magazine archive
magazine archive
Great Ideas
Genus beats earnings forecasts again
Thursday 10 Sep 2020Genus ( GNS ) £37.40 Gain to Date: 31.4% Original entry point: Buy at £28.46, 19 September 2019 Despite the challenges of Covid-19 that affected supply chains in January and tough second-half comparisons, leading animal genetics company Genus ( GNS ) handsomely beat analyst forecasts again when it...
Knock-out performance from star growth trust
Thursday 10 Sep 2020BAILLIE GIFFORD US GROWTH TRUST ( USA ) 234.32p Gain to date: 64.4% Original entry point: Buy at 142.5p, 8 August 2019 The returns from Baillie Gifford US Growth Trust ( USA ) have been outstanding, both in net asset value (NAV) and, most importantly for shareholders, the share price. The trust...
This trust is good at picking takeover candidates
Thursday 10 Sep 2020A 9.4% discount to net asset value at Odyssean Investment Trust ( OIT ) looks attractive for investors keen to pocket a ready-made portfolio of small caps with significant performance improvement potential. The trust looks to generate attractive total returns, principally through long-term capital...
Industrial property play Stenprop is going cheap
Thursday 10 Sep 2020Unlike much of the property market the industrial space has performed strongly of late as it benefits from trends accelerated by Covid-19. The downside for investors is that vehicles owning this type of asset have become increasingly expensive. However, Shares has spotted an opportunity in Stenprop...
Target Healthcare has welcome news for income investors
Thursday 03 Sep 2020Target Healthcare REIT ( THRL ) 112.8p Gain to date: 5.6% Original entry point: Buy at 106.8p, 16 July 2020 Care home investor Target Healthcare ( THRL ) is off to a decent start as one of our Great Ideas . The shares have risen modestly, supported by a positive recent update (5 Aug) which revealed...
Motorpoint shares now up 42% since we said to buy
Thursday 03 Sep 2020Motorpoint ( MOTR ) 270p Gain to date: 42.1% Original entry point: Buy at 190p, 14 May 2020 We are encouraged by fresh evidence of strong post-lockdown trading at car dealership Motorpoint ( MOTR ) . A positive update on trading accompanied the company’s AGM on 24 August, with key operational and...
The trust helping to protect and grow investors’ wealth
Thursday 03 Sep 2020Investors nervous about economic and market uncertainties in the wake of the coronavirus pandemic should look at Ruffer Investment Company (RICA) , whose shares trade at a 2.4% discount to net asset value. Managed by Hamish Baillie and Duncan MacInnes, Ruffer aims to preserve shareholder capital...
Flutter trading remains strong
Thursday 03 Sep 2020Flutter Entertainment ( FLTR ) £124.2 Gain to date: 14.2% Original entry point: BUY at £108.75, 2 July 2020 Betfair and Paddy Power owner Flutter ( FLTR ) revealed half-year results on 27 August, the first time investors got a glimpse of what the business looks like after the tie-up with Canadian...
We spy an attractive growth story at Inspecs
Thursday 03 Sep 2020Bath-based eye wear frame specialist Inspecs ( SPEC:AIM ) has compelling growth credentials which have been masked by disruption to Asian supply chains and closing of opticians during lockdown. We believe this has created a great opportunity to buy the shares at a decent price. On 2021 earnings the...
Softcat investors rewarded with rising share price and dividends
Thursday 27 Aug 2020SOFTCAT ( SCT ) £13.20 Gain to date: 37.5% Original entry point: Buy at 959.5p, 1 August 2019 Our returns have doubled on software reseller and IT advisor Softcat ( SCT ) since we last updated on the stock two months ago, demonstrating how this technology enabler has been able to capitalise on...