magazine archive
magazine archive
Great Ideas
Knockout performance from Baillie Gifford US Growth
Thursday 21 Jan 2021Baillie Gifford US Growth ( USA ) 335.92p Gain to date: 135.7% Original entry point: Buy at 142.5p, 8 August 2019 Undoubtedly the performance of Baillie Gifford US Growth ( USA ) has been helped by a strong showing for American equities but it has demonstrated an impressive ability to outperform...
Buy into Disney’s long-term dominance of the entertainment sector
Thursday 21 Jan 2021Not too many stocks through the course of this pandemic will be winners in both lockdown and reopening scenarios but Walt Disney is one. Its relatively new streaming service Disney+ has been a favourite with families stuck at home needing to keep kids entertained, and its theme parks and resorts...
Experian reports reassuring growth
Thursday 21 Jan 2021Experian ( EXPN ) £27.12 Loss to date: -11.6% Original entry point: Buy at £30.69, 15 October 2020 Credit checking and data services provider Experian ( EXPN ) has continued to perform well against the backdrop of the pandemic, reporting better than expected third quarter organic revenue growth of...
Semiconductor cycle is turning to Micron’s advantage
Thursday 21 Jan 2021This complex memory microchip manufacturer is a good illustration that not all quality technology businesses trade on sky-high valuations. NASDAQ-listed Micron Technology is one of the world’s top producers of DRAM (dynamic random access memory) and NAND flash memory chips. DRAM is used in PCs,...
Polar Capital shares remain cheap despite high quality status
Thursday 21 Jan 2021Polar Capital ( POLR:AIM ) 660.04p Gain to date: 45% Original entry point: Buy at 455p, 18 June 2020 Specialist fund manager Polar Capital ( POLR:AIM ) has made good operational and strategic progress since we outlined its attractions last June. Assets under management (AuM) have recovered strongly...
Alibaba faces baptism of fire at start of 2021
Thursday 14 Jan 2021ALIBABA ( BABA ) $227.37 Loss to date: 11.3% Original entry point: Buy at $256.22, 23 December 2020 It’s been a very rocky start for Alibaba ( BABA ) in our top 2021 picks portfolio and the stock is currently being kicked from pillar to post by investors not sure what to make of recent events...
IP Group still offers upside as it eyes further realisations
Thursday 14 Jan 2021IP Group ( IPO ) 100.8p Gain to date: 21.4% Original entry point: Buy at 83p on 15 October 2020 Since we turned positive on the developer of intellectual property-based businesses IP Group ( IPO ) , several positive developments have propelled the shares from a 15% discount to net asset value to...
Play a regional recovery with BlackRock Latin American
Thursday 14 Jan 2021A revival in shares of BlackRock Latin American Investment Trust ( BRLA ) could mark the start of an eventual recovery to the 760p levels seen in late 2010. Though the trust has disappointed with negative ten-year annualised share price and net asset value ( NAV ) returns, according to Morningstar...
Buy Sainsbury's now before the shares surge
Thursday 14 Jan 2021Supermarket Sainsbury’s ( SBRY ) is starting to feel the benefits of the investments it has made into its business but its share price is still attractively valued, making now an opportune time to buy. The firm released a trading update last week which has made investors and analysts sit up and...
Gamma run could speed up if it can nick a bit of Twilio’s limelight
Thursday 14 Jan 2021GAMMA COMMUNICATIONS ( GAMA:AIM ) £16.35 Gain to date: 9.4% Original entry point: Buy at £14.95, 9 July 2020 Guiding investors towards sensible targets and then beating them is a very good habit for a stock to develop and it’s a box that Gamma Communications ( GAMA:AIM ) ticks. The company recently...