magazine archive

magazine archive

Great Ideas Update

Sale of crafts arm will leave Coats as a higher margin business

Thursday 24 Jan 2019

Coats ( COA ) 84.4p Gain to date: 9.2% Original entry point: Buy at 77.3p, 20 December 2018 Sometimes price isn’t everything when selling assets. That is certainly the case with threads expert Coats ( COA ) whose disposal of its North America Crafts business for a mere $37m (or 0.2 times revenue)...

Keystone Law ups profit guidance

Thursday 24 Jan 2019

Keystone Law ( KEYS:AIM ) 400p Gain to date: 8.1% Original entry price: Buy at 370p, 20 December 2018 Shares in Top 100 ‘challenger’ law firm Keystone Law ( KEYS:AIM ) traded sharply higher on 21 January after the company revealed that full year profits will be ‘comfortably ahead of market...

Eland update reinforces expectations for big production growth in 2019

Thursday 17 Jan 2019

Eland Oil & Gas ( ELA:AIM ) 124p Gain to date: 17.5% Original entry point: Buy at 105.5p, 10 January 2019 Our positive call on Eland Oil & Gas ( ELA:AIM ) in last week’s issue is already off to a strong start with an operational update (15 Jan) reinforcing our confidence in the company...

Why C&C remains a tasty portfolio tipple

Thursday 17 Jan 2019

C&C ( CCR ) €3.19 Loss to date: 4.5% Original entry point: Buy at €3.34, 8 Nov 2018 Our bullish call on Irish brewer C&C ( CCR ) may be 4.5% underwater, but we’re optimistic a recent share price rebound has further to go. The premium drinks company behind Bulmers , Tennent’s and Magners...

Yet more earnings upgrades fail to ignite Marlowe's share price

Thursday 17 Jan 2019

Marlowe ( MRL:AIM ) 389p Loss to date: 8.7% Original entry point: Buy at 426p, 28 June 2018 Don’t be dismayed by Marlowe’s ( MRL:AIM ) share price failing to keep up with the broader market this year. While equities in general have started to move forward in 2019, Marlowe has drifted down slightly...

Will EI Group pay a special dividend after selling 370 pubs?

Thursday 17 Jan 2019

EI Group ( EIG ) 202.5p Gain to date: 18.4% Original entry point: Buy at 171p, 8 November 2018 UK pub operator EI Group ( EIG ) has announced the long-awaited sale of its commercial properties portfolio for £348m. The portfolio of 370 sites is being sold to US hedge fund Davidson Kempner Capital...

Next's Christmas cracker of an update

Thursday 10 Jan 2019

Next ( NXT ) £48.65 Gain to date: 16.1% Original entry price: Buy at £41.91, 20 December 2018 We are off to a flying start after last month flagging retailer Next ( NXT ) as one of top picks for 2019. The company reported robust festive trading in an update (3 Jan) which reignited market interest...

Chinese mobile deal helps to revive Codemasters’ share price

Thursday 10 Jan 2019

Codemasters ( CDM:AIM ) 180.5p Loss to date: 1.1% Original entry point: Buy at 182.5p, 22 November 2018 A deal to make a new mobile game with Chinese group NetEase triggered a 12% rise in Codemasters’ ( CDM:AIM ) shares on 8 January. Codemasters will receive at least $8m in revenue over the next...

Our 2018 stock picks outperformed the market

Thursday 20 Dec 2018

Our annual portfolio of share picks has outperformed the market yet again, although we didn’t deliver a positive return. The average share price return from our portfolio of 10 stocks was a 6.4% loss versus a 10.2% decline from the FTSE All-Share. It was a very difficult year for all investors,...

Don't panic about Devro's share price weakness

Thursday 13 Dec 2018

Devro ( DVO ) 169p Loss to date: 11.7% Original entry point: Buy at 191.5p, 6 Sep 2018 Our ‘buy’ call on sausage skins maker Devro ( DVO ) may be 11.7% in the red, yet we’re sticking with our positive stance on the food producer. A supplier of edible collagen casings for sausages, salamis and hams...