magazine archive
magazine archive
Great Ideas
Bloomsbury boosted by books bonanza
Thursday 08 Apr 2021Bloomsbury Publishing ( BMY ) 298p Gain to date: 5% Original entry point: Buy at 283.84p, 4 February 2021 Our positive call on publishing group Bloomsbury ( BMY ) is off to a solid start thanks to a bullish trading update on 24 March. The company said it expected annual revenue and profit to be ‘...
Faster than expected recovery at Renewi delivers outsized returns
Thursday 08 Apr 2021Renewi ( RWI ) 49p Gain to date: 105% Original entry point: Buy at 23.95p, 19 November 2020 Our call to back the self-help programme at Anglo-Dutch waste management firm Renewi ( RWI ) has paid off faster than we expected, more than doubling our money in less than six months. With no shortage of...
Specialist lender Arbuthnot plots course to higher returns
Thursday 01 Apr 2021For a private bank which made its name financing foreign trade in the 19th century and coming up for its 190th anniversary, Arbuthnot Banking ( ARBB:AIM ) has a very up-to-date approach. Thanks to a major investment in technology in 2017, the entire workforce was able to work from home seamlessly...
Softcat gains on latest upgrades with scope for further upside
Thursday 01 Apr 2021SOFTCAT ( SCT ) £17.73 Gain to date: 84.8% Original entry point: Buy at 959.5p, 1 August 2019 There is still ‘significant upside risk to gross profit’ from software seller Softcat ( SCT ) , say analysts, and that should power the shares beyond £20 for the first time this year. Analysts at Peel Hunt...
We are backing Aviva to make further gains
Thursday 01 Apr 2021Aviva ( AV. ) 409.7p Gain to date: 36.1% Original entry point: Buy at 301p, 17 September 2020 With the sale of the Polish business to Germany’s Allianz for €2.5 billion, new chief executive Amanda Blanc has fully delivered on her promise to reshape insurer Aviva ( AV. ) as a focused business with...
Chemicals firm Croda has an exciting new growth strategy
Thursday 01 Apr 2021Investors should buy chemicals firm Croda - a highly exciting stock which should provide substantial multi-year returns for investors. What’s firing our excitement is the new-found expertise in its healthcare division in so-called lipid nanoparticles or LNPs, which are fatty molecules used in drugs...
Margin growth to power TT Electronics
Thursday 25 Mar 2021Many investors are drawn to turnaround recovery stories, and that badge certainly fits electronic components designer TT Electronics ( TTG ) . This is a company pushing through operational improvements while building a competitive niche in long-run growth industries, and we believe there is a...
Elementis remains on track to profit from reopening
Thursday 25 Mar 2021Elementis ( ELM ) 120.6p Loss to date: 4% Original entry point: Buy at 125.9p, 18 February 2021 Chemicals firm Elementis ( ELM ) is cautiously optimistic on demand for its products in the months ahead, which combined with the firm’s cost saving measures should drive better financial performance...
STV is the value stock you need to own today
Thursday 25 Mar 2021If you’re looking for a value stock with very attractive immediate growth prospects, we’ve got just the one. Scottish free-to-air broadcaster STV ( STVG ) is ITV’s ( ITV ) counterpart north of the border and outperforming its one-time parent. STV trades on 9.7 times forecast earnings for 2021 and...
IP Group unveils maiden dividend after bumper results
Thursday 18 Mar 2021IP Group ( IPO ) 122.6p Gain to date: 47.7% Original entry point: Buy at 83p, 15 October 2020 Developer of intellectual property-based ventures IP Group ( IPO ) is trading at its highest level since 2018, rewarding our positive call on the stock in October 2020. The latest run for the shares...