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Great Ideas
Hargreaves Services delights investors by raising its full year outlook again
Thursday 17 Mar 2022Hargreaves Services ( HSP:AIM ) 550p Gain to date: 71.9% Original entry point: Buy at 320p, 25 February 2021 Property and industrial services firm Hargreaves Services ( HSP:AIM ) is the gift that keeps on giving for shareholders. First half results for the period to November blew away estimates...
Buy this Canadian fund for income and exposure to attractive sectors
Thursday 17 Mar 2022Anyone seeking a compelling investment trust that’s cheap and pays a decent income should consider Middlefield Canadian Income ( MCT ) . It offers an attractive 4.1% dividend yield but also trades at a 15.2% discount to net asset value versus a 12-month average discount of 13.8%, according to...
Don’t panic about drop in Heptagon European fund
Thursday 17 Mar 2022Heptagon European Focus Equity Fund (BPT3468) £203.48 Loss to date: 18% Original entry point: Buy at £248.02, 12 August 2021 Heptagon European Focus Equity Fund (BPT3468) has a well-defined investment process with a preference for high quality growth companies. Importantly, manager Christian...
Why Drax is great way to play the tight energy market
Thursday 10 Mar 2022A tight UK energy market and higher prices are providing a tailwind for renewable energy generator Drax ( DRX ) which increased guidance following better than expected full year results (24 Feb). Drax also benefits from intermittent wind and solar supply and earns ancillary revenue from effectively...
BAE to benefit as global defence spending ramps up
Thursday 10 Mar 2022The irony of calling a defence company a safe haven while war rages in Ukraine is not lost on Shares yet this is what we believe BAE Systems ( BA. ) stock offers investors in these troubling times, and importantly, for the longer-run. Few reasonable investors would feel comfortable buying a stock...
Buy Marlowe for stable and growing earnings
Thursday 03 Mar 2022Safety, testing and compliance company Marlowe ( MRL:AIM ) has an attractive business offering an unusual combination of defensiveness and profitable growth. The ‘buy-and-build’ strategy has been executed superbly, yielding impressive results. The shares have dropped around 20% from the recent...
Kitwave delivers major upgrades
Thursday 03 Mar 2022KITWAVE ( KITW:AIM ) 155p Gain to date: 3.7% Original entry point: Buy at 149.5p, 21 October 2021 Our ‘buy’ call on Kitwave ( KITW:AIM ) is now 3.7% in the money as the market responds to earnings upgrades from the food and drink wholesaler and we remain positive about the company’s organic and...
Exit Coca-Cola HBC thanks to Russia and Ukraine exposure
Thursday 03 Mar 2022COCA-COLA HBC ( CCH ) £18.19 Loss to date: 22.2% Original entry point: Buy at £23.38, 17 December 2020 Shares in Coca-Cola HBC ( CCH ) have slumped in recent weeks as investors absorb the negative earnings implications of the Coca-Cola bottling partner’s significant exposure to Russia and Ukraine,...
Plenty of reasons to stay positive on Alliance Trust
Thursday 03 Mar 2022Alliance Trust ( ATST ) 964p Loss to date: 7.5% Original entry point: Buy at £10.42, 4 November 2021 A stroke of bad luck meant that Alliance Trust’s ( ATST ) winning streak in 2021 came to a disappointing end. A weak fourth quarter saw the global equity investment trust lag the broader market and...
The stock to own as the EU weans itself off Russian gas
Thursday 03 Mar 2022The war in Ukraine has created a significant incentive for Europe to wean itself off Russian gas and oil. According to data from the European Union’s statistics office Eurostat, Russia accounted for 41.1% of the bloc’s natural gas imports in 2019 and a little over a quarter of its oil. There have...