magazine archive
magazine archive
Great Ideas
Higher margins should drive big share price gains for DiscoverIE
Thursday 10 Dec 2020Electronics engineer DiscoverIE ( DSCV ) has been on quite a journey in recent years, pulling itself up the supplier value chain by executing a clear strategy. This ambitious adventure is far from over. We believe the company’s success will soon lead to its share price trading beyond 750p for the...
The fund making a positive change to investors’ savings
Thursday 10 Dec 2020Baillie Gifford Positive Change (BYVGKV5) 338.2p Gain to date: 59.2% Original entry point: Buy at 212.5p, 7 May 2020 Many investors shun funds in the belief they will get a better return from picking individual stocks. Baillie Gifford Positive Change (BYVGKV5) is proof that funds can deliver...
Begbies Traynor prepares for wave of insolvencies
Thursday 10 Dec 2020Begbies Traynor ( BEG:AIM ) 89p Gain to date: 1.1% Original entry point: Buy at 88p, 19 December 2019 While a 1% gain is normally little cause for celebration, given the events of the past year and the fact the FTSE All-Share is nursing losses of more than 8%, we’ll take a small gain as a win...
Interesting green twist on Volution’s new debt facility
Thursday 10 Dec 2020Volution ( FAN ) 244p Gain to date: 35.2% Original entry point: Buy at 180.5p, 9 July 2020 News of positive trading and a new sustainability-linked debt facility have given a lift to Volution’s ( FAN ) share price. The company says favourable revenue and margin trends seen in late summer have...
The underappreciated Baillie Gifford fund achieving stellar returns
Thursday 10 Dec 2020While Baillie Gifford’s flagship investment trust Scottish Mortgage ( SMT ) tends to hog the headlines, there are other top-performing funds that bring exposure to the highly rated investment management group’s best growth ideas. One high-flying trust that looks particularly compelling is Monks (...
Big transactions at Pets at Home following first half results
Thursday 03 Dec 2020Pets at Home ( PETS ) 415p Gain to date: 79.6% Original entry point: Buy at 231p, 5 September 2019 Despite a mini wobble around the company’s first half results (24 Nov), our positive call on specialist retailer Pets at Home ( PETS ) continues to bear fruit. The company has subsequently announced...
Cheap access to a hot style with a 4.9% yield
Thursday 03 Dec 2020With the contentious US presidential election seemingly settled and Covid-19 vaccines on the way, multinational companies that do best during periods of global growth could see a more favourable backdrop. That scenario would be welcomed by the BlackRock North American Income Trust ( BRNA ) , a...
122% in four months: This stunning run for The Panoply should continue
Thursday 03 Dec 2020The Panoply Holdings ( TPX:AIM ) 200p Gain to date: 122% Original entry point: Buy at 90p, 6 August 2020 It has been a quite astonishing ride for The Panoply Holdings ( TPX:AIM ) and we could barely have timed better our original Great Idea . To more than double in value is impressive, but to do so...
Primark owner Associated British Foods is well placed for a recovery
Thursday 03 Dec 2020Value looks to be back in fashion in more ways than one, and one of the best ways to play both investors’ and consumers’ eye for a bargain is through Primark owner Associated British Foods ( ABF ) . Market expectations for the company are subdued and it trades on an undemanding 12-month forward...
Aviva chief delivers on promise to add shareholder value
Thursday 03 Dec 2020AVIVA ( AV. ) 326p Gain to date: 8.3% Original entry point: Buy at 301p, 17 September 2020 November brought a raft of good news from the UK’s largest insurer in the shape of resilient nine-month earnings and news of two disposals for a combined £2 billion. Trading to the end of September saw a...