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Great Ideas
64% from this small cap since February and much more to go
Thursday 05 Aug 2021Hargreaves Services ( HSP:AIM ) 525p Gain to date: 64% Original entry point: Buy at 320p, 25 February 2021 The basis of our buy call in February was that the firm had reached a strategic turning point, divesting its coal assets and becoming a focused, self-financing industrial and property services...
The investment trust coming back to life with a new manager
Thursday 05 Aug 2021A 14% discount to net asset value at Strategic Equity Capital ( SEC ) suggests significant rerating scope remains at this concentrated trust of 20 carefully selected small cap names. Since seasoned investor Ken Wotton took over as lead manager last September, the discount has narrowed, and we think...
Nestle shows its pedigree with strong first half results
Thursday 05 Aug 2021Nestle (NESN:SWX) CHF 114.70 Gain to date: 14.7% Original entry point: Buy at CHF 100, 4 February 2021 Shares in iconic food and drink-producer Nestle had a bit of a wobble after the firm reported a 10% increase in underlying first-half earnings but a small (0.2%) dip in its operating margin to 16...
Take advantage of share price weakness in Convatec
Thursday 05 Aug 2021Convatec ( CTEC ) 225.6p Gain to date 10.2% Original entry point: Buy at 204.6p on 23 December 2020 Shares in medical products company Convatec ( CTEC ) have dropped approximately 13% since reporting stronger than expected first half growth and lifting guidance for full year organic revenue growth...
Chemring’s hidden jewel is a cyber security ace
Thursday 05 Aug 2021Investors often look for certain attributes when researching stocks to help spot the most attractive opportunities. The list of desirable factors can include an improvement in a company’s financial position, operational efficiency gains, niche skills with limited competition, and underappreciated...
Big buying opportunity at Avon Protection
Thursday 29 Jul 2021For a defence and protection kit designer and manufacturer Avon Protection ( AVON ) stock hasn’t provided investors with very much of either during the past year. But we believe this is a temporary blip that has created an excellent buying opportunity for investors to gain access to what has been a...
Big upgrade for FTSE 100 group Croda as new strategy pays off
Thursday 29 Jul 2021Croda ( CRDA ) 338.9p Gain to date: 30% Original entry point: Buy at £63.84, 1 April 2021 Our confidence in chemicals firm Croda’s ( CRDA ) new strategy is already being rewarded in spades with its first half results (27 Jul) revealing strong trading and prompting a material upgrade to full year...
SDI continues to reward loyal retail investor fans
Thursday 29 Jul 2021SDI ( SDI:AIM ) 194p Gain to date: 11.2% Original entry point: Buy at 174.5p, 27 May 2021 In the context of the global pandemic SDI’s ( SDI:AIM ) full year to 30 April 2021 results were impressive. In line with May’s trading update, revenue growth of 43.2% to £35.1 million (19% pre-acquisitions)...
Morgan Sindall surges on latest earnings upgrade
Thursday 29 Jul 2021Morgan Sindall ( MGNS ) £23.85 Gain to date: 25.1% Original entry point: Buy at £19.06, 15 April 2021 Construction and regeneration firm Morgan Sindall ( MGNS ) took us and the market by surprise last week with an unscheduled update announcing better than expected trading in its first half and that...
Coca-Cola posts strong growth and continues to take market share
Thursday 29 Jul 2021COCA-COLA $57 Gain to date: 17.6% Original entry point: Buy at $48.48, 30 July 2020 Although comparisons with 2020 were always likely to be fairly easy, Coca-Cola blew away analysts’ forecasts with its second quarter performance, posting its best results for some time. Net revenues grew 42% to $10...