magazine archive


magazine archive

Great Ideas

JPMorgan Japanese: buy Japan’s best-in-class innovators on the cheap

Thursday 02 Jul 2020

Although the Japanese economy and its corporates haven’t escaped the effects of coronavirus, which compounded a hit from 2019’s consumption tax hike, the country has navigated the pandemic fairly well. Japan remains overlooked by many investors which is a shame since the nation is home to best-in-...

Cracks appear as Redrow counts cost of Covid-19

Thursday 02 Jul 2020

Redrow ( RDW ) 439.7p Loss to date: -39.7% Original entry point: Buy at 729.54p, 19 December 2019 Our confidence in housebuilder Redrow ( RDW ) as a winning stock for 2020, originally buoyed by greater certainty on the UK’s political situation, has been badly undermined by the coronavirus crisis...

Supermarket Income REIT is looking to expand

Thursday 02 Jul 2020

Supermarket 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...

Flutter Entertainment’s shares are a winner

Thursday 02 Jul 2020

We believe the pandemic-induced shift towards online gambling and acceleration in the opening up of US states puts Flutter Entertainment ( FLTR ) in the box seat, stealing a march on the competition and underpinning growth. Flutter, which owns Betfair and Paddy Power, agreed an all share tie-up...

Premier Foods is in a sweet spot as it breathes new life into the business

Thursday 25 Jun 2020

PREMIER FOODS ( PFD ) 63.55p Gain to date: 53.3% Original entry point: Buy at 41.45p, 23 April 2020 Our bullish call on Mr Kipling cakes-to-Bisto gravy maker Premier Foods ( PFD ) is already 53.3% in the money, yet there should be more upside to come given tasty trading momentum. Our positive...

Lam Research is a best in class stock you need to own

Thursday 25 Jun 2020

As the world increasingly goes digital, anything that can help drive down the cost of microchips and boost their power should be well-placed. This is a niche market in which Nasdaq-listed Lam Research (LRCX:NDQ) oozes pedigree. The Silicon Valley-based business designs specialist equipment that...

Buy Touchstone now as it gears up for a big increase in production

Thursday 25 Jun 2020

A big natural gas discovery onshore Trinidad has transformed Touchstone Exploration’s ( TXP:AIM ) prospects and investors should buy ahead of multiple incremental catalysts leading up to a step change in group production. This investment is not without risk. Sentiment towards the wider sector is...

Microsoft shares hit new all-time high as it sees little coronavirus impact

Thursday 25 Jun 2020

Microsoft (MSFT:NDQ) $200 Gain to date: 17.5% Original entry point: Buy at $165 on 9 April 2020 Big tech stocks have been among the winners for investors this year, particularly in the US where they’ve helped push stock markets back up to pre-coronavirus levels. One of those winners has been...

Fresh pork-to-poultry supplier Cranswick continues to sizzle

Thursday 25 Jun 2020

CRANSWICK ( CWK ) £37.68 Gain to date: 3.8% Original entry point: Buy at £36.30 on 2 April 2020 We remain positive on quality food producer Cranswick ( CWK ) following better than expected full-year results on 23 June. It is benefiting from two major tailwinds; lockdown is driving bumper demand for...

Polar Capital’s shares are up 10% since we said to buy a week ago

Thursday 25 Jun 2020

Polar Capital ( POLR:AIM ) 502p Gain to Date: 10.3% Original entry point: Buy at 455p on 18 June 2020 Full-year results from the asset manager highlighted good strategic progress while post year-end the business has experienced positive net inflows. For the year to 31 March, net management fees...

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