magazine archive
magazine archive
Great Ideas
Keep faith with Chemring’s cyber potential
Thursday 04 Nov 2021Chemring ( CHG ) 298.3p Loss to date: 5% Original entry point: Buy at 314p, 5 August 2021 Despite a positive reaction to defence firm Chemring’s ( CHG ) latest update, the shares are a bit below the level at which we made our positive call. The drift in the share price seems at odds with the...
Generous income and portfolio protection from Alliance Trust
Thursday 04 Nov 2021Investors face great uncertainty given growing inflationary pressures and with many central banks accelerating interest rate tightening plans. One way to settle the nerves is to put money to work with a highly-diversified fund offering a real return (adjusted for inflation) through a combination of...
How to tap into rising rates and valuations in the shipping market
Thursday 28 Oct 2021With almost every company announcement these days making a reference to higher shipping costs, it’s high time we took a look at the trillion-pound ocean freight market for a stock idea. One name which jumps out straight away and is differentiated from the crowd is investment trust Taylor Maritime...
Tharisa is a chrome-plated buy for cash flow growth
Thursday 28 Oct 2021An imminent uplift in production and improvement in margins at chrome and PGM (platinum group metals) miner Tharisa ( THS ) should act as a catalyst for the shares with full year results on 2 December crystallising this positive trend in the market’s mind. The company has entered cold commissioning...
CareTech's strong cash flow reduces debt; property portfolio gets 20% uplift
Thursday 28 Oct 2021CareTech ( CTH:AIM ) 623.5p Gain to date: 0.7% Original entry point: Buy at 619p, 21 July 2021 Social care and education services provider, CareTech ( CTH:AIM ) reported a resilient trading update for the year to 30 September, in line with market expectations. Consensus expectations are looking for...
Stick with money-maker Mercantile
Thursday 28 Oct 2021THE MERCANTILE INVESTMENT TRUST ( MRC ) 261.5p Gain to date: 44.4% Original entry point: Buy at 181.1p, 17 September 2020 Our buy call on investment trust Mercantile ( MRC ) is 44.4% in the money and we are pleased to note a benchmark-beating first half performance (15 Oct) from the small and mid...
We’re doubling down on Accrol despite downgrade disappointment
Thursday 28 Oct 2021ACCROL ( ACRL:AIM ) 37.8p Loss to date: 25.6% Original entry point: Buy at 50.8p, 26 August 2021 Our buy call on Accrol ( ACRL:AIM ) is 25.6% underwater following a profit warning (20 Oct 2021) from the toilet roll, tissue and kitchen roll maker. Yet we’re minded to stay positive on the private...
Disney still a great long-term investment despite film delays
Thursday 21 Oct 2021Disney $171.14 Loss to date: -0.4% Original entry point: Buy at $171.82, 21 January 2021 A disappointing swoon in entertainment giant Disney’s share price in recent months has wiped out our gains with the latest catalyst the delayed release of major titles slated for 2022. While the company has...
Buy wholesaler Kitwave which is firmly in the driving seat
Thursday 21 Oct 2021Driver shortages and supply chain logjams are dominating the news headlines and could put a dampener on Christmas this year. Yet one growth company doing its bit to deliver the goods in these unpredictable times is Kitwave ( KITW:AIM ) , a small cap food and drink wholesaler with its own in-house...
QiniteQ sell-off represents a good buying opportunity
Thursday 21 Oct 2021QinetiQ ( QQ. ) 290.8p Loss to date: 2.74% Original entry point: Buy at 23 December 2020 at 299p Defence and cyber security company QinetiQ ( QQ. ) surprised investors on 14 October when it flagged a supply chain issue relating to a large complex multi-year programme, sending the shares 13% lower...