Stockwatch: An interesting play on global growth

Stockwatch: An interesting play on global growth

If global demand is sustained, then this company's current valuation is supportive and the next deal potentially a catalyst for upside, argues Edmond Jackson.

  • 12/05/2017

    This company is in a sweet spot, as UK public policy continues to boost its specialist areas. An intriguing long/short play, argues Edmond Jackson.

  • 20/04/2017

    This share is already up 20% since he backed it last October, but Edmond Jackson still thinks it's cheap if the economy keeps growing.

  • 18/04/2017

    Its shares have had an incredible run and there are potential headwinds, but Edmond Jackson believes this retailer still ticks all the boxes.

  • 13/04/2017

    This isn't a long-term investment, says Edmond Jackson, but continued European stimulus could help it achieve record performance.

  • 14/03/2017

    At a 16-month high, this share is already a successful tip, but Edmond Jackson says stake-building following a big contract win implies further gains.

  • 28/02/2017

    A recent acquisition is ticking all the right boxes and, with the industry feeling the squeeze, Edmond Jackson reckons further M&A will help this turnaround.

  • 10/02/2017

    It's not squeaky clean, but Edmond Jackson thinks a healthy business, currency benefits and aggressive director buying favour a lift to the upside for this recovery stock.

  • 07/02/2017

    This company's fundamentals and sustainable valuation make this an obvious short-term pick for Edmond Jackson, in a market scarce with growth opportunities.

  • 03/02/2017

    Wise to both diversify and protect its dividend, Edmond Jackson is still backing this share after a recent surge - he's been right about it before.

  • 31/01/2017

    This company is not out of the woods, but it continues to receive Edmond Jackson's backing for its turnaround value and a 5-6% yield.

  • 17/01/2017

    Investors are cautious after last year's profits warning, but Edmond Jackson says this stock should be trading higher if forecasts are right. 

  • 10/01/2017

    This small-cap's 2016 annual results should smash expectations, but litigation makes it a risky investment. Still, a big asset manager is behind it and Edmond Jackson is more-than intrigued.

  • 06/01/2017

    Recent acquisitions and a supportive dividend will underpin a significant rerating at this group after a tough two years, reckons Edmond Jackson. It's also a takeover target.

  • 13/12/2016

    This company's immediate operations story is a turn-off for Edmond Jackson, but a longer-term value opportunity has been created with a decent yield as compensation.

  • 06/12/2016

    Enhancing organic growth with clever acquisitions, this market leader boasts a track record of consistent earnings growth. Edmond Jackson reckons it offers good tuck-away credentials.

  • 22/11/2016

    It's regularly touted as a recovery play, but Edmond Jackson thinks that cost-cutting by the new boss could unlock 18% capital upside and 6% yield.

  • 18/11/2016

    It's not everyone's cup of tea, but Edmond Jackson reckons new initiatives, director buying and broker upgrades make this share a buy. Next week's Autumn Statement might help, too.

  • 11/11/2016

    An accounting error usually screams danger - there's rarely one skeleton in the cupboard. But with so much investor cash needing a home, Edmond Jackson thinks this share is worth the risk.

  • 08/11/2016

    The market is pricing in a moderate UK slowdown for this share, but a substantial dividend ought to be secure, and Edmond Jackson believes there's potentially significant upside.

  • 04/11/2016

    Recent share price weakness at this mid-cap has piqued Edmond Jackson's interest, especially after its blockbuster merger. Despite regulatory pressure, it's time to reconsider the investment case.