magazine archive
magazine archive
Great Ideas
Tristel has a role to play in tackling coronavirus
Thursday 27 Feb 2020Even before the appearance of China’s coronavirus, infection and contamination-control products group Tristel ( TSTL:AIM ) was delivering strong growth as it taps into increasing demand for safe, high-level disinfectants that kill all microorganisms. On 24 February the company reported revenue for...
Buy property developer St. Modwen as it hits a turning point
Thursday 27 Feb 2020Now is the time to buy property developer St. Modwen Properties ( SMP ) as it reaches a turning point in its growth strategy. A brownfield regeneration specialist, FTSE 250 constituent St. Modwen made its name by taking on old, disused sites and turning them into fancy new developments with homes,...
We remain positive on Centrica despite commodity price setback
Thursday 20 Feb 2020Centrica ( CNA ) 73p Loss to date: 19.2% Original entry point: Buy at 90.42p, 19 December 2019 Our value-driven ‘buy’ call on energy firm Centrica ( CNA ) is off to an underpowered start thanks to a disappointing set of full year results (13 Feb). The company reported adjusted profit down 35% to £...
S & U lifted by improving economic sentiment
Thursday 20 Feb 2020S & U ( SUS ) £24.40 Gain to date: 9.9% Original entry point: Buy at £22.20, 30 May 2019 Motor finance and bridging loan provider S & U ( SUS ) delivered another positive trading update last week, confirming our view that the business is well placed to cash in on a recovery in the UK...
Buy Persimmon which yields 7% and is getting its house in order
Thursday 20 Feb 2020We think housebuilder Persimmon ( PSN ) can close the valuation gap on its rivals as it repairs its reputation and improves its building practices amid robust conditions for the wider sector. The housebuilding space has enjoyed good momentum since the December general election delivered a measure...
Bargain entry point to access activist investor Dan Loeb
Thursday 20 Feb 2020A steep 20% discount to net asset value (NAV) at London-listed Third Point Offshore Investors ( TPOU ) offers an attractive entry point for those keen to access the money-making acumen of Wall Street luminary Dan Loeb, a famous activist investor. We’ll be upfront and say this investment is not for...
Lok’n Store continues to impress
Thursday 13 Feb 2020Lok’n Store ( LOK:AIM ) 730p Gain to date: 28.7% Original entry price: Buy at 574p, 7 November 2019 Self-storage play Lok’n Store ( LOK:AIM ) is rewarding our faith with the latest trading update for the six months to 31 January 2020 revealing decent momentum in the business (10 Feb). Like-for-like...
Why Rank Group has some serious momentum
Thursday 13 Feb 2020We think the transformation afoot at casino to bingo operator Rank Group ( RNK ) can continue to benefit the company and its share price. This shift is not just about cutting costs, but changing the culture of the whole organisation, making it more dynamic in a bid to boost growth and achieve £1bn...
Smart Metering Systems now has a quoted rival in Calisen
Thursday 13 Feb 2020Smart Metering Systems ( SMS ) 525.5p Gain to date: 11.8% Original entry point: Buy at 470p, 24 October 2019 One of Smart Metering Systems’ ( SMS ) larger rivals has joined the UK stock market and has a less appealing investment proposition. Calisen ( CLSN ) , valued at £1.3bn versus £582m for SMS...
The asset manager in hot demand for income and ESG funds
Thursday 13 Feb 2020Asset management Liontrust ( LIO ) has outstanding prospects thanks to soaring demand for ESG-related investment products and a cracking reputation of running successful funds. Don’t be put off by its share price having already enjoyed a good run. We think it is only in the early stages of a...