magazine archive

magazine archive

Great Ideas Update

On The Beach hit by sector woes

Thursday 15 Nov 2018

On 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 2018

Scottish 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 2018

RELX ( 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 2018

WH 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 2018

Worldpay ( 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 2018

Lok’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 2018

Two 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 2018

B&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 2018

Johnson 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...

Shares in AB Dynamics soar after fantastic trading update

Thursday 11 Oct 2018

AB Dynamics ( ABDP:AIM ) £14.00 Gain to date: 49% Original entry point: Buy at 937.5p, 21 December 2017 A very impressive trading update on 4 October has given another lift to AB Dynamics ( ABDP:AIM ) , one of our top picks of the year. The automotive testing expert says revenue and pre-tax profit...