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Buy Touchstone now as it gears up for a big increase in production
Thursday 25 Jun 2020A big natural gas discovery onshore Trinidad has transformed Touchstone Exploration’s ( TXP:AIM ) prospects and investors should buy ahead of multiple incremental catalysts leading up to a step change in group production. This investment is not without risk. Sentiment towards the wider sector is...
Microsoft shares hit new all-time high as it sees little coronavirus impact
Thursday 25 Jun 2020Microsoft (MSFT:NDQ) $200 Gain to date: 17.5% Original entry point: Buy at $165 on 9 April 2020 Big tech stocks have been among the winners for investors this year, particularly in the US where they’ve helped push stock markets back up to pre-coronavirus levels. One of those winners has been...
Fresh pork-to-poultry supplier Cranswick continues to sizzle
Thursday 25 Jun 2020CRANSWICK ( CWK ) £37.68 Gain to date: 3.8% Original entry point: Buy at £36.30 on 2 April 2020 We remain positive on quality food producer Cranswick ( CWK ) following better than expected full-year results on 23 June. It is benefiting from two major tailwinds; lockdown is driving bumper demand for...
Polar Capital’s shares are up 10% since we said to buy a week ago
Thursday 25 Jun 2020Polar Capital ( POLR:AIM ) 502p Gain to Date: 10.3% Original entry point: Buy at 455p on 18 June 2020 Full-year results from the asset manager highlighted good strategic progress while post year-end the business has experienced positive net inflows. For the year to 31 March, net management fees...
Lockdown tailwind turns into headwind for Domino’s Pizza
Thursday 18 Jun 2020Domino’s Pizza ( DOM ) 310p Gain to date: +3.7% Original entry point: Buy at 299p, 16 April 2020 One of the key attractions of Domino’s Pizza ( DOM ) during lockdown was the strength of the brand and a rapid move to deliveries which initially more than offset the lack of sales from collections. In...
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...