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Gamma Communications is a superstar stock
Thursday 09 Jul 2020With a growing track record for under-promising and over-delivering, Gamma Communications ( GAMA:AIM ) is a fairly unique play on integrated IT and communications using cloud technology. Already a strong growth trend, the Covid-19 pandemic has hastened most organisations in their shift to embrace...
H&T comes out of lockdown in a strong financial position
Thursday 09 Jul 2020H&T ( HAT:AIM ) 318.5p Gain to date: +0.6% Original entry point: Buy at 316.7p, 11 June 2020 More details around H&T’s ( HAT:AIM ) store reopening and finances were released at the end of June which highlighted how well the business had been managed during lockdown. A phased reopening...
International Biotechnology Trust is up 73% in just four months
Thursday 09 Jul 2020International Biotechnology Trust ( IBT ) 793p Gain to Date: 73.5% Original entry point: Buy at 457p, 19 March 2020 Napoleon supposedly preferred lucky generals to good ones, and while our timing to buy International Biotechnology Trust ( IBT ) was lucky, coming as it did a few days before equity...
Volution is a Covid-19 winner and its shares are cheap
Thursday 09 Jul 2020There aren’t too many businesses plugged into emerging trends for a post-coronavirus world which trade on attractive valuations but in our view Volution ( FAN ) is one. Headquartered in Crawley, the company is an international operator engaged in the design, assembly and marketing of ventilation...
Supermarket Income REIT is looking to expand
Thursday 02 Jul 2020Supermarket Income REIT ( SUPR ) 111.44p Gain to date: 6.1% Original entry point: Buy at 105p, 2 April 2020 As we hoped, groceries-related property investor Supermarket Income REIT ( SUPR ) has been a solid performer through the coronavirus crisis with the company looking to add to its portfolio in...
Flutter Entertainment’s shares are a winner
Thursday 02 Jul 2020We believe the pandemic-induced shift towards online gambling and acceleration in the opening up of US states puts Flutter Entertainment ( FLTR ) in the box seat, stealing a march on the competition and underpinning growth. Flutter, which owns Betfair and Paddy Power, agreed an all share tie-up...
JPMorgan Japanese: buy Japan’s best-in-class innovators on the cheap
Thursday 02 Jul 2020Although the Japanese economy and its corporates haven’t escaped the effects of coronavirus, which compounded a hit from 2019’s consumption tax hike, the country has navigated the pandemic fairly well. Japan remains overlooked by many investors which is a shame since the nation is home to best-in-...
Cracks appear as Redrow counts cost of Covid-19
Thursday 02 Jul 2020Redrow ( RDW ) 439.7p Loss to date: -39.7% Original entry point: Buy at 729.54p, 19 December 2019 Our confidence in housebuilder Redrow ( RDW ) as a winning stock for 2020, originally buoyed by greater certainty on the UK’s political situation, has been badly undermined by the coronavirus crisis...
Premier Foods is in a sweet spot as it breathes new life into the business
Thursday 25 Jun 2020PREMIER FOODS ( PFD ) 63.55p Gain to date: 53.3% Original entry point: Buy at 41.45p, 23 April 2020 Our bullish call on Mr Kipling cakes-to-Bisto gravy maker Premier Foods ( PFD ) is already 53.3% in the money, yet there should be more upside to come given tasty trading momentum. Our positive...
Lam Research is a best in class stock you need to own
Thursday 25 Jun 2020As the world increasingly goes digital, anything that can help drive down the cost of microchips and boost their power should be well-placed. This is a niche market in which Nasdaq-listed Lam Research (LRCX:NDQ) oozes pedigree. The Silicon Valley-based business designs specialist equipment that...