magazine archive
magazine archive
Great Ideas
The underappreciated Baillie Gifford fund achieving stellar returns
Thursday 10 Dec 2020While Baillie Gifford’s flagship investment trust Scottish Mortgage ( SMT ) tends to hog the headlines, there are other top-performing funds that bring exposure to the highly rated investment management group’s best growth ideas. One high-flying trust that looks particularly compelling is Monks (...
Big transactions at Pets at Home following first half results
Thursday 03 Dec 2020Pets at Home ( PETS ) 415p Gain to date: 79.6% Original entry point: Buy at 231p, 5 September 2019 Despite a mini wobble around the company’s first half results (24 Nov), our positive call on specialist retailer Pets at Home ( PETS ) continues to bear fruit. The company has subsequently announced...
Cheap access to a hot style with a 4.9% yield
Thursday 03 Dec 2020With the contentious US presidential election seemingly settled and Covid-19 vaccines on the way, multinational companies that do best during periods of global growth could see a more favourable backdrop. That scenario would be welcomed by the BlackRock North American Income Trust ( BRNA ) , a...
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...