magazine archive

magazine archive

Great Ideas Update

Do not get into a coronavirus panic with Luceco

Thursday 20 Feb 2020

LUCECO ( LUCE ) 123.8p Gain to date: 6.7% Original entry point: Buy at 116p, 19 December 2019 Investors seem to be taking a shoot first, ask questions later approach to electronics components and LEDs firm Luceco ( LUCE ) and any potential output problems from the shutdown of its factory in Jiaxing...

Ocado shares gain on global expansion plans

Thursday 13 Feb 2020

Ocado ( OCDO ) £12.52 Gain to date: 5.5% Original entry point: Buy at £11.87, 25 July 2019 Shares in online retailer Ocado ( OCDO ) rose this week despite revenue for the year to 1 December just meeting estimates and losses widening further as it continues to invest overseas. Sales in the UK Retail...

Why we still like Tate & Lyle

Thursday 13 Feb 2020

TATE & LYLE ( TATE ) 786.6p Gain to date: 8.2% Original entry point: Buy at 727.2p, 15 August 2019 Our bullish call on cash generative food producer Tate & Lyle ( TATE ) is a respectable 8.2% in the money, yet we are holding on for additional upside. We see Tate & Lyle as well...

Bank the 20% profit on Porvair shares

Thursday 06 Feb 2020

Porvair ( PRV:AIM ) 760p Gain to date: 20.6% Original entry point: Buy at 630p, 26 September 2019 Specialist, high end filters manufacturer Porvair ( PRV:AIM ) reported record revenues on 3 February of £144.9m, up 13% for year ended 30 November 2019, while adjusted pre-tax profit was 9% higher to £...

QinetiQ confirms growth outlook

Thursday 06 Feb 2020

QinetiQ ( QQ. ) 372.4p Gain to date: 9.2% Original entry point: Buy at 341p, 12 December 2019 Shares ’ positive view on QinetiQ ( QQ. ) was based upon its underappreciated transformation into an integrated global defence and security business with sustainable growth prospects. The third quarter...

2020 pick Luceco up nearly 28% in a month

Thursday 30 Jan 2020

LUCECO ( LUCE ) 148p Gain to date: 27.6% Original entry point: Buy at 116p, 19 December 2019 Confirmation that electronics components and LEDs firm Luceco ( LUCE ) has traded ahead of expectations during 2019 is a clear sign of the margin improvement potential we highlighted in our original article...

Computacenter could beat earnings forecasts

Thursday 30 Jan 2020

COMPUTACENTER ( CCC ) £17.98 Gain to date: 48.5% Original entry point: Buy at £12.10, 2 May 2019 The prospects for FTSE 250 IT re-seller Computacenter ( CCC ) just get better and better, and this is being reflected in a big rally in the shares. The US arm has turned a corner, Germany is strong and...

Cost shock triggers Hotel Chocolat share pullback

Thursday 30 Jan 2020

Hotel Chocolat ( HOTC:AIM ) 430p Gain to date: 1.5% Original entry point: Buy at 423.5p, 19 December 2019 The latest update from premium chocolatier Hotel Chocolat ( HOTC:AIM ) was slightly mixed but we still remain positive on the company, which is one of our ‘ 10 winning stocks for 2020 ’...

SThree holding up well despite cautious outlook

Thursday 30 Jan 2020

SThree ( STEM ) 365p Gain to date: 25.9% Original entry point: Buy at 290p, 23 May 2019 Specialist staffing business SThree ( STEM ) delivered strong full-year results with net fee income up 5% to £342.4m and operating profit up 9% to £60m. Growth in net fees came in spite of a fall in permanent...

FTSE 250 gambling group GVC continues to deliver strong numbers

Thursday 23 Jan 2020

GVC ( GVC ) 895.6p Gain to Date: 7.5% Original entry point: Buy at 833p, 17 October 2019 Ladbrokes and Coral Sports owner GVC ( GVC ) released a post close trading update on 17 January, guiding for full-year earnings before interest, tax, depreciation and amortisation (EBITDA) to be towards the top...