magazine archive
magazine archive
Great Ideas
Take advantage of Smithson’s stumble and top up
Thursday 10 Feb 2022Smithson ( SSON ) £16.85 Loss to date: 12% Original entry point: Buy at £19.15, 2 September 2021 The quality-focused investing style behind Smithson ( SSON ) has gone out of fashion in recent months and left our positive call on the investment trust from the Terry Smith stable looking a bit sorry...
Recovery or takeover likely to drive DotDigital shares higher
Thursday 03 Feb 2022DOTDIGITAL ( DOTD:AIM ) 154.5p Loss to date: 9.4% Original entry point: Buy at 170p, 4 March 2021 It’s been a rollercoaster year for many technology companies yet DotDigital’s ( DOTD:AIM ) own ride has been particularly violent. From gains of more than 70% in September 2021 versus our entry price...
Hipgnosis shares hit 11-month low on Neil Young / Spotify spat
Thursday 03 Feb 2022HIPGNOSIS SONGS FUND ( SONG ) 117p Gain to date: 1.3% Original entry point: Buy at 115.5p, 18 June 2020 Shares in Hipgnosis Songs Fund ( SONG ) are trading at an 11-month low as the investment trust has been caught up in a spat between musician Neil Young and streaming platform Spotify. Young has...
Revolution Beauty can still dazzle despite tough start on the market
Thursday 03 Feb 2022REVOLUTION BEAUTY ( REVB:AIM ) 128.5p Loss to date: 19.7% Original entry point: Buy at 160p, 9 September 2021 Our bullish call on Revolution Beauty ( REVB:AIM ) is almost 20% in the red, yet we are sticking with the make-up, skincare and haircare brand for its global growth potential. We believe...
Play the momentum in high quality Bloomsbury Publishing
Thursday 03 Feb 2022Bloomsbury Publishing ( BMY ) 390p Original entry point: Buy at 283p 4 February 2021. Gain to date: 37.8% The late January trading update from book publisher Bloomsbury ( BMY ) revealed that profits for the year to 28 February would be materially ahead of market expectations. This prompted a series...
Why Hargreaves is still a buy after rising 61% in less than a year
Thursday 03 Feb 2022Hargreaves Services ( HSP:AIM ) 515p Gain to date: 60.9% Original entry point: Buy at 320p, 25 February 2021 Until the publication of its first half results, shares in industrial and property services group Hargreaves Services ( HSP:AIM ) were trading at just 400p, but the reaction to the numbers...
Investors searching for real assets should snap up Industrials REIT
Thursday 03 Feb 2022There is a lot to like about multi-let industrial property in the current environment. Returns from real assets have historically beaten other sectors during inflationary spikes, says AMP Capital. Industrials REIT ( MLI ) owns just under 1,800 units with an average size of roughly 3,800 square feet...
A great way to play brighter prospects for Chinese shares
Thursday 03 Feb 2022Exuberance towards China at the beginning of 2021 gave way to disappointment and pessimism as the year progressed. A lot of the bad news is now in the price and Chinese equities are starting to look attractive again, which means now is a good time to invest in Fidelity China Special Situations (...
Raised guidance reinforces the case for building group Henry Boot
Thursday 27 Jan 2022Henry Boot ( BOOT ) 283p Gain to date: 0.7% Original entry point: Buy at 281p, 30 September 2021 When construction group Henry Boot ( BOOT ) released its full year trading update on 18 January the shares popped to 300p in celebration, however since then markets have been clobbered. What matters...
WH Smith is the next big Covid recovery stock
Thursday 27 Jan 2022Investors seeking a resilient retailer with exciting international recovery potential should buy shares in WH Smith ( SMWH ) . Growth in the books, stationery and snacks seller’s travel division was interrupted by the pandemic, but Shares believes WH Smith now stands a good chance of bouncing back...