magazine archive
magazine archive
Great Ideas
XP Power lining up M&A drive
Thursday 21 Oct 2021XP POWER ( XPP ) £52.475 Gain to date: 14.7% Original entry point: Buy at £45.75, 20 August 2020 Component shortages continue to dog global manufacturing but some companies have navigated the supply chain strain better than others. Power components designer XP Power ( XPP ) recently admitted near-...
Time to buy into SAP’s cloud shift before the market catches up
Thursday 21 Oct 2021We believe German software giant SAP’s ambitious cloud computing strategy is working and while stock market investors have been slow to give credit, this will change. Cloud revenue is growing increasingly fast – up from 11% in the second quarter Q2 (to 30 June) to 20% in Q3, the company has already...
Small cap consumer goods firm shrugs off supply chain issues
Thursday 21 Oct 2021SUPREME ( SUP:AIM ) 195p Gain to date: 4% Original entry point: Buy at 187.5p, 27 May 2021 Our bullish call on Supreme ( SUP:AIM ) may be a modest 4% in the money but we remain enthused by the growth and income potential of the fast-moving consumer products maker. The shares were boosted by a...
A costly TeamViewer error: hands up, we called this stock wrong
Thursday 14 Oct 2021Teamviewer (TMV:XETRA) €15.20 Loss to date: 59.3% Original entry point: Buy at €37.38, 8 April 2021 After a hugely successful 2019 listing in Germany and months of bullish growth projections, the TeamViewer reality check arrived last week. In what the company admitted were ‘very bad’ and ‘very...
ASML is still a core holding for investors despite big share price rally
Thursday 14 Oct 2021ASML (ASML:AMS) €634.90 Gain to date: 139.9% Original entry point: Buy at €264.60, 23 April 2020 Regulators might not like them but investors love a monopoly and Dutch microchip tech firm ASML remains the only company in the world with the extreme ultraviolet lithography machines that chip giants...
Bank of England prediction for rising insolvencies good for FRP
Thursday 14 Oct 2021FRP Advisory ( FRP:AIM ) 124p Gain to date: 1.6% Original entry point: Buy at 122p, 16 September 2021 Shares in FRP Advisory ( FRP:AIM ) , the insolvency and business advisory firm, have nudged up 1.6% since we said to buy on 16 September. We continue to believe the company is well positioned to...
Right time to own Ruffer as inflation pressures mount
Thursday 14 Oct 2021RUFFER INVESTMENT COMPANY ( RICA ) 293p Gain to date: 2% Original entry point: Buy at 287.25p, 8 July 2021 Our bullish call on capital preservation trust Ruffer ( RICA ) is modestly in the money. Yet with inflationary pressures escalating, we’re more convinced than ever this is the right time to...
EasyJet shares are underpricing the airline’s recovery potential
Thursday 14 Oct 2021It’s perceived wisdom that ever since the Wright Brothers took to the skies over a century ago the airline industry hasn’t turned a profit. For every boom there has been a more severe bust which has wiped out earnings leaving the industry in net losses. Having said that, until the arrival of the...
The fund that seeks to defend against inflation
Thursday 14 Oct 2021We could be about to enter a trickier period for stock markets as risks around slowing economic growth and rising prices mount. A fund which maintains exposure to shares with long-term growth potential and with exposure to more defensive bonds looks like a good option. Latitude Horizon (BG1TMR8)...
Hotel Chocolat beats expectations on web sales surge
Thursday 07 Oct 2021HOTEL CHOCOLAT ( HOTC:AIM ) 437.5p Gain to date: 17.9% Original entry point: Buy at 371p, 29 July 2021 Our bullish call on luxury chocolatier Hotel Chocolat ( HOTC:AIM ) is performing very strongly despite a challenging backdrop. The shares were marked higher on forecast-beating full year earnings...