magazine archive
magazine archive
Great Ideas
Value specialist Temple Bar is well placed for inflation and rising rates
Thursday 31 Mar 2022TEMPLE BAR INVESTMENT TRUST ( TMPL ) £11.64 Loss to date: 1.9% Original entry point: Buy at £11.87, 13 January 2022 Recent choppy market conditions have left our ‘buy’ call on Temple Bar ( TMPL ) 1.9% in the red, but we still believe the UK equity income trust is well-positioned in an environment...
Beat inflation with Diversified Energy’s big dividends
Thursday 31 Mar 2022A Western world looking to wean itself off Russian energy is increasingly looking to the US and that is great news for FTSE 250 US natural gas producer Diversified Energy ( DEC ) as it should provide a strong driver for domestic energy prices. Shares in the company trade at a mere six times 2022...
Strong demand drives gains in logistics, residential and development
Thursday 31 Mar 2022Henry Boot ( BOOT ) 312p Gain to date: 11% Original entry point: Buy at 281p, 30 September 2021 Construction and property firm Henry Boot ( BOOT ) posted a forecast-beating performance for the year to December and said it was enjoying a strong start to the current year with high levels of secured...
Our faith in the managers is undiminished despite a slow first half
Thursday 31 Mar 2022Vietnam Opportunities Fund ( VOF ) 503p Gain to date: 9.3% Original entry point: Buy at 460p, 23 September 2021 Results from the Vietnam Opportunities Fund ( VOF ) for the six months to December showed a slowdown from the exceptionally high rates of return in June but we were expecting as much...
ConvaTec has turned a corner and offers growth and re-rating potential
Thursday 31 Mar 2022The transformation of medical technology company ConvaTec ( CTEC ) has reached an inflection point which should drive market-beating sales growth and improve profitability. The shares look attractive against good earnings potential while scope for the stock to trade on a higher multiple of earnings...
AG Barr fizzes to profit ahead of pre-Covid levels
Thursday 31 Mar 2022AG Barr ( BAG ) 553p Gain to date: 10.7% Original entry point: Buy at 499.5p, 7 May 2020 Given the turbulent backdrop of the last two years or more the share price performance of soft drinks maker AG Barr ( BAG ) has been pleasing. The company behind the iconic Irn-Bru brand announced adjusted...
SDI’s £7.7 million deal to immediately boost earnings
Thursday 31 Mar 2022SDI ( SDI:AIM ) 176.3p Gain to date: 1% Original entry point: Buy at 174.5p, 27 May 2021 Science kit manufacturer SDI ( SDI:AIM ) may have retreated from the record share price highs reached in late 2021, but the company’s latest update suggests this is more a reflection of the wider shift from...
BlackRock Throgmorton is a great fund for a small cap recovery rally
Thursday 24 Mar 2022We believe that many smaller companies have fallen too far amid the indiscriminate sell-off this year, and that there is real scope to pick up many well-run, high-quality business at knock-down prices. One of the best ways to take advantage, in our view, is to buy the BlackRock Throgmorton Trust (...
Cordiant Global Infrastructure remains a way to play the growth in digital assets
Thursday 24 Mar 2022Cordiant Global Infrastructure ( CORD ) 106.6p Gain to date: 1.5% Original entry point: Buy at 105p, 13 May 2021 In its latest update specialist investor in mid-market data-centres, mobile communications, and fibre optic networks Cordiant Global Infrastructure ( CORD ) confirmed it has no exposure...
Why Berkshire Hathaway is hitting fresh highs
Thursday 24 Mar 2022Berkshire Hathaway $352.5 Gain to date: 10.2% Original entry point: Buy at $320, 17 February 2022 Our bullish call on Warren Buffett-run Berkshire Hathaway is paying off handsomely, with the trade 10.2% in the money as the B shares test new highs. Berkshire Hathaway has been bid up during the...