magazine archive
magazine archive
Great Ideas
We’re sticking with Walmart despite earnings miss
Thursday 25 Feb 2021WALMART (WMT:NYSE) $138.3 Loss to date: 5.1% Original entry point: Buy at $145.80, 11 February 2021 Our ‘buy’ call on Walmart is 5.1% in the red, the shares selling off following a fourth quarter earnings (18 Feb) miss and a warning from the world’s biggest retailer that it expects sales to...
Buy Marshalls as Britain builds for recovery
Thursday 25 Feb 2021The rebound in specialist building products firm Marshalls ( MSLH ) share price from its March 2020 lows has stalled and it is currently underperforming the wider building materials space. We see that as an opportunity. The lack of share price action may reflect the fact it has a higher valuation...
Hargreaves Services is primed for growth after exiting coal
Thursday 25 Feb 2021A major shift in the business means now is an excellent time to buy small cap Hargreaves Services ( HSP:AIM ) . The group delivers projects and services in the infrastructure, energy and property services, principally in the UK but also in South East Asia. Its main division, Distribution and...
BHP rewards shareholders with bumper payout as iron ore surges
Thursday 18 Feb 2021BHP ( BHP ) £22.71 Gain to date: 14.5% Original entry point: Buy at £19.83, 23 December 2020 As expected mining giant BHP ( BHP ) has felt the benefit of soaring iron ore prices and has decided to reward shareholders with a record $5.1 billion, or $1.01 per share, first half dividend – a 55% year-...
Profit from the reopening with FTSE 250 chemicals firm Elementis
Thursday 18 Feb 2021FTSE 250 chemicals firm Elementis ( ELM ) ticks all the boxes for an investor looking for an overlooked and undervalued stock set to benefit from the reopening of society and the economy. Elementis has the right mix of sales divisions to benefit from both economic activity picking up again and...
RWS shares gain on ‘excellent’ first quarter
Thursday 18 Feb 2021RWS ( RWS:AIM ) 619p Gain to date: 15.9% Original entry point: Buy at 534p, 23 December 2020 Language translation technology firm RWS ( RWS:AIM ) signaled to the market this month that trading in its core business in the first quarter to the end of December had been ‘excellent’, with pre-tax profit...
Lloyd’s insurance investor Helios is set for big gains
Thursday 18 Feb 2021Helios Underwriting ( HUW:AIM ) is unique as an acquirer and consolidator of Lloyd’s insurance market underwriters. So far the firm has bought 43 limited liability vehicles or LLVs, including some of the best Lloyd’s Names as they were formerly known, as their owners age or decide to exit the...
Reasons why Texas Instruments shares are still worth buying
Thursday 11 Feb 2021TEXAS INSTRUMENTS ( TXN ) $175.12 Gain to date: 53.1% Original entry point: Buy at $114.42p, 21 May 2020 Analog microchips manufacturer Texas Instruments continues to knock the lights out after extending its long run of beating earnings expectations to 12 quarters in a row. Investors who followed...
GlaxoSmithKline remains attractive despite delay to recovery
Thursday 11 Feb 2021GlaxoSmithKline ( GSK ) Price £12.70 Loss to Date: 3.9% Original entry point: Buy at £13.21 on 5 November 2020 While GlaxoSmithKline ( GSK ) reported (3 Feb) full year 2020 adjusted profits in line with guidance, down 4% at constant currencies, the company pushed any meaningful improvement in...
The retail giant with a chance of beating Amazon
Thursday 11 Feb 2021A share price pause for breath at the world’s biggest retailer Walmart presents a buying opportunity ahead of fourth quarter results on 18 February. These should confirm another period of firm market share gains and online sales progress and contain an exciting update on Walmart’s strategic...