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Great Ideas
Polar Capital is an superb business trading at a bargain price
Thursday 18 Jun 2020Specialist asset manager Polar Capital ( POLR:AIM ) is a high quality business which produces stable operating margins and high returns on equity which have averaged 35% over the last five years. These attractions are not reflected in the share price. In addition the company boasts a conservative...
Homeserve remains immune to coroanvirus hit
Thursday 18 Jun 2020Homeserve ( HSV ) £12.75 Gain to date: 11.4% Original entry price: Buy at £11.45, 16 April 2020 Home repairs services provider Homeserve ( HSV ) c ontinues to demonstrate the resilience which made us flag its appeal back in April. Supported by a typically solid set of full year results and...
Travis Perkins outlines new streamlining plan
Thursday 18 Jun 2020TRAVIS PERKINS ( TPK ) £11.30 Gain to date: 11.3% Original entry point: Buy at £10.15, 30 April 2020 The latest trading update from building supplies firm Travis Perkins ( TPK ) was upbeat on current trends in its industry, but less positive than hoped on the outlook for the UK economy in general...
Turning music royalties into sweet sounding dividends
Thursday 18 Jun 2020Music consumption is soaring thanks to streaming platforms Spotify and Apple Music offering a virtual jukebox and letting people rediscover tracks they’ve enjoyed over the years. This is great news for investment trust Hipgnosis Songs Fund ( SONG ) as it collects royalties on more than 13,000...
Drive for efficiency in US healthcare is great for Craneware
Thursday 11 Jun 2020US healthcare organisations are embracing new technology to navigate the complexities of a post-coronavirus world, and this is great for made in Britain software firm Craneware ( CRW:AIM ) . The company uses automation and analytics tools to highlight operational and financial risks, identify new...
Buy pawnbroker H&T as it gets back to business
Thursday 11 Jun 2020As the leading pawnbroking business in the UK H&T Group ( HAT:AIM ) is well positioned to see an upswing in new business from any economic downturn brought about by the pandemic. As an added benefit investors are not currently being asked to a pay-up with the shares trading at miserly 6.5 times...
Begbies’ shares climb on personal insolvency deal
Thursday 11 Jun 2020BEGBIES TRAYNOR ( BEG:AIM ) 107p Gain to date: 21.6% Original entry point: Buy at 88p, 19 Dec 2019 Shares in insolvency and business recovery firm Begbies Traynor ( BEG:AIM ) have closed in on new highs after it announced the acquisition of a portfolio of 500 Scottish personal insolvency cases from...
Applegreen profit is ripe for picking
Thursday 11 Jun 2020APPLEGREEN ( APGN:AIM ) 365p Gain to date: 14.1% Original entry point: Buy at 320p, 4 June 2020 Our ‘buy’ call on roadside convenience retailer Applegreen ( APGN:AIM ) has generated a rapid-fire return, with the shares speeding as high as 380p on 8 June. Though they’ve settled back to 365p, eagle-...
Applegreen could be an easy way to make a quick buck
Thursday 04 Jun 2020Shares in roadside convenience retailer Applegreen ( APGN:AIM ) are starting to pick up as fuel volumes and food and drink sales recover from the pandemic-induced downturn. Ride the momentum as a short-term trade. Measures to come out of lockdown are driving a gradual increase in road usage and if...
Relative outperformance impressive from Softcat
Thursday 04 Jun 2020SOFTCAT ( SCT ) £11.41 Gain to date: 18.9% Original entry point: Buy at 959.5p, 1 August 2019 Software reseller and IT advisor Softcat ( SCT ) continues its excellent performance both operationally and in share price terms, even if its latest update was tinged with a slightly more cautious tone...