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Investment Ideas
February 22, 2024
This North Sea energy company is making waves
Investors should take note of this mid-cap's profitable growth strategy
February 22, 2024
A chip-making monopoly that is still undervalued
This chip manufacturer has increased its capital expenditure in anticipation of growing demand for AI
February 15, 2024
This unloved Reit is now a takeover target
There is value to be found in this transparently-run, diversified property play
February 08, 2024
A bargain way to buy Europe’s best
The managers of this discounted investment trust have proved their ability to pick the right companies time and time again
February 08, 2024
This small cap’s rally has further to run
Shares in this bathroom designer are up 40 per cent but the market still underappreciates its innovation and stability
February 01, 2024
An intrepid trust that could defy dollar weakness
Now is the right moment to look again at emerging and frontier markets
February 01, 2024
This British throwback deserves a second chance
We turned against this household name when shares became too expensive. Now they are a third cheaper and come with an ambitious growth plan
January 25, 2024
An American AI play at a fair price
Implementing anything new takes an old hand helping businesses facilitate change
January 24, 2024
Private Investor's Diary: Stock market hangover was inevitable – but don't lose hope
John Rosier says it is far too soon to feel pessimistic despite the turbulent start to the year
January 18, 2024
A powerful brand at a decade-low price
Shares in this once-commanding company have struggled as interest rates have risen. But unpopularity is not the same as terminal decline
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