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