magazine archive
magazine archive
Great Ideas
This engineering stock is racing higher after yet more earnings upgrades
Thursday 22 Apr 2021DiscoverIE ( DSCV ) 797p Gain to date: 32.8% Original entry point: Buy at 600p, 10 December 2020 Electronics engineer DiscoverIE ( DSCV ) is riding high after its latest trading update drove material upgrades to analysts’ earnings forecasts. The company designs and manufactures bespoke kit for...
Virgin Wines’ shares are cheap for an online retailer and it is profitable
Thursday 22 Apr 2021If you missed out on the pandemic-driven share price gains at Naked Wines ( WINE:AIM ) fear not, for another listed online wine retailer offers a tasty proposition and fruitful growth prospects. Open a position in Virgin Wines ( VINO:AIM ) at 224p, where the stock market newcomer trades at a steep...
Fidelity Asian Values is in a sweet spot so buy now
Thursday 15 Apr 2021After several years of returns in Asian stock markets being driven by large-cap growth stocks, emerging markets in Asia are showing signs of a rotation towards value and small caps, something which has put investment trust Fidelity Asian Values ( FAS ) in a sweet spot. With its value style and...
ASOS stands out in crowded fast-fashion market
Thursday 15 Apr 2021ASOS ( ASC:AIM ) £53.80 Gain to date: 10.3% Original entry price: Buy at £48.79, 28 January 2021 Our bullish call on online fashion retailer ASOS ( ASC:AIM ) is 10.3% in the money and record first-half results (8 April) only boosted our confidence in the web-based company’s long-term global growth...
End of Alibaba antitrust probe is positive news for the stock
Thursday 15 Apr 2021ALIBABA ( BABA ) $244.01 Loss to date: 4.8% Original entry point: Buy at $256.22, 23 December 2020 A $2.8 billion antitrust fine by the Chinese authorities may look punishing for Alibaba (BABA:NYSE) but it effectively draws a line under an issue that has been dogging the shares for month. It...
Morgan Sindall is a cheap economic recovery play with momentum
Thursday 15 Apr 2021Construction and regeneration specialist Morgan Sindall ( MGNS ) has significant share price momentum but remains an inexpensive way to play economic recovery boosted by an internally driven increase in profitability and exposure to bumper infrastructure spending. The shares trade on a 2021 price...
Buy remote IT connector TeamViewer at a pre-pandemic price
Thursday 08 Apr 2021Ask a Manchester United fan where they’re from and the least likely answer will be Manchester, or so the football joke goes. The club now has a new fan after German technology company TeamViewer announced a five-year shirt sponsorship deal with the club worth a rumoured €275 million. We have no...
Find out why Micron is up 16% in two months
Thursday 08 Apr 2021MICRON TECHNOLOGY $93.75 Gain to date: 16.1% Original entry point: Buy at $80.72, 21 January 2021 The microchip industry has been on a tear for months but the backcloth promises to get even better for semiconductors powerhouse Micron Technology Micron is among the world leaders when it comes to...
Medica is on a high quality growth path
Thursday 08 Apr 2021The new management team at teleradiology specialist Medica ( MGP:AIM ) have reinvigorated the business and energetically executed a clear growth path to diversify revenues and enhance earnings quality. Investors should buy into this story. Meanwhile, in the core teleradiology business, Covid-19 has...
Volution up more than 100% in nine months
Thursday 08 Apr 2021Volution ( FAN ) 400p Gain to date: 121.6% Original entry point: Buy at 180.5p, 9 July 2020 Ventilation products firm Volution ( FAN ) has been a superb performer since we added it to the Great Ideas portfolio last summer. We were right to conclude that demand for its portfolio of solutions would...