magazine archive
magazine archive
Great Ideas
Soaring book sales help publisher Bloomsbury beat sales and profit expectations
Thursday 07 Apr 2022Bloomsbury Publishing ( BMY ) 403.2p Gain to date: 42.5% Original entry point: Buy at 283p, 4 February 2021 Our faith in Bloomsbury Publishing ( BMY ) continues to be rewarded with another encouraging trading update (30 Mar). The company guided for revenue to be ‘comfortably ahead’ and profit ‘...
Casual dining group The Fulham Shore offers great scope for growth
Thursday 07 Apr 2022We have admired restaurant group The Fulham Shore ( FUL:AIM ) and its senior management team, which is one of the most experienced in the UK hospitality sector, for some time. We almost recommended buying the shares in late 2019 but luckily given the impact of Covid forgetfulness – or inertia –...
Belvoir continues to enjoy strong tailwinds in the UK property market
Thursday 07 Apr 2022Belvoir Group ( BLV:AIM ) 260p Gain to date: 10.6% Original entry point: Buy at 235p, 10 June 2021 Considering property franchise and finance group Belvoir ( BLV:AIM ) was trading at 280p when it reported first half earnings six months ago, being able to buy shares today at 260p after such a...
Homeserve shares surge higher on bid approach
Thursday 31 Mar 2022Homeserve ( HSV ) 880p Gain to date: 30% Original entry point: Buy at 675p, 24 March 2022 Just as soon as we had recommended home repair services group Homeserve ( HSV ) as a buy on 24 March, its shares jumped sharply following news that Brookfield was considering a possible offer for the group...
Value specialist Temple Bar is well placed for inflation and rising rates
Thursday 31 Mar 2022TEMPLE BAR INVESTMENT TRUST ( TMPL ) £11.64 Loss to date: 1.9% Original entry point: Buy at £11.87, 13 January 2022 Recent choppy market conditions have left our ‘buy’ call on Temple Bar ( TMPL ) 1.9% in the red, but we still believe the UK equity income trust is well-positioned in an environment...
Beat inflation with Diversified Energy’s big dividends
Thursday 31 Mar 2022A Western world looking to wean itself off Russian energy is increasingly looking to the US and that is great news for FTSE 250 US natural gas producer Diversified Energy ( DEC ) as it should provide a strong driver for domestic energy prices. Shares in the company trade at a mere six times 2022...
Strong demand drives gains in logistics, residential and development
Thursday 31 Mar 2022Henry Boot ( BOOT ) 312p Gain to date: 11% Original entry point: Buy at 281p, 30 September 2021 Construction and property firm Henry Boot ( BOOT ) posted a forecast-beating performance for the year to December and said it was enjoying a strong start to the current year with high levels of secured...
Our faith in the managers is undiminished despite a slow first half
Thursday 31 Mar 2022Vietnam Opportunities Fund ( VOF ) 503p Gain to date: 9.3% Original entry point: Buy at 460p, 23 September 2021 Results from the Vietnam Opportunities Fund ( VOF ) for the six months to December showed a slowdown from the exceptionally high rates of return in June but we were expecting as much...
ConvaTec has turned a corner and offers growth and re-rating potential
Thursday 31 Mar 2022The transformation of medical technology company ConvaTec ( CTEC ) has reached an inflection point which should drive market-beating sales growth and improve profitability. The shares look attractive against good earnings potential while scope for the stock to trade on a higher multiple of earnings...
AG Barr fizzes to profit ahead of pre-Covid levels
Thursday 31 Mar 2022AG Barr ( BAG ) 553p Gain to date: 10.7% Original entry point: Buy at 499.5p, 7 May 2020 Given the turbulent backdrop of the last two years or more the share price performance of soft drinks maker AG Barr ( BAG ) has been pleasing. The company behind the iconic Irn-Bru brand announced adjusted...