magazine archive
magazine archive
Great Ideas
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...
Investors should build a position in construction group Morgan Sindall
Thursday 09 May 2024Morgan Sindall (MGNS) Price: £23.52 Market Cap: £1.09 billion Infrastructure, affordable housing and urban regeneration group Morgan Sindall (MGNS) is a good example of a UK stock with an attractive growth rate selling at a discount not only to the market but also relative to its own history. The...
Market share gains and dividend growth are on the menu at Premier Foods
Thursday 02 May 2024Premier Foods (PFD) 159.6p Market cap: £1.39 billion Ownership of some of Britain’s best-loved brands including Mr. Kipling, Batchelors and Bisto, appetising growth potential and a transformed financial position that should support double-digit dividend growth are reasons to buy cooking sauces,...
Take advantage of Scottish American’s discount to NAV to pick up quality companies on the cheap
Thursday 02 May 2024Scottish American Investment Company (SAIN) 503p Market cap: £898 million Ballie Gifford-managed Scottish American (SAIN) , also referred to as ‘SAINTS’, is trading at an 8% discount to net asset value which offers a great opportunity to buy high-quality assets on the cheap. The fund is steered by...
Whitbread re-rating yet to materialise despite clear progress
Thursday 02 May 2024Whitbread (WTB) £31.76 Loss to date: 8.5% When we initially recommended buying Premier Inn owner Whitbread (WTB) last summer our thesis was the shares were too cheap given the firm’s prospects and the renaissance in travel in general. Throw in an element of self-help, such as the sale of certain...
Buy underappreciated Gaming Realms before the market recognises its true worth
Thursday 25 Apr 2024Gaming Realms (GMR:AIM) 31.6p Market cap: £93.4 million For the uninitiated, Gaming Realms (GMR:AIM) is a leading business-to-business licensor and distributor of games to the regulated gaming market. The company owns the IP (intellectual property) to the Slingo brand, one of the most popular...