magazine archive
magazine archive
Great Ideas
A brighter outlook for property makes this 5% yielding trust a bargain
Thursday 23 Sep 2021The outlook for UK commercial property has improved in the wake of the roll-out of vaccines and as workers return to the office. However, this brighter picture and a strong historic track record is not reflected in the current discounted valuation at Standard Life Investments Property Income ( SLI...
Time to buy FRP Advisory as insolvency curbs are withdrawn
Thursday 16 Sep 2021Insolvency and business advisory firm FRP Advisory ( FRP:AIM ) should be a beneficiary of a rise in insolvencies and administrations as the Government brings to an end pandemic-linked insolvency restrictions. Firms in financial distress thanks to Covid have been protected from action by creditors...
Defence group Chemring looking smart after trading update
Thursday 16 Sep 2021Chemring ( CHG ) 328p Gain to date: 4.5% Original entry point: Buy at 314p, 5 August 2021 Our positive call on defence business Chemring ( CHG ) is off to steady start. On 14 September the company said its order book had risen in value, providing visibility for the rest of the year and instilling...
Slide in Avon Protection continues despite US Army win
Thursday 16 Sep 2021Avon Protection ( AVON ) £17.86 Loss to date: 33.7% Original entry point: Buy at £26.94, 29 July 2021 Investors in defence firm Avon Protection ( AVON ) , nursing the wounds from a 13 August profit warning, might have hoped news of a contract win on 8 September would restore some momentum to the...
Biffa up 43% in six months as performance continues to impress
Thursday 16 Sep 2021Biffa ( BIFF ) 385p Gain to date: 42.9% Original entry point: Buy on 11 March 2021 at 269.5p The underlying business at refuse specialist Biffa ( BIFF ) has performed well since we highlighted the shares in March and bounced back from the pandemic at a faster pace than management or analysts...
The market-beating fund that invests in a world of change
Thursday 16 Sep 2021Sometimes we assume technology and innovation are interchangeable terms and amount to the same thing. They don’t. After all, a budget tablet computer is a piece of technology, but that doesn’t necessarily mean you would want to invest in the company which has manufactured it. Shares has spotted a...
Henderson Opportunities is a value-focused trust going cheap
Thursday 09 Sep 2021The double-digit discount to net asset at Henderson Opportunities Trust ( HOT ) looks unjustified given its long-term track record. Trading 14.7% below its NAV, the investment trust has delivered a total return of 318.5% over the last 10 years. This puts it near the top of the AIC’s UK All...
Belvoir shares look even more attractive as it beats expectations amid property sales surge
Thursday 09 Sep 2021Belvoir Group ( BLV:AIM ) 280p Gain to date: 19% Original entry point: Buy at 235p, 10 June 2021 Property franchise and finance firm Belvoir ( BLV:AIM ) delivered forecast-busting results for the six months to the end of June thanks to a recovery in rental income and a sharp increase in property...
Revolution Beauty provides portfolio glitz, glamour and global growth
Thursday 09 Sep 2021Investors seeking to add glitz, glamour and growth to their portfolios should buy shares in Revolution Beauty ( REVB:AIM ) . This fast-growing make-up, skincare and haircare brand will capitalise on a buoyant mass beauty market once Covid-19 restrictions around the world are fully removed, the...
Get ready for Blue Prism bidding war
Thursday 09 Sep 2021Blue Prism ( PRSM:AIM ) £12.28 Gain to date: 57.7% Original buy at 778.5p on 15 July 2021 Speculation is increasing that there will be a bidding war for robotic automation company Blue Prism ( PRSM:AIM ) . Its shares surged by 32% on 31 August after confirming it was in talks with private equity...