magazine archive
magazine archive
Great Ideas
Buy cut-price Polar Capital Global Healthcare for defensive growth
Thursday 09 Dec 2021While it may be slightly out of favour with investors at present, healthcare is a good addition to any portfolio. It tends to be relatively insensitive to what’s happening in the wider economy and demographic drivers, particularly in the West, are likely to underpin demand in the years to come as...
Odyssean extends winning run of bids as Clinigen receives takeover approach
Thursday 09 Dec 2021ODYSSEAN INVESTMENT TRUST ( OIT ) 156.5p Gain to date: 60.5% Original entry point: Buy at 97.5p, 10 September 2020 A takeover approach for Clinigen ( CLIN:AIM ) provides another boost for shareholder Odyssean Investment Trust ( OIT ) and extends the trust’s formidable run of selecting takeover...
DX drops a clanger, prompting panic selling
Thursday 02 Dec 2021DX ( DX.:AIM ) 24.9p Loss to date: 17% Original entry point: Buy at 30p, 18 November 2021 Like the rest of the market, we were completely blindsided by the announcement from DX ( DX.:AIM ) on the day of its annual general meeting last week that it couldn’t publish its annual report due to ‘a...
Buy Speedy Hire for a great combination of growth and value
Thursday 02 Dec 2021Equipment rental firm Speedy Hire ( SDY ) offers that rare combination of growth and value. Sales and earnings are growing at close to 30%, and the firm has just raised its full year outlook, while the shares are trading on just 15 times this year’s earnings and less than 13 times next year. The...
Essentra takes another step in its transformation with likely sale of packaging arm
Thursday 02 Dec 2021Essentra ( ESNT ) 305p Loss to date: 1.6% Original entry point: Buy at 310p, 11 November 2021 Our positive call on support services business Essentra ( ESNT ) is down a touch on our recent entry point, but that needs to be viewed in the context of this week’s broader market wobble. It has fallen...
Wholesaler Kitwave delivers overlooked upgrade
Thursday 02 Dec 2021KITWAVE ( KITW:AIM ) 146p Loss to date: 2.3% Original entry point: Buy at 149.5p, 21 October 2021 Our ‘buy’ call on deal-hungry food and drink wholesaler Kitwave ( KITW:AIM ) is 2.3% in loss, yet we remain upbeat about the company’s organic and acquisitive growth prospects in a fragmented market...
Interesting way to back disruptive firms improving the world
Thursday 02 Dec 2021The sustainable, impact, ethical and broader ESG investing space has become a bit busy and investors increasingly want to move away from the crowd. Rather than be in the obvious names, it often pays to look elsewhere for opportunities and Shares has spotted a very interesting fund that might be the...
DotDigital share slump means you can buy cheaper now
Thursday 25 Nov 2021DOTDIGITAL ( DOTD:AIM ) 187p Gain to date: 10% Original entry point: Buy at 170p, 4 March 2021 The marketing technology company took one hell of a hammering last week that left analysts across the board scratching their heads. DotDigital ( DOTD:AIM ) had already indicated a better-than-expected...
Growth, profit and M&A to drive CentralNic higher
Thursday 25 Nov 2021Small cap internet expert CentralNic ( CNIC:AIM ) has a gold standard buy and build strategy and enjoys strong levels of organic growth. It also has high levels of recurring revenues that frequently throw off more cash that adjusted earnings before interest, tax, depreciation and amortisation...
Plenty of reasons to remain positive on Euromoney
Thursday 25 Nov 2021Euromoney ( ERM ) £10.02 Loss to date: 9.9% Original entry point: Buy at £11.12, 7 October 2021 Our ‘buy’ call on media group Euromoney Institutional Investor ( ERM ) is off to a shaky start, but the better-than-expected set of full year results published on 18 November include reasons to stay...