magazine archive


magazine archive

Great Ideas

Cranswick is a meaty share to own right now

Thursday 02 Apr 2020

Quality food producer Cranswick ( CWK ) has outperformed the UK stock market by 56% over the last six months and is up 23% in absolute terms. There are two major tailwinds working in the company’s favour which should see the shares keep going up. The lockdown in the UK has temporarily (and maybe...

A safe haven for dividends and customer demand

Thursday 02 Apr 2020

Despite companies across the market cancelling their dividends, there is a stock which offers income investors a safe haven. Supermarket Income REIT ( SUPR ) invests in UK property used to house supermarkets and fulfilment centres. Its biggest customers are Tesco ( TSCO ) , Sainsbury’s ( SBRY ) ,...

Our approach to investment ideas in the current climate

Thursday 26 Mar 2020

Investors around the world will have seen the value of their portfolios fall this year, some by a large amount. Understandably many people are worried about what could happen next and they are thinking more about turning their assets into cash rather than making investments at cheaper prices. There...

Restore can keep increasing market share and margins

Thursday 26 Mar 2020

Restore ( RST:AIM ) 360p Loss to date: 14.2% Buy at 420p, 18 July 2019 The latest results from document management firm Restore ( RST:AIM ) show that the business continues to fire on all cylinders, gaining market share while at the same increasing profit. Revenue for the year to 31 December was 10...

Ocado benefits from forward buying by UK shoppers

Thursday 26 Mar 2020

Ocado ( OCDO ) £13.43 Gain to date: 13.2% Buy at £11.87, 25 July 2019 Shares in online food retailer Ocado ( OCDO ) surged after the firm reported (19 Mar) a 10% increase in new orders in the quarter to 1 March and a rise of double that in the first part of March itself as shoppers flooded to its...

Fundsmith shines in both an up and down market

Thursday 26 Mar 2020

It is times like now where investors should think hard about using the services of a fund manager to help pick the best companies and, perhaps more importantly, avoid the worst ones. Terry Smith-steered Fundsmith Equity (B41YBW7) proved to be a winner during the bull market with significant...

Load up on Tesco shares as stockpiling boosts sales

Thursday 19 Mar 2020

In the midst of panic selling of consumer discretionary stocks, the supermarket sector has been remarkably resilient as investors come to appreciate that whatever else is going wrong in the world, we all still have to eat. While pubs, restaurants, hotels and cinemas have seen a sharp fall in...

Softcat avoids coronavirus impact for now

Thursday 19 Mar 2020

Softcat ( SCT ) 998p Gain to date: 3.9% Original entry point: Buy at 959.8p, 1 August 2019 Software and IT services outfit Softcat ( SCT ) delivered a reassuring set of half-year results on 17 March and said it wasn’t really being affected by the coronavirus outbreak. Revenue climbed 21% to £524.1m...

Smart Metering Systems’ £291m deal wipes out debt

Thursday 19 Mar 2020

Smart Metering Systems ( SMS:AIM ) 612p Gain to date: 30.2% Original entry point: Buy at 470p, 24 October 2019 The uncorrelated returns potential offered by Smart Metering Systems ( SMS:AIM ) have been reinforced. It posted (17 Mar) a big jump in 2019 revenue to £114m and earnings before interest,...

Rare opportunity to buy a quality biotech trust for a big discount

Thursday 19 Mar 2020

With the world paying more attention to health issues, drug companies are likely to be more in demand with investors as the year progresses. There is a big opportunity to buy cheaply now before the tide turns. Large cap biotechnology companies are trading at one of their largest valuation discounts...

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