magazine archive
magazine archive
Great Ideas
Virgin Wines’ share price slump looks overdone
Thursday 10 Feb 2022VIRGIN WINES ( VINO:AIM ) 153.5p Loss to date: 31.5% Original entry point: Buy at 224p, 22 April 2021 Our bullish call on Virgin Wines ( VINO:AIM ) is 31.5% in the red following a mild profit warning (3 Feb) from the direct-to-consumer online wine seller which prompted what looks an overreaction by...
This value-tilted global fund is now outperforming
Thursday 10 Feb 2022Global equity funds have been popular over the past decade, with returns driven by companies with the potential to deliver high levels of earnings growth in the future and investors happy to pay a premium price to own these stocks. The market rotation away from high growth stocks this year has now...
Google-owner does the splits as it smashes Q4 expectations
Thursday 10 Feb 2022ALPHABET (C CLASS) $2,778.76 Loss to date: 2.4% Original entry point: Buy at $2,848, 23 December 2021 For our 2022 pick to be only marginally under water speaks volumes for the online search and ads giant’s strong end to 2021 considering how unloved the global tech space has been so far in 2022...
Grab a great buying opportunity in Gamma Communications
Thursday 10 Feb 2022We believe that communications kit designer Gamma Communications ( GAMA:AIM ) has substantial scope to bounce back as we near publication of 2021 full year results (to 31 December) on 22 March. The stock has been pulled sharply lower in recent months as investors rotated out of growth companies,...
Pets At Home's new CEO is a great hire and the shares are still a buy
Thursday 10 Feb 2022Pets At Home ( PETS ) 407p Loss to date: 13% Original entry point: 467.6p, 22 December 2021 The year has got off to a good start for the team at the UK’s leading pet equipment and veterinary services group Pets At Home ( PETS ) with an increase in earnings guidance and a new chief executive set to...
Our buy call on Shell is up nearly 20% in two weeks
Thursday 10 Feb 2022Shell ( SHEL ) £20.80 Gain to date: 18.3% Original entry point: Buy at £17.58 Our positive stance on Shell ( SHEL ) has been quickly rewarded as a combination of its corporate reshuffle, strong energy prices and bumper results helped lift the share price. Having dropped the Royal Dutch from its...
Take advantage of Smithson’s stumble and top up
Thursday 10 Feb 2022Smithson ( SSON ) £16.85 Loss to date: 12% Original entry point: Buy at £19.15, 2 September 2021 The quality-focused investing style behind Smithson ( SSON ) has gone out of fashion in recent months and left our positive call on the investment trust from the Terry Smith stable looking a bit sorry...
Recovery or takeover likely to drive DotDigital shares higher
Thursday 03 Feb 2022DOTDIGITAL ( DOTD:AIM ) 154.5p Loss to date: 9.4% Original entry point: Buy at 170p, 4 March 2021 It’s been a rollercoaster year for many technology companies yet DotDigital’s ( DOTD:AIM ) own ride has been particularly violent. From gains of more than 70% in September 2021 versus our entry price...
Hipgnosis shares hit 11-month low on Neil Young / Spotify spat
Thursday 03 Feb 2022HIPGNOSIS SONGS FUND ( SONG ) 117p Gain to date: 1.3% Original entry point: Buy at 115.5p, 18 June 2020 Shares in Hipgnosis Songs Fund ( SONG ) are trading at an 11-month low as the investment trust has been caught up in a spat between musician Neil Young and streaming platform Spotify. Young has...
Revolution Beauty can still dazzle despite tough start on the market
Thursday 03 Feb 2022REVOLUTION BEAUTY ( REVB:AIM ) 128.5p Loss to date: 19.7% Original entry point: Buy at 160p, 9 September 2021 Our bullish call on Revolution Beauty ( REVB:AIM ) is almost 20% in the red, yet we are sticking with the make-up, skincare and haircare brand for its global growth potential. We believe...