magazine archive
magazine archive
Great Ideas Update
Shares in AB Dynamics soar after fantastic trading update
Thursday 11 Oct 2018AB 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...
Tharisa remains a superb stock for value investors
Thursday 11 Oct 2018THARISA ( THS ) 100p Loss to date: -0.5% Original entry point: Buy at 100.5p, 7 December 2017 South African chrome and platinum miner Tharisa ( THS ) was caught up in the summer sell-off in commodity producers amid weaker metal prices and volatile currency rates. However, the shares have more...
Unilever ditches dud Dutch idea
Thursday 11 Oct 2018UNILEVER ( ULVR ) £40.31 Loss to date: -5.2% Original entry point: Buy at £42.53, 2 November 2017 Our late 2017 ‘buy’ call on packaged consumer goods giant Unilever ( ULVR ) may be slightly in the red, but we’re sticking with the high-quality business. In a seismic development, the board at the...
Aviva searches for new boss as business turnaround completes
Thursday 11 Oct 2018Aviva ( AV. ) 467.9p Loss to date: -8.3% Original entry price: Buy at 510.5p, 14 December 2017 The planned departure of chief executive Mark Wilson next April could help Aviva ( AV. ) take the step from rehabilitation to accelerated growth and support a share price which has drifted since we added...
Sopheon raises the growth bar yet again
Thursday 11 Oct 2018SOPHEON ( SPE:AIM ) 990p Gain to date: 6.5% Original entry point: Buy at 930p, 13 September 2018 It is early days with our current Great Idea on Sopheon ( SPE:AIM ) so investors would be wise to resist getting too carried away with this week’s upbeat trading update. That said; the business is...
Third quarter update for our picks of the year
Thursday 04 Oct 2018Nine months into 2018 and we’re still outperforming the market with our top picks of the year. Nonetheless, a 3.1% average gain versus 0.3% loss from the FTSE All-Share only calls for a celebratory orange juice and lemonade rather than high quality champagne. Earlier gains have been reduced thanks...
Our Great Idea on Savannah is off to a strong start
Thursday 04 Oct 2018Savannah Petroleum ( SAVP:AIM ) 33.2p Gain to date: 25% Original entry price: Buy at 26.6p, 6 September 2018 Our positive call on Savannah Petroleum ( SAVP:AIM ) is off to a good start boosted by strong oil prices and continuing operational excellence in Niger. The company has drilled four...
Carnival continues to deliver
Thursday 04 Oct 2018Carnival ( CCL ) Loss to date: 4.2% Original entry price: Buy at £50.33, 19 October 2017 Cruise operator Carnival ( CCL ) has gained positive momentum after reporting annual net revenue yields are expected to rise 3.5%, up from previous guidance of 3%. Shares in Carnival have advanced 9.6% to £48...
CVS remains a compelling pet project
Thursday 04 Oct 2018CVS ( CVSG:AIM ) 948.5p Gain to date: 2.4% Original entry point: Buy at 926.5p, 23 August 2018 Our ‘buy’ call on veterinary services provider CVS ( CVSG:AIM ) is modestly in the money and we’re staying positive on the stock. Resilient full year results (27 Sep) and management’s positive overall...
Diageo is still a long term winner despite mixed trading update
Thursday 27 Sep 2018DIAGEO ( DGE ) £26.78 Loss to date: 4.4% Original entry point: Buy at £28.02, 2 August 2018 We’re sticking with our bullish stance on international drinks maker Diageo ( DGE ) , despite a mixed trading update on 20 September from the global spirits leader. Chief executive Ivan Menezes says the year...