magazine archive
magazine archive
Great Ideas
Why transformed Accrol is flush with potential
Thursday 26 Aug 2021Given the potential for the Delta variant to interrupt the economic recovery and with prospects for inflation and slower growth weighing on market sentiment, this seems a sensible time to invest in companies that sell non-discretionary items, products that consumers have to use every day, in...
Sainsbury’s has delivered on growth and is now a bid target
Thursday 26 Aug 2021Sainsbury’s ( SBRY ) 332p Gain to date: 39.5% Original entry point: Buy at 238p, 14 January 2021 When we recommended Sainsbury’s ( SBRY ) back in January we were attracted by the valuation and its robust sales performance over the Christmas trading period, which suggested the firm’s investment in...
Marshalls is riding high on new build and RMI boom
Thursday 26 Aug 2021Marshalls ( MSLH ) 771p Gain to date: 20.7% Original entry point: Buy at 638.5p, 25 February 2021 Our buy call on building products group Marshalls ( MSLH ) has already delivered the same return in six months as the shares normally generate in a year, thanks to strong trading across its two primary...
Wheaton shines despite gold’s weakness
Thursday 19 Aug 2021Wheaton Precious Metals ( WPM ) £31.78 Loss to date: 14.7% Original entry point: Buy at £37.25, 5 November 2020 It looks increasingly like we flagged precious metal streaming company Wheaton Precious Metals ( WPM ) at the wrong time. When we said to buy gold was not far off its record highs but it...
What went wrong as Avon Protection slumps 25%
Thursday 19 Aug 2021Avon Protection ( AVON ) £20.51 Loss to date: 22.1% Original entry point: Buy at £26.94, 29 July 2021 Sometimes you have to hold your hands up. We called defence and protection kit maker Avon Protection ( AVON ) wrong. We felt the recent issues the company had been facing were a blip. However, a...
Why 50% share price upside could be on the cards at Quixant
Thursday 19 Aug 2021Rapid recovery growth, a sharp technological edge and decent pricing power, born in Britain technology company Quixant ( QXT:AIM ) is on the up again after falling from its previous lofty perch. Quixant is a Cambridge-based developer of logic boxes that control pay-to-play digital gaming machines...
Disney rediscovers the magic in the third quarter
Thursday 19 Aug 2021Disney $179.09 Gain to date: 4.2% Original entry point: Buy at $171.82, 21 January 2021 Our positive call on Disney may only have been rewarded with modest gains so far but our faith in the long-term investment case has been further bolstered by the company’s latest quarterly release (12 August)...
Protect your spending power with Schroder Income Growth Fund
Thursday 19 Aug 2021Investors seeking a high conviction fund with a track record of attractive total returns should buy Schroder Income Growth Fund ( SCF ) , a portfolio geared into the post-pandemic and UK domestic recovery. Managed by Schroders’ head of UK equities Sue Noffke for a decade, the £222 million cap puts...
Boston Scientific tops expectations as demand picks up
Thursday 12 Aug 2021Boston Scientific $43.81 Gain to date: 31.4% Original entry point: Buy at $33.33, 26 November 2020 As hospitals around the world start to make elective procedures the priority after months of Covid-19 issues, demand for medical equipment firm Boston Scientific’s kit and services is starting to pick...
TT Electronics racing towards its brighter future
Thursday 12 Aug 2021TT Electronics ( TTG ) 277.5p Gain to date: 31.5% Original entry point: Buy at 211p, 25 March 2021 Engineer TT Electronics ( TTG ) is racing ahead as it goes far beyond the traditional sensors and instrumentation markets that it used to bank on, with fast-growing, and more profitable, digital areas...