magazine archive
magazine archive
Great Ideas
How to invest in structural change on a global level
Thursday 24 Sep 2020Randall Dishmon, manager of the Invesco Global Focus Fund (BJ04HD6) , doesn’t believe in screening piles of data to find ideas. With every company he looks at, he asks three questions: does it have an advantage, is it attractively priced, and is management working for me? If a stock can’t tick all...
Plenty of fizz left in The Coca-Cola Company
Thursday 17 Sep 2020THE COCA-COLA COMPANY (KO:NYSE) $51 Gain to date: 5.2% Original entry point: Buy at $48.48, 30 July 2020 Our recent ‘buy’ call on beverages behemoth The Coca-Cola Company (KO:NYSE) is a decent 5.2% in the money and we are staying positive on the business behind the world’s most recognisable soft...
Smart Metering Systems shows its strength yet again
Thursday 17 Sep 2020Smart Metering Systems ( SMS:AIM ) 660p Gain to date: 40.4% Original entry point: Buy at 470p, 24 October 2019 Despite what is a very uncertain period for companies amid all the economic turmoil from the coronavirus pandemic, smart meter installer Smart Metering Systems ( SMS:AIM ) has continued to...
Demand boom continues for Focusrite and its shares
Thursday 17 Sep 2020Focusrite ( TUNE:AIM ) 819p Gain to date: 19.2% Original entry point: Buy at 687p, 23 July 2020 While we flagged audio technology specialist Focusrite ( TUNE:AIM ) as very much a long-term investment opportunity we are still pleased to see our faith rewarded early. A 14 September trading update...
On sale: use Mercantile to access market winners at a discount
Thursday 17 Sep 2020A 12.9% discount to net asset value at The Mercantile Investment Trust ( MRC ) means investors can access some of this year’s top performing stocks on the cheap, including gold and silver miner Polymetal ( POLY ) and fantasy miniatures maker Games Workshop ( GAW ) . Investors also get exposure to...
Aviva could deliver outsized gains under new leadership
Thursday 17 Sep 2020Insurance giant Aviva ( AV. ) started 2020 on a high after reporting record earnings for the prior year and a promise from chief executive Maurice Tulloch to bear down on controllable costs. He said: ‘There is much more to do simplifying our business, reducing costs and navigating competitive...
UP Global Sourcing gets back on analysts' radars
Thursday 10 Sep 2020UP Global Sourcing ( UPGS ) 102.1p Gain to date 8.9% Original entry point: Buy at 93.7p, 27 August 2020 Owner of value-focused consumer brands UP Global Sourcing ( UPGS ) delivered on its guidance for full-year earnings before interest, tax, depreciation and amortisation, reporting £10.4 million on...
Genus beats earnings forecasts again
Thursday 10 Sep 2020Genus ( GNS ) £37.40 Gain to Date: 31.4% Original entry point: Buy at £28.46, 19 September 2019 Despite the challenges of Covid-19 that affected supply chains in January and tough second-half comparisons, leading animal genetics company Genus ( GNS ) handsomely beat analyst forecasts again when it...
Knock-out performance from star growth trust
Thursday 10 Sep 2020BAILLIE GIFFORD US GROWTH TRUST ( USA ) 234.32p Gain to date: 64.4% Original entry point: Buy at 142.5p, 8 August 2019 The returns from Baillie Gifford US Growth Trust ( USA ) have been outstanding, both in net asset value (NAV) and, most importantly for shareholders, the share price. The trust...
This trust is good at picking takeover candidates
Thursday 10 Sep 2020A 9.4% discount to net asset value at Odyssean Investment Trust ( OIT ) looks attractive for investors keen to pocket a ready-made portfolio of small caps with significant performance improvement potential. The trust looks to generate attractive total returns, principally through long-term capital...