magazine archive
magazine archive
Great Ideas
Equals update demonstrates growth potential of corporate market
Thursday 15 Jul 2021Equals ( EQLS:AIM ) 47.8p Gain to date: 11.2% Original entry point: Buy at 43p, 29 April 2021 Global payments group Equals ( EQLS:AIM ) posted a strong first half trading update on 8 July, showing revenue growth of more than 20% compared with the first six months of last year even without a...
Buy CareTech shares ahead of its property revaluation
Thursday 08 Jul 2021Having successfully integrated the strategic £374 million acquisition of Cambian in 2018 and reduced leverage below three times, leading care services provider CareTech ( CTH:AIM ) is well positioned to continue growing its share of a fragmented market. Importantly, its significant freehold...
Why a dividend cut at Jupiter Green is no cause for alarm
Thursday 08 Jul 2021Jupiter Green Investment Trust ( JCG ) 246.9p Loss to date: -8.2% Original entry point: Buy at 268.85p, 6 May 2021 Our Great Idea on ESG-focused Jupiter Green Investment Trust ( JGC ) is yet to pay off but we remain confident in its long-term prospects after the publication of annual results (6 Jul...
This US income trust is still a winner
Thursday 08 Jul 2021BlackRock North American Income ( BRNA ) 183.4p Gain to date: 12.9% Original entry point: Buy at 162.5p, 3 December 2020 Significant changes to the investment policy at BlackRock North American Income ( BRNA ) , announced alongside its first half results (29 Jun), do not detract from our positive...
Panoply rolls out £200 million revenue ambitions
Thursday 08 Jul 2021THE PANOPLY HOLDINGS ( TPX:AIM ) 285p Gain to date: 217% Original entry point: Buy at 90p, 6 August 2020 Analysts have once again had to rip up forecasts for public sector digital enabler The Panoply Holdings ( TPX:AIM ) after the company said 2022 results would be ‘significantly ahead of current...
The investment to make if you want to dial down portfolio risk
Thursday 08 Jul 2021Global equity markets have performed strongly year-to-date thanks to a cocktail of reopening optimism, forecast-beating corporate earnings and a boost from continued central bank largesse. Yet the looming threat of inflation has the potential to roil markets with the US Federal Reserve having...
The car retailer whose shares are up 93% since we said to buy last May
Thursday 01 Jul 2021MOTORPOINT ( MOTR ) 367p Gain to date: 93.2% Original entry point: Buy at 190p, 14 May 2020 Shares in used car retailer Motorpoint ( MOTR ) have increased by 93% in value since we urged readers to hop behind the wheel in May 2020. The used car seller’s share price recently shot up after management...
GlaxoSmithKline unveils ambitious growth targets
Thursday 01 Jul 2021GlaxoSmithKline ( GSK ) £14.21 Gain to date: 7.6% Original entry point: £13.21 on 5 November 2020 GlaxoSmithKline ( GSK ) reassured investors at its latest investor day (23 June) by providing ambitious plans and growth targets for the biopharma business and the planned demerged of its consumer...
Why we’re sticking with Burberry despite Gobbetti goodbye
Thursday 01 Jul 2021BURBERRY ( BRBY ) £20.73 Gain to date: 26.9% Original entry point: Buy at £16.34, 19 Nov 2020 Our bullish call on luxury goods leader Burberry ( BRBY ) is 26.9% in the money, although the shares were marked down on the disappointing news that Marco Gobbetti plans to step down as chief executive and...
Ideal time to add inflation protection with this cheap trust
Thursday 01 Jul 2021Considering the amount of discussion about investors’ need for some inflation protection for their portfolios, it’s somewhat surprising to see a real assets investment trust trading at a sizeable discount to net asset value. As well as sitting at an 8% discount to NAV, compared with a premium of 15...