magazine archive
magazine archive
Great Ideas
Calling time on Schroders trade
Thursday 06 Aug 2020Schroders ( SDR ) £30.37 Loss to date: 9.2% Original entry point: Buy at £33.46, 19 December 2019 OUR 2020 PICK has beaten the FTSE 100 since we recommended it late last year, having recovered significantly from its March lows, but we sense that further gains are likely to be limited. Assets under...
Buy Panoply – an exciting new name in digital transformation
Thursday 06 Aug 2020One of the clear dynamics to emerge from Covid-19 is the need for businesses to embrace digital transition and cloud-based flexibility. The Panoply Holdings ( TPX:AIM ) has substantial promise to become an investment star right at the heart of this trend. Panoply is a digital enabler consultancy,...
Why we are keeping faith with Volution
Thursday 06 Aug 2020Volution ( FAN ) 165p Loss to date: 8.6% Original entry point: Buy at 180.5p, 9 July 2020 Our positive call on ventilation products specialist Volution ( FAN ) is off to a bit of a shaky start after a mixed trading update (30 Jul) but we still thing its long-term prospects are good. While there was...
Now is the time to invest in Premier Inn owner Whitbread
Thursday 06 Aug 2020Its main competitor is heavily challenged, it has a robust balance sheet, it could benefit from a UK ‘staycation boom’ and its shares have not really budged much from their coronavirus correction lows. Now is a good time for long-term investors to buy Whitbread (WTB ) . Owner of the country’s...
Kainos up 50% since we said to buy, helped by knock-out trading update
Thursday 30 Jul 2020Kainos ( KNOS ) £10.75 Gain to date: 49.7% Original entry point: Buy at 718p, 19 December 2019 Digital transition company Kainos ( KNOS ) had struck a tone of cautious optimism through lockdown, but its latest trading blew the cautiousness out of the water and set the share price alight. ‘We expect...
Our ‘buy’ call on resilient Texas Instruments gets off to solid start
Thursday 30 Jul 2020Texas Instruments (TXN:NDQ) $132.12 Gain to date: 15.5% Original entry point: Buy at $114.42, 21 May 2020 We called US-listed Texas Instruments (TXN:NDQ) a resilient technology business for a diversified investment portfolio in our original analysis in May, and it has lived up to that reputation...
Coca-Cola shares are trading at a rare bargain level
Thursday 30 Jul 2020Shares in beverages behemoth The Coca-Cola Company (KO:NYSE) plunged with the wider market in March. Yet despite recovering from their 52-week low of $36.27, they remain some 20% off their $60 one-year high, having failed to join in with the rally led by the US technology giants and other stay-at-...
Recent share price dip is nothing to worry about with Tristel
Thursday 30 Jul 2020Tristel ( TSTL:AIM ) 427p Loss to date: 12.9% Original entry point: Buy at 490p, 27 February 2020 It’s not often you see shares in a company fall on a statement that says full-year results will be ahead of market expectations. Sadly that is what happened with infection prevention specialist Tristel...
Keep buying AG Barr as latest update is very encouraging
Thursday 30 Jul 2020AG Barr ( BAG ) 437.21p Loss to date: 12.5% Original entry point: Buy at 499.5p, 7 May 2020 We said to buy the Irn-Bru maker in May, believing that its share price didn’t warrant being so low. A new trading update confirms that the initial lockdown period wasn’t good for sales, which shouldn’t be a...
Knights set to lure top lawyers and their clients from rival law firms
Thursday 30 Jul 2020The crisis has created something of a structural shift in the legal sector, with many traditional Top 100 law firms having to ask partners to put up cash to keep their businesses going. This has provided legal and professional services business Knights ( KGH:AIM ) with a unique opportunity to tempt...