magazine archive
magazine archive
Great Ideas
Microsoft still a long-run winner
Thursday 05 Nov 2020MICROSOFT (MSFT) $202.33 Gain to date: 22.6% Original entry point: Buy at $165, 9 April 2020 Microsoft (MSFT) continues to make a mockery of forecasts as the wheel of fortune rolls its way. As we predicted back in April, work from home during the pandemic continues to spark rampant demand for its...
Buy this newly-listed gold giant for lower risk and high rewards
Thursday 05 Nov 2020Just like buses, two come along at once. No sooner had Canadian gold giant Yamana Gold ( AUY ) come back to the London market, another big player has joined the fray. And while there is always risk with mining stocks, this one could be an even lower risk way to play the rising gold price, but still...
Rent collection builds at Stenprop
Thursday 05 Nov 2020Stenprop ( STP ) 123p Gain to date: 5.1% Original entry point: Buy at 117p, 10 September 2020 Our positive call on industrial property investor Stenprop ( STP ) is off to a steady start. Stenprop is moving towards being 100% invested in multi-let industrial (MLI) – essentially small, purpose-built...
The market is far too pessimistic on GlaxoSmithKline
Thursday 05 Nov 2020Surprisingly shares in pharmaceutical company GlaxoSmithKline ( GSK ) are trading below their March lows and have underperformed European and US peers by 18% year-to-date. The shares trade on a PE (price-to-earnings) of 11.4, roughly half of the valuation of peer AstraZeneca ( AZN ) while the...
Yamana Gold boosts growth prospects with latest acquisition
Thursday 05 Nov 2020Yamana Gold ( AUY ) 450p Loss to date: 2.2% Original entry point: Buy at 460p, 22 October 2020 Miner Yamana Gold ( AUY ) has expanded its portfolio of assets after agreeing a deal to acquire all the shares in smaller rival Monarch Gold that it doesn’t already own for $114 million in cash and shares...
Overseas microchip pair continue to perform
Thursday 29 Oct 2020TEXAS INSTRUMENTS (TXN) $147.81 Gain to date: 29 .2% Original entry point: Buy at $114.42p, 21 May 2020 ASML €367.48 Gain to date: 39.1% Original entry point: Buy at €264.6, 23 April 2020 The semiconductor space continues to reward carefully vetted stocks despite the weight of concern around...
Under the radar Blue Whale Growth won’t stay hidden for long
Thursday 29 Oct 2020If you’re after a top-performing global growth fund Fundsmith Equity (B41YBW7) is one of the biggest and most popular with retail investors. Terry Smith’s simple investment premise of buying great companies on reasonable valuations, then ‘do nothing’ makes it a classic low maintenance, buy and...
Stick with The Coca-Cola Company
Thursday 29 Oct 2020THE COCA-COLA COMPANY (KO:NYSE) $49.80 Gain to date: 2.7% Original entry point: Buy at $48.48, 30 July 2020 Some of the froth was knocked off of The Coca-Cola Company’s (KO:NYSE) shares in the recent Wall Street sell-off, though we’re pleased to see they broke $50 beforehand following our summer ‘...
Treatt is in a sweet spot and you should buy now
Thursday 29 Oct 2020We think that shares in extracts-to-ingredients supplier Treatt ( TET ) can maintain the momentum they have shown since the market bottomed in March. Under chief executive Daemmon Reeve, Treatt’s margins are improving thanks to a focus on added-value products and the company is primed to profit...
Luceco knocks the lights out
Thursday 22 Oct 2020Luceco ( LUCE ) 245p Gain to date: 111.2% Original entry point: Buy at 116p, 19 December 2019 The recovery at LED lighting and portable power products firm Luceco ( LUCE ) continues to gather pace. Not for the first time in 2020 Luceco is upping its earnings guidance amid an increase in demand. It...