magazine archive
magazine archive
Great Ideas
End of Alibaba antitrust probe is positive news for the stock
Thursday 15 Apr 2021ALIBABA ( BABA ) $244.01 Loss to date: 4.8% Original entry point: Buy at $256.22, 23 December 2020 A $2.8 billion antitrust fine by the Chinese authorities may look punishing for Alibaba (BABA:NYSE) but it effectively draws a line under an issue that has been dogging the shares for month. It...
Morgan Sindall is a cheap economic recovery play with momentum
Thursday 15 Apr 2021Construction and regeneration specialist Morgan Sindall ( MGNS ) has significant share price momentum but remains an inexpensive way to play economic recovery boosted by an internally driven increase in profitability and exposure to bumper infrastructure spending. The shares trade on a 2021 price...
Buy remote IT connector TeamViewer at a pre-pandemic price
Thursday 08 Apr 2021Ask a Manchester United fan where they’re from and the least likely answer will be Manchester, or so the football joke goes. The club now has a new fan after German technology company TeamViewer announced a five-year shirt sponsorship deal with the club worth a rumoured €275 million. We have no...
Find out why Micron is up 16% in two months
Thursday 08 Apr 2021MICRON TECHNOLOGY $93.75 Gain to date: 16.1% Original entry point: Buy at $80.72, 21 January 2021 The microchip industry has been on a tear for months but the backcloth promises to get even better for semiconductors powerhouse Micron Technology Micron is among the world leaders when it comes to...
Medica is on a high quality growth path
Thursday 08 Apr 2021The new management team at teleradiology specialist Medica ( MGP:AIM ) have reinvigorated the business and energetically executed a clear growth path to diversify revenues and enhance earnings quality. Investors should buy into this story. Meanwhile, in the core teleradiology business, Covid-19 has...
Volution up more than 100% in nine months
Thursday 08 Apr 2021Volution ( FAN ) 400p Gain to date: 121.6% Original entry point: Buy at 180.5p, 9 July 2020 Ventilation products firm Volution ( FAN ) has been a superb performer since we added it to the Great Ideas portfolio last summer. We were right to conclude that demand for its portfolio of solutions would...
Bloomsbury boosted by books bonanza
Thursday 08 Apr 2021Bloomsbury Publishing ( BMY ) 298p Gain to date: 5% Original entry point: Buy at 283.84p, 4 February 2021 Our positive call on publishing group Bloomsbury ( BMY ) is off to a solid start thanks to a bullish trading update on 24 March. The company said it expected annual revenue and profit to be ‘...
Faster than expected recovery at Renewi delivers outsized returns
Thursday 08 Apr 2021Renewi ( RWI ) 49p Gain to date: 105% Original entry point: Buy at 23.95p, 19 November 2020 Our call to back the self-help programme at Anglo-Dutch waste management firm Renewi ( RWI ) has paid off faster than we expected, more than doubling our money in less than six months. With no shortage of...
Specialist lender Arbuthnot plots course to higher returns
Thursday 01 Apr 2021For a private bank which made its name financing foreign trade in the 19th century and coming up for its 190th anniversary, Arbuthnot Banking ( ARBB:AIM ) has a very up-to-date approach. Thanks to a major investment in technology in 2017, the entire workforce was able to work from home seamlessly...
Softcat gains on latest upgrades with scope for further upside
Thursday 01 Apr 2021SOFTCAT ( SCT ) £17.73 Gain to date: 84.8% Original entry point: Buy at 959.5p, 1 August 2019 There is still ‘significant upside risk to gross profit’ from software seller Softcat ( SCT ) , say analysts, and that should power the shares beyond £20 for the first time this year. Analysts at Peel Hunt...