Investors chronicle – safer bets on aim in 2017

The coming year is sure to be another turbulent one. Football online games In fact, Ethan Ilzetzki, an assistant professor at the London School of Economics, views the current global economic environment as “the most uncertain in modern history”. Minor league baseball teams in texas On 20 January 2017 President-elect Donald Trump will be inaugurated, by April the UK government will have served Article 50 and general elections in France and Germany later in the year could prove to be thorny affairs considering the cloud currently hanging over the EU. Small garden ideas So, as evidenced by last year’s chain of surprising political events, it’s unlikely to be an easy ride for private investors.

There’s already plenty of debate around which stocks will weather the current storm. Slow pitch softball hitting drills With the pound struggling, internationally focused companies look good and those that are negatively exposed to sterling best avoided. How to pitch a movie idea The safety of big brands or defensive products is also attractive.

Front yard landscaping However, many of the companies considered to be safe havens are already demanding lofty valuations.

But on London’s junior market there remain some overlooked gems, which could be unaffected by ‘Trumponomics’ or Brexit mania. Wicker park These are stable, well-managed businesses that offer everyday products or services. How to build a deck step by step with pictures They are – for want of a word with fewer negative connotations – boring. College softball coach salary But perhaps a bit of boring is just what’s needed in this turbulent climate and 2017 will be the year that some of the less glamorous companies earn their portfolio place.

Even in the wider FTSE, the support services sector often gets ignored. Serious softball team names Granted, its exposure to the UK economy is a concern right now, but the diversity between the various support services companies means there are plenty of safer picks. Tee ball drills Plus, support services don’t have to be UK-centric – RWS Holdings (RWS), for example, supports global businesses with their intellectual property needs. Baseball scores live The group earns plenty of revenue in euros and US dollars, even more so since acquiring a life sciences patent business across the pond. Garden of words quotes The group is highly cash-generative and uses those funds wisely, reinvesting regularly in bolt-on deals.

Empresaria (EMR) also generates less than half its turnover in the UK. Rock garden designs As a provider of international staffing solutions to small businesses it’s not really surprising that this group fails to capture headlines, but there’s a lot to like in its business structure and management. Masonry retaining wall design example Another small business service provider is Utilitywise (UTW), which offers energy procurement and management services. Gardening tips for beginners The company uses phone marketing to attract new customers and it seems to be working, with the group recently reporting a tidy boost in profits.

Gateley (GTLY) attracted much attention when it became the UK’s first listed law firm, but since then it’s chugged along below the radar. Ewing irrigation locations The group spent much of 2016 using its ‘PLC’ status to acquire businesses outside of the traditional legal spectrum, in turn helping to diversify its income stream.

Data is another commodity that’s growing in value. Mason tools list with pictures But data analysis and logistics providers are yet to feel the benefits. Fabric outlet burlington nc Anyone who has tried to drive through the Blackwall Tunnel on a Friday afternoon will agree that traffic and transportation management in the UK is a growing problem. Fantasy basketball draft rankings Tracsis

(TRCS) is helping to solve the problem. Drip coffee starbucks The group provides data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment. Garden city ny There have been plenty of acquisitions over the past few months, with more in the pipeline, and growth opportunities in North America look attractive.

DX Group (DX.) is a logistics and parcel distribution business that has recently attracted a pretty sizeable Home Office contract. Small front yard landscaping It’s not the only small cap company benefiting from the e-commerce boom. Garden snake bite Main market-listed* Macfarlane (MACF), a packaging and manufacturing group, reported in November that it was already seeing the benefits of a surge in online transactions over Christmas.

Industrial companies are highly cyclical in nature. Football season schedule But Aim plays host to some that operate in important areas, so important they’re unlikely to be hurt by cyclical trends. Landscapers choice Fulcrum (FCRM), for example, is an independent multi-utility infrastructure and services provider whose primary business is the provision of unregulated utility connection services to the residential, commercial and industrial markets. Pitch invasion Hardly a catchy business description, but Fulcrum’s business structure is exciting. Usssa softball rules Through its subsidiary, Fulcrum Pipelines Limited, the group is licensed as an independent gas transporter and can therefore earn recurring revenue by operating pipelines. Fantasy baseball sleepers Last year the company added to its services by commencing commercial meter management and also intends to move into the electricity sector by adopting and operating electrical assets.

Somero Enterprises (SOM) operates in a much more niche market, but its products are no less important. Fantasy sports radio Somero manufactures laser-guided machinery used in horizontal concrete placement, to “advance the productivity, concrete flatness and efficiency of the jobsite”. Facebook login change password This kind of machinery is crucial in product and distribution warehouses which demand perfectly flat surfaces. What does pitch mean Even better – given investors’ current penchant for international stocks – Somero earns 70 per cent of its revenue in the US.

Another type of flooring is provided by James Halstead (JHD) – widely regarded as one of Aim’s blue-chip stocks. Trellis kirkland Considering the group has provided flooring for commercial spaces across the UK and abroad for the past 102 years, it seems this is a company that knows how to see out economic and political turbulence.

Critics argue that Aim is risky, but if you do your homework, the market offers some excellent but overlooked companies where there’s value to be found. Garden spider bite And value investing is a trend in the current market, replacing investors’ desire for high-growth, high-risk stocks.

Graham Bird, fund manager at Gresham House, which specialises in Aim companies, thinks the market is going to do well in 2017. Chicago baseball teams His advice is to look beyond the current economic turmoil and invest in companies that are intrinsically undervalued and offer opportunities for growth over a three- to five-year horizon.

For Paul Mumford, who runs the specialist Aim fund at Cavendish, a well-balanced portfolio is key. Small yard landscaping His top sector picks on Aim for 2017 are oil & gas and healthcare, based on the fact that they are undervalued. Natural fabrics We agree that a well-balanced portfolio should include some higher-risk sectors that could grow strongly in 2017 – but investing in some of the market’s steady and reliable performers could be a good strategy in an uncertain year.

Fulcrum has a solid business model, combining short-term contracting and long-term asset ownership, which offers good long-term visibility over earnings and returns from its growing portfolio of pipeline assets. Frances bavier house We’re also recommending that investors buy Somero Holdings. Garden state parkway south Its decent cash pile, solid dividend yield and high US exposure makes it a top pick for 2017.

DX Group shares never really recovered from a whopping profit warning at the end of 2015 and now investors are worried about the dividend coverage. Baseball fantasy rankings Those prepared to take the risk would be rewarded with a very attractive yield, but we’re not recommending it. Arizona landscape There are also concerns over Utilitywise, this time surrounding cash flows, so we’re on the fence. Basketball finals score Woodford Asset Management clearly rates the stock, though, currently holding 27 per cent.

This year looks as though it could be a challenging one for equities. Cutter pitch grip The Prime Minister is adamant that Article 50 will be triggered by the end of March, at which point we will all be holding our breath for two years.

We will learn more about the extent to which Donald Trump’s proposed policies will be implemented, with the stance his government takes on spending, tax and international trade being particularly important. Spring training 2016 florida On top of all of this, even more uncertainty is likely to emerge as we witness a swath of European elections, which could have serious implications for the future of the European Union.

However, even in tough economic circumstances, companies with good ideas, innovative technology, clever business models and strong management can generate their own luck and continue to thrive. Define pitch in music This is the basis for our stock ideas for 2017.

For example, we believe that as Fulcrum continues to focus on costs, its margins will continue to improve. Baseball online games The company has also only recently added electricity to its range of connection services, which we expect to lead to higher sales growth. Landscaping logos Coupled with wider margins, we believe profits will continue to grow and we reiterate our buy recommendation.

GB Group (GBG), a world-leading provider of ID data solutions using its own proprietary software platforms either as SaaS (software as a service) or under licence. Facebook stock news It is a high-quality small-cap growth stock that we feel is likely to outperform expectations.

Pawnbroker H&T Group’s (HAT) large network of branches now provides a base from which to launch new financial products to consumers that need face-to-face contact. Mizzou softball schedule We expect this company to become a high-growth alternative lender over the next three years.

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