magazine archive
magazine archive
Great Ideas
Industrial property play Stenprop is going cheap
Thursday 10 Sep 2020Unlike much of the property market the industrial space has performed strongly of late as it benefits from trends accelerated by Covid-19. The downside for investors is that vehicles owning this type of asset have become increasingly expensive. However, Shares has spotted an opportunity in Stenprop...
Target Healthcare has welcome news for income investors
Thursday 03 Sep 2020Target Healthcare REIT ( THRL ) 112.8p Gain to date: 5.6% Original entry point: Buy at 106.8p, 16 July 2020 Care home investor Target Healthcare ( THRL ) is off to a decent start as one of our Great Ideas . The shares have risen modestly, supported by a positive recent update (5 Aug) which revealed...
Motorpoint shares now up 42% since we said to buy
Thursday 03 Sep 2020Motorpoint ( MOTR ) 270p Gain to date: 42.1% Original entry point: Buy at 190p, 14 May 2020 We are encouraged by fresh evidence of strong post-lockdown trading at car dealership Motorpoint ( MOTR ) . A positive update on trading accompanied the company’s AGM on 24 August, with key operational and...
The trust helping to protect and grow investors’ wealth
Thursday 03 Sep 2020Investors nervous about economic and market uncertainties in the wake of the coronavirus pandemic should look at Ruffer Investment Company (RICA) , whose shares trade at a 2.4% discount to net asset value. Managed by Hamish Baillie and Duncan MacInnes, Ruffer aims to preserve shareholder capital...
Flutter trading remains strong
Thursday 03 Sep 2020Flutter Entertainment ( FLTR ) £124.2 Gain to date: 14.2% Original entry point: BUY at £108.75, 2 July 2020 Betfair and Paddy Power owner Flutter ( FLTR ) revealed half-year results on 27 August, the first time investors got a glimpse of what the business looks like after the tie-up with Canadian...
We spy an attractive growth story at Inspecs
Thursday 03 Sep 2020Bath-based eye wear frame specialist Inspecs ( SPEC:AIM ) has compelling growth credentials which have been masked by disruption to Asian supply chains and closing of opticians during lockdown. We believe this has created a great opportunity to buy the shares at a decent price. On 2021 earnings the...
Softcat investors rewarded with rising share price and dividends
Thursday 27 Aug 2020SOFTCAT ( SCT ) £13.20 Gain to date: 37.5% Original entry point: Buy at 959.5p, 1 August 2019 Our returns have doubled on software reseller and IT advisor Softcat ( SCT ) since we last updated on the stock two months ago, demonstrating how this technology enabler has been able to capitalise on...
More upgrades send Luceco shares soaring
Thursday 27 Aug 2020LUCECO ( LUCE ) 186.5p Gain to date: 60.1% Original entry point: Buy at 116p, 19 December 2019 If February and March provided some pain for investors who followed our Luceco ( LUCE ) investment idea, they’re certainly getting rewards now. The stock has gone bananas, shooting to levels not seen...
Brunner offers outstanding value at current prices
Thursday 27 Aug 2020We have long been fans of Brunner Investment Trust’s ( BUT ) stock-picking approach and a 48-year track record of sustained dividend growth, so to find the trust trading at a discount to net asset value (NAV) of close to 15% is too good an opportunity to pass up. It means you can buy a portfolio...
UP Global Sourcing’s shares are a real bargain
Thursday 27 Aug 2020Shares in value-focused consumer brands company UP Global Sourcing ( UPGS ) are approaching two-year highs, after tripling from the March lows. There should be a lot more gains to come. The company, better known as Ultimate Products, has navigated the pandemic impressively so far given the initial...