magazine archive
magazine archive
Great Ideas
What went wrong as Avon Protection slumps 25%
Thursday 19 Aug 2021Avon Protection ( AVON ) £20.51 Loss to date: 22.1% Original entry point: Buy at £26.94, 29 July 2021 Sometimes you have to hold your hands up. We called defence and protection kit maker Avon Protection ( AVON ) wrong. We felt the recent issues the company had been facing were a blip. However, a...
Why 50% share price upside could be on the cards at Quixant
Thursday 19 Aug 2021Rapid recovery growth, a sharp technological edge and decent pricing power, born in Britain technology company Quixant ( QXT:AIM ) is on the up again after falling from its previous lofty perch. Quixant is a Cambridge-based developer of logic boxes that control pay-to-play digital gaming machines...
Disney rediscovers the magic in the third quarter
Thursday 19 Aug 2021Disney $179.09 Gain to date: 4.2% Original entry point: Buy at $171.82, 21 January 2021 Our positive call on Disney may only have been rewarded with modest gains so far but our faith in the long-term investment case has been further bolstered by the company’s latest quarterly release (12 August)...
Protect your spending power with Schroder Income Growth Fund
Thursday 19 Aug 2021Investors seeking a high conviction fund with a track record of attractive total returns should buy Schroder Income Growth Fund ( SCF ) , a portfolio geared into the post-pandemic and UK domestic recovery. Managed by Schroders’ head of UK equities Sue Noffke for a decade, the £222 million cap puts...
Boston Scientific tops expectations as demand picks up
Thursday 12 Aug 2021Boston Scientific $43.81 Gain to date: 31.4% Original entry point: Buy at $33.33, 26 November 2020 As hospitals around the world start to make elective procedures the priority after months of Covid-19 issues, demand for medical equipment firm Boston Scientific’s kit and services is starting to pick...
TT Electronics racing towards its brighter future
Thursday 12 Aug 2021TT Electronics ( TTG ) 277.5p Gain to date: 31.5% Original entry point: Buy at 211p, 25 March 2021 Engineer TT Electronics ( TTG ) is racing ahead as it goes far beyond the traditional sensors and instrumentation markets that it used to bank on, with fast-growing, and more profitable, digital areas...
Big buying opportunity at high quality London Stock Exchange Group
Thursday 12 Aug 2021Shares in London Stock Exchange Group ( LSEG ) , have fallen 20% since March, on concerns surrounding integration costs associated with the group’s $27 billion acquisition of data provider Refinitiv. However, recent interim results (6 Aug) should allay these fears as they demonstrated a sharp...
Use this fund to invest in the best European companies
Thursday 12 Aug 2021This fund employs a high-conviction stock specific strategy based on identifying high quality, reliable growth companies which can be bought below their intrinsic valuations. We like the straightforward, transparent investment approach of the manager, the impressive track record and the scalability...
Upgrades for Eurofins on Covid variant testing boost
Thursday 12 Aug 2021Eurofins €112 Gain to date: 60% Original entry point: Buy at €69.99, 23 December 2020 Shares in world-leading laboratory testing and environmental certification business Eurofins Scientific climbed more than 10% on the day of its recent interim results. As well as posting record numbers – revenue...
UK’s rail rethink starting to bear fruit for Tracsis
Thursday 05 Aug 2021TRACSIS ( TRCS:AIM ) 988p Gain to date: 56.8% Original entry point: Buy at 630p, 23 December 2020 Investors who followed our Tracsis ( TRCS:AIM ) pick for 2021 at the end of last year should be sitting pleased, with the share price setting new records in recent days and the stock now up 57% since...