magazine archive
magazine archive
Great Ideas
The tide seems to have turned for GlaxoSmithKline
Thursday 04 Nov 2021GlaxoSmithKline ( GSK ) £15.48 Gain to date: 17.2% Original entry point: Buy at £13.21 on 5 November 2020 Investors have had to be patient, but a combination of self-help and activist pressure finally appears to be having a positive impact on the GlaxoSmithKline ( GSK ) business and its shares...
Coke buys Bodyarmor to take the sports drink fight to Pepsi
Thursday 04 Nov 2021Coca-Cola $56.17 Gain to date: 15.9% Original entry point: Buy at $48.48, 20 July 2020 Our call to buy Coca-Cola shares last summer continues to look well-timed despite the share price losing some fizz of late. We think the decision to take full control of sports drink maker Bodyarmor in a $5.6...
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...