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Great Ideas
Buy top quality small cap Somero
Thursday 24 Sep 2020There is an awful lot to like about Somero Enterprises ( SOM:AIM ) and it has unsurprisingly built up a loyal, if small, following among retail investors. We believe this audience will grow in time because it stands out as top quality company at a very attractive price. Those unfamiliar with the...
Cutting our losses on Lloyds
Thursday 24 Sep 2020Lloyds ( LLOY ) 24p Loss to date: 62.4% Original entry point: Buy at 63.93p, 19 December 2019 Our positive call on high street lender Lloyds ( LLOY ) has gone horribly wrong and, while we couldn’t have predicted the unprecedented events witnessed in 2020, we should have been quicker to respond to...
Hipgnosis seeks more money to buy music catalogues
Thursday 24 Sep 2020HIPGNOSIS SONGS FUND ( SONG ) 118.73p Gain to date: 2.8% Original entry point: Buy at 115.5p, 18 June 2020 Investors in Hipgnosis Songs Fund ( SONG ) must get used to the investment trust coming back to the market on a regular basis to raise money as it has grand plans. In the summer it said there...
How to invest in structural change on a global level
Thursday 24 Sep 2020Randall Dishmon, manager of the Invesco Global Focus Fund (BJ04HD6) , doesn’t believe in screening piles of data to find ideas. With every company he looks at, he asks three questions: does it have an advantage, is it attractively priced, and is management working for me? If a stock can’t tick all...
Plenty of fizz left in The Coca-Cola Company
Thursday 17 Sep 2020THE COCA-COLA COMPANY (KO:NYSE) $51 Gain to date: 5.2% Original entry point: Buy at $48.48, 30 July 2020 Our recent ‘buy’ call on beverages behemoth The Coca-Cola Company (KO:NYSE) is a decent 5.2% in the money and we are staying positive on the business behind the world’s most recognisable soft...
Smart Metering Systems shows its strength yet again
Thursday 17 Sep 2020Smart Metering Systems ( SMS:AIM ) 660p Gain to date: 40.4% Original entry point: Buy at 470p, 24 October 2019 Despite what is a very uncertain period for companies amid all the economic turmoil from the coronavirus pandemic, smart meter installer Smart Metering Systems ( SMS:AIM ) has continued to...
Demand boom continues for Focusrite and its shares
Thursday 17 Sep 2020Focusrite ( TUNE:AIM ) 819p Gain to date: 19.2% Original entry point: Buy at 687p, 23 July 2020 While we flagged audio technology specialist Focusrite ( TUNE:AIM ) as very much a long-term investment opportunity we are still pleased to see our faith rewarded early. A 14 September trading update...
On sale: use Mercantile to access market winners at a discount
Thursday 17 Sep 2020A 12.9% discount to net asset value at The Mercantile Investment Trust ( MRC ) means investors can access some of this year’s top performing stocks on the cheap, including gold and silver miner Polymetal ( POLY ) and fantasy miniatures maker Games Workshop ( GAW ) . Investors also get exposure to...
Aviva could deliver outsized gains under new leadership
Thursday 17 Sep 2020Insurance giant Aviva ( AV. ) started 2020 on a high after reporting record earnings for the prior year and a promise from chief executive Maurice Tulloch to bear down on controllable costs. He said: ‘There is much more to do simplifying our business, reducing costs and navigating competitive...
UP Global Sourcing gets back on analysts' radars
Thursday 10 Sep 2020UP Global Sourcing ( UPGS ) 102.1p Gain to date 8.9% Original entry point: Buy at 93.7p, 27 August 2020 Owner of value-focused consumer brands UP Global Sourcing ( UPGS ) delivered on its guidance for full-year earnings before interest, tax, depreciation and amortisation, reporting £10.4 million on...