Ideas of the WeekAn insulated UK business turning profit warnings into upgradesThe company is completing its transition from recovery play to fully fledged growth stock – and shareholders are reaping the rewards24 April 2025Save
Ideas of the WeekA stable contractor available for a bargain priceA January profit warning means these shares are cheaper than they should be16 April 2025Save
Ideas of the WeekThis beaten-down manufacturer is ready for a revival The macro backdrop is overshadowing the company’s transformation, but it may soon get the chance to prove itself16 April 2025Save
Ideas of the WeekThis growing software small cap is as cheap as it’s ever beenIt has cast off legacy divisions and is ‘full steam ahead’ in pursuing higher-margin work10 April 2025Save
Ideas of the WeekBank a high yield and sales growth with this sleeping giantNew oil and gas assets in Nigeria promise to send production through the roof – but the risks are high 10 April 2025Save
Ideas of the WeekThis unloved mid-cap is poised for a turnaroundChemicals company has a new management team and a new focus on shareholder returns  3 April 2025Save
Ideas of the WeekA recession-proof stock thriving while rivals stumbleRentokil is faltering – and this quality US stock is feeling the benefit3 April 2025Save
Ideas of the WeekRetail is having a renaissance – and this Reit is taking advantageRetail used to be a dirty word in property but if you pick the right brands in the right location, your strategy can be on point27 March 2025Save
Ideas of the WeekThe stars are aligning for this savvy biotech trustDrug development is coming back in vogue and this fund’s ‘full life cycle’ approach means it’s ready to capture the gains27 March 2025Save
Ideas of the WeekTime to get comfortable with this unloved retailerFalling debt and better cash generation are removing the risks of owning this household brand20 March 2025Save