magazine archive
magazine archive
Great Ideas
Oxford Instruments has ‘highly encouraging long-term outlook’
Thursday 02 Sep 2021OXFORD INSTRUMENTS ( OXIG ) £26.95 Gain to date: 98.2% Original entry point: Buy at £13.60, 7 November 2019 Excellent companies often go about their business quietly and with little fanfare but, as one analyst said, ‘it is one thing to grow sales and improve margins in strong markets, quite another...
Reshaped Marks & Spencer is bringing the magic back
Thursday 02 Sep 2021After years of false dawns, it appears British retailer Marks & Spencer ( MKS ) is finally regaining its mojo. Shares believes this is a great time to invest in the retail bellwether, which could be in the foothills of an earnings upgrades cycle, with half-year results in November offering the...
Volex shares enjoy another lift as new acquisition excites the market
Thursday 02 Sep 2021Volex ( VLX:AIM ) 412p Gain to date: 10.8% Original entry point: Buy at 372p, 24 June 2021 Power cords and cable assembly group Volex ( VLX:AIM ) is off to a decent start since we added it to our Great Ideas portfolio in late June. The latest catalyst for the shares has been the $16.4 million...
Great time to buy Fundsmith sister fund Smithson
Thursday 02 Sep 2021Fundsmith is one of the most popular asset managers on the market, and with good reason. Its mantra of investing in high quality companies at a decent price and not constantly trading in and out of stocks has produced good performance. Fundsmith chief executive Terry Smith manages Fundsmith Equity...
Time to buy into UK small caps with this outstanding trust
Thursday 26 Aug 2021Investors who want to tap into the rich seam of UK small cap opportunities will struggle to find a more passionate advocate than Georgina Brittain. The seasoned fund manager has been running the JPMorgan Smaller Companies Investment vTrust ( JMI ) since 1998, and alongside co-manager Katen Patel...
Three reasons there could be more upside at Aviva
Thursday 26 Aug 2021Aviva ( AV. ) 419p Gain to date: 36% Original entry point: Buy at 301p, 17 September 2020 Given the 36% return to date on our buy call on Aviva ( AV. ) investors may be tempted to lock in profits. However we believe that the share price has further to run and continue to be positive on the shares...
Why transformed Accrol is flush with potential
Thursday 26 Aug 2021Given the potential for the Delta variant to interrupt the economic recovery and with prospects for inflation and slower growth weighing on market sentiment, this seems a sensible time to invest in companies that sell non-discretionary items, products that consumers have to use every day, in...
Sainsbury’s has delivered on growth and is now a bid target
Thursday 26 Aug 2021Sainsbury’s ( SBRY ) 332p Gain to date: 39.5% Original entry point: Buy at 238p, 14 January 2021 When we recommended Sainsbury’s ( SBRY ) back in January we were attracted by the valuation and its robust sales performance over the Christmas trading period, which suggested the firm’s investment in...
Marshalls is riding high on new build and RMI boom
Thursday 26 Aug 2021Marshalls ( MSLH ) 771p Gain to date: 20.7% Original entry point: Buy at 638.5p, 25 February 2021 Our buy call on building products group Marshalls ( MSLH ) has already delivered the same return in six months as the shares normally generate in a year, thanks to strong trading across its two primary...
Wheaton shines despite gold’s weakness
Thursday 19 Aug 2021Wheaton Precious Metals ( WPM ) £31.78 Loss to date: 14.7% Original entry point: Buy at £37.25, 5 November 2020 It looks increasingly like we flagged precious metal streaming company Wheaton Precious Metals ( WPM ) at the wrong time. When we said to buy gold was not far off its record highs but it...