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Great Ideas
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...
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,...