magazine archive
magazine archive
Great Ideas
The market is far too pessimistic on GlaxoSmithKline
Thursday 05 Nov 2020Surprisingly shares in pharmaceutical company GlaxoSmithKline ( GSK ) are trading below their March lows and have underperformed European and US peers by 18% year-to-date. The shares trade on a PE (price-to-earnings) of 11.4, roughly half of the valuation of peer AstraZeneca ( AZN ) while the...
Yamana Gold boosts growth prospects with latest acquisition
Thursday 05 Nov 2020Yamana Gold ( AUY ) 450p Loss to date: 2.2% Original entry point: Buy at 460p, 22 October 2020 Miner Yamana Gold ( AUY ) has expanded its portfolio of assets after agreeing a deal to acquire all the shares in smaller rival Monarch Gold that it doesn’t already own for $114 million in cash and shares...
Overseas microchip pair continue to perform
Thursday 29 Oct 2020TEXAS INSTRUMENTS (TXN) $147.81 Gain to date: 29 .2% Original entry point: Buy at $114.42p, 21 May 2020 ASML €367.48 Gain to date: 39.1% Original entry point: Buy at €264.6, 23 April 2020 The semiconductor space continues to reward carefully vetted stocks despite the weight of concern around...
Under the radar Blue Whale Growth won’t stay hidden for long
Thursday 29 Oct 2020If you’re after a top-performing global growth fund Fundsmith Equity (B41YBW7) is one of the biggest and most popular with retail investors. Terry Smith’s simple investment premise of buying great companies on reasonable valuations, then ‘do nothing’ makes it a classic low maintenance, buy and...
Stick with The Coca-Cola Company
Thursday 29 Oct 2020THE COCA-COLA COMPANY (KO:NYSE) $49.80 Gain to date: 2.7% Original entry point: Buy at $48.48, 30 July 2020 Some of the froth was knocked off of The Coca-Cola Company’s (KO:NYSE) shares in the recent Wall Street sell-off, though we’re pleased to see they broke $50 beforehand following our summer ‘...
Treatt is in a sweet spot and you should buy now
Thursday 29 Oct 2020We think that shares in extracts-to-ingredients supplier Treatt ( TET ) can maintain the momentum they have shown since the market bottomed in March. Under chief executive Daemmon Reeve, Treatt’s margins are improving thanks to a focus on added-value products and the company is primed to profit...
Luceco knocks the lights out
Thursday 22 Oct 2020Luceco ( LUCE ) 245p Gain to date: 111.2% Original entry point: Buy at 116p, 19 December 2019 The recovery at LED lighting and portable power products firm Luceco ( LUCE ) continues to gather pace. Not for the first time in 2020 Luceco is upping its earnings guidance amid an increase in demand. It...
Ford shares start to motor after impressive third quarter trading
Thursday 22 Oct 2020Ford Motor Co $7.59 Gain to date: 8.6% Original entry point: Buy at $6.99, 13 August 2020 Shares in US-listed Ford Motor are nearly back at levels seen before the global market sell-off began in February. Helping to drive the stock in recent sessions was a bullish research note from investment bank...
This trust offers big potential if you believe value investing will thrive
Thursday 22 Oct 2020There are three good reasons to get excited about the £125 million Aurora Investment Trust ( ARR ) . First, the shares that the trust owns are collectively undervalued according to the manager, Phoenix Asset Management. It estimated that the portfolio had approximately 138% upside to intrinsic...
The UK stock market has a new gold giant in town
Thursday 22 Oct 2020‘A stable operator with plenty of upside’ is how analysts have described Yamana Gold ( AUY ) , the Canadian mining giant which returned to the London stock market earlier this month. The miner, which has been listed on the Toronto stock market since 1995 and New York since 2007, has gold and silver...