magazine archive
magazine archive
Great Ideas
FDM shows substantial recovery potential at shares rally 21% in two weeks
Thursday 24 Mar 2022FDM ( FDM ) £10.02 Loss to date: 15.7% Original entry point: Buy at £11.88, 20 January 2022 A clear example of how some share prices have become detached from the fundamentals, FDM ( FDM ) is making the most of its ability to plug IT skills shortages, as we said it could. Results for full year 2021...
US growth can drive undervalued Homeserve shares higher
Thursday 24 Mar 2022Shares in business services group HomeServe ( HSV ) have been oversold on concerns surrounding the growth prospects in the UK. However the star performer is the US business, and management has indicated that it is currently ahead of schedule in achieving its medium-term target of $230 million of...
Essentra to become a streamlined components champion
Thursday 24 Mar 2022Essentra ( ESNT ) 310p Gain to date: 0% Original entry point – BUY at 310p, 11 November 2021 The key focus for the market when Essentra ( ESNT ) reported full year results (18 Mar) was management confirmation on the timescales for the strategic exit from both its packaging and filters arms. In...
Tharisa shares hit new record high as metal prices rally
Thursday 17 Mar 2022THARISA ( THS ) 155.8p Gain to date: 18% Original entry point: Buy at 132p, 28 October 2021 Sanctions on Russia have led to a rally in metal prices on the assumption that supplies from this country will be disrupted. South Africa-based chrome and platinum group metals producer Tharisa ( THS ) is a...
Why Hill & Smith’s share price has fallen too far
Thursday 17 Mar 2022Hill & Smith ( HILS ) £14.12 Loss to date: 7.1% Original entry point: Buy at £15.20, 20 May 2021 It’s been a disappointing start to 2022 for road safety engineer Hill & Smith ( HILS ) with more than a year’s worth of share price gains wiped out. Most of the damage was done in early January...
Fancy 9% dividend yield? M&G is the answer
Thursday 17 Mar 2022British insurer and asset management firm M&G ( MNG ) surprised the market with better-than-expected full year results on 8 March. This has made investors look more closely at the investment opportunity and we think you should do the same. M&G’s shares are cheap, trading on 8.3 times 2023...
Hargreaves Services delights investors by raising its full year outlook again
Thursday 17 Mar 2022Hargreaves Services ( HSP:AIM ) 550p Gain to date: 71.9% Original entry point: Buy at 320p, 25 February 2021 Property and industrial services firm Hargreaves Services ( HSP:AIM ) is the gift that keeps on giving for shareholders. First half results for the period to November blew away estimates...
Buy this Canadian fund for income and exposure to attractive sectors
Thursday 17 Mar 2022Anyone seeking a compelling investment trust that’s cheap and pays a decent income should consider Middlefield Canadian Income ( MCT ) . It offers an attractive 4.1% dividend yield but also trades at a 15.2% discount to net asset value versus a 12-month average discount of 13.8%, according to...
Don’t panic about drop in Heptagon European fund
Thursday 17 Mar 2022Heptagon European Focus Equity Fund (BPT3468) £203.48 Loss to date: 18% Original entry point: Buy at £248.02, 12 August 2021 Heptagon European Focus Equity Fund (BPT3468) has a well-defined investment process with a preference for high quality growth companies. Importantly, manager Christian...
Why Drax is great way to play the tight energy market
Thursday 10 Mar 2022A tight UK energy market and higher prices are providing a tailwind for renewable energy generator Drax ( DRX ) which increased guidance following better than expected full year results (24 Feb). Drax also benefits from intermittent wind and solar supply and earns ancillary revenue from effectively...