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Great Ideas
Loungers maintains fast growth despite facing consumer headwinds
Thursday 28 Apr 2022Loungers ( LGRS:AIM ) 257.8p Loss to date: 7.4% Original entry point: Buy at 278.5p, 23 December 2021 Rising inflation and interest rates have dampened investor sentiment towards consumer facing businesses. But we believe the company remains well positioned to continue its growth trajectory against...
Brookfield and Homeserve in talks as broker says shares could be worth £15
Thursday 28 Apr 2022Homeserve ( HSV ) 970.5p Gain to date: 43.7% Original entry point: Buy at 675p on 24 March 2022 On 21 April business services group Homeserve ( HSV ) announced it had entered talks with Brookfield Infrastructure in relation to a potential offer. Brookfield Asset Management is one of the world’s...
Asia Dragon Trust goes shopping for stocks amid market sell-off
Thursday 28 Apr 2022Asia Dragon Trust (DGN) 413p Loss to date: 19.3% Original entry point: Buy at 512p, 24 June 2021 Ten months ago, we flagged an opportunity at Asia Dragon Trust (DGN) which invests in market-leading companies. Since then, the trust has faced considerable headwinds as sentiment soured towards Chinese...
Smartly-timed sale and share buyback reveal Spectris’ hidden value
Thursday 28 Apr 2022Specialist sensor and testing equipment maker Spectris ( SXS ) surprised the market with the recent announcement (19 Apr) it was selling its Omega Engineering division and returning most of the proceeds to investors via a share buyback. The shares, which had been languishing close to 12-month lows...
Why B&M remains a great way to beat the squeeze
Thursday 28 Apr 2022B&M EUROPEAN VALUE RETAIL ( BME ) 508.6p Loss to date: 10.3% Original entry point: Buy at 567p, 17 February 2022 Our bullish call on discounter B&M European Value Retail ( BME ) is now in the red, the shares caught up in the negative market sentiment towards the retail sector and the news (...
Guinness Global Equity Income provides the resilient performance we hoped for
Thursday 21 Apr 2022Guinness Global Equity Income (BVYPP13) £18.43 Gain to date: 8.1% Original entry point: Buy at £17.05, 22 July 2021 We highlighted Guinness Global Equity Income (BVYPP13) as a good way of protecting against market uncertainty back in July 2021. While the sources of that uncertainty might have...
Find out why inflation will inflict temporary pain on fast growing Supreme
Thursday 21 Apr 2022SUPREME ( SUP:AIM ) 156.9p Loss to date: 16.3% Original entry point: Buy at 187.5p, 27 May 2021 Shares in consumer products supplier Supreme ( SUP:AIM ) fell after a trading update on 12 April spooked the market. While Supreme expects to deliver profitable growth for the year to March 2023, the...
Airtel Africa keeps beating forecasts as it ‘bridges the digital divide’
Thursday 21 Apr 2022It is somewhat ironic that for a communications company there is so little coverage of Airtel Africa ( AAF ) in the financial press. As a result, it may surprise many readers to discover that the firm, which only listed in mid-2019, is already a FTSE 100 constituent. Its latest set of financial...
Why investors should buy discounted cybersecurity stock Darktrace
Thursday 21 Apr 2022The wider markets may still be reluctant to engage with growth stocks given the geopolitical backcloth and worsening inflationary environment, yet we believe that the rapidly improving fundamentals of Darktrace ( DARK ) demand attention. The company’s third quarter to 31 March 2022 update was the...
Data expert RELX is a standout stock in a difficult market
Thursday 14 Apr 2022Information services group RELX ( REL ) offers a unique combination of recession-proof earnings, coupled with an ability to generate solid earnings growth in a slowing economy. This is a particularly valuable trait given the fragile nature of the UK economy and the increasing likelihood of a...