magazine archive
magazine archive
Great Ideas
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...
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...