magazine archive
magazine archive
Great Ideas Update
Carnival navigates stormy waters amid higher oil prices
Thursday 28 Jun 2018Carnival ( CCL ) £43.95 Loss to date: 12.5% Original entry price: Buy at £50.33, 19 October 2017 Shares in cruise operator Carnival ( CCL ) are under pressure after its forecast earnings per share (EPS) has fallen to reflect higher fuel prices and the stronger US dollar. Over the last year, the...
We’re reassured by Saga’s latest trading update
Thursday 28 Jun 2018Saga ( SAGA ) 125.2p Loss to date: 1.6% Original entry price: Buy at 127.2p, 19 April 2018 A reassuring update (21 Jun) from over-50s insurer-to-travel provider Saga ( SAGA ) helps underpin our positive view on the company. Trading met expectations for the first four months of its January 2019...
Tharisa unveils new growth plans with two acquisitions
Thursday 21 Jun 2018Tharisa ( THS ) 110.5p Gain to date: 10% Original entry point: Buy at 100.5p, 7 December 2017 The chrome and platinum miner has finally delivered on its promise to make an acquisition or two to boost its future production pipeline. Two acquisitions have been made in Zimbabwe. The first is a 90%...
Biffa is on the comeback trail
Thursday 21 Jun 2018Biffa ( BIFF ) 248.5p Loss to date: 1.9% Original entry price: Buy at 253.38p, 21 December 2017 Well-received full year results on 13 June mean we’ve nearly recovered all the lost ground since Biffa’s shares took a wobble in March. Central to previous share price weakness was a restriction on the...
Rolls-Royce spells out cash flow confidence
Thursday 21 Jun 2018ROLLS ROYCE ( RR. ) 919.2p Gain to date: 9.9% Original entry point: Buy at 836.6p, 10 May 2018 Shares in Rolls-Royce ( RR. ) have hit the £10.00 target we suggested in last month’s original Great Ideas – they actually touched that level during intra-day trading on 15 June, before closing at 981.76p...
Calling time on Ascential rally
Thursday 21 Jun 2018Ascential ( ASCL ) 428.6p Gain to date: 23.9% Original entry price: Buy at 346p, 19 October 2017 An interesting acquisition by media outfit Ascential ( ASCL ) is a useful opportunity to update on the progress of a stock we first highlighted in October 2017. In the interim the shares have ticked...
Ramsdens’ diversification continues to pay off
Thursday 14 Jun 2018Ramsdens ( RFX:AIM ) 199.5p Gains to date: 40.5% Original entry point: Buy at 142p, 15 June 2017 Ramsden diversifying away from its historically core pawnbroking operations is one of the key factors behind its success according to its chief executive Peter Kenyon. This was evident in the company’s...
Auto Trader motors ahead as results impress
Thursday 14 Jun 2018Auto Trader ( AUTO ) 426.1p Gain to date: 12.8% Original entry price: Buy at 377.1p, 17 May 2018 An impressive set of full year results helps get our positive call on online car listings site Auto Trader ( AUTO ) off to a very decent start. The numbers on 7 June were slightly ahead of expectations...
Impax Asset Management continues to thrive
Thursday 14 Jun 2018Impax Asset Management ( IPX:AIM ) 201.5p Gains to date: 59.2% Original entry point: Buy at 126.6p, 21 September 2017 Our confidence in this asset manager has paid off again with a share price rally following half year results to 31 March which were released on 7 June. The company had already...
Solid trading update gives another lift to Filta’s shares
Thursday 07 Jun 2018Filta ( FLTA:AIM ) 215p Gain to date: 26.5% Original entry point: Buy at 170p, 14 September 2017 A trading update from fryers-to-drains cleaning specialist Filta ( FLTA ) on 5 June has gone down well with investors. It has signed six new franchises so far this year including one in each of its...