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Homeserve to keep growing through lockdown
Thursday 19 Nov 2020Homeserve ( HSV ) £12.62 Gain to date: 9.3% Original entry point: Buy at £11.45, 16 April 2020 Highlighted as a resilient company which should weather the coronavirus pandemic and get through relatively unscathed, home repairs firm Homeserve ( HSV ) is performing as well as expected as it forecast...
Why Focusrite gains should last beyond lockdown
Thursday 19 Nov 2020Focusrite ( TUNE:AIM ) 924p Gain to date: 34.5% Original entry point: Buy at 687p, 23 July 2020 Our faith in the audio tech firm continues to be rewarded with the company’s full-year results providing the latest catalyst. It posted a 46% drop in profit for the 12 months to 31 August after it wrote...
JPMorgan Japanese rides GDP boost
Thursday 19 Nov 2020JPMORGAN JAPANESE INVESTMENT TRUST ( JFJ ) 688p Gain to Date: 25.6% Original entry point: Buy at 547.92p, 02 July 2020 Our bullish call on JPMorgan Japanese Investment Trust ( JFJ ) is now 25.6% in the money and we remain positive on the capital growth-focused fund, confident that managers Nicholas...
Time to ride the bounce at Burberry
Thursday 19 Nov 2020October’s encouraging return to sales growth suggests luxury goods group Burberry ( BRBY ) is starting to recover from the worst effects of the pandemic. And with Covid-19 vaccine breakthroughs pointing the way to a full reopening of the global economy and a rebound in intercontinental travel,...
Self-help makes Renewi a compelling recovery play
Thursday 19 Nov 2020Unlike a lot of firms, international waste-to-product company Renewi ( RWI ) – which was formed from the merger between Shanks Group and Van Gansewinkel Group in 2017 – has emerged from the pandemic in better shape than it started. First half turnover at its ongoing operations, which exclude the...
We expect further good news from Smurfit Kappa
Thursday 12 Nov 2020Smurfit Kappa ( SKG ) £31.28 Gain to date: 6.4% Original entry point: Buy at £29.40, 1 October 2020 A strong third quarter update showed that Smurfit Kappa ( SKG ) had recovered well from Covid-related disruption earlier this year and a second interim dividend implies that management confidence is...
Novacyt shares buffeted by positive vaccine news
Thursday 12 Nov 2020Novacyt ( NCYT:AIM ) 670p Gain to date: 6% Original entry point: Buy at 632p, 8 October 2020 Shares in Novacyt ( NCYT:AIM ) have dropped by a third in value on news that the Pfizer-BioNTech Covid-19 vaccine candidate was found to be 90% effective against the virus without any evidence of major...
Make your play for discounted payments star PayPal
Thursday 12 Nov 2020Investors are rejecting many highly-rated stocks off the back of Joe Biden’s presidential victory and promising coronavirus vaccine news is seemingly putting a rally for more reasonably priced growth equities on the table. High-quality and reasonably valued tech names like PayPal are in the...
Time for a comeback? This Asian fund has attractive qualities
Thursday 12 Nov 2020Risk-on appetite returned to markets following the US presidential election result and encouraging news on a Covid-19 vaccine, which augurs well for equities across Asia, the vast geographic region which remains well positioned as the powerhouse of global growth. Flush with regional bargains is...
Premier Foods is bringing in the dough
Thursday 12 Nov 2020PREMIER FOODS ( PFD ) 97.65p Gain to date: 135.6% Original entry point: Buy at 41.45p, 23 April 2020 Our bullish April call on Mr Kipling cakes-to-Bisto gravy maker Premier Foods ( PFD ) is now a tasty 136% in the money, with the balance sheet-boosting sale of its stake in bread brand Hovis and an...