magazine archive
magazine archive
Great Ideas Update
Alpha Financial Markets Consulting growth slower than expected
Thursday 13 Jun 2019Alpha Financial Markets Consulting ( AFM:AIM ) 231p Loss to date: 2.1% Original entry point: Buy at 236p, 7 February 2019 Full year results from Alpha Financial Markets Consulting ( AFM:AIM ) show the business is still growing at a decent clip. Revenue for the 12 months to 31 March was up 15% to £...
AFH Financial shares are up nearly 12% since we said to buy
Thursday 06 Jun 2019AFH Financial ( AFHP:AIM ) 385p Gain to date: 11.6% Original entry point: Buy at 345p, 24 January 2019 Shares in wealth manager AFH Financial ( AFHP:AIM ) have rallied sharply after the firm released strong first-half results, confirming our faith in its buy-and-build strategy. Revenue for the six...
Scottish Mortgage remains a prime pick for the long-haul
Thursday 30 May 2019SCOTTISH MORTGAGE INVESTMENT TRUST ( SMT ) 507.5p Gain to date: 5.4% Original entry point: Buy at 481.4p, 18 October 2018 Technology heavyweights continue to drive performance at Scottish Mortgage ( SMT ) , one of the UK’s most popular investment trusts with retail investors. Online shopping giant...
Why ‘FEET’ remains in very capable hands
Thursday 30 May 2019FUNDSMITH EMERGING EQUITIES TRUST ( FEET ) £11.90 Loss to date: 3.25% Original entry point: Buy at £12.30, 14 March 2019 Our March ‘buy’ call on Fundsmith Emerging Equities Trust ( FEET ) is 3.25% in the red, sentiment souring slightly on the news (22 May) star manager Terry Smith is stepping back...
Euromoney excels with first half numbers
Thursday 23 May 2019Euromoney ( ERM ) £13.76 Gain to date: 17.4% Original entry point: Buy at £11.72, 20 December 2018 Media outfit Euromoney ( ERM ) continues to justify our faith as a key pick for 2019 as results for the six months to 31 March came in ahead of expectations at the adjusted earnings level. Adjusted...
British Empire Trust can still strike back
Thursday 23 May 2019BRITISH EMPIRE TRUST (BTEM) 728p Loss to date: 4% Original entry price: Buy at 758p, 24 May 2018 Despite a year-to-date rebound, our ‘buy’ call on British Empire Trust (BTEM) is modestly in the red. We remain convinced the trust offers investors plenty of value, both within the underlying assets of...
On The Beach weathers stormy conditions to beat competition
Thursday 16 May 2019On The Beach ( OTB ) 438p Gain to date: 21% Original entry point: Buy at 362p, 20 December 2018 In a battered market where bookings have shrunk 10% in 2019, online beach holiday retailer On The Beach ( OTB ) has stormed ahead of its competition with a 12% rise in pre-tax profit to £11.9m and a 41%...
Renishaw warns on profit again... but we’re still in the money
Thursday 16 May 2019Renishaw ( RSW ) £39.32 Gain to date: 3.4% Original entry price: Buy at £38.04, 20 December 2019 Just as precision measurement kit maker Renishaw ( RSW ) was beginning to regain some momentum following its profit warning in March, it promptly warned again (14 May). The market appears to have...
Why Next is one of our favourite retailers
Thursday 09 May 2019NEXT ( NXT ) £57.22 Gain to date: 36.5% Original entry point: Buy at £41.91, 20 December 2018 Shares in high street bellwether Next ( NXT ) are up an impressive 36.5% since we selected the clothing retail firm as one of our top picks for 2019. While some may be tempted to take profits off the table...
Why criticism of Burford Capital is unfair
Thursday 09 May 2019Burford Capital ( BUR:AIM ) £15.50 Loss to date: 1% Original entry point: £15.62 (25 Oct 2018) It has been a trying time recently for Burford Capital ( BUR:AIM ) after analysts at broking firm Canaccord Genuity cut their earnings forecasts and their target for the stock. The broker has challenged...