovery from Covid are among the headwinds emerging markets have faced of late. However, the outlook for the asset class looks brighter in 2024 should interest rates plateau or fall leading to a weaker US dollar. One savvy way to capture the...
Why Dr Martens' knock-down share price is too good to resist
Thursday 14 Dec 2023Iconic British footwear brand Dr. Martens ( DOCS ) has been a disappointing investment since coming to the market in early 2021, with the shares losing around 75% of their value after delivering four profit warnings in the past year. The investment case is straightforward - either the self-...
SharkNinja is stealthily attacking a global market
Thursday 07 Dec 2023Add a fast-growing company with a massive international market share opportunity to portfolios by buying SharkNinja (SN:NYSE) . This household appliance innovator is the group behind two exciting global brands, Shark and Ninja. The clue is in the name. Shares in the Massachusetts-headquartered...
Infrastructure play Costain continues its long overdue rerating
Thursday 07 Dec 2023Costain ( COST ) Price: 64.8p. Gain to date: 18.7% Original BUY @ 54.58p on 31 August 2023 When we recommended buying shares in infrastructure and engineering group Costain ( COST ) we flagged its superior revenue and earnings visibility, thanks to the size of its order book and the security of its...
This Fidelity fund looks a really smart way to play US stocks
Thursday 07 Dec 2023The US has been one of the most prosperous regions for investors over the past decade or so, with its stock market offering access to a range of exciting companies taking on the world. Investors are right to have large exposure to the US but they need to keep an eye on valuations. The Nasdaq 100...