magazine archive
magazine archive
Great Ideas
Ocado delivers on growth at the expense of short-term earnings
Thursday 11 Feb 2021Ocado ( OCDO ) £26.63 Gain to date: 15.7% Original entry point: Buy at £23.01, 23 December 2020 Online supermarket firm Ocado ( OCDO ) posted strong results for the year to 29 November, registering a 35% increase in retail revenues and a 52% increase in fees billed to its overseas technology...
Credit-scoring firm should repay the patient investor
Thursday 11 Feb 2021Experian ( EXPN ) £26.40 Loss to date: 14% Original entry point: Buy at £30.69, 15 October 2020 Our buy on Experian ( EXPN ) hasn’t worked out so far but we’re sticking with it as a play on the global reopening and a ‘levelling up’ of consumers through the introduction of progressive new products...
New-look Bango is a great way to play online payments boom
Thursday 11 Feb 2021The digital payments space is booming and not just because of lockdown. We are all buying more stuff online, and that requires safe and easy ways to pay. A forecast-thumping fourth quarter for industry leader Paypal earlier this month saw its stock jump to new all-time highs. Cambridge-based Bango...
Eye-catching growth in sight for Inspecs
Thursday 04 Feb 2021Inspecs ( SPEC:AIM ) 340p Gain to date: 25.5% Original entry point: Buy at 271p, 23 December 2020 Shares in eyewear frames designer-to-optically advanced spectacle lenses maker Inspecs ( SPEC:AIM ) are up an eye-catching 25.5% since we highlighted the group’s global growth potential and the scale...
Forecasts and stock on a stunning run at ASML
Thursday 04 Feb 2021ASML (ASML:AS) €457.40 Gain to date: 72.9% Original entry point: Buy at €264.60, 23 April 2020 For a company the size of ASML to jump more than 70% in less than a year is impressive, but to do so during a global pandemic is little short of astonishing. This is one of Europe’s largest listed...
Buy Bloomsbury after pandemic-led book boost
Thursday 04 Feb 2021It seems we rediscovered the joy of a good book in lockdown and this has helped propel shares in publishing firm Bloomsbury ( BMY ) to the heights it last enjoyed in the mid-noughties when the Harry Potter craze was at its height. The stock looks inexpensive, meaning there is still time to buy the...
Diageo demonstrates its resilience
Thursday 04 Feb 2021DIAGEO ( DGE ) £30.04 Gain to date: 2% Original entry point: Buy at £29.45, 23 December 2020 Our bullish call on high-quality spirits maker Diageo ( DGE ) is 2% in the money and we are sticking with the business as a compelling reopening trade. Diageo should see a strong recovery in demand in 2021...
Why Nestle is a must-have stock for your portfolio
Thursday 04 Feb 2021Despite being the world’s largest food and beverage company, Nestle has been an undoubted winner from the worldwide restrictions imposed due to Covid, as 90% of its sales depend on the in-home market and just 10% are driven by the out-of-home and food service market. While we’ve all been cooped up...
Why ASOS is becoming the top online shop
Thursday 04 Feb 2021ASOS ( ASC:AIM ) £47.18 Loss to date: 3.3% Original entry point: Buy at £48.79, 28 January 2021 Our ‘buy’ call on web-based fashion retailer ASOS ( ASC:AIM ) is 3.3% in the red, but this reflects wider stock market turbulence rather than anything company specific. In fact, investors applauded the...
Act fast with Brunner to secure very cheap access to good stocks
Thursday 28 Jan 2021There is a lot to like about Brunner Investment Trust , not least the discount to net asset value ( NAV ) which has blown out to 16.3% from 9.4% in October 2020, according to Winterflood data. Part of the reason is down to the actions of one of its largest shareholders, Aviva Global Investors. Data...