magazine archive
magazine archive
Great Ideas
SDI’s £7.7 million deal to immediately boost earnings
Thursday 31 Mar 2022SDI ( SDI:AIM ) 176.3p Gain to date: 1% Original entry point: Buy at 174.5p, 27 May 2021 Science kit manufacturer SDI ( SDI:AIM ) may have retreated from the record share price highs reached in late 2021, but the company’s latest update suggests this is more a reflection of the wider shift from...
BlackRock Throgmorton is a great fund for a small cap recovery rally
Thursday 24 Mar 2022We believe that many smaller companies have fallen too far amid the indiscriminate sell-off this year, and that there is real scope to pick up many well-run, high-quality business at knock-down prices. One of the best ways to take advantage, in our view, is to buy the BlackRock Throgmorton Trust (...
Cordiant Global Infrastructure remains a way to play the growth in digital assets
Thursday 24 Mar 2022Cordiant Global Infrastructure ( CORD ) 106.6p Gain to date: 1.5% Original entry point: Buy at 105p, 13 May 2021 In its latest update specialist investor in mid-market data-centres, mobile communications, and fibre optic networks Cordiant Global Infrastructure ( CORD ) confirmed it has no exposure...
Why Berkshire Hathaway is hitting fresh highs
Thursday 24 Mar 2022Berkshire Hathaway $352.5 Gain to date: 10.2% Original entry point: Buy at $320, 17 February 2022 Our bullish call on Warren Buffett-run Berkshire Hathaway is paying off handsomely, with the trade 10.2% in the money as the B shares test new highs. Berkshire Hathaway has been bid up during the...
FDM shows substantial recovery potential at shares rally 21% in two weeks
Thursday 24 Mar 2022FDM ( FDM ) £10.02 Loss to date: 15.7% Original entry point: Buy at £11.88, 20 January 2022 A clear example of how some share prices have become detached from the fundamentals, FDM ( FDM ) is making the most of its ability to plug IT skills shortages, as we said it could. Results for full year 2021...
US growth can drive undervalued Homeserve shares higher
Thursday 24 Mar 2022Shares in business services group HomeServe ( HSV ) have been oversold on concerns surrounding the growth prospects in the UK. However the star performer is the US business, and management has indicated that it is currently ahead of schedule in achieving its medium-term target of $230 million of...
Essentra to become a streamlined components champion
Thursday 24 Mar 2022Essentra ( ESNT ) 310p Gain to date: 0% Original entry point – BUY at 310p, 11 November 2021 The key focus for the market when Essentra ( ESNT ) reported full year results (18 Mar) was management confirmation on the timescales for the strategic exit from both its packaging and filters arms. In...
Tharisa shares hit new record high as metal prices rally
Thursday 17 Mar 2022THARISA ( THS ) 155.8p Gain to date: 18% Original entry point: Buy at 132p, 28 October 2021 Sanctions on Russia have led to a rally in metal prices on the assumption that supplies from this country will be disrupted. South Africa-based chrome and platinum group metals producer Tharisa ( THS ) is a...
Why Hill & Smith’s share price has fallen too far
Thursday 17 Mar 2022Hill & Smith ( HILS ) £14.12 Loss to date: 7.1% Original entry point: Buy at £15.20, 20 May 2021 It’s been a disappointing start to 2022 for road safety engineer Hill & Smith ( HILS ) with more than a year’s worth of share price gains wiped out. Most of the damage was done in early January...
Fancy 9% dividend yield? M&G is the answer
Thursday 17 Mar 2022British insurer and asset management firm M&G ( MNG ) surprised the market with better-than-expected full year results on 8 March. This has made investors look more closely at the investment opportunity and we think you should do the same. M&G’s shares are cheap, trading on 8.3 times 2023...