magazine archive

magazine archive

Great Ideas Update

Berkshire Hathaway already proving its resilience in tough markets

Thursday 03 Mar 2022

Berkshire Hathaway $321.75 Gain to date: 0.5% Original entry point: Buy at $320, 17 February 2022 Our recent recommendation to buy B shares in Berkshire Hathaway is reinforced by strong fourth quarter results. The company’s annual report (26 Feb) revealed quarterly earnings of almost $40 billion, a...

New Elementis chairman buys more than £100,000 of shares in the chemicals group

Thursday 09 Sep 2021

ELEMENTIS ( ELM ) 157.3p Gain to date: 24.9% Original entry point: Buy at 125.9p, 18 February 2021 Our positive call on Elementis ( ELM ) is 25% in the money and we are encouraged by newly appointed non-executive chairman John O’Higgins’ purchase (2 Sep) of £100,996 worth of shares in the FTSE 250...

Ford’s shares are motoring and have further to go

Thursday 25 Mar 2021

Ford Motor (F:NYSE) $12.85 Gain to date: 84% Original entry point: Buy at $6.99, 13 August 2020 Our bullish call on Ford (F:NYSE) looks increasingly canny with shares in the Jim Farley-steered car maker having motored 84% higher from our entry price. Investors are increasingly positive about Ford’s...

Inditex keeps the tills ringing in run-up to Christmas

Thursday 17 Dec 2020

INDUSTRIA DE DISEÑO TEXTIL / INDITEX (ITX:BME) €27.50 Gain to date: 14.6% Original entry point: Buy at €24, 8 October 2020 Spanish fashion house Inditex, which owns the Zara and Bershka brands among others, posted third quarter results in line with analysts’ estimates after a strong recovery in...

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...