magazine archive
magazine archive
Great Ideas
Play the healthcare boom via ‘best in class’ UDG
Thursday 16 Jul 2020The global healthcare pandemic has increased awareness of diseases and the threat they pose to public health as well as economic activity. This has spurred the pace of drug discovery with an increasing number of new drugs in trials and provides a supportive backdrop for UDG Healthcare ( UDG ) to...
QinetiQ growth strategy progressing despite challenges
Thursday 16 Jul 2020QinetiQ ( QQ. ) 301.7p Loss to Date: 11.5% Original entry point: Buy at 341p, 12 December 2019 In a recent trading update defence and security specialist QinetiQ ( QQ. ) reported strong first-quarter orders and cash generation, despite the challenges presented by Covid-19. QinetiQ is in a more...
Buy care home investor Target Healthcare for a 6% yield
Thursday 16 Jul 2020The care home sector has clearly suffered a devastating impact from coronavirus but the need for quality accommodation for older, vulnerable people has arguably never been greater. We think investors should buy Target Healthcare REIT ( THRL ) which is growing its portfolio of purpose-built assets...
Hipgnosis is cashed up and ready to buy more songs
Thursday 16 Jul 2020Hipgnosis Songs Fund ( SONG ) 121.5p Gain to date: 5.2% Original entry point: Buy at 115.5p, 18 June 2020 Better than expected demand for investment trust Hipgnosis Songs Fund’s ( SONG ) equity placing has seen it raise £236.4 million by issuing new stock at 100p per share. Of that amount, £3...
Ocado has a monumental growth opportunity
Thursday 16 Jul 2020Ocado ( OCDO ) £20.20 Gain to date: 70.2% Original entry point: Buy at £11.87, 25 July 2019 Online grocery delivery and fulfilment systems firm Ocado ( OCDO ) is looking at ‘a scale of opportunity that we have never seen before’ according to chief executive Tim Steiner. With Covid-19 having...
Gamma Communications is a superstar stock
Thursday 09 Jul 2020With a growing track record for under-promising and over-delivering, Gamma Communications ( GAMA:AIM ) is a fairly unique play on integrated IT and communications using cloud technology. Already a strong growth trend, the Covid-19 pandemic has hastened most organisations in their shift to embrace...
H&T comes out of lockdown in a strong financial position
Thursday 09 Jul 2020H&T ( HAT:AIM ) 318.5p Gain to date: +0.6% Original entry point: Buy at 316.7p, 11 June 2020 More details around H&T’s ( HAT:AIM ) store reopening and finances were released at the end of June which highlighted how well the business had been managed during lockdown. A phased reopening...
International Biotechnology Trust is up 73% in just four months
Thursday 09 Jul 2020International Biotechnology Trust ( IBT ) 793p Gain to Date: 73.5% Original entry point: Buy at 457p, 19 March 2020 Napoleon supposedly preferred lucky generals to good ones, and while our timing to buy International Biotechnology Trust ( IBT ) was lucky, coming as it did a few days before equity...
Volution is a Covid-19 winner and its shares are cheap
Thursday 09 Jul 2020There aren’t too many businesses plugged into emerging trends for a post-coronavirus world which trade on attractive valuations but in our view Volution ( FAN ) is one. Headquartered in Crawley, the company is an international operator engaged in the design, assembly and marketing of ventilation...
Supermarket Income REIT is looking to expand
Thursday 02 Jul 2020Supermarket Income REIT ( SUPR ) 111.44p Gain to date: 6.1% Original entry point: Buy at 105p, 2 April 2020 As we hoped, groceries-related property investor Supermarket Income REIT ( SUPR ) has been a solid performer through the coronavirus crisis with the company looking to add to its portfolio in...