magazine archive
magazine archive
Great Ideas
Chemring’s hidden jewel is a cyber security ace
Thursday 05 Aug 2021Investors often look for certain attributes when researching stocks to help spot the most attractive opportunities. The list of desirable factors can include an improvement in a company’s financial position, operational efficiency gains, niche skills with limited competition, and underappreciated...
Big buying opportunity at Avon Protection
Thursday 29 Jul 2021For a defence and protection kit designer and manufacturer Avon Protection ( AVON ) stock hasn’t provided investors with very much of either during the past year. But we believe this is a temporary blip that has created an excellent buying opportunity for investors to gain access to what has been a...
Big upgrade for FTSE 100 group Croda as new strategy pays off
Thursday 29 Jul 2021Croda ( CRDA ) 338.9p Gain to date: 30% Original entry point: Buy at £63.84, 1 April 2021 Our confidence in chemicals firm Croda’s ( CRDA ) new strategy is already being rewarded in spades with its first half results (27 Jul) revealing strong trading and prompting a material upgrade to full year...
SDI continues to reward loyal retail investor fans
Thursday 29 Jul 2021SDI ( SDI:AIM ) 194p Gain to date: 11.2% Original entry point: Buy at 174.5p, 27 May 2021 In the context of the global pandemic SDI’s ( SDI:AIM ) full year to 30 April 2021 results were impressive. In line with May’s trading update, revenue growth of 43.2% to £35.1 million (19% pre-acquisitions)...
Morgan Sindall surges on latest earnings upgrade
Thursday 29 Jul 2021Morgan Sindall ( MGNS ) £23.85 Gain to date: 25.1% Original entry point: Buy at £19.06, 15 April 2021 Construction and regeneration firm Morgan Sindall ( MGNS ) took us and the market by surprise last week with an unscheduled update announcing better than expected trading in its first half and that...
Coca-Cola posts strong growth and continues to take market share
Thursday 29 Jul 2021COCA-COLA $57 Gain to date: 17.6% Original entry point: Buy at $48.48, 30 July 2020 Although comparisons with 2020 were always likely to be fairly easy, Coca-Cola blew away analysts’ forecasts with its second quarter performance, posting its best results for some time. Net revenues grew 42% to $10...
Why now is a great time to buy Hotel Chocolat
Thursday 29 Jul 2021Luxury chocolatier Hotel Chocolat ( HOTC:AIM ) could see a step change in its long-term growth rate based on a dramatic shift in its sales mix towards digital channels including subscriptions and partners. While the shares aren’t cheap, trading on around 30 times earnings, we believe a faster...
Hipgnosis could benefit from reset of streaming economics
Thursday 22 Jul 2021Hipgnosis Songs Fund ( SONG ) 121p Gain to date: 4.8% Original entry point: Buy at 115.5p, 18 June 2020 Members of Parliament have called for changes to the music streaming system to ensure fair pay for songwriters. The current system typically sees the songwriter receive about 16% of royalty...
Frontier Developments is a UK gaming star
Thursday 22 Jul 2021The number of investing options available for UK investors to get exposure to the fast-growing video gaming industry in the UK appear to be shrinking fast after this week’s bid for video games for hire developer Sumo ( SUMO:AIM ) from Chinese internet giant Tencent . Of the remaining three direct...
The small cap stock that continues to smash forecasts
Thursday 22 Jul 2021Focusrite ( TUNE:AIM ) £14.16 Gain to date: 106.1% Original entry point: Buy at 687p, 23 July 2020 Music and audio products firm Focusrite ( TUNE:AIM ) continues to mark record share price highs driven by earnings upgrades. The company’s latest trading statement (20 Jul) once again lifted revenue...