magazine archive
magazine archive
Great Ideas
Ford accelerates electrification drive with new battery plant and latest F-150 truck
Thursday 27 May 2021Ford Motor (F:NYSE) $13.06 Gain to date: 86.8% Original entry point: Buy at $6.99, 13 August 2020 Shares in US car maker Ford continue to gain since we said to buy last August as the company reaffirms its commitment to electric vehicles. As part of his $2.3 trillion infrastructure package for the...
Supreme is a super-charged growth and income play
Thursday 27 May 2021Investors seeking an entrepreneurial smaller company with big growth ambitions should buy shares in Supreme ( SUP:AIM ) , the fast-moving consumer products supplier which joined AIM in February. The stock offers a 3.6% prospective dividend yield and is trading on an undemanding 14 times forecast...
Hill & Smith set to cash in on US infrastructure boom
Thursday 20 May 2021As president Biden’s team begins what are likely to be weeks of horse-trading with their Republican peers over the shape and size of the new infrastructure plan, one firm which is set to benefit is FTSE 250 road safety equipment supplier Hill & Smith ( HILS ) . A new chief executive has the...
Improving backdrop for still cheap TT Electronics
Thursday 20 May 2021TT ELECTRONICS ( TTG ) 244p Gain to date: 15.6% Original entry point: Buy at 211p, 25 March 2021 The pace of the reopening recovery in some parts of the global economy has seen plenty of companies raise financial guidance for 2021, TT Electronics ( TTG ) among them. Trading has further strengthened...
Buy Shield Therapeutics as it stands on cusp of US breakthrough
Thursday 20 May 2021Specialty biotech company Shield Therapeutics ( STX:AIM ) is at an exciting point in its development and is worth buying before the market switches on to its full potential. It is due to launch its proprietary iron deficiency drug Accrufer into the US market at the beginning of June 2021, after...
Bank a tidy profit on UDG as private equity swoops
Thursday 20 May 2021UDG Healthcare ( UDG ) £10.23 Gain to date: 47.4% Original entry point: Buy at 694p, 16 July 2020 It seems that others have noted the value we saw in health-related services business UDG Healthcare ( UDG ) in July 2020 as the board has now recommended a £10.23 per share cash offer from US private...
Investors toast Diageo’s £4.5 billion capital return
Thursday 20 May 2021Diageo ( DGE ) £33.65 Gain to date: 14.3% Original entry point: Buy at £29.45, 23 December 2020 OUR positive call on alcoholic drinks giant Diageo ( DGE ) is beginning to pay off, aided by an encouraging trading update on 12 May. The company announced it was restarting a £4.5 billion capital...
Coca-Cola HBC should fizz higher on reopening
Thursday 20 May 2021COCA-COLA HBC ( CCH ) 25.09 Gain to date: 7.3% Original entry point: Buy at £23.38, 17 December 2020 OUR ‘buy’ call on soft drinks colossus Coca-Cola HBC ( CCH ) has marginally underperformed the wider market year-to-date despite achieving solid gains but we are confident there is more upside to...
Buy Zoo Digital to play TV streaming growth
Thursday 13 May 2021How we watch TV has changed massively in recent years and it is now as common to talk about the latest Netflix shows as anything on BBC or ITV ( ITV ) . One way to tap in to the explosion of on-demand streaming services is a little-known AIM-quoted business Zoo Digital ( ZOO:AIM ) . This is a small...
A great way to play growth in the digital economy and collect income
Thursday 13 May 2021C ordiant Digital Infrastructure ( CORD ) is looking to capitalise on the surging growth in data consumption and traffic which it claims will provide an economic tailwind for the next decade or more. By focusing on the mid-market, the investment trust believes it can execute a ‘buy-and-build’...