magazine archive

magazine archive

Great Ideas Update

Microsoft positioned for gaming growth with $7.5bn acquisition

Thursday 01 Oct 2020

Microsoft (MSFT:NDQ) $209.54 Gain to date: 21.3% Original entry point: Buy at $165, 9 April 2020 Microsoft is paying $7.5 billion for video game company ZeniMax, in a move which strengthens its position in the increasingly competitive – and lucrative – cloud gaming sector. ZeniMax makes online...

Exit Premier Inn owner Whitbread for now

Thursday 24 Sep 2020

Whitbread ( WTB ) £20.70 Loss to date: -6.8% Original entry point: Buy at £22.20, 6 August 2020 Premier Inn owner Whitbread ( WTB ) remains an interesting investment story long term but it’s time to cut losses for now as the outlook for the business becomes increasingly cloudy. As the UK approaches...

Pets at Home is an investment for the long term

Thursday 06 Aug 2020

PETS AT HOME ( PETS ) 306.8p Gain to date: 44% Original entry point: Buy at 213p, 5 September 2019 OUR ‘BUY’ CALL on Pets at Home ( PETS ) is now 44% in the money, shares rallying following a very well received first quarter trading statement (31 Jul) which highlighted recovering momentum after the...

Smart Metering Systems trebles dividend in strong update

Thursday 06 Aug 2020

Smart Metering Systems ( SMS ) 619p Gain to date: 31.7% Original entry point: Buy at 470p, 24 October 2019 AS A RESILIENT investment uncorrelated to the wider economy, smart meter installer Smart Metering Systems ( SMS ) continues to do well, as its latest statement to the market shows. The company...

Hipgnosis Songs Fund is sounding the right notes

Thursday 06 Aug 2020

HIPGNOSIS SONGS FUND ( SONG ) 116.75p Gain to date: 1.1% Original entry point: Buy at 115.5p, 18 June 2020 Having reached 122.5p in July, Hipgnosis Songs Fund ( SONG ) has settled back to 116.75p with additional shares hitting the market through a successful July fundraise. Yet our ‘buy’ call on...

Travis Perkins continues to build confidence with investors

Thursday 05 Mar 2020

Travis Perkins ( TPK ) £14.95 Loss to date: 6.3% Original entry point: Buy at £15.96, 16 January 2020 Considering that we recommended Travis Perkins ( TPK ) just days before the coronavirus outbreak hit the headlines in January, we aren’t deterred by the small loss in the shares to date. As the...

Why we still like the look of Law Debenture

Thursday 05 Mar 2020

Law Debenture ( LWDB ) 610p Gain to date: 5.5% Original entry point: Buy at 578p, 21 March 2019 Our ‘buy’ call on Law Debenture ( LWDB ) is in the money even after this unusual trust got caught up in the recent sell-off. We’re staying positive following full year results (27 Feb) which revealed an...

Persimmon still attractive despite shock CEO resignation

Thursday 05 Mar 2020

Persimmon ( PSN ) £29.84 Loss to date: 7.2% Original entry point: Buy at £32.15, 20 February 2020 We remain positive on housebuilder Persimmon ( PSN ) despite the surprise resignation of chief executive David Jenkinson who had only been in the job for just over a year. His predecessor Jeff Fairburn...

Morgan Advanced Materials is holding up well despite China disruption

Thursday 05 Mar 2020

Morgan Advanced Materials ( MGAM ) 285.4p Gain to date: 15.9% Original entry point: Buy at 246.2p, 29 August 2019 With the coronavirus causing ructions across China and elsewhere Morgan Advanced Materials ’ ( MGAM ) shares have held up well. The FTSE 250’s stock is down less than 5% since the panic...

Encouraging first half numbers from Hotel Chocolat

Thursday 27 Feb 2020

HOTEL CHOCOLAT ( HOTC:AIM ) 420p Loss to date: 0.8% Original entry point: Buy at 423.5p, 19 December 2019 Although the share price has proved volatile, we are sticking with our bullish stance on premium chocolatier Hotel Chocolat ( HOTC:AIM ) , one of our ‘10 winning stocks for 2020’ selections. A...