magazine archive
magazine archive
Great Ideas Update
GI Update - Diageo
Thursday 02 Feb 2017Diageo ( DGE ) £22.24 Gain to date : 2.3% Original entry point: Buy at £21.73 , 12 January 2017 We’re sticking with our positive stance on alcoholic drinks giant Diageo ( DGE ) , our ‘buy’ call modestly in the money following better-than-expected first half results (26 Jan). These revealed organic...
Amerisur Resources
Thursday 26 Jan 2017Amerisur Resources ( AMER:AIM ) 26.1p Gain to date: 0.4% Original entry point: 26p, 21 Jul 2016 Our trade on Colombian oil producer Amerisur Resources ( AMER:AIM ) continues to tread water but we see scope for the shares to gather some steam in 2017. Gains are likely to be driven by a combination...
IMImobile cleans up
Thursday 26 Jan 2017IMImobile ( IMO:AIM ) 174p Gain to date: 9.8% Original entry point: Buy at 158.5p, 8 December 2016 This news might have been missed by many investors but IMImobile ( IMO:AIM ) is cleaning up its shareholder and capital structure. That might not seem meaningful but we think that getting shot of the...
AO World fails to match expectations
Thursday 19 Jan 2017AO World ( AO. ) 159.20p Loss to date: 13.7% Original entry point: Buy at 184.5p, 15 December 2016 We’re disappointed with the share price performance of European online electrical retailer AO World ( AO. ) . We believed shoppers would spend heavily on washing machines, televisions and computers...
Velocys puts strategy to work
Thursday 19 Jan 2017Velocys ( VLS:AIM ) 48p Gain to date: 60% Original entry point: Buy at 30p, 29 September 2016 Small scale gas-to-liquids play Velocys ( VLS:AIM ) is up nearly two thirds since we highlighted its potential in September 2016. We see more to come, particularly as it has struck a very interesting deal...
Trinity Mirror targets Daily Express
Thursday 12 Jan 2017Trinity Mirror ( TNI ) 97.85p Loss to date: -2.15% Original entry point: Buy at 100p, 1 September 2016 Newspaper publisher Trinity Mirror ( TNI ) , owner of the Daily Mirror , has offered a salutary reminder that a cheap stock can get cheaper without a catalyst to change the market’s view. Trading...
Our 2017 portfolio is off to the races
Thursday 12 Jan 2017Our annual stock portfolio has delivered more than twice the gains as the wider market since we priced the selections in mid-December 2016. The ’10 for 2017’ portfolio is so far up by 7.2% on average versus a 3.5% gain from the FTSE All-Share index. One of the best performers is mining services...
GoCompare makes new year comeback
Thursday 12 Jan 2017GoCompare ( GOCO ) 73.5p Gain to date: 18.5% Original entry point: Buy at 62p, 24 November 2016 The financial products comparison website has started to catch the market’s attention with news that 2016 earnings before interest and tax are slightly better than market expectations. It also reports...
Somero smashes expectations and boosts dividend
Thursday 12 Jan 2017Somero Enterprises ( SOM:AIM ) 232.5p Gain to date : 68.5% Original entry point : Buy at 138p, 14 January 2016 The US-focused specialist machinery manufacturer has issued a very positive trading update for its financial year ending 31 December 2016. Revenue, earnings before interest, tax,...
GB Group upbeat
Thursday 15 Dec 2016GB Group ( GBG:AIM ) 284p Gain to date: 12.3% Original entry point: Buy at 253p, 27 Oct 2016 Our GB Group ( GBG:AIM ) idea was always about getting in on a typically high quality company trading at an historically low valuation. Slowing growth was the reason behind this anomaly and half year...