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magazine archive
Great Ideas
Recent acquisition provides growth and security for Gresham House
Thursday 14 Jan 2021Gresham House ( GHE:AIM ) 810p Gain to date: 29.2% Original entry point: Buy at 627p, 23 July 2020 Last month’s purchase by Gresham House ( GHE:AIM ) of Irish alternative asset manager Appian for a total potential outlay of €10 million isn’t just a case of management seizing an opportunity to add...
Stock pick for 2021: Inspecs
Wednesday 23 Dec 2020Eyewear frames and optically advanced spectacle lenses maker Inspecs ( SPEC:AIM ) joined the stock market in February 2020 and its shares have since risen by 40%. We see a lot more upside at the Bath-based company which is still in the early stages of its global growth journey. The eyewear industry...
Stock pick for 2021: Convatec
Wednesday 23 Dec 2020After recently upgrading (28 October) full-year revenue growth to the top of its 2% to 3.5% target range, medical products company ConvaTec ( CTEC ) looks well placed going into 2021 as several tailwinds form. A faster than anticipated recovery in US elective surgeries is providing a boost for its...
Stock pick for 2021: RWS
Wednesday 23 Dec 2020RWS ( RWS:AIM ) is the world’s leading provider of language services and language technology to firms in sectors such as technology, pharmaceuticals, medical equipment, telecoms and chemicals. The recent acquisition of SDL marks a step change for the business with significant opportunities to grow...
Stock pick for 2021: PZ Cussons
Wednesday 23 Dec 2020Risk-tolerant investors should follow respected fund manager Nick Train into PZ Cussons ( PZC ) , the branded consumer goods group embarking on a multi-year turnaround under new chief executive Jonathan Myers. Admittedly, the company’s profits have disappointed in the past, but there is...
Stock pick for 2021: Diageo
Wednesday 23 Dec 2020Quality business Diageo ( DGE ) should benefit from a reopening of society and we think its shares will reward investors handsomely in 2021. Diageo and the wider beverages space have underperformed a relatively buoyant wider consumer staples piece in 2020 as they have suffered from Covid’s...
Stock pick for 2021: Qinetiq
Wednesday 23 Dec 2020Strong revenue gains delivered by QinetiQ’s ( QQ. ) international business is underappreciated by investors and will continue to drive double digit growth. At some point the market will wake up and value the business on a higher rating. Defence, cyber security, evaluation and testing company...
Stock pick for 2021: Ocado
Wednesday 23 Dec 2020Very few UK stocks are targeting global domination but that is the ambition driving the Ocado ( OCDO ) story. The Covid-19 pandemic has shifted the market in its favour, with a significant jump in people around the world shopping for groceries online. This behaviour is likely to accelerate...
Stock pick for 2021: Alibaba
Wednesday 23 Dec 2020China offers huge growth potential in 2021 and beyond and Alibaba (BABA:NYSE) is arguably the best way to play this theme. The country’s answer to Amazon, Alibaba owns the largest online marketplaces in China while Alibaba Cloud is the region’s leading cloud platform. The company went public six...
Stock pick for 2021: Tracsis
Wednesday 23 Dec 2020There are important reasons why 2021 could be a really good year for the Leeds-based transport infrastructure and analytics software company Tracsis ( TRCS:AIM ) . For years Tracsis has scored highly for earnings quality, cash flow and operating efficiency, based on Refinitiv data. It has had a...