magazine archive
magazine archive
Great Ideas
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...
Buy i3 Energy to play oil price strength and imminent dividends
Thursday 01 Jul 2021Investors looking for a way to play the current strength in oil prices should snap up i3Energy ( I3E:AIM ) . It is buying up conventional oil and gas assets in North America cheaply and plans to pay dividends from the resulting cash flow. The company’s strategy echoes the one pursued successfully...
Why we’re still mad keen on Monks
Thursday 24 Jun 2021MONKS INVESTMENT TRUST ( MNKS ) £13.52 Gain to date: 2.9% Original entry point: £13.14, 10 December 2020 We were expecting more than a 2.9% share price gain when adding Baillie Gifford-managed Monks ( MNKS ) to our Great Ideas selections list in December, but the recent renaissance of value stocks...
Stenprop targets 10% returns as transformation nears completion
Thursday 24 Jun 2021Stenprop ( STP ) 156.6p Gain to date: 33.8% Original entry point: Buy at 117p, 10 September 2020 The momentum behind multi-let industrial property investor Stenprop ( STP ) continues to build with recent full year results (11 Jun) revealing the company’s ongoing progress. The company saw the value...
Music royalty fund hits the acquisition trail again
Thursday 24 Jun 2021Hipgnosis Songs Fund ( SONG ) 122.6p Gain to date: 6.1% Original entry point: Buy at 115.5p, 18 June 2020 In the year since we recommended them, shares in Hipgnosis ( SONG ) have gained just over 6% against a 27.4% return for the benchmark FTSE 250 index. However, in that time the market...
Want to invest in Asia’s best companies? This trust is a bargain
Thursday 24 Jun 2021The beauty of investment trusts is that you can occasionally buy £1 of assets for 90p or less. Some trusts trade on a discount for a good reason such as investing in illiquid assets, namely companies where it would be difficult for the trust to sell its holdings quickly. But a few trusts trade...
Investors should hitch a ride on Volex’s growth train
Thursday 24 Jun 2021We think power cords and cable assembly company Volex ( VLX:AIM ) can achieve double digit growth driven by a proven acquisition strategy and increasing demand for EVs (electric vehicles) and data centres. Cables and power cords might sound like a dull business, but they are essential kit for many...
SkinBio Therapeutics' psoriasis supplement could be a real money spinner
Thursday 17 Jun 2021Investors should buy SkinBio Therapeutics ( SBTX:AIM ) as it prepares to launch a new product which could generate tens of millions of pounds in fresh revenue for the business. The company has developed a proprietary technology platform which harnesses the human microbiome to improve skin health...