magazine archive
magazine archive
Great Ideas
As Revlon files for bankruptcy, Revolution Beauty continues to deliver growth
Thursday 23 Jun 2022Revolution Beauty ( REVB:AIM ) 84.2p Loss to date: 47.4% Original entry point: Buy at 160p, 9 September 2021 Despite the company in question not really doing anything wrong in terms of execution our buy call on Revolution Beauty ( REVB:AIM ) has been badly beaten up. In hindsight we might have cut...
Fulham Shore is navigating cost pressures well and continues to expand
Thursday 16 Jun 2022Fulham Shore ( FUL:AIM ) 13.75p Loss to date: 16.7% Original entry point: Buy at 16.5p, 7 April 2022 Our positive call on Fulham Shore ( FUL:AIM ) has been buffeted by a backdrop of mounting cost of living pressures but operationally the restaurant operator continues to deliver. The latest update...
Buy shares in Photo-Me for its underappreciated earnings potential
Thursday 16 Jun 2022With several companies bemoaning challenging macro headwinds and cost pressures it is noteworthy that instant-service equipment company Photo-Me International ( PHTM ) recently increased full-year profit guidance. Management believes the company has pricing power which means it can effectively...
Watches of Switzerland's shares have fallen too far, buy them now
Thursday 16 Jun 2022A 48% year-to-date share price plunge at Watches of Switzerland ( WOSG ) has created a compelling entry point for investors with time on their side. Shares believes the luxury watch-to-high end jewellery retailer’s global growth journey is just getting started. Whereas the outlook for most consumer...
Don't worry about slowing orders at Chemring as it looks well placed
Thursday 16 Jun 2022Chemring ( CHG ) 331.5p Gain to date: 5.6% Original entry point: Buy at 314p, 5 August 2021 Having initially struggled to gain any traction after we flagged Chemring’s ( CHG ) appeal in August 2021, Russia’s invasion of Ukraine changed the dynamics of military spending and helped lift shares in the...
Cheniere Energy outperforms the global stock market
Thursday 16 Jun 2022Cheniere Energy (LNG:AMEX) $129 Loss to date: 2.7% Original entry point: Buy at $132.62, 3 March 2022 A 2.7% loss in three months may be disappointing but given the MSCI World is down the best part of 10% over the same time period, the performance of Cheniere Energy (LNG:AMEX) could be called...
Still plenty of reasons to want to invest in this property expert
Thursday 16 Jun 2022Industrials REIT ( MLI ) 176p Loss to date: 7.9% Original entry point: By at 191p, 3 February 2022 Multi-let industrial property company Industrials REIT ( MLI ) posted a record total accounting return of 25% for the year to March. The uplift was due to a 20.8% jump in the like-for-like valuation...
New-look Edinburgh Investment Trust is a great way to play UK stocks
Thursday 09 Jun 2022A lot of water has passed under the bridge since one-time star fund manager Mark Barnett was replaced at the helm of Edinburgh Investment Trust (EDIN) – a global pandemic, a stock market collapse and widespread overhaul of the portfolio. Now almost three years on, the results speak for themselves...
Buy budget footwear seller Shoe Zone which is on the front foot
Thursday 09 Jun 2022Most retailers have sold off heavily in 2022 as investors discount the impact of the cost of living crisis and rampant inflation on earnings, yet one UK-listed name whose shares are actually up 50% year-to-date is value footwear seller Shoe Zone ( SHOE:AIM ) . Shares believes the rally has further...
Reasons you should stick with London Stock Exchange despite share price
Thursday 09 Jun 2022London Stock Exchange Group ( LSEG ) £74.38 Loss to date: 4.7%. Original entry point: Buy at £78.12, 12 August 2021 Although London Stock Exchange Group ( LSEG ) is trading nearly 5% below the level at which Shares recommended buying the stock, we remain confident in the investment case. First...