magazine archive
magazine archive
Great Ideas Update
Allied Irish Banks keeps investors’ faith
Thursday 07 Dec 2017Allied Irish Banks (ALBK) €5.64 Gains to date: 12.8% Original entry point: Buy at €5.00, 26 October Allied Irish Banks (ALBK) has emerged from the Irish banking collapse of 2008 and looks set to be one of most enduring turnaround stories from that period. The bank’s third quarter to 30 September...
Results from Impax Asset Management beat expectations
Thursday 07 Dec 2017Impax Asset Management ( IPX:AIM ) 166.5p Gains to date 31.5% Original entry point: Buy at 126.6p 21 September Fund provider Impax Asset Management ( IPX:AIM ) has been having a great year, as reflected in a soaring share price. First it struck a deal to buy Pax World Management which is expected...
Tracsis rally justifies 2017 pick status
Thursday 30 Nov 2017Leeds-based Tracsis ( TRCS:AIM ) has bounced back following a year to forget, in share price terms. Having spent most of 2017 in negative territory following its inclusion in our list of best ideas for the year, the stock is back showing a modest profit. The smart transport analytics and...
Why we’re turning bearish on Aggreko
Thursday 30 Nov 2017The temporary power solutions provider is enduring a torrid 2017, as reflected in a weak performance for the shares since we highlighted their appeal in January. Our original hope was that Aggreko would enjoy a good recovery this year; sadly that’s not been the case. The latest shock came on 21...
Ramsdens is roaring ahead
Thursday 30 Nov 2017Our positive stance on pawnbroker Ramsdens ( RFX:AIM ) continues to pay off as the group has revealed a very strong set of first half results (27 Nov). Particularly impressive was the contribution by its retail jewellery and foreign currency businesses where gross profit was up 30% and 35%...
Typically robust perfromance from IMImobile
Thursday 30 Nov 2017To maintain double-digit organic growth is no mean feat in the current economic environment and IMImobile ( IMO:AIM ) deserves credit. The company’s software helps businesses to engage and communicate with their customers online. It reported 12% organic revenue growth in its half year results to 30...
Harwood Wealth Management exceeding great expectations
Thursday 23 Nov 2017HARWOOD WEALTH MANAGEMENT ( HW.:AIM ) 180p Gain to date: 16.1% Original entry point: Buy at 155p, 8 November 2017 The highly acquisitive Harwood Wealth Management ( HW.:AIM ) released a trading a statement on 16 November saying it expects revenue and adjusted EBITDA (earnings before interest, tax,...
Time to top up on Jaywing amid price weakness
Thursday 23 Nov 2017JAYWING ( JWNG:AIM ) 24.5p Loss to date: 29% Original entry point: Buy at 34.5p, 9 February 2017 A profit warning has put our trade on marketing services group Jaywing ( JWNG:AIM ) in the red. The Sheffield-based business says clients with consumer-facing operations have cut their marketing spend...
Vodafone surprises with raised guidance
Thursday 23 Nov 2017VODAFONE ( VOD ) 229.3p Gain to date: 8.5% Original entry point: Buy at 211.4p, 12 October 2017 We said the market was being too gloomy on Vodafone ( VOD ) and half year results illustrate the point. Investors were caught on the hop by the mobile network giant’s upbeat message, with continued...
Reappraising four stocks in our Great Ideas portfolio
Thursday 16 Nov 2017The purpose of the Great Ideas column is to present strong investment ideas to readers every week. While our track record of success is good, such as a 10.1% average share price gain over the past 12 months, we don’t always get it right. Many factors can weigh on a share price including trading...