magazine archive
magazine archive
Great Ideas
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%...
2022 should prove a pivotal year for GlaxoSmithKline
Thursday 05 May 2022GlaxoSmithKline ( GSK ) £17.96 Gain to date: 36% Original entry point: Buy at £13.21 on 5 November 2020 Investor sentiment towards GlaxoSmithKline ( GSK ) has continued to improve based upon a combination of self-help and agitation from activist investor Elliott Advisors. Meanwhile a more...
Shares in comparison website owner Moneysupermarket are too cheap to ignore
Thursday 05 May 2022A new study by Which? has found nearly one in 10 people (8%) are taking out new credit cards to cope with the cost-of-living crisis. Moneysupermarket ( MONY ) is one of the first places people visit when looking for deals on financial products. With the price of everything from food to fuel and...
This is how to find a winning combination of cheap stocks and inflation protection
Thursday 05 May 2022In an inflationary environment buying an investment trust which offers exposure to both cheap equities and alternative assets like infrastructure which have inflation protection looks a sensible approach. Shares has identified just such a vehicle in the form of Momentum Multi-Asset Value Trust (...
Strong reasons to buy Strix, a global leader in niche market
Thursday 28 Apr 2022The UK can make fair claim to global leadership in industries as diverse as financial services, medical research, artificial intelligence, the arts and electronics. Strix ( KETL:AIM ) slips neatly into the latter category, and even if the name is new to you, its technology is probably not. Isle of...
Loungers maintains fast growth despite facing consumer headwinds
Thursday 28 Apr 2022Loungers ( LGRS:AIM ) 257.8p Loss to date: 7.4% Original entry point: Buy at 278.5p, 23 December 2021 Rising inflation and interest rates have dampened investor sentiment towards consumer facing businesses. But we believe the company remains well positioned to continue its growth trajectory against...
Brookfield and Homeserve in talks as broker says shares could be worth £15
Thursday 28 Apr 2022Homeserve ( HSV ) 970.5p Gain to date: 43.7% Original entry point: Buy at 675p on 24 March 2022 On 21 April business services group Homeserve ( HSV ) announced it had entered talks with Brookfield Infrastructure in relation to a potential offer. Brookfield Asset Management is one of the world’s...
Asia Dragon Trust goes shopping for stocks amid market sell-off
Thursday 28 Apr 2022Asia Dragon Trust (DGN) 413p Loss to date: 19.3% Original entry point: Buy at 512p, 24 June 2021 Ten months ago, we flagged an opportunity at Asia Dragon Trust (DGN) which invests in market-leading companies. Since then, the trust has faced considerable headwinds as sentiment soured towards Chinese...
Smartly-timed sale and share buyback reveal Spectris’ hidden value
Thursday 28 Apr 2022Specialist sensor and testing equipment maker Spectris ( SXS ) surprised the market with the recent announcement (19 Apr) it was selling its Omega Engineering division and returning most of the proceeds to investors via a share buyback. The shares, which had been languishing close to 12-month lows...