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Great Ideas
Polar Capital shares remain cheap despite high quality status
Thursday 21 Jan 2021Polar Capital ( POLR:AIM ) 660.04p Gain to date: 45% Original entry point: Buy at 455p, 18 June 2020 Specialist fund manager Polar Capital ( POLR:AIM ) has made good operational and strategic progress since we outlined its attractions last June. Assets under management (AuM) have recovered strongly...
Alibaba faces baptism of fire at start of 2021
Thursday 14 Jan 2021ALIBABA ( BABA ) $227.37 Loss to date: 11.3% Original entry point: Buy at $256.22, 23 December 2020 It’s been a very rocky start for Alibaba ( BABA ) in our top 2021 picks portfolio and the stock is currently being kicked from pillar to post by investors not sure what to make of recent events...
IP Group still offers upside as it eyes further realisations
Thursday 14 Jan 2021IP Group ( IPO ) 100.8p Gain to date: 21.4% Original entry point: Buy at 83p on 15 October 2020 Since we turned positive on the developer of intellectual property-based businesses IP Group ( IPO ) , several positive developments have propelled the shares from a 15% discount to net asset value to...
Play a regional recovery with BlackRock Latin American
Thursday 14 Jan 2021A revival in shares of BlackRock Latin American Investment Trust ( BRLA ) could mark the start of an eventual recovery to the 760p levels seen in late 2010. Though the trust has disappointed with negative ten-year annualised share price and net asset value ( NAV ) returns, according to Morningstar...
Buy Sainsbury's now before the shares surge
Thursday 14 Jan 2021Supermarket Sainsbury’s ( SBRY ) is starting to feel the benefits of the investments it has made into its business but its share price is still attractively valued, making now an opportune time to buy. The firm released a trading update last week which has made investors and analysts sit up and...
Gamma run could speed up if it can nick a bit of Twilio’s limelight
Thursday 14 Jan 2021GAMMA COMMUNICATIONS ( GAMA:AIM ) £16.35 Gain to date: 9.4% Original entry point: Buy at £14.95, 9 July 2020 Guiding investors towards sensible targets and then beating them is a very good habit for a stock to develop and it’s a box that Gamma Communications ( GAMA:AIM ) ticks. The company recently...
Recent acquisition provides growth and security for Gresham House
Thursday 14 Jan 2021Gresham House ( GHE:AIM ) 810p Gain to date: 29.2% Original entry point: Buy at 627p, 23 July 2020 Last month’s purchase by Gresham House ( GHE:AIM ) of Irish alternative asset manager Appian for a total potential outlay of €10 million isn’t just a case of management seizing an opportunity to add...
Stock pick for 2021: Inspecs
Wednesday 23 Dec 2020Eyewear frames and optically advanced spectacle lenses maker Inspecs ( SPEC:AIM ) joined the stock market in February 2020 and its shares have since risen by 40%. We see a lot more upside at the Bath-based company which is still in the early stages of its global growth journey. The eyewear industry...
Stock pick for 2021: Convatec
Wednesday 23 Dec 2020After recently upgrading (28 October) full-year revenue growth to the top of its 2% to 3.5% target range, medical products company ConvaTec ( CTEC ) looks well placed going into 2021 as several tailwinds form. A faster than anticipated recovery in US elective surgeries is providing a boost for its...
Stock pick for 2021: RWS
Wednesday 23 Dec 2020RWS ( RWS:AIM ) is the world’s leading provider of language services and language technology to firms in sectors such as technology, pharmaceuticals, medical equipment, telecoms and chemicals. The recent acquisition of SDL marks a step change for the business with significant opportunities to grow...