magazine archive
magazine archive
Great Ideas
Brunner offers outstanding value at current prices
Thursday 27 Aug 2020We have long been fans of Brunner Investment Trust’s ( BUT ) stock-picking approach and a 48-year track record of sustained dividend growth, so to find the trust trading at a discount to net asset value (NAV) of close to 15% is too good an opportunity to pass up. It means you can buy a portfolio...
UP Global Sourcing’s shares are a real bargain
Thursday 27 Aug 2020Shares in value-focused consumer brands company UP Global Sourcing ( UPGS ) are approaching two-year highs, after tripling from the March lows. There should be a lot more gains to come. The company, better known as Ultimate Products, has navigated the pandemic impressively so far given the initial...
XP Power is worth paying up for
Thursday 20 Aug 2020We believe that XP Power ( XPP ) is an electronics engineering gem. The shares may be close to all-time highs but we see long-run, well managed upside more than capable of outperforming current single-digit earnings growth expectations. For those unfamiliar with the investment story, XP Power is a...
Kainos continues to shine
Thursday 20 Aug 2020KAINOS ( KNOS ) £11.29 Gain to date: 57.2% Original entry point: Buy at 718p, 19 December 2019 The positive news continues to flow around Kainos ( KNOS ) , the digital transition consultancy that is one of Shares top picks for 2020. This week analysts at broker Canaccord Genuity increased their...
Anexo primed for further profitable growth
Thursday 20 Aug 2020Since listing in 2018, credit hire and legal services firm Anexo ( ANX:AIM ) has been one of AIM’s success stories, raising guidance five times and this year moving to net cash generation. The firm’s core Edge business provides replacement credit hire vehicles – both two-wheeled and four-wheeled –...
UDG Healthcare shares press ahead and the dividend is back
Thursday 20 Aug 2020UDG Healthcare ( UDG ) 721.2p Gain to date: 3.9% Original entry point: Buy at 694p, 16 July 2020 Our bullish stance on healthcare support services firm UDG Healthcare ( UDG ) is off to a decent start. On 5 August the company reinstated its dividend and resumed earnings guidance as visibility on...
Diversified Gas & Oil remains a generous dividend payer
Thursday 20 Aug 2020Diversified Gas & Oil ( DGOC ) 112.4p Gain to date: 10.2% Original entry point: Buy at 102p, 21 May 2020 Supported by a recovery in oil prices and robust operating performance, our faith in Diversified Gas & Oil ( DGOC ) is gradually being rewarded. A notable feature of the recent first-...
Lam Research continues upbeat second quarter tech run
Thursday 13 Aug 2020LAM RESEARCH (LRCX) $375.76 Gain to date: 20.3% Original entry point: Buy at $312.30, 25 June 2020 Microchips equipment designer Lam Research continued the impressive second quarter reporting run of major tech stocks, sending our Great Idea stock to a 20%-plus paper profit in barely two months...
Why Ford should motor under new management
Thursday 13 Aug 2020Investors should buy into recovery potential at Ford Motor Co . In the middle of a multi-year restructuring, Ford is blessed with an iconic brand, is pushing forward towards electrification and has the potential to turn itself around. Car use may well get a boost coming out of the pandemic as...
Spirent is a 5G stock to buy and hold
Thursday 13 Aug 2020If you are excited about 5G connectivity, UK-listed telecoms and connectivity testing kit manufacturer Sprient ( SPT ) is one of the most direct ways to invest. With 5G next generation mobile networks around the corner and new, faster ethernet broadband technology in the pipeline, Spirent has been...