magazine archive
magazine archive
Great Ideas
Computacenter resilient but dividends are off the menu
Thursday 30 Apr 2020Computacenter ( CCC ) £14.90 Gain to date: 23.1% Original entry point: Buy at £12.10, 2 May 2019 IT re-selling outfit Computacenter ( CCC ) is navigating the coronavirus crisis well so far and we remain positive on the shares. A first quarter update (23 Apr) saw the company pull its dividend but...
Luceco can move beyond ‘darkest hour’
Thursday 30 Apr 2020Luceco ( LUCE ) 94p Loss to date: 8.6% Original entry point: Buy at 116p, 19 December 2019 We may be out of pocket on our ‘buy’ call on electronic components firm Luceco ( LUCE ) but the shares have doubled from their bottom at the height of the coronavirus-inspired market sell-off. Sentiment was...
Buy ITV shares as advertising activity could soon pick up
Thursday 30 Apr 2020Shares in free-to-air broadcaster ITV ( ITV ) are trading at levels last seen in the early part of the 2010s when the company was starting its turnaround under former CEO Adam Crozier. This price weakness creates a good opportunity to buy a unique business which will be closely tied to a recovery...
Travis Perkins can capitalise on homebuilding restart
Thursday 30 Apr 2020Builders’ merchants such as Travis Perkins ( TPK ) could be among the first businesses to return to something approaching ‘normal’ levels of activity in the next few months. Having been shut to all but essential services since mid-March as construction work ground to a halt across the country,...
Don’t miss the chance to buy tech giant ASML at 2017 prices
Thursday 23 Apr 2020Dutch firm ASML may not be a familiar name to most investors, yet it probably should be. The monopoly microchip business is exposed to the most resilient parts of massive semiconductor industry capital investment. It’s the only company in the world capable of manufacturing the extreme ultraviolet (...
Why now is the time to snap up Premier Foods
Thursday 23 Apr 2020Despite the popularity and ‘authenticity’ of brands such as Bisto, Cadbury’s – made under licence for US conglomerate Mondelez – and Mr Kipling, investors have given Premier Foods ( PFD ) a wide berth until now due to its widely-reported lack of free cash flow and pension ‘black hole’. However, a...
Crisis means more work for insolvency specialist Begbies
Thursday 23 Apr 2020Begbies Traynor ( BEG:AIM ) 91p Gain to date: 3.4% Original entry point: Buy at 88p, 19 Dec 2020 Shares in insolvency and advisory firm Begbies Traynor ( BEG:AIM ) surged late last week after the firm released its latest red flag alert report . It revealed that a record 509,000 UK businesses were...
Alliance Pharma remains on growth track
Thursday 16 Apr 2020Alliance Pharma ( APH:AIM ) 77.4p Gain to Date: +8% Entry point: Buy at 71.6p, 3 October 2019 Pharmaceuticals firm Alliance Pharma ( APH:AIM ) continued its trend of strong revenue and profit growth when it reported results for the year ended 31 December 2019 on 7 April, with revenue up 16% to £...
Tesco shares rally on dividend cheer
Thursday 16 Apr 2020TESCO ( TSCO ) 232.3p Loss to date: 1.9% Original entry point: Buy at 236.9p, 23 May 2019 Shares in grocery giant Tesco ( TSCO ) jumped 4% to 232p late last week after the company reported a sharp increase in operating profits and confirmed plans to return £5bn to shareholders. UK and Irish...
Domino’s Pizza is a rare lockdown winner
Thursday 16 Apr 2020One of the few winners of the country-wide lockdown is Domino’s Pizza ( DOM ) as demand surges for takeaway food. Over the first week of the lockdown the company saw an acceleration in deliveries which more than offset the lack of collection business, which account for around a fifth of sales. Like...