magazine archive
magazine archive
Great Ideas
Aurora should benefit if value comes back into fashion again
Thursday 07 Oct 2021Aurora Investment Trust ( ARR ) 214.3p Gain to date: 26.8% Original entry point: Buy at 169p, 22 October 2020 A rotation out of value and back into growth saw our gains on Aurora Investment Trust ( ARR ) eroded in recent months but signs that bargain stocks are back in favour could help reverse...
Euromoney looks smart as it reaps benefits of earlier deals
Thursday 07 Oct 2021There are three reasons why shares in media group Euromoney Institutional Investor ( ERM ) are worth buying now. First, it is reaping the benefits from a series of bolt-on acquisitions and a rise in subscriptions from its data services. Second, this success was reflected in a recent trading update...
Use Slater fund to find growth at a reasonable price
Thursday 07 Oct 2021Rising inflation expectations means that growth-hungry investors will need to be increasingly discerning and disciplined in terms of their stock picking in the months ahead. One sensible solution is to invest in a fund where the manager has pedigree in backing dynamic growth companies without...
Shares’ top picks for 2021: still outperforming
Thursday 07 Oct 2021Despite a fuel crisis, ongoing inflation worries and the end to the furlough scheme, Shares ’ top picks for 2021 continue to outperform the wider stock market. But while the FTSE All-Share index ultimately did very little during the third quarter, adding just 44 points, or about 1.1%, our 12-stock...
Buy Henry Boot ahead of a big step forward
Thursday 30 Sep 2021Few firms listed on the UK market can boast a 135-year history, and fewer still can claim to be run by a scion of the founding family. With its roots in building and civil engineering, during the First World War Henry Boot ( BOOT ) grew to be a prime contractor on military buildings and hospitals...
Continental copes with industry challenges and should emerge stronger
Thursday 30 Sep 2021Continental €96.40 Loss to date: 17% (adjusted for Vitesco spin off) Original entry point: Buy at €130, 10 June 2021 At first glance our call on Continental looks to have been a shocker as the shares are trading below €100 against an entry price of €130. However, that fails to take account of the...
Blue Prism takeover not done deal yet
Thursday 30 Sep 2021Blue Prism ( PRSM:AIM ) £11.70 Gain to date: 50.3% Original entry point: Buy at 778.5p, 15 July 2021 Investors may be disappointed by the takeover terms for robotic process automation firm Blue Prism ( PRSM:AIM ) . The £1.1 billion deal agreed with Vista Equity Partners fell short hoped for levels...
Merchants Trust: 5.1% yield and a history of beating the market
Thursday 30 Sep 2021There are three principal reasons why we believe investment trust Merchants Trust ( MRCH ) is a great stock to own. First, the recently published half-year results demonstrated the merits of manager Simon Gergel’s investment approach. This involves searching for attractively valued companies with...
Quixant lights up as results reveal recovery
Thursday 30 Sep 2021Quixant ( QXT:AIM ) 190p Gain to date: 9.2% Original entry point: Buy at 174p, 19 August 2021 Gambling tech firm Quixant ( QXT:AIM ) provided continued evidence of its recovery from the pandemic as casinos and slot machines began to be used more widely again. The developer of logic boxes which...
China exposure is a key risk for Lindsell Train Equity Fund
Thursday 23 Sep 2021Lindsell Train UK Equity FUND (B18B9X7) 507.7p Gain to date: 9.6% Original entry point: Buy at 463.1p, 4 March 2021 A tilt back towards quality stocks earlier this year as the vaccine-led value rally ran out of steam has supported a recovery for Lindsell Train UK Equity (B18B9X7) . However,...