magazine archive
magazine archive
Great Ideas Update
RELX continues to deliver steady growth
Thursday 28 Feb 2019RELX ( REL ) £17.40 Gain to date: 16% Original entry point: Buy at £15, 1 March 2018 RELX ( REL ) has delivered a decent return over the past year in line with its steady financial and operational performance. This consistency was on show again in its latest set of full year results with revenue...
McBride margins wiped out by rising costs
Thursday 28 Feb 2019McBride ( MCB ) 96.8p Loss to date: 20% (stopped out) Original entry point: Buy at 139.4p, 26 July 2018 Sadly we are pulling the plug on private label product-maker McBride ( MCB ) after it broke below our 100p stop loss last week. In an unscheduled trading update the group warned that this year’s...
Devro’s shares start to recover
Thursday 28 Feb 2019DEVRO ( DVO ) 181.4p Loss to date: 5.3% Original entry point: Buy at 191.5p, 6 September 2018 Food products company Devro ( DVO ) has repaid our faith with full year results showing significant progress on a number of fronts. Revenue was essentially flat at £253m even though there was an...
Euromoney shrugs off stake sale reports
Thursday 28 Feb 2019Euromoney ( ERM ) £12.84 Gain to date: 9.6% Original entry point: Buy at £11.72, 20 December 2018 Daily Mail & General Trust ( DMGT ) has confirmed that it is reviewing the future of its 49% stake in publisher and data services business Euromoney ( ERM ) . The latter company, one of our key...
BAE Systems hit by German export ban
Thursday 28 Feb 2019BAE Systems ( BA. ) 476.3p Loss to date: 5.3% Original entry point: Buy at 503p, 17 January 2019 Our positive call on defence firm BAE Systems ( BA. ) is off to a bad start after it warned that a German ban on arms exports to Saudi Arabia could put the multi-billion-pound sale of Eurofighter...
AstraZeneca shares wake up after pharma giant revives sales growth
Thursday 21 Feb 2019AstraZeneca ( AZN ) £60.84 Loss to date: 3.4% Original entry point: Buy at £63.00, 15 November 2018 Pharmaceutical giant AstraZeneca ( AZN ) beat product sales forecasts by 2% in the three months to 31 December, driven by new medicines, its oncology drugs portfolio and sales growth in China...
JD Sports surprises by taking 8.3% stake in Footasylum
Thursday 21 Feb 2019JD Sports Fashion ( JD. ) 467.3p Gain to date: 3.5% Original entry point: Buy at 451.3p, 12 July 2018 The market liked the news that JD Sports Fashion ( JD. ) had taken an 8.3% stake in struggling retailer Footasylum ( FOOT:AIM ) ‘for investment purposes’. The FTSE 250 business says it is prepared...
Six reasons to be excited about Cineworld’s shares
Thursday 21 Feb 2019Cineworld ( CINE ) 260.6p Loss to date: 1.4% Original entry point: Buy at 264.4p, 3 May 2018 Shares in Cineworld ( CINE ) are currently sitting just below the point at which we said to buy last May. This is frustrating as the business has issued plenty of good news including a reassuring trading...
Clinigen soars on potential for large earnings boost
Thursday 21 Feb 2019Clinigen ( CLIN:AIM ) 925P Gain to date: 4.3% Original entry point: Buy at 865p, 11 October 2018 Shares in pharma firm Clinigen ( CLIN:AIM ) have shot up after it agreed to buy the US rights to Novartis’ cancer drug Proleukin. The deal, expected to complete in April, will enhance Clinigen’s profit...
GB Group buys into the US market
Thursday 14 Feb 2019GB Group ( GBG:AIM ) 425p Gain to date: 0.6% Original entry point: Buy at 422.5p, 20 December 2018 Data security specialist GB Group ( GBG:AIM ) has struck a deal to buy IDology, a private US company which provides identity verification and fraud detection services. GBG is paying an enterprise...