magazine archive
magazine archive
Great Ideas Update
Legal & General can still deliver
Thursday 30 Aug 2018Legal & General ( LGEN ) 257.3p Gain to date: 0.5% Original entry point: Buy at 256p, 26 September 2017 Despite a flat share price performance from life insurer Legal & General ( LGEN ) since we added it to the Great Ideas portfolio, we still believe that the company will deliver the goods...
The price is right to take profit on Tracsis
Thursday 30 Aug 2018TRACSIS ( TRCS:AIM ) 723p Gain to date: 40.4% Original entry point: Buy at 515p, 22 February 2018 The transport technology and analytics company has been enjoying a spell of strong demand so while analysts had been anticipating revenue of £36.15m and adjusted operating profit of £8.2m for the year...
G4S back in the news for the wrong reasons but positives remain
Thursday 23 Aug 2018G4S ( GFS ) 251p Loss to date: 2% Original entry point: Buy at 256.2p, 16 November 2017 Security services company G4S ( GFS ) has had a torrid time in recent weeks. The Government has assumed control of Birmingham Prison from the company after a report revealing major widespread failings. Prison...
Auto Trader’s wholesale ambitions
Thursday 23 Aug 2018Auto Trader ( AUTO ) 456.5p Gain to date: 21.1% Original entry price: Buy at 377.1p, 17 May 2018 Online car marketplace Auto Trader ( AUTO ) continues to motor ahead as it enters an interesting-looking new joint venture. Its agreement with Cox Automotive UK will enable the launch of ‘Dealer Auction...
DP Eurasia out in the cold due to currency crash
Thursday 16 Aug 2018DP Eurasia ( DPEU ) 92.9p Loss to date: 35% (stopped out) Original entry point: Buy at 230p, 9 November 2017 Takeaways firm DP Eurasia ( DPEU ) , which operates the Domino’s Pizza franchise in Russia and Turkey, has seen its shares fall heavily as the Turkish lira has been devalued. DP reports in...
Why you can relax on RELX
Thursday 16 Aug 2018RELX ( REL ) £16.99 Gain to date: 13.3% Original entry price: Buy at £15, 1 March 2018 Amid the flood of first half results in late July and early August we neglected to update on our positive call on publisher RELX ( REL ) . Its interim results on 25 July were reassuring on the investment case,...
Volution blown down by factory-related headwinds
Thursday 16 Aug 2018Volution ( FAN ) 191p Loss to date: 4.5% Original entry price: Buy at 200p, 22 March 2018 A year-end trading update on 10 August did not prove the positive catalyst for Volution’s ( FAN ) shares that we hoped it might be. The company, which designs, assembles and markets ventilation fans, systems...
2018 shaping up nicely for fast growing SciSys
Thursday 16 Aug 2018SCISYS ( SSY:AIM ) 189.5p Gain to date: 35.8% Original entry point: Buy at 139.5p, 19 April 2018 This year seems to be shaping up very nicely for bespoke IT systems supplier SciSys ( SSY:AIM ) , yet even after a near 36% rally the share price (since we said to buy) still looks inexpensive. SciSys...
Strix story remains on the boil as share price jumps
Thursday 09 Aug 2018STRIX ( KETL:AIM ) 171.2p Gain to date: 22.3% Original entry point: Buy at 140p, 26 April 2018 Kettle controls company Strix ( KETL:AIM ) seems to be ticking along nicely judging by last month’s trading update (18 July). The announcement struck a confident tone on performance that effectively...
Meggitt rewards investors with great growth
Thursday 09 Aug 2018MEGGITT ( MGGT ) 568.2p Gain to date: 13.4% Original entry point: Buy at 501.2p, 14 June Our enthusiasm for this company has paid off and with its half year to 30 June results released on 7 August, it seems an appropriate time to have another look at aerospace and defence company Meggitt ( MGGT...