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Great Ideas
Lloyd’s insurance investor Helios is set for big gains
Thursday 18 Feb 2021Helios Underwriting ( HUW:AIM ) is unique as an acquirer and consolidator of Lloyd’s insurance market underwriters. So far the firm has bought 43 limited liability vehicles or LLVs, including some of the best Lloyd’s Names as they were formerly known, as their owners age or decide to exit the...
Reasons why Texas Instruments shares are still worth buying
Thursday 11 Feb 2021TEXAS INSTRUMENTS ( TXN ) $175.12 Gain to date: 53.1% Original entry point: Buy at $114.42p, 21 May 2020 Analog microchips manufacturer Texas Instruments continues to knock the lights out after extending its long run of beating earnings expectations to 12 quarters in a row. Investors who followed...
GlaxoSmithKline remains attractive despite delay to recovery
Thursday 11 Feb 2021GlaxoSmithKline ( GSK ) Price £12.70 Loss to Date: 3.9% Original entry point: Buy at £13.21 on 5 November 2020 While GlaxoSmithKline ( GSK ) reported (3 Feb) full year 2020 adjusted profits in line with guidance, down 4% at constant currencies, the company pushed any meaningful improvement in...
The retail giant with a chance of beating Amazon
Thursday 11 Feb 2021A share price pause for breath at the world’s biggest retailer Walmart presents a buying opportunity ahead of fourth quarter results on 18 February. These should confirm another period of firm market share gains and online sales progress and contain an exciting update on Walmart’s strategic...
Ocado delivers on growth at the expense of short-term earnings
Thursday 11 Feb 2021Ocado ( OCDO ) £26.63 Gain to date: 15.7% Original entry point: Buy at £23.01, 23 December 2020 Online supermarket firm Ocado ( OCDO ) posted strong results for the year to 29 November, registering a 35% increase in retail revenues and a 52% increase in fees billed to its overseas technology...
Credit-scoring firm should repay the patient investor
Thursday 11 Feb 2021Experian ( EXPN ) £26.40 Loss to date: 14% Original entry point: Buy at £30.69, 15 October 2020 Our buy on Experian ( EXPN ) hasn’t worked out so far but we’re sticking with it as a play on the global reopening and a ‘levelling up’ of consumers through the introduction of progressive new products...
New-look Bango is a great way to play online payments boom
Thursday 11 Feb 2021The digital payments space is booming and not just because of lockdown. We are all buying more stuff online, and that requires safe and easy ways to pay. A forecast-thumping fourth quarter for industry leader Paypal earlier this month saw its stock jump to new all-time highs. Cambridge-based Bango...
Eye-catching growth in sight for Inspecs
Thursday 04 Feb 2021Inspecs ( SPEC:AIM ) 340p Gain to date: 25.5% Original entry point: Buy at 271p, 23 December 2020 Shares in eyewear frames designer-to-optically advanced spectacle lenses maker Inspecs ( SPEC:AIM ) are up an eye-catching 25.5% since we highlighted the group’s global growth potential and the scale...
Forecasts and stock on a stunning run at ASML
Thursday 04 Feb 2021ASML (ASML:AS) €457.40 Gain to date: 72.9% Original entry point: Buy at €264.60, 23 April 2020 For a company the size of ASML to jump more than 70% in less than a year is impressive, but to do so during a global pandemic is little short of astonishing. This is one of Europe’s largest listed...
Buy Bloomsbury after pandemic-led book boost
Thursday 04 Feb 2021It seems we rediscovered the joy of a good book in lockdown and this has helped propel shares in publishing firm Bloomsbury ( BMY ) to the heights it last enjoyed in the mid-noughties when the Harry Potter craze was at its height. The stock looks inexpensive, meaning there is still time to buy the...