magazine archive

magazine archive

Great Ideas Update

Why AstraZeneca’s shares are resilient despite another clinical trial setback

Thursday 13 Dec 2018

Astrazeneca ( AZN ) £60.80 Loss to date: 3.5% Original entry point: Buy at £63, 15 Nov 2018 The failure of a Phase III clinical trial, reported on 7 December, has failed to knock AstraZeneca ( AZN ) off track. Its shares are even trading above the level at which it reported the setback with its...

Large earnings upgrades at Marlowe following strong trading

Thursday 06 Dec 2018

Marlowe ( MRL:AIM ) 434p Gain to date: 1.9% Original entry point: Buy at 426p, 28 June 2018 The safety expert says full year results will now be better than previous market expectations, thanks to good trading across its business and positive contribution from recent acquisitions. Stockbroker...

Clinigen reveals strategy in bid to become the Amazon of hard-to-access drugs

Thursday 06 Dec 2018

Clinigen ( CLIN:AIM ) Gain to date: 0.1% Original entry point: Buy at 865p, 11 October 2018 We are flummoxed by speciality pharma firm Clinigen’s ( CLIN:AIM ) lack of share price momentum as it pursues an ambitious strategy in a bid to become the Amazon of hard-to-access medicines. An investor...

Why our bullish call on Majestic Wine turned sour

Thursday 29 Nov 2018

Majestic Wine ( WINE:AIM ) 301.5p Loss to date: 20% (stopped out) Original entry point: Buy at 433.5p, 9 Aug 2018 Unfortunately, our bullish summer call on quality wine specialist Majestic Wine ( WINE:AIM ) hasn’t worked out, the shares triggering our stop loss on news (22 Nov) of a 63% decline in...

Halma sets new records as growth engine roars

Thursday 29 Nov 2018

HALMA ( HLMA ) £13.42 Gain to date: 6.3% Original entry point: Buy at £12.62, 18 October 2018 More record-breaking results from Halma ( HLMA ) will surprise no one familiar with this health, safety and regulations-led electronics equipment supplier. What does stand out is the broad spread of the...

Anglo American shares show resilience during troubled times

Thursday 29 Nov 2018

Anglo American ( AAL ) £15.62 Loss to date: 5.4% Original entry point: Buy at £16.52, 12 July 2018 The FTSE 100 miner has held up well considering the negative backdrop for commodity stocks – a brewing trade war, falling oil prices, fears about China’s appetite for raw materials and general...

Focusrite’s growth story is music to our ears

Thursday 22 Nov 2018

( TUNE:AIM ) 427.5p Gain to date: 32% Original entry point: 324p, 27 Nov 2017 Global music and audio products innovator Focusrite ( TUNE:AIM ) has generated a 32% gain on our Great Idea. We’re as excited as ever about its growth prospects following better-than- expected full year results (20 Nov)...

Great start to our trade on pubs operator EI Group

Thursday 22 Nov 2018

EI Group ( EIG ) 173.8p Gain to date: 1.6% Original entry point: Buy at 171p, 8 November 2018 We remain confident UK pub company EI Group ( EIG ) has more to offer following an encouraging set of full year results (20 Nov). In a bullish announcement, EI says its strategic plan to revive its...

AB Dynamics shares hit new record high

Thursday 22 Nov 2018

AB Dynamics ( ABDP:AIM ) £14.85 Gain to date: 58.4% Original entry point: Buy at 937.5p, 21 December 2017 Full-year results from AB Dynamics ( ABDP:AIM ) triggered a new share price rally and took the stock to an all-time high of £16.50. The stock has since eased back amid several directors selling...

Experian continues to tick the right boxes

Thursday 15 Nov 2018

Experian £19.60 Gain to date: 2% Original entry point: Buy at £18.69, 09 August 2018 We flagged Experian ( EXPN ) as a Great Idea in August at £18.69 on a combination of earnings growth and an appealing valuation. Although the shares sold off with other growth stocks last quarter they quickly...