Motley Fool

Thursday, September 21, 2017 - 18:03

I always approach AIM-listed stocks with extreme caution, and you should too. So many have promising futures, but with a treacherous journey ahead of them. These two minnows will have doubled your money over the past year, but that is no guarantee they will repeat the trick. Both published results this morning, so what does the future hold?

Thursday, September 21, 2017 - 16:26

Lighting systems supplier FW Thorpe (LSE:TFW) updated the market on Thursday morning with its full-year results.

Strong performance

The Worcestershire-based business revealed that trade of late has been improving. Despite ongoing competitive pressures of its road tunnel and street lighting business, the group is seeing excellent revenue and operating profit growth at its retail and display business Thorlux and Lightronics in the Netherlands, which continues to drive double digit growth for the group as a whole.

Thursday, September 21, 2017 - 16:16

Miton Group (LSE:MGR) stepped back towards recent record peaks in Thursday trading following an upbeat response to latest trading numbers, the stock last 3% higher on the day.

The fund manager announced that assets under management clocked in at £3.35bn as of June, exploding from £2.54m at the same point in 2016. And net revenues grew 7.3% year-on-year during January-June, to £10.3m.

Thursday, September 21, 2017 - 16:02

The London Stock Exchange is home to many exciting smaller companies that are growing at breakneck speed. Here's a look at two such companies that I believe look attractive right now. 

Quixant

Headquartered in Cambridge, Quixant (LSE:QXT) designs and manufactures advanced hardware and software solutions for the global gaming industry. The company generated sales of $90m last year, and currently has a market capitalisation of just £288m.

Thursday, September 21, 2017 - 15:34

Finding companies whose performance justified a long-term hold isn't always easy. Today, I'm going to consider two potential candidates for a long-term slot in your portfolio.

A turning point?

Small cap Accsys Technologies (LSE:AXS) doesn't have any problems finding customers for its super-durable acetylated timber product, Accoya. Sales have grown from just ?15m in 2012 to ?56.5m last year.

Accsys estimates that Accoya now accounts for 12% of the UK joinery market. It's also sold in a number of overseas markets.

Thursday, September 21, 2017 - 14:41

You only have to look at the funds run by asset manager Lindsell Train to see why Nick Train is known as 'Britain's Warren Buffett'. He owns relatively few stocks - 23 in the case of his UK Equity Fund - and they're readily identifiable as Buffett-type businesses. FTSE 100 giants Diageo and Unilever are the top two holdings, each with a 10% weighting, while a smattering of overseas stocks, including Heineken and Buffett-backed Kraft Heinz, are in the same blue-chip mould.

Thursday, September 21, 2017 - 14:36

IG Group (LSE:IGG) was trekking northwards again in Thursday business following the release of first quarter results, although arguably a 1% day-on-day rise fails to reflect the impressiveness of its latest trading numbers.

Thursday, September 21, 2017 - 14:06

South African precious metals group Pan African Resources (LSE:PAF) saw its profits take a dive as higher production costs and a number of operational challenges impacted full-year results for its 2017 financial year.

Thursday, September 21, 2017 - 13:06

Today I'm going to look at two small-cap stocks that are below the radar of most fund managers. They're simply too small.

Being neglected by the City sometimes creates attractive buying opportunities for value investors. I believe that could be the case with these two companies.

Profits up 11%

The Mission Marketing Group (LSE:TMMG) is a specialist marketing and advertising firm which operates 15 agencies. According to today's interim results, recent client wins include Neff, Mars, Revlon and Universal Studios.

Thursday, September 21, 2017 - 12:16

The outlook for the UK property sector appears to be somewhat uncertain. Brexit has caused confidence among investors and businesses to fall to at least some degree, and this has affected the upward march of residential and commercial property prices in recent months.

Looking ahead, more volatility could be on the cards. While this may make the FTSE 100 appear to be a better buy than commercial property, due in part to its greater diversity, here are two dividend investment trusts which could outperform the wider index.

Thursday, September 21, 2017 - 12:02

It doesn't surprise me one bit that Capita (LSE:CPI) has plummeted again in Thursday trading, reflecting a frosty response to half-year trading details.

The support services play was last 10% lower on the day and dealing at its lowest since mid-June, and I reckon investors should be braced for further pain as market conditions steadily worsen.

Reality check

Capita announced that revenues dipped 1% between January and June, to £2.13bn, while pre-tax profit clattered 26% lower to £28m.

Thursday, September 21, 2017 - 11:54

Integrated services and construction company Kier Group (LSE:KIE) delivered full-year results this morning that the market seems to like, with the shares up almost 7% as I write. But if you'd held them since the beginning of 2014, you'd still be nursing a 38% capital loss on your investment.

Thursday, September 21, 2017 - 11:35

The FTSE 100 has performed relatively well in the last year. It has risen 6.5% and when dividends are included, its total return is over 10%. Looking ahead, more growth could be on the cards for the index. However, with it trading close to an all-time high, some investors may be concerned about its valuation. With that in mind, here are two stocks trading on low valuations and which offer stunning dividend growth potential over the medium term.

Thursday, September 21, 2017 - 09:59

Dividend growth among many of the largest FTSE 100 stocks has been weak in recent years. That's clearly not ideal for dividend investors as their income streams may not be keeping up with inflation. However, at the smaller end of the market, there are many companies growing their dividends at prolific rates. Here's a look at two such companies.

Thursday, September 21, 2017 - 09:54

Mitchells & Butlers (LSE:MAB) is one of the UK's largest pub and managed restaurant companies but the company is struggling to grow and I would ditch this floundering firm as soon as possible. 

Thursday, September 21, 2017 - 09:49

Over the past few years, several high-profile cyber attacks have disrupted operations at major companies, sending the demand for cybersecurity expertise and products skyrocketing. 

However, global cybersecurity and risk mitigation expert NCC (LSE:NCC) seems to have missed this opportunity.

Growing pains

As demand for cybersecurity expertise has spiked, NCC has seen the value of its shares fall by 40% year-to-date following two profit warnings. 

Wednesday, September 20, 2017 - 16:17

Investment trusts can be an excellent way of adding diversification to a portfolio. However, for those looking for strong long-term returns, I believe it's worth looking outside mainstream FTSE 100-focused investment trusts, and instead focusing on niche sectors that have greater potential for growth. Here's a look at two growth-oriented investment trusts that I would consider buying for my pension.

Wednesday, September 20, 2017 - 16:12

These have been torrid times for UK-focused onshore UK hydrocarbon producer and shale explorer IGas Energy (LSE:IGAS), which came close to collapsing earlier this year. The plunging oil price and soaring debts almost put it out of business until a restructuring and refinancing programme saved the day.

Wednesday, September 20, 2017 - 15:27

Shares of BT (LSE:BT-A) were trading at around 400p when it announced it had entered exclusive negotiations to acquire mobile network EE in December 2014. By the time it announced it had agreed definitive terms the following February the shares were above 440p and they touched 500p after the completion of the deal was announced in January last year.

Wednesday, September 20, 2017 - 14:51

Today I'm looking at two high-profile turnaround stocks from the FTSE 250. Both have suffered problems over the last year, but I believe these should be fixable.

Does either stock deserve a buy rating, or is a recovery already priced into the shares?

H1 sales beat forecasts

FTSE 250 outsourcing firm Mitie Group (LSE:MTO) slumped to a £184m loss last year. But acting chief executive Peter Dickinson appears to be making progress with the group's turnaround.