magazine archive
magazine archive
Great Ideas
ASML is still a core holding for investors despite big share price rally
Thursday 14 Oct 2021ASML (ASML:AMS) €634.90 Gain to date: 139.9% Original entry point: Buy at €264.60, 23 April 2020 Regulators might not like them but investors love a monopoly and Dutch microchip tech firm ASML remains the only company in the world with the extreme ultraviolet lithography machines that chip giants...
Bank of England prediction for rising insolvencies good for FRP
Thursday 14 Oct 2021FRP Advisory ( FRP:AIM ) 124p Gain to date: 1.6% Original entry point: Buy at 122p, 16 September 2021 Shares in FRP Advisory ( FRP:AIM ) , the insolvency and business advisory firm, have nudged up 1.6% since we said to buy on 16 September. We continue to believe the company is well positioned to...
Right time to own Ruffer as inflation pressures mount
Thursday 14 Oct 2021RUFFER INVESTMENT COMPANY ( RICA ) 293p Gain to date: 2% Original entry point: Buy at 287.25p, 8 July 2021 Our bullish call on capital preservation trust Ruffer ( RICA ) is modestly in the money. Yet with inflationary pressures escalating, we’re more convinced than ever this is the right time to...
EasyJet shares are underpricing the airline’s recovery potential
Thursday 14 Oct 2021It’s perceived wisdom that ever since the Wright Brothers took to the skies over a century ago the airline industry hasn’t turned a profit. For every boom there has been a more severe bust which has wiped out earnings leaving the industry in net losses. Having said that, until the arrival of the...
The fund that seeks to defend against inflation
Thursday 14 Oct 2021We could be about to enter a trickier period for stock markets as risks around slowing economic growth and rising prices mount. A fund which maintains exposure to shares with long-term growth potential and with exposure to more defensive bonds looks like a good option. Latitude Horizon (BG1TMR8)...
Hotel Chocolat beats expectations on web sales surge
Thursday 07 Oct 2021HOTEL CHOCOLAT ( HOTC:AIM ) 437.5p Gain to date: 17.9% Original entry point: Buy at 371p, 29 July 2021 Our bullish call on luxury chocolatier Hotel Chocolat ( HOTC:AIM ) is performing very strongly despite a challenging backdrop. The shares were marked higher on forecast-beating full year earnings...
Aurora should benefit if value comes back into fashion again
Thursday 07 Oct 2021Aurora Investment Trust ( ARR ) 214.3p Gain to date: 26.8% Original entry point: Buy at 169p, 22 October 2020 A rotation out of value and back into growth saw our gains on Aurora Investment Trust ( ARR ) eroded in recent months but signs that bargain stocks are back in favour could help reverse...
Euromoney looks smart as it reaps benefits of earlier deals
Thursday 07 Oct 2021There are three reasons why shares in media group Euromoney Institutional Investor ( ERM ) are worth buying now. First, it is reaping the benefits from a series of bolt-on acquisitions and a rise in subscriptions from its data services. Second, this success was reflected in a recent trading update...
Use Slater fund to find growth at a reasonable price
Thursday 07 Oct 2021Rising inflation expectations means that growth-hungry investors will need to be increasingly discerning and disciplined in terms of their stock picking in the months ahead. One sensible solution is to invest in a fund where the manager has pedigree in backing dynamic growth companies without...
Shares’ top picks for 2021: still outperforming
Thursday 07 Oct 2021Despite a fuel crisis, ongoing inflation worries and the end to the furlough scheme, Shares ’ top picks for 2021 continue to outperform the wider stock market. But while the FTSE All-Share index ultimately did very little during the third quarter, adding just 44 points, or about 1.1%, our 12-stock...