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Great Ideas
Building materials firm unfairly punished after latest trading update
Thursday 19 May 2022Marshalls ( MSLH ) 530p Loss to date: 17% Original entry point: Buy at 638.5p, 25 February 2021 If we owned a crystal ball and had foreseen the last month’s sell-off we could have closed our trade on Marshalls ( MSLH ) and congratulated ourselves on a job well done. As it is, the shares are now 17...
Impressive SDI flags record year with another to follow
Thursday 12 May 2022SDI ( SDI:AIM ) 170p Loss to date: 2.6% Original entry point: Buy at 174.5p, 27 May 2021 Having drifted lower amid a wider sell-off for growth and technology stocks, a stellar trading update on 6 May has helped give science kit maker SDI ( SDI:AIM ) a boost. SDI is a collection of businesses which...
Take advantage of a rare opportunity to buy Smithson at a discount
Thursday 12 May 2022Smithson (SSON) £12.84 Loss to date: 32.9% Original entry point: Buy at £19.15, 2 September 2021 Shares in Fundsmith’s mid-cap focused investment trust Smithson (SSON) are now trading at an 8% discount to net asset value, a significant change to the premium at which it has generally traded since...
How Latitude Horizon protects against capital losses and inflation now
Thursday 12 May 2022Latitude Horizon Fund (BG1TMR8) 126p Gain to date: 2.4% Original entry point: Buy at 123p, 14 October 2021 Shares highlighted the potential for this all-weather fund to shine in trickier markets and rising prices. Pleasingly the fund has delivered a positive return compared with double-digit losses...
Why every ESG investor should buy this property stock now
Thursday 12 May 2022For investors who want to put their money to work in ESG (environmental, social and governance) stocks it can be hard to find companies which really meet the ‘S’ or social part of the equation. Step forward property firm Home REIT (HOME) , whose whole purpose is to help solve one of the biggest...
Take advantage of share price weakness to buy K3 Capital at a knockdown price
Thursday 12 May 2022K3 Capital ( K3C:AIM ) 230p Loss to date: 18.7% Original entry point: Buy at 283p, 24 February 2022 It has been a disappointing couple of months on the market for multi-disciplinary professional services provider K3 Capital ( K3C:AIM ) . The most probable cause of share price weakness is related to...
Buy dominant Adobe now before rest of the market wakes up to its appeal
Thursday 12 May 2022Betting against the market is always risky and it may feel contrarian to be thinking about buying anything technology-related. But we think Adobe (ADBE:NASDAQ) stands out for three clear reasons: its consistently strong financial performance; its exposure to structurally growing markets; and its...
Find out why WH Smith remains an exciting Covid recovery play
Thursday 05 May 2022WH SMITH ( SMWH ) £14.45 Loss to date: 14.3% Original entry point: Buy at £16.86, 27 January 2022 While shares in WH Smith ( SMWH ) have struggled this year, we were pleased to see the books, stationery and snacks seller report a return to profit for the six months to 28 February. The retailer...
A tight power market continues to drive earnings upgrades at Drax
Thursday 05 May 2022Drax ( DRX ) 811p Gain to Date: 21.6% Original entry point: Buy at 667p on 10 March 2022 It is pleasing to see the shares perform well, but arguably the gains are supported by continued improvement in the fundamentals of the business. A strong first quarter prompted Longspur Research analyst Adam...
Why we’re sticking with formidable long-run performer Fidelity Special Values
Thursday 05 May 2022FIDELITY SPECIAL VALUES (FSV) 283.5p Loss to date: 7.5% Original entry point: Buy at 306.6p, 11 November 2021 We remain positive on Fidelity Special Values (FSV) despite the 7.5% loss since highlighting its attractions last November. First-half results showed net asset value total return down 4.5%...