magazine archive
magazine archive
Great Ideas
Buy Henry Boot ahead of a big step forward
Thursday 30 Sep 2021Few firms listed on the UK market can boast a 135-year history, and fewer still can claim to be run by a scion of the founding family. With its roots in building and civil engineering, during the First World War Henry Boot ( BOOT ) grew to be a prime contractor on military buildings and hospitals...
Continental copes with industry challenges and should emerge stronger
Thursday 30 Sep 2021Continental €96.40 Loss to date: 17% (adjusted for Vitesco spin off) Original entry point: Buy at €130, 10 June 2021 At first glance our call on Continental looks to have been a shocker as the shares are trading below €100 against an entry price of €130. However, that fails to take account of the...
Blue Prism takeover not done deal yet
Thursday 30 Sep 2021Blue Prism ( PRSM:AIM ) £11.70 Gain to date: 50.3% Original entry point: Buy at 778.5p, 15 July 2021 Investors may be disappointed by the takeover terms for robotic process automation firm Blue Prism ( PRSM:AIM ) . The £1.1 billion deal agreed with Vista Equity Partners fell short hoped for levels...
Merchants Trust: 5.1% yield and a history of beating the market
Thursday 30 Sep 2021There are three principal reasons why we believe investment trust Merchants Trust ( MRCH ) is a great stock to own. First, the recently published half-year results demonstrated the merits of manager Simon Gergel’s investment approach. This involves searching for attractively valued companies with...
Quixant lights up as results reveal recovery
Thursday 30 Sep 2021Quixant ( QXT:AIM ) 190p Gain to date: 9.2% Original entry point: Buy at 174p, 19 August 2021 Gambling tech firm Quixant ( QXT:AIM ) provided continued evidence of its recovery from the pandemic as casinos and slot machines began to be used more widely again. The developer of logic boxes which...
China exposure is a key risk for Lindsell Train Equity Fund
Thursday 23 Sep 2021Lindsell Train UK Equity FUND (B18B9X7) 507.7p Gain to date: 9.6% Original entry point: Buy at 463.1p, 4 March 2021 A tilt back towards quality stocks earlier this year as the vaccine-led value rally ran out of steam has supported a recovery for Lindsell Train UK Equity (B18B9X7) . However,...
Alliance Pharma's growth potential remains underappreciated
Thursday 23 Sep 2021Alliance Pharma ( APH:AIM ) 104p Gain to date: 45.3% Original entry point: Buy at 71.6p, 3 October 2019 Pharmaceutical specialist Alliance Pharma’s ( APH:AIM ) recent first-half results (21 Sep) demonstrate the strength of the business with like-for-like revenue growth in the consumer healthcare...
Why this Japanese trust has gained 15% in a month
Thursday 23 Sep 2021JPMorgan Japanese ( JFJ ) 723p Gain to date: 32% Original entry point: Buy at 547.92p, 2 July 2020 After a patchy start to 2021, this Japanese-focused investment trust is now comfortably in the money as Tokyo shares received a boost from prime minister Yoshihide Suga announcing plans to step down...
Close to 50% gain from Equals since April, more to come?
Thursday 23 Sep 2021Equals ( EQLS:AIM ) 63.99p Gain to date: 48.8% Original entry point: Buy at 43p, 29 April 2021 Payments group Equals ( EQLS:AIM ) reported half year numbers that were ahead of analysts’ expectations. Group revenue increased by 23% to £16.9 million. Adjusted EBITDA (earnings before interest, tax,...
Want Asia exposure but worried about China? Try Vietnam
Thursday 23 Sep 2021As Chinese markets continues their collapse, driven initially by the heavy-handed treatment of technology stocks by the authorities and more recently by a collapse in over-leveraged property stocks, investors seeking for better alternatives in Asia should look at Vietnam. VinaCapital Vietnam...