magazine archive
magazine archive
Great Ideas
Restore can keep increasing market share and margins
Thursday 26 Mar 2020Restore ( RST:AIM ) 360p Loss to date: 14.2% Buy at 420p, 18 July 2019 The latest results from document management firm Restore ( RST:AIM ) show that the business continues to fire on all cylinders, gaining market share while at the same increasing profit. Revenue for the year to 31 December was 10...
Ocado benefits from forward buying by UK shoppers
Thursday 26 Mar 2020Ocado ( OCDO ) £13.43 Gain to date: 13.2% Buy at £11.87, 25 July 2019 Shares in online food retailer Ocado ( OCDO ) surged after the firm reported (19 Mar) a 10% increase in new orders in the quarter to 1 March and a rise of double that in the first part of March itself as shoppers flooded to its...
Fundsmith shines in both an up and down market
Thursday 26 Mar 2020It is times like now where investors should think hard about using the services of a fund manager to help pick the best companies and, perhaps more importantly, avoid the worst ones. Terry Smith-steered Fundsmith Equity (B41YBW7) proved to be a winner during the bull market with significant...
Smart Metering Systems’ £291m deal wipes out debt
Thursday 19 Mar 2020Smart Metering Systems ( SMS:AIM ) 612p Gain to date: 30.2% Original entry point: Buy at 470p, 24 October 2019 The uncorrelated returns potential offered by Smart Metering Systems ( SMS:AIM ) have been reinforced. It posted (17 Mar) a big jump in 2019 revenue to £114m and earnings before interest,...
Rare opportunity to buy a quality biotech trust for a big discount
Thursday 19 Mar 2020With the world paying more attention to health issues, drug companies are likely to be more in demand with investors as the year progresses. There is a big opportunity to buy cheaply now before the tide turns. Large cap biotechnology companies are trading at one of their largest valuation discounts...
Load up on Tesco shares as stockpiling boosts sales
Thursday 19 Mar 2020In the midst of panic selling of consumer discretionary stocks, the supermarket sector has been remarkably resilient as investors come to appreciate that whatever else is going wrong in the world, we all still have to eat. While pubs, restaurants, hotels and cinemas have seen a sharp fall in...
Softcat avoids coronavirus impact for now
Thursday 19 Mar 2020Softcat ( SCT ) 998p Gain to date: 3.9% Original entry point: Buy at 959.8p, 1 August 2019 Software and IT services outfit Softcat ( SCT ) delivered a reassuring set of half-year results on 17 March and said it wasn’t really being affected by the coronavirus outbreak. Revenue climbed 21% to £524.1m...
Caretech still offers good risk-reward
Thursday 12 Mar 2020Caretech ( CTH:AIM ) 435p Gain to date: 11% Original entry point: Buy at 391p on 31 October 2019 The shares have done reasonably well against the backdrop of the recent market turmoil, despite having given back around 13% over the last two weeks. This makes intuitive sense as the company is...
Capital Gearing is a master at protecting and growing investors’ money
Thursday 12 Mar 2020In a market experiencing wild share price swings, wouldn’t it be great if there was a fund or trust in which you could put some money without fearing for the worst? Say hello to Capital Gearing Trust ( CGT ) . This investment trust’s stated objectives are to preserve shareholders’ real wealth (i.e...
IG Design shares are holding up well
Thursday 12 Mar 2020IG DESIGN ( IGR:AIM ) 705p Gain to date: 1.1% Original entry point: Buy at 697p, 19 December 2019 Shares in greeting cards, gift packaging and creative play products maker IG Design ( IGR:AIM ) have held up well amid the market carnage with investors cognisant of the group’s excellent long-term...