magazine archive


magazine archive

Great Ideas Update

AFH Financial shares are up nearly 12% since we said to buy

Thursday 06 Jun 2019

AFH 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 2019

SCOTTISH 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 2019

FUNDSMITH 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 2019

Euromoney ( 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 2019

BRITISH 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 2019

On 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 2019

Renishaw ( 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 2019

NEXT ( 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 2019

Burford 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...

Why Restaurant Group has appointed ex-HBOS man Hornby as CEO

Thursday 09 May 2019

Restaurant Group ( RTN ) 147.9p Gain to date: 30.6% Original entry price: Buy at 113.2p, 11 April 2019 Last month we flagged to the appointment of a new chief executive as a potential catalyst for shares in Restaurant Group ( RTN ) but we admit to being a little surprised at the identity of the new...

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