magazine archive
magazine archive
Great Ideas
Keep faith in CentralNic, there could be big upside to come
Thursday 17 Feb 2022CENTRALNIC ( CNIC:AIM ) 137.7p Loss to date: 3.7% Original entry point: Buy at 143p, 25 November 2021 Internet expert CentralNic ( CNIC:AIM ) has started 2022 much the same way that it ended 2021, putting up strong growth numbers and continuing its acquisitions push. That just weeks into its new...
Berkshire Hathaway is a great way to tap into the best companies in the US
Thursday 17 Feb 2022We believe Warren Buffett-run Berkshire Hathaway is a great vehicle for achieving a ready-made exposure to a diverse group of some of the best companies in the US and increasingly, elsewhere in the world. Influence from Berkshire portfolio managers Ted Weschler and Tod Combs has increased the...
Tate & Lyle up almost 15% against down markets since we said to buy
Thursday 17 Feb 2022TATE & LYLE ( TATE ) 747.4p Gain to date: 14.9% Original entry point: Buy at 650.6p, 23 December 2021 One of our key stock selections for 2022, shares in Tate & Lyle ( TATE ) are up 14.9% since we flagged the global sweeteners group’s attractions and they spiked on news (11 Feb) of...
B&M could see big customer boost and its shares are cheap
Thursday 17 Feb 2022Recent share price weakness in B&M European Value Retail ( BME ) presents a compelling entry point for growth and income investors as the variety goods retailer’s value proposition leaves it well positioned for inflationary times. As household bills rise, the groceries-to-general merchandise...
Virgin Wines’ share price slump looks overdone
Thursday 10 Feb 2022VIRGIN WINES ( VINO:AIM ) 153.5p Loss to date: 31.5% Original entry point: Buy at 224p, 22 April 2021 Our bullish call on Virgin Wines ( VINO:AIM ) is 31.5% in the red following a mild profit warning (3 Feb) from the direct-to-consumer online wine seller which prompted what looks an overreaction by...
This value-tilted global fund is now outperforming
Thursday 10 Feb 2022Global equity funds have been popular over the past decade, with returns driven by companies with the potential to deliver high levels of earnings growth in the future and investors happy to pay a premium price to own these stocks. The market rotation away from high growth stocks this year has now...
Google-owner does the splits as it smashes Q4 expectations
Thursday 10 Feb 2022ALPHABET (C CLASS) $2,778.76 Loss to date: 2.4% Original entry point: Buy at $2,848, 23 December 2021 For our 2022 pick to be only marginally under water speaks volumes for the online search and ads giant’s strong end to 2021 considering how unloved the global tech space has been so far in 2022...
Grab a great buying opportunity in Gamma Communications
Thursday 10 Feb 2022We believe that communications kit designer Gamma Communications ( GAMA:AIM ) has substantial scope to bounce back as we near publication of 2021 full year results (to 31 December) on 22 March. The stock has been pulled sharply lower in recent months as investors rotated out of growth companies,...
Pets At Home's new CEO is a great hire and the shares are still a buy
Thursday 10 Feb 2022Pets At Home ( PETS ) 407p Loss to date: 13% Original entry point: 467.6p, 22 December 2021 The year has got off to a good start for the team at the UK’s leading pet equipment and veterinary services group Pets At Home ( PETS ) with an increase in earnings guidance and a new chief executive set to...
Our buy call on Shell is up nearly 20% in two weeks
Thursday 10 Feb 2022Shell ( SHEL ) £20.80 Gain to date: 18.3% Original entry point: Buy at £17.58 Our positive stance on Shell ( SHEL ) has been quickly rewarded as a combination of its corporate reshuffle, strong energy prices and bumper results helped lift the share price. Having dropped the Royal Dutch from its...