magazine archive
magazine archive
Great Ideas
We are backing Aviva to make further gains
Thursday 01 Apr 2021Aviva ( AV. ) 409.7p Gain to date: 36.1% Original entry point: Buy at 301p, 17 September 2020 With the sale of the Polish business to Germany’s Allianz for €2.5 billion, new chief executive Amanda Blanc has fully delivered on her promise to reshape insurer Aviva ( AV. ) as a focused business with...
Chemicals firm Croda has an exciting new growth strategy
Thursday 01 Apr 2021Investors should buy chemicals firm Croda - a highly exciting stock which should provide substantial multi-year returns for investors. What’s firing our excitement is the new-found expertise in its healthcare division in so-called lipid nanoparticles or LNPs, which are fatty molecules used in drugs...
Margin growth to power TT Electronics
Thursday 25 Mar 2021Many investors are drawn to turnaround recovery stories, and that badge certainly fits electronic components designer TT Electronics ( TTG ) . This is a company pushing through operational improvements while building a competitive niche in long-run growth industries, and we believe there is a...
Elementis remains on track to profit from reopening
Thursday 25 Mar 2021Elementis ( ELM ) 120.6p Loss to date: 4% Original entry point: Buy at 125.9p, 18 February 2021 Chemicals firm Elementis ( ELM ) is cautiously optimistic on demand for its products in the months ahead, which combined with the firm’s cost saving measures should drive better financial performance...
STV is the value stock you need to own today
Thursday 25 Mar 2021If you’re looking for a value stock with very attractive immediate growth prospects, we’ve got just the one. Scottish free-to-air broadcaster STV ( STVG ) is ITV’s ( ITV ) counterpart north of the border and outperforming its one-time parent. STV trades on 9.7 times forecast earnings for 2021 and...
IP Group unveils maiden dividend after bumper results
Thursday 18 Mar 2021IP Group ( IPO ) 122.6p Gain to date: 47.7% Original entry point: Buy at 83p, 15 October 2020 Developer of intellectual property-based ventures IP Group ( IPO ) is trading at its highest level since 2018, rewarding our positive call on the stock in October 2020. The latest run for the shares...
We believe Burberry’s rally has much further to go
Thursday 18 Mar 2021Burberry ( BRBY ) £21.29 Gain to date: 30.3% Original entry point: Buy at £16.34, 19 Nov 2020 Our positive stance on luxury goods firm Burberry ( BRBY ) is paying off, with the shares getting a nice boost after the group said trading is ahead of expectations. We felt the gradual reopening of the...
Secure Income REIT is a reopening play and inflation hedge all in one
Thursday 18 Mar 2021Are you looking for investments to play a reopening of the economy while also hedging any accompanying inflation? You should buy Secure Income REIT ( SIR:AIM ) . Managed by a team of veteran investors and on the stock market for nearly seven years during which it consistently traded at a premium to...
This income fund is a best-in-class stock picker
Thursday 18 Mar 2021Investors looking for good ways to earn an income from the market and hopefully see the value of their investment rise should put their money in Liontrust Global Dividend (B91RFZ2) . A 2.2% yield is attractive relative to returns you can get from cash in the bank. While there are other funds...
Stick with ITV shares for now but watch out for the weak spots
Thursday 11 Mar 2021ITV ( ITV ) 123.9p Gain to date: 63% Original entry point: Buy at 76p, 30 April 2020 Our positive call on free-to-air broadcaster ITV ( ITV ) is handsomely in the money despite a mixed set of full year numbers on 9 March. The company is seen as a big beneficiary of a reopening of the economy as...