magazine archive
magazine archive
Great Ideas
SkinBio Therapeutics' psoriasis supplement could be a real money spinner
Thursday 17 Jun 2021Investors should buy SkinBio Therapeutics ( SBTX:AIM ) as it prepares to launch a new product which could generate tens of millions of pounds in fresh revenue for the business. The company has developed a proprietary technology platform which harnesses the human microbiome to improve skin health...
BlackRock Throgmorton shoots the lights out amid mid-cap momentum
Thursday 17 Jun 2021BlackRock Throgmorton ( THRG ) 916.59p Gain to date: 30.4% Original entry point: Buy at 702.79p, 26 November 2020 Our call to buy investment trust BlackRock Throgmorton ( THRG ) for its focus on quality companies which had been sold off in the initial value rally has proved a canny trade. The...
Change at the top to supercharge Brown Advisory US Smaller Companies
Thursday 17 Jun 2021A 10.6% discount to NAV (net asset value) is an exciting opportunity to buy Brown Advisory US Smaller Companies ( BASC ) , with Chris Berrier of new manager Brown Advisory wasting no time in enacting wholesale changes. Formerly Jupiter US Smaller Companies, the trust’s name was changed in May 2021...
Why Lindsell Train loves Diageo as much as we do
Thursday 17 Jun 2021Diageo ( DGE ) £34.60 Gain to date: 17.5% Original entry point: Buy at £29.45, 23 December 2020 We are not the only ones to have spotted potential in alcoholic drinks giant Diageo ( DGE ) with Nick Train’s Lindsell Train Global Equity Fund (B644PG0) noting the recent uptick in performance in its...
Aurora Investment Trust moves into top gear thanks to value tailwind
Thursday 17 Jun 2021We said to buy value-focused Aurora Investment Trust ( ARR ) last October in the belief that value investing could make a comeback, which has since proved correct.
Inditex's sales and earnings growth defy the doubters
Thursday 17 Jun 2021Inditex (ITX:BME) €31.75 Gain to date: 32.3% Original entry point: Buy at €24, 8 October 2020 Shares in Spanish fashion firm Inditex, which owns the iconic Zara brand along with half a dozen lesser-known (in the UK) brands, continue to enjoy a re-rating after the firm beat forecasts with a return...
Continental is a great play on electric vehicles
Thursday 10 Jun 2021UK investors will probably know Continental from its TV advertisements for tyres during the UEFA Champions League, which it used to sponsor, and the FA’s women’s football league cup. However, the German firm isn’t just a dull but worthy tyre-maker, it happens to be one of the world leaders in...
Activist pressure to give fresh impetus to Aviva shares
Thursday 10 Jun 2021Aviva ( AV. ) 425.6p Gain to date: 41.4% Original entry point: Buy at 301p, 17 September 2020 Our positive call on insurance firm Aviva ( AV. ) continues to be richly rewarded with stake building by activist investor Cevian acting as the latest catalyst for the share price. Chief executive Amanda...
Latest evidence of reading boom and special dividend lift Bloomsbury
Thursday 10 Jun 2021Bloomsbury ( BMY ) 350p Gain to date: 23.3% Original entry point: Buy at 283.84p, 4 February 2021 When we added publishing group Bloomsbury ( BMY ) to our Great Ideas list in February the company had already enjoyed a strong share price run. Our view that the lockdown-inspired boom in reading would...
Belvoir is a great way to invest in the booming property market
Thursday 10 Jun 2021Investors are not too late to benefit from a rising share price in estate and letting agent Belvoir ( BLV ) . The company’s attractions are finally being recognised by the market after years of largely being ignored. The valuation remains undemanding against a positive backdrop, with the housing...