magazine archive
magazine archive
Great Ideas Update
Experian continues to tick the right boxes
Thursday 15 Nov 2018Experian £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...
On The Beach hit by sector woes
Thursday 15 Nov 2018On The Beach ( OTB ) 446.5 Loss to date: -11.6% Original entry point: Buy at 505p, 30 August 2018 ONLINE BEACH holidays retailer On The Beach ( OTB ) has been hit by troubles in the sector as the shares have reversed more than 11% to 446.5p since we flagged it as a compelling opportunity. Shares in...
Investors regain faith in popular investment trust Scottish Mortgage
Thursday 08 Nov 2018Scottish Mortgage Trust ( SMT ) 482.5p Gain to date: 0.2% Original entry price: Buy at 481.4p, 18 October 2018 Impressive half year results on 2 November have helped to put our positive call on leading investment trust Scottish Mortgage ( SMT ) off to a steady start. The trust’s net asset value...
Reliable RELX churns out the growth
Thursday 08 Nov 2018RELX ( REL ) £15.31 Gain to date: 2.1% Original entry price: Buy at £15.00, 1 March 2018 The wider market correction has taken some of the shine off RELX’s ( REL ) shares but the publishing firm remains a bastion of reliability as reflected in its recent nine-month trading update (25 Oct). This...
WH Smith shares rebound on major US opportunity
Thursday 08 Nov 2018WH Smith ( SMWH ) £19.60 Loss to date: -3% Original entry point: Buy at £20.20, 14 June 2018 The retailer is to pay £155m to buy US airport chain InMotion, propelling the size of its travel arm and further reducing its reliance on the UK high street. It also provides a platform from which to expand...
Worldpay ends referral deal with RBS
Thursday 01 Nov 2018Worldpay ( WPY ) £67.95 Loss to date: 9.1% Original entry point: Buy at £74.72, 13 September 2018 a couple of new developments have emerged since we added payment processing firm Worldpay ( WPY ) to our Great Ideas portfolio in September, although the weak performance of the shares is probably more...
Lok’N Store impresses with full year results
Thursday 01 Nov 2018Lok’N Store ( LOK:AIM ) 414p Gain to date: 1.4% Original entry point: Buy at 405p, 26 April 2018 A very strong set of full year results (29 Oct) has cast our positive call on self-storage play Lok’N Store ( LOK:AIM ) in a more flattering light. The shares gained 10% in the wake of its publication...
Hastings and Yu Group exit our Great Ideas portfolio
Thursday 01 Nov 2018Two of our Great Ideas have been hit by recent negative news and exit the portfolio after trading below our stop loss. Insurer Hastings ( HSTG ) delivered poor third quarter numbers (25 Oct) which revealed premiums failing to keep pace with claims and a failure to grow the volume of customers...
B&M snaps up French rival Babou
Thursday 25 Oct 2018B&M EUROPEAN VALUE RETAIL ( BME ) 391.2p Loss to date: 6.4% Original entry point: Buy at 418p, 1 February 2018 We’re sticking with our bullish stance on multi-price discounter B&M European Value Retail ( BME ) , albeit irked by a share price drift to 391.2p that leaves our trade languishing...
Volvo troubles put Johnson Matthey’s shares under pressure
Thursday 25 Oct 2018Johnson Matthey ( JMAT ) £28.74 Loss to date: 6.3% Original entry point: Buy at £30.66, 21 December 2017 Shares in chemicals group Johnson Matthey ( JMAT ) have plummeted after Volvo detected problems in its trucks that may cause engines to exceed emission limits. Johnson Matthey has an approximate...