magazine archive


magazine archive

Great Ideas Update

Better than expected earnings and new broker help to revive Marlowe’s share price

Thursday 02 May 2019

Marlowe ( MRL:AIM ) 432p Gain to date: 1.4% Original entry point: Buy at 426p, 28 June 2018 Shares in fire and water safety expert Marlowe ( MRL:AIM ) have strengthened in recent weeks for three reasons. First, the service group appointed investment bank Berenberg as joint corporate broker...

Take profit as Auto Trader changes drivers

Thursday 02 May 2019

Auto Trader ( AUTO ) 574.8p Gain to date: 52.2% Original entry price: Buy at 377.7p, 17 May 2018 Our view nearly a year ago that the market had called it wrong on Auto Trader ( AUTO ) has been vindicated. The shares have increased by more than 50% in value and the stock even motored into the FTSE...

Early Mountie growth an encouraging start for FDM

Thursday 02 May 2019

FDM ( FDM ) 973p Gain to date: 5.3% Original entry point: Buy at 924p, 4 April 2019 Just a few weeks on since our original FDM ( FDM ) investment idea pitch and there are already promising signs for the months ahead. As we explained in detail earlier this month, the IT projects business is pulling...

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...

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