magazine archive


magazine archive

Great Ideas Update

Latest acquisitions keep DiscoverIE on the right margin hike track

Thursday 25 Apr 2019

DISCOVERIE ( DSCV ) 434p Gain to date: 6.9% Original entry point: Buy at 406p, 14 February 2019 Enhanced growth prospects and reduced debt is how one analyst describes the latest situation for electronics engineer DiscoverIE ( DSCV ) . Last week the company forked out £15.9m on a pair of custom...

GB Group is rattling alone nicely as one of our top picks for 2019

Thursday 25 Apr 2019

GB GROUP ( GBG:AIM ) 606p Gain to date: 43.4% Original entry point: Buy at 422.5p, 20 December 2018 A relatively short but sweet trading update from identity data intelligence supplier GB Group ( GBG:AIM ) gave investors everything they need to read before getting their teeth into the actual...

Telecom Plus remains a growth and income winner

Thursday 25 Apr 2019

TELECOM PLUS ( TEP ) £14.26 Gain to date: 4.5% Original entry point: Buy at £13.64, 6 December 2018 There was good and bad news with Telecom Plus’ ( TEP ) full year trading update. Positive news about growth with customer and service numbers has been offset to a degree by circa £56m pre-tax profit...

Why ICG Enterprise’s discount remains undeserved

Thursday 25 Apr 2019

ICG Enterprise ( ICGT ) 860.2p Gain to date: 6.1% Original entry price: Buy at 811p, 31 January 2019 Slowly but surely private equity investment trust ICG Enterprise ( ICGT ) is starting to narrow the still significant discount to net asset value endured by the shares. This process was supported by...

National Grid payout looks safe for now

Thursday 18 Apr 2019

National Grid ( NG. ) 819.1p Loss to date: 4.4% Original entry point: Buy at 856.5p, 15 November 2018 For a supposedly dull but reliable inflation-proofed income stock National Grid ( NG. ) has been surprisingly erratic since we flagged the opportunity in November, taking in share price peaks and...

Alpha FMC on track for revenue and earnings growth

Thursday 18 Apr 2019

Alpha Financial Markets Consulting ( AFM:AIM ) Price 242p. Gain to date: 2.5% Original entry point: Buy at 236p, 7 February 2019 Alpha FMC ( AFM:AIM ) may not be a household name but it is a leading global provider of specialist consultancy services to the wealth and asset management industry and...

Private equity firms eye WPP’s Kantar unit

Thursday 18 Apr 2019

WPP ( WPP ) 879.8p Gain to date: 3% Original entry price: Buy at 854p , 14 March 2019 Global advertising play WPP ( WPP ) has started to creep in the right direction since we added it to our Great Ideas portfolio in March. Reports suggest there are as many as five private equity suitors for the...

Why Hollywood Bowl is on a roll

Thursday 18 Apr 2019

Hollywood Bowl ( BOWL ) 235.5p Gain to date: 7.2% Entry point: Buy at 219.5p, 20 December 2018 Hollywood Bowl ( BOWL ) continues to deliver strong trading as its strategy of sprucing up existing sites and improving the customer experience is paying off. The company wants to bring in more visitors...

Reduced dividend isn’t a reason worry about Central Asia Metals

Thursday 11 Apr 2019

Central Asia Metals ( CAML:AIM ) 257.5p Gain to date: 8.9% Original entry point: Buy at 236.5p, 27 September 2018 Full year results from the metals miner showed positive earnings growth and a decent reduction in debt. However, the market focused on a 12% cut in the dividend to 14.5p, sending its...

Sorry, we got it wrong on Jersey Oil & Gas

Thursday 11 Apr 2019

Jersey Oil & Gas ( JOG:AIM ) 74p Loss to date: 20% (stopped out) Original entry point: Buy at 213.8p, 21 March 2019 Shortly after adding the resources group to our Great Ideas portfolio, shares in North Sea oil play Jersey Oil & Gas ( JOG:AIM ) fell heavily as it announced disappointing...

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