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More reasons to be positive on ITV as viewing figures rise
Thursday 14 May 2020ITV ( ITV ) 72.6p Loss to date: 4.5% Original entry point: Buy at 76p, 30 April 2020. Free-to-air broadcaster ITV ( ITV ) may have lost some of the momentum gained in the wake of a first quarter trading update (6 May) but we continue to see reasons to be encouraged by the announcement. The...
Buy this ETF to profit from the healthcare revolution
Thursday 14 May 2020Innovation in healthcare has long been considered a crucial part of shaping the world of tomorrow. But with the world now in the midst of a viral pandemic, you can bet dollars to donuts that improving and fundamentally reshaping healthcare for the better will shoot up the list of government...
Boris’ return to work by car message could boost shares in Motorpoint
Thursday 14 May 2020Boris Johnson has encouraged all individuals who cannot work from home to travel to work if their workplace is open, in a bid to end the crippling economic lockdown. He says people should drive or cycle to work rather than use public transport, which suggests there could be greater interest in...
Ocado shares hit another new all-time high on surging grocery sales
Thursday 14 May 2020OCADO ( OCDO ) £19.00 Gain to date: 60% Original entry point: Buy at £11.87, 25 July 2019 Shares in online grocery supplier Ocado ( OCDO ) continue to confound the sceptics, hitting a new all-time high this week after reporting a surge in customer orders this quarter. Having already seen retail...
Genus remains well positioned for further growth
Thursday 14 May 2020Genus ( GNS ) £33 Gain to Date: 16% Original entry point: Buy at £28.46, 19 September 2019 Our bullish take on Genus ( GNS ) , the leading provider of animal genetics for pig, dairy and beef markets worldwide, continues to pay off and we remain positive on the investment case. While the company...
Civitas targets above-inflation dividend growth
Thursday 14 May 2020Civitas Social Housing ( CSH ) 103.8p Gain to date: 7.6% Original entry point: Buy at 96.5p, 9 April 2020 Our positive call on social housing investor Civitas Social Housing ( CSH ) has received some early validation in the form of the company’s latest update (11 May). We flagged Civitas as a...
Why we’re still sweet on Hotel Chocolat
Thursday 07 May 2020HOTEL CHOCOLAT (HTOC:AIM) 322.5p Loss to date: 23.8% Original entry point: Buy at 423.5p, 19 December 2019 COVID-19 and the lockdown have created challenges for premium British chocolatier Hotel Chocolat ( HOTC:AIM ) , one of our ‘10 winning stocks for 2020’ picks. Our bullish call is 23.8% in the...
AG Barr: time to put some IRN in your portfolio
Thursday 07 May 2020Investors seeking a high-quality, defensive recovery play should consider soft drinks group AG Barr ( BAG ) , the company behind iconic Scottish brand IRN-BRU that has demonstrated resilience in previous downturns. The shares have lacked fizz of late, yet we believe the sell-off is overdone...
Fundsmith recovers all its losses year-to-date
Thursday 07 May 2020Fundsmith Equity (B41YBW7) 461p Gain to date: 12.2% Original entry point: Buy at 411p, 26 March 2020 Terry Smith-steered vehicle Fundsmith Equity (B41YBW7) continues to claw back the ground it lost at the height of the coronavirus-inspired market correction. Its credentials of investing in quality...
Shell shares are still worth buying despite dividend cut
Thursday 07 May 2020Royal Dutch Shell ( RDSB ) £12.72 Loss to date: 5.5% Original entry point: Buy at £13.47, 12 March 2020 We were surprised to see Royal Dutch Shell ( RDSB ) cut its dividend by two thirds given its strong track record paying out during good and bad times. However the move could help the business in...