magazine archive


magazine archive

Great Ideas Update

Experian is a superb stock to tuck away in your portfolio

Thursday 14 Feb 2019

Experian ( EXPN ) £20.00 Gain to date: 7% Original entry point: Buy at £18.69, 9 August 2018 Credit data expert Experian ( EXPN ) is one of those companies which quietly gets on with the job. For investors that means it is a stock you can comfortably own and not worry about on a daily basis. Having...

Plenty of growth still in store for Lok’n Store

Thursday 14 Feb 2019

Lok’n Store ( LOK:AIM ) 447p Gain to date: 10.4% Original entry price: Buy at 405p, 26 April 2018 Storing people’s excess stuff when they move seems a simple business model. Sure enough, self-storage play Lok’n Store ( LOK:AIM ) has delivered a solid return since we added it to the Great Ideas...

Diageo delivers with first half ‘beat’

Thursday 07 Feb 2019

Diageo ( DGE ) £29.39 Gain to date: 4.9% Original entry point: Buy at £28.02, 2 August 2018 After a period of languishing in the red, our August 2018 ‘buy’ call on drinks maker Diageo ( DGE ) is refreshingly in the black. Our patience with the Johnnie Walker whisky-to- Smirnoff vodka maker has thus...

PPHE reaps the benefits of investment in its hotels

Thursday 07 Feb 2019

PPHE Hotel ( PPH ) £17.74 Gain to date: 25.8% Original entry point: Buy at £14.10, 28 June 2018 PPHE Hotel ( PPH ) has continued to enjoy strong share price gains, driven by positive trading updates and bullish broker comment. It has reported 6.7% growth in like-for-like total room revenue for 2018...

Anglo American shares hit six-year high

Thursday 07 Feb 2019

Anglo American ( AAL ) £19.66 Gain to date: 19% Original entry point: Buy at £16.52, 12 July 2018 Shares in Anglo American ( AAL ) have hit a six-year high off the back of a rally in iron ore prices and a deal involving one of its largest shareholders. Vedanta has paid $200m for a stake in Anglo...

Renishaw shares jump despite profit slip

Thursday 07 Feb 2019

Renishaw ( RSW ) £43.68 Gain to date: 14.8% Original entry point: Buy at £38.04, 20 December 2019 Half year results from precision engineer Renishaw ( RSW ) were well received by the market despite pre-tax profit dipping 6.9% to £61.6m. The business is doing very well in all of its geographic...

Savannah raises funds as it targets Seven deal completion

Thursday 31 Jan 2019

Savannah Petroleum ( SAVP:AIM ) 27.1p Gain to date: 1.9% Original entry price: Buy at 26.6p, 6 September 2018 The decline in oil prices and news of a dilutive share placing (24 Jan) have taken some of the wind out of the sails of oil and gas producer Savannah Petroleum ( SAVP:AIM ) . As a result,...

Don’t be put off by Fevertree’s wild share price swings

Thursday 31 Jan 2019

Fevertree Drinks ( FEVR:AIM ) £26.01 Gain to date: 17.7% Original entry point: Buy at £22.10, 20 December 2018 After a seemingly interminable wait investors were rewarded last week with a trading update from Fevertree ( FEVR:AIM ) . Revenue for the year to the end of December was up 39%, driven by...

Strix strikes confident note in figure light update

Thursday 24 Jan 2019

STRIX ( KETL:AIM ) 148.2p Gain to date: 5.9% Original entry point: Buy at 140p, 26 April 2018 There’s a few nuggets of information from kettle controls manufacturer Strix’s ( KETL:AIM ) latest update (22 Jan) worth noting, not least on the net debt front, where the best part of £10m has been shaved...

Changes at Tracsis but the growth story remains the same

Thursday 24 Jan 2019

TRACSIS ( TRCS:AIM ) 603p Gain to date: 17.1% Original entry point: Buy at 515p, 22 February 2018 Quite a bit has happened since the start of the new year at Tracsis ( TRCS:AIM ) with the acquisitions of Compass Informatics and event traffic planning provider Cash & Traffic Management recently...

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