magazine archive
magazine archive
Great Ideas
122% in four months: This stunning run for The Panoply should continue
Thursday 03 Dec 2020The Panoply Holdings ( TPX:AIM ) 200p Gain to date: 122% Original entry point: Buy at 90p, 6 August 2020 It has been a quite astonishing ride for The Panoply Holdings ( TPX:AIM ) and we could barely have timed better our original Great Idea . To more than double in value is impressive, but to do so...
Primark owner Associated British Foods is well placed for a recovery
Thursday 03 Dec 2020Value looks to be back in fashion in more ways than one, and one of the best ways to play both investors’ and consumers’ eye for a bargain is through Primark owner Associated British Foods ( ABF ) . Market expectations for the company are subdued and it trades on an undemanding 12-month forward...
Aviva chief delivers on promise to add shareholder value
Thursday 03 Dec 2020AVIVA ( AV. ) 326p Gain to date: 8.3% Original entry point: Buy at 301p, 17 September 2020 November brought a raft of good news from the UK’s largest insurer in the shape of resilient nine-month earnings and news of two disposals for a combined £2 billion. Trading to the end of September saw a...
Boston Scientific has big potential to get back on top in 2021
Thursday 26 Nov 2020Medical science has come on leaps and bounds over the decades, yet heart disease and related conditions continue to kill thousands every year. More than a quarter of all deaths in Britain are from heart and circulatory diseases, according to data from the British Heart Foundation, or nearly 170,000...
Buy this trust to access cut-price quality names
Thursday 26 Nov 2020Many high-quality companies have recently been shunned by investors in favour of beaten-down value stocks amid coronavirus vaccine hopes. That presents an opportunity to be contrarian and we’ve spotted a way to take advantage of such price weakness. Investors have started to realise they don’t need...
Take advantage of share price pullback to buy more Softcat stock
Thursday 26 Nov 2020Softcat ( SCT ) £11.53 Gain to date: 20.2% Original entry point: Buy at 959.5p, 1 August 2019 Being rated as a Covid-19 winner did wonders for Softcat’s ( SCT ) share price through most of 2020, breaking through £14 in August. Certainly mass work-from-home would have done the software reseller no...
Strong trading could lead to more generous dividends for Somero
Thursday 26 Nov 2020Somero Enterprises ( SOM:AIM ) 276.86p Gain to date: 6.5% Original entry point: Buy at 260p, 24 September 2020 Shares in construction equipment specialist Somero Enterprises ( SOM:AIM ) have burst to life after a very strong trading update. Business has been very good in recent months, prompting...
Reasons to be more optimistic on AG Barr
Thursday 26 Nov 2020AG Barr ( BAG ) 533p Gain to date: 6.7% Original entry point: Buy at 499.5p, 7 May 2020 Shares in drinks company AG Barr ( BAG ) are now trading ahead of our May entry point thanks to investors starting to look beyond fast-growth tech stocks for investment opportunities. It reassured the market on...
Odyssean Investment Trust sails in with swift 17.4% return
Thursday 26 Nov 2020ODYSSEAN INVESTMENT TRUST ( OIT ) 114.5p Gain to date: 17.4% Original entry point: Buy at 97.5p, 10 September 2020 Our ‘buy’ call on Odyssean Investment Trust ( OIT ) has generated a swift 17.4% return, with the discount to net asset value narrowing from 9.4% to 4.7%, on rising awareness of what...
Oxford Instruments successfully backing the world-changing boffins
Thursday 19 Nov 2020OXFORD INSTRUMENTS ( OXIG ) £19.64 Gain to date: 44.1% Original entry point: Buy at £13.60, 7 November 2019 While the surge in other stocks have grabbed headlines Oxford Instruments ( OXIG ) has relatively quietly gone about its business, paying off brilliantly for investors. The cutting edge...