magazine archive
magazine archive
Great Ideas
Buy Dotdigital, among the UK’s few, true software growth businesses
Thursday 04 Mar 2021Investors that want rapid growth from a UK stock should look at marketing platform Dotdigital ( DOTD:AIM ) . We believe it is a true UK software-as-a-service (SaaS) rarity and that its shares will reward investors handsomely in the coming years. The stock is not cheap, on a June 2022 price to...
Panoply seeds growth opportunity with biggest ever acquisition
Thursday 04 Mar 2021THE PANOPLY HOLDINGS ( TPX:AIM ) 189p Gain to date: 110% Original entry point: Buy at 90p, 6 August 2020 Digital transition business The Panoply Holdings ( TPX:AIM ) has made its biggest acquisition so far with the £26 million cash and shares purchase of Keep It Simple ( KITS ). The managed...
Target Healthcare continues to be a dependable source of income
Thursday 25 Feb 2021Target Healthcare REIT ( THRL ) 112.4p Gain to date: 5.2% Original entry point: Buy at 106.8p, 16 July 2020 Care home investor Target Healthcare REIT ( THRL ) may not have knocked the lights out in terms of share price performance since we flagged it in July 2020 but the steady gains in the interim...
The re-shaping of Aviva continues apace
Thursday 25 Feb 2021Aviva ( AV. ) 379p Gain to date: 25.9% Original entry point: Buy at 301p, 17 September 2020 Chief executive Amanda Blanc’s mission to transform Aviva ( AV. ) into a business focused on the UK, Ireland and Canada took another step forward this week with the sale of the French business to local...
We’re sticking with Walmart despite earnings miss
Thursday 25 Feb 2021WALMART (WMT:NYSE) $138.3 Loss to date: 5.1% Original entry point: Buy at $145.80, 11 February 2021 Our ‘buy’ call on Walmart is 5.1% in the red, the shares selling off following a fourth quarter earnings (18 Feb) miss and a warning from the world’s biggest retailer that it expects sales to...
Buy Marshalls as Britain builds for recovery
Thursday 25 Feb 2021The rebound in specialist building products firm Marshalls ( MSLH ) share price from its March 2020 lows has stalled and it is currently underperforming the wider building materials space. We see that as an opportunity. The lack of share price action may reflect the fact it has a higher valuation...
Hargreaves Services is primed for growth after exiting coal
Thursday 25 Feb 2021A major shift in the business means now is an excellent time to buy small cap Hargreaves Services ( HSP:AIM ) . The group delivers projects and services in the infrastructure, energy and property services, principally in the UK but also in South East Asia. Its main division, Distribution and...
BHP rewards shareholders with bumper payout as iron ore surges
Thursday 18 Feb 2021BHP ( BHP ) £22.71 Gain to date: 14.5% Original entry point: Buy at £19.83, 23 December 2020 As expected mining giant BHP ( BHP ) has felt the benefit of soaring iron ore prices and has decided to reward shareholders with a record $5.1 billion, or $1.01 per share, first half dividend – a 55% year-...
Profit from the reopening with FTSE 250 chemicals firm Elementis
Thursday 18 Feb 2021FTSE 250 chemicals firm Elementis ( ELM ) ticks all the boxes for an investor looking for an overlooked and undervalued stock set to benefit from the reopening of society and the economy. Elementis has the right mix of sales divisions to benefit from both economic activity picking up again and...
RWS shares gain on ‘excellent’ first quarter
Thursday 18 Feb 2021RWS ( RWS:AIM ) 619p Gain to date: 15.9% Original entry point: Buy at 534p, 23 December 2020 Language translation technology firm RWS ( RWS:AIM ) signaled to the market this month that trading in its core business in the first quarter to the end of December had been ‘excellent’, with pre-tax profit...