magazine archive
magazine archive
Great Ideas
The UK trust with a history of beating the FTSE 250
Thursday 20 Jan 2022Investors spooked by the recent sell-off in technology stocks need to understand that some parts of the market are still doing very well – this is not an all-sector global market slump. While the US tech-heavy Nasdaq index is down about 6% year to date, we’ve seen the FTSE 350 oil and gas sector...
Time to give up on Currys as an investment
Thursday 20 Jan 2022Currys ( CURY ) 103.3p Gain to date: 19.9% Original entry point: Buy at 129p, 15 July 2021 We’re calling time on our trade on electrical goods retailer Currys ( CURY ) after a string of disappointing news. The company is struggling and the market doesn’t seem convinced the business is going places...
Stick with Frontier Developments despite share price slump
Thursday 20 Jan 2022Frontier Developments ( FDEV:AIM ) £13.30 Loss to date: 41.3% Original entry point: Buy at £22.65, 22 July 2021 Shares in fantasy world video game developer and publisher Frontier Developments ( FDEV:AIM ) are trading below pre-pandemic levels despite demand rising for games during the pandemic and...
Why you should keep buying Marks & Spencer shares
Thursday 20 Jan 2022Marks & Spencer ( MKS ) 221p Gain to date: 23.8% Original entry point: Buy at 178.5p, 2 September 2021 Shares in high street stalwart Marks & Spencer ( MKS ) have further to rise as it continues to demonstrate strong progress in transforming the business. It delivered a better trading...
Cordiant Digital Infrastructure still a buy as progress continues
Thursday 13 Jan 2022Cordiant Digital Infrastructure ( CORD ) 108p Gain to date: 2.9% Original entry point: Buy at 105p on 13 May 2021 Investor and digital specialist in mid-market data centres, mobile communications, broadcast towers, and fibre optic networks, Cordiant Digital Infrastructure ( CORD ) delivered a total...
Play the rotation into value stocks with Temple Bar
Thursday 13 Jan 2022January has seen a rotation in the market, with investors moving out of technology-related stocks and into more value style investments where the story is all about slow to medium growth today, not super levels of growth in the future. The UK market has quite a few stocks that fall under the value...
Odyssean's merger with Strategic Equity Capital stacks up
Thursday 13 Jan 2022ODYSSEAN INVESTMENT TRUST ( OIT ) 168p Gain to date: 72.3% Original entry point: Buy at 97.5p, 10 September 2020 Shares in Odyssean Investment Trust ( OIT ) are up 72.3% since we recommended the UK smaller companies trust in September 2020. We see merit in the board’s proposal (23 Dec) to merge...
Legal services leader DWF is set for share price upside
Thursday 13 Jan 2022Legal services group DWF ( DWF ) , the only Main Market legal firm, is ‘massively undervalued’ according to its chief executive Nigel Knowles. In our view this is not just a case of a boss talking up his own business, there’s real merit to this view and investors should take advantage. By slimming...
FRP Advisory poised to benefit from wave of insolvencies
Thursday 13 Jan 2022FRP Advisory ( FRP:AIM ) 132.3p Gain to date: 8.4% Original entry point: Buy at 122p, 16 September 2021 Since recommending specialist advisor FRP Advisory Group ( FRP:AIM ) in mid-September 2021 the shares have risen by a little more than 8%. We continue to believe that the shares offer good value...
Stock pick for 2022: London Stock Exchange
Thursday 23 Dec 2021This trade requires taking a contrarian view. Market sentiment is weak towards the stock, yet the valuation has become attractive for what is fundamentally a decent business. Shares in London Stock Exchange ( LSEG ) have fallen by a third in value since February on concerns surrounding integration...