magazine archive
magazine archive
Great Ideas Update
Telford looks to beat £50m profit target
Thursday 07 Jun 2018Telford Homes ( TEF:AIM ) 466p Gain to date: 14.1% Original entry point: Buy at 408.5p, 14 December 2017 nvestors used full year results from London-based housebuilder Telford Homes ( TEF:AIM ) as an opportunity for some modest profit taking. However, the stock still trades materially higher than...
Rival’s expansion plans have positive read-across to Ibstock
Thursday 07 Jun 2018Ibstock ( IBST ) 287.4p Loss to date: 4% Original entry point: Buy at 299.4p, 10 May 2018 We recently updated on Ibstock ( IBST ) after a downbeat trading update on 24 May where it blamed cold weather for a subdued start to 2018. However, investment bank Berenberg notes a key item of news in rival...
Johnson Matthey accelerates on pleasing results
Thursday 07 Jun 2018Johnson Matthey ( JMAT ) £37.45 Gain to date: 22.1% Original entry point: Buy at £30.66, 21 December 2017 Encouraging annual results from chemicals group Johnson Matthey ( JMAT ) have helped the shares to rise further. Johnson Matthey develops catalytic converters to reduce emissions from cars; it...
Ibstock out in the cold on weather-related weakness
Thursday 31 May 2018Ibstock ( IBST ) 281p Loss to date: -6% Original entry price: Buy at 299.4p, 10 May 2018 A downbeat trading update from brick manufacturer Ibstock ( IBST ) means our positive call on the company is off to a shaky start. Ahead of its AGM on 24 May the company reported that it got off to a slow start...
Dixons Carphone’s profits are lacking spark
Thursday 31 May 2018DIXONS CARPHONE ( DC. ) 192.65p Gain to date: 1.2% Original entry point: Buy at 190.35p, 21 December 2017 Our bullish call on retailer Dixons Carphone ( DC. ) remains modestly in the black despite a punishing profit warning (29 May) which called a halt to a recent rally in the name. In his first...
Quixant forecasts raised to underline our bullish view
Thursday 31 May 2018QUIXANT ( QXT:AIM ) 447.5p Gain to date: 2.3% Original entry point: Buy at 437.5p, 25 January 2018 Analysts at Berenberg have recalculated expectations through to 2020 for gaming technology supplier Quixant ( QXT:AIM ) , resulting in earnings per share (EPS) forecast hikes of up to 20%. EPS...
Restore shredded on mixed update
Thursday 31 May 2018Restore ( RST ) 510p Gain to date: 0.6% Original entry price: Buy at 507p, 29 Mar 2018 The gains from our ‘buy’ stance on document management group Restore ( RST:AIM ) have been more or less erased after a mixed update on 21 May. The company noted that trading had started ‘satisfactorily’ in 2018...
Be patient with SigmaRoc as an investment
Thursday 24 May 2018SigmaRoc ( SRC:AIM ) 38.8p Loss to date: 10% Original entry price: Buy at 43.25p, 26 Oct 2017 You’re going to need a bit more patience with heavy construction products firm SigmaRoc ( SRC:AIM ) . We think it is worth sticking with the shares. Full results on 21 May highlighted the company’s ability...
Aviva’s bulk annuity buys are paying off
Thursday 24 May 2018Aviva ( AV. ) 550p Gains to date: 8.1% Original entry point: Buy at 510.5p, 14 December 2017 Life insurance giant Aviva ( AV. ) has an advantage when it comes to rivals in the purchasing of large books of annuity business. Given the company is a conglomerate; it already has relationships with some...
Cineworld continues to make progress
Thursday 24 May 2018Cineworld ( CINE ) 267p Gain to date: 1% Original entry point: Buy at 264.4p, 3 May 2018 A decent trading update on 16 May helps to put our trade on Cineworld ( CINE ) in the right direction. It reported 6.7% rise in group revenue at constant currencies. The US was the best performer with a 10.2%...