magazine archive
magazine archive
Great Ideas
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...
Ford shares start to motor after impressive third quarter trading
Thursday 22 Oct 2020Ford Motor Co $7.59 Gain to date: 8.6% Original entry point: Buy at $6.99, 13 August 2020 Shares in US-listed Ford Motor are nearly back at levels seen before the global market sell-off began in February. Helping to drive the stock in recent sessions was a bullish research note from investment bank...
This trust offers big potential if you believe value investing will thrive
Thursday 22 Oct 2020There are three good reasons to get excited about the £125 million Aurora Investment Trust ( ARR ) . First, the shares that the trust owns are collectively undervalued according to the manager, Phoenix Asset Management. It estimated that the portfolio had approximately 138% upside to intrinsic...
The UK stock market has a new gold giant in town
Thursday 22 Oct 2020‘A stable operator with plenty of upside’ is how analysts have described Yamana Gold ( AUY ) , the Canadian mining giant which returned to the London stock market earlier this month. The miner, which has been listed on the Toronto stock market since 1995 and New York since 2007, has gold and silver...
More to come from Touchstone despite doubling in price since the summer
Thursday 22 Oct 2020Touchstone Exploration ( TXP:AIM ) 101.4p Gain to date: 95% Original entry point: Buy at 52p, 25 June 2020 Our faith in small cap oil play Touchstone Exploration ( TXP:AIM ) continues to be rewarded in stunning fashion as the company announces the latest in a series of positive updates. Touchstone...
Very large earnings upgrades for Kainos
Thursday 22 Oct 2020Kainos ( KNOS ) £13.10 Gain to date: 82.4% Original entry point: Buy at 718p, 19 December 2019 Digital transition specialist Kainos ( KNOS ) continues to perform very strongly as it reveals further growth linked to the need for businesses and organisations to up their digital game amid Covid-19. A...
It's worth paying up for quality compounder Experian
Thursday 15 Oct 2020Credit checking group Experian ( EXPN ) has always been a premium-priced stock to own, and for good reason too. It’s a business that has long since proven its worth through all market conditions, consistently showing itself to be highly cash generative with low capital intensity, underpinned by its...
Mid Wynd is reaping the benefits of strong Asian exposure
Thursday 15 Oct 2020Mid Wynd International Investment Trust ( MWY ) 678.59p Gain to date: 17.2% Original entry point: Buy at 578.94p, 5 March 2020 Anyone holding shares in global equities investor Mid Wynd ( MWY ) should be pleased given how the stock is on the cusp of hitting a new all-time high. At 678.59p, Mid Wynd...