magazine archive
magazine archive
Great Ideas
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...
Big buying opportunity at high quality London Stock Exchange Group
Thursday 12 Aug 2021Shares in London Stock Exchange Group ( LSEG ) , have fallen 20% since March, on concerns surrounding integration costs associated with the group’s $27 billion acquisition of data provider Refinitiv. However, recent interim results (6 Aug) should allay these fears as they demonstrated a sharp...
Use this fund to invest in the best European companies
Thursday 12 Aug 2021This fund employs a high-conviction stock specific strategy based on identifying high quality, reliable growth companies which can be bought below their intrinsic valuations. We like the straightforward, transparent investment approach of the manager, the impressive track record and the scalability...
Upgrades for Eurofins on Covid variant testing boost
Thursday 12 Aug 2021Eurofins €112 Gain to date: 60% Original entry point: Buy at €69.99, 23 December 2020 Shares in world-leading laboratory testing and environmental certification business Eurofins Scientific climbed more than 10% on the day of its recent interim results. As well as posting record numbers – revenue...
UK’s rail rethink starting to bear fruit for Tracsis
Thursday 05 Aug 2021TRACSIS ( TRCS:AIM ) 988p Gain to date: 56.8% Original entry point: Buy at 630p, 23 December 2020 Investors who followed our Tracsis ( TRCS:AIM ) pick for 2021 at the end of last year should be sitting pleased, with the share price setting new records in recent days and the stock now up 57% since...
64% from this small cap since February and much more to go
Thursday 05 Aug 2021Hargreaves Services ( HSP:AIM ) 525p Gain to date: 64% Original entry point: Buy at 320p, 25 February 2021 The basis of our buy call in February was that the firm had reached a strategic turning point, divesting its coal assets and becoming a focused, self-financing industrial and property services...
The investment trust coming back to life with a new manager
Thursday 05 Aug 2021A 14% discount to net asset value at Strategic Equity Capital ( SEC ) suggests significant rerating scope remains at this concentrated trust of 20 carefully selected small cap names. Since seasoned investor Ken Wotton took over as lead manager last September, the discount has narrowed, and we think...
Nestle shows its pedigree with strong first half results
Thursday 05 Aug 2021Nestle (NESN:SWX) CHF 114.70 Gain to date: 14.7% Original entry point: Buy at CHF 100, 4 February 2021 Shares in iconic food and drink-producer Nestle had a bit of a wobble after the firm reported a 10% increase in underlying first-half earnings but a small (0.2%) dip in its operating margin to 16...
Take advantage of share price weakness in Convatec
Thursday 05 Aug 2021Convatec ( CTEC ) 225.6p Gain to date 10.2% Original entry point: Buy at 204.6p on 23 December 2020 Shares in medical products company Convatec ( CTEC ) have dropped approximately 13% since reporting stronger than expected first half growth and lifting guidance for full year organic revenue growth...