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Ideas of the Week
March 18, 2021
Hunting for an oil punt
Services company offers exposure to the oil price without the hulking debts of producers and less ESG risk
March 18, 2021
IP Group premium could soon return
While the proprietary technology incubator remains a high-risk pick, several important trends point to a possible re-rating
March 18, 2021
Ideas Farm: Tesla is in the wrong market
There's no way the size of the electric vehicle market can justify Tesla's valuation, but there's no reason to think that's necessarily a problem
March 17, 2021
Mothercare: baby or bathwater?
Michael Taylor explains why it could be time to reassess the troubled retailer
March 15, 2021
Four Genuine Value shares
Algy Hall has made some big changes this year for his Genuine Value screen aimed at improving its output
March 11, 2021
Games Workshop's fantasy worlds bring fantastic returns
The miniature wargames maker’s shares have lost ground since the start of the year, making for an attractive entry point
March 11, 2021
Health is wealth with Johnson & Johnson
The New-York-quoted giant is the largest and most diverse medical company on earth
March 11, 2021
Ideas Farm: Betting on a bounce
History suggests the post-pandemic recovery could be very quick
March 10, 2021
Speculate to Appreciate
Michael Taylor explains why a position gift voucher group Appreciate is one of his best ideas
March 08, 2021
Nine Cornerstone Growth shares
The Cornerstone Growth screen struggles with productivity when applied to the UK market but not so much with stock picking
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