magazine archive
magazine archive
Great Ideas Update
Here’s why we stay positive on Devro
Thursday 09 Mar 2017Devro ( DVO ) 187.75p Gain to date: 13.4% Original entry point: Buy at 165.5p, 22 December 2016 A 13.4% gain for sausage skin maker Devro ( DVO ) is decent enough, although the company’s turnaround is proving a protracted affair. The edible collagen casings maker’s full year results (6 Mar)...
Reasons to keep buying shares in Jimmy Choo
Thursday 09 Mar 2017Jimmy Choo ( CHOO ) 159.75p Gain to date: 20.1% Original entry point: Buy at 133p, 08 December 2016 Our bullish pre-Christmas call on high-end shoemaker Jimmy Choo ( CHOO ) is 20.1% in the money. We’re staying positive following record full year results (2 Mar) and a positive outlook flagging ‘...
Great Ideas Update - Treatt
Thursday 02 Mar 2017Treatt ( TET ) 325p Gain to date: 25.5% Original entry point: Buy at 258.93p, 1 6 February 2017 Our ‘buy’ call on flavor and fragrance specialist Treatt ( TET ) has yielded a sweet 25.5% gain. An excellent trading statement (23 Feb) was the catalyst for another round of earnings upgrades. Although...
We update our view on Serco after share price slump
Thursday 02 Mar 2017Serco ( SRP ) 116.33p Loss to date: 17.5% Original entry point: Buy at 141p, 22 December 2016 Expectations were very low ahead of Serco’s ( SRP ) results, so why did its shares fall 18% when the figures were published on 22 February? To be honest, we’re not sure as results were in line with...
Don't fret about Petra Diamonds’ output target risk
Thursday 23 Feb 2017Petra Diamonds ( PDL ) 152.5p Gain to date : 78% Original entry price : Buy at 85.5p , 25 February 2016 Investors should look past the risk that Petra Diamonds ( PDL ) won’t hit its full-year production guidance. The miner is confident of playing catch up in the near term, should it not hit the...
Alumasc wins three contracts in as many weeks
Thursday 23 Feb 2017Alumasc ( ALU ) 184.5p Gain to date : 5.7% Original entry price : Buy at 174.5p , 9 Feb 2017 Niche building products play Alumasc ( ALU ) is in buoyant mood as its order book hits a record £32.9m (21 Feb). The company’s Levolux business has won three new UK contracts to supply bespoke balcony and...
10 reasons why our Great Ideas are shooting ahead
Thursday 16 Feb 2017Major events in 2017 have fuelled our running ‘Great Ideas’ stock selections, as well as our ‘10 for 2017’ annual share portfolio. Acquisitions have certainly been on the agenda for many of our preferred stocks. Other catalysts have been trading updates and broker commentary. FTSE 250 chemicals...
Luceco up 20% since we said to buy in October 2016
Thursday 09 Feb 2017Luceco ( LUCE ) 180p Gain to date: 20% Original entry point: Buy at 150p, 20 October 2016 Luceco ( LUCE ) says trading was good in late 2016 and positive momentum has continued into the New Year. Luceco makes and distributes wiring accessories, power products and LED lights. It has a diversified...
Has Ithaca's odyssey come to an end?
Thursday 09 Feb 2017Ithaca Energy ( IAE:AIM ) 118.5p Gain to date: 37.8% Original entry point: Buy at 86p, 22 December 2016 North Sea oil producer Ithaca Energy ( IAE:AIM ) is up nearly 40% on our entry price after becoming subject to a recommended 120p per share offer from Israeli firm Delek (DLKG:TLV) (6 February)...
Daily Mail knocked by gloomy trading update
Thursday 02 Feb 2017Daily Mail & General Trust ( DMGT ) 697p Loss to date : 7.1% Original entry point : 750p , 6 Oct 2016 A disappointing update (26 Jan) from newspaper publisher and business-to-business (B2B) information group Daily Mail & General Trust ( DMGT ) has wiped out earlier gains from our trade on...