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Great Ideas
Want to play the rebound in US stocks? Try this fund which has an interesting twist
Thursday 18 Aug 2022The latest readings of US inflation suggest inflationary pressures might have peaked and are prompting improved investor sentiment across the Atlantic, with many US stocks moving back up. There is a smart, low-cost way to play this improving picture through exchange-traded fund Xtrackers S&P...
We got it wrong with Revolution Beauty. Time to cut our losses
Thursday 18 Aug 2022REVOLUTION BEAUTY ( REVB:AIM ) 28.6p Loss to date: 82.1% Last September we were attracted to Revolution Beauty ( REVB:AIM ) for the make-up, skincare and haircare brand’s global growth potential in a cosmetics market that has historically exhibited resilience during downturns. In a decision that...
Low-teens rating leaves Learning Technologies in bargain territory
Thursday 11 Aug 2022You can understand why many growth stocks have fallen deeper than the wider market this year, particularly those that are loss-making. Online staff training and engagement company Learning Technologies ( LTG:AIM ) does not fit this profile, yet its stock has been hammered just the same. Highly...
Reasons to be positive on Berkshire Hathaway despite share price dip
Thursday 11 Aug 2022Berkshire Hathaway (BRK.B) $292 Loss to date: 8.8% We highlighted Berkshire Hathaway (BRK.B:NYSE) , the investment vehicle controlled by Warren Buffett, on 17 February 2022 due to its attractive mix of businesses and its large cash pile which topped $100 billion at the end of March. WHAT’S HAPPENED...
Time to bet on a recovery in UK smaller companies
Thursday 11 Aug 2022Investors seeking a ready-made portfolio of high-quality small fry selling at a knock-down price should consider Montanaro UK Smaller Companies (MTU). The investment trust has a long track record of outperforming peers, and its shares are currently trading at 7.7% below the value of its assets...
Why this is a great time to buy the medium-term growth story at DiscoverIE
Thursday 04 Aug 2022A company is clearly doing something right when financial guidance and market forecasts are consistently going up in this environment. Yet shares in electronics engineer DiscoverIE ( DSCV ) have lost more than 30% this year and are nearly 42% down on their £12.62 highs of September 2021. This is a...
Discover why Shoe Zone shares have gained 20% in two months
Thursday 04 Aug 2022Shoe Zone ( SHOE:AIM ) 194.4p Gain to date: 21.5% Shares said to buy discount footwear retailer Shoe Zone ( SHOE:AIM ) on 9 June having noted its strong outperformance of the market in 2022 to date. At the time we observed the company’s value-based offering would chime with households struggling...
Precision measurement firm Spectris looks set fair for further gains
Thursday 04 Aug 2022Spectris ( SXS ) £29.34 Gain to date: 8.3% We tipped specialist engineering group Spectris ( SXS ) at £27.09 at the end of April after the firm announced it was disposing of its low-margin Omega unit and handing some of the proceeds back to investors. Not only did we applaud the firm’s attitude to...
Unilever has strong brand power and big emerging markets potential
Thursday 04 Aug 2022Shares believes a rally off of March’s five-year lows at fast-moving consumer goods goliath Unilever ( ULVR ) has further to run. Inflationary pressures may be starting to ease and this improvement in the macro backdrop looks set to be accompanied by self-help measures to support a more meaningful...
Darktrace’s digital defences are in high demand amid heightened cyber risks
Thursday 28 Jul 2022Darktrace ( DARK ) 366.5p Loss to date: 2.3% Enterprise cybersecurity company Darktrace ( DARK ) , which we said to buy on 21 April 2022, continues to defy stock market Cassandras after raising full-year revenue and profit guidance for the sixth time in succession. WHAT’S HAPPENED SINCE WE SAID TO...