magazine archive
magazine archive
Great Ideas Update
Billington remains cheap despite decent profit growth
Thursday 05 Apr 2018Billington ( BILN:AIM ) 260.55p Gain to date: 3.4% Original entry price: Buy at 252.2p, 24 August 2017 Given the volatile performance of the wider market, the fact our positive call on structural steel specialist Billington ( BILN:AIM ) is in positive territory at all is some achievement. Full year...
Hilton Food remains packed with potential
Thursday 05 Apr 2018Hilton Food ( HFG ) 800p Gain to date: 12% Original entry point: 714.5p, 20 April 2017 Our bullish call on meat packing specialist Hilton Food ( HFG ) is 12% in the money. We remain positive on the investment case given its visible growth pipeline, progressive shareholder reward and an ungeared...
Taptica caught up in Facebook data drama
Thursday 29 Mar 2018Taptica ( TAP:AIM ) 369.3p Loss to date: -17.5% Original entry price: Buy at 447.5p, 25 January 2018 Mobile advertising platform Taptica ( TAP:AIM ) is off to a rocky start as a constituent of our Great Ideas portfolio. The fears associated with greater regulation of digital advertising in the wake...
Super set of full year results reinforces our positive view on Quixant
Thursday 29 Mar 2018Quixant ( QXT:AIM ) 410p Loss to date: -6.3% Original entry point: Buy at 437.5p, 25 January 2018 Full results from the gaming machine platform supplier beat expectations on multiple levels. Stockbroker FinnCap had forecast $108.8m revenue, $17.3m pre-tax profit and 2.4p dividend per share. Quixant...
We remain positive on Carnival despite recent share price weakness
Thursday 29 Mar 2018Carnival ( CCL ) £46.00 Loss to date: -8.6% Original entry price: Buy at £50.33, 19 October 2017 We are confident in cruise operator Carnival’s ( CCL ) outlook despite concerns over yields amid rising capacity. Carnival has underperformed since entering our Great Idea portfolio in October 2017 with...
We got it wrong with Micro Focus and Greencore
Thursday 22 Mar 2018Investing is never easy and we’ve certainly had some setbacks with our stock selections amid bouts of negative news. As a result, we will include stronger risk warnings on investment ideas from now on. While many of our investment ideas have gone on to deliver superior returns, we have also had a...
Midwich has gained nearly 50% in seven months
Thursday 22 Mar 2018Midwich ( MIDW ) 550p Gain to date: 47% Original entry point: Buy at 374p, 24 August 2017 Audio visual equipment supplier Midwich ( MIDW:AIM ) rewarded shareholders with a 36.2% hike in its dividend for its 2017 year, paying 13.8p per share. Its 2017 results were pleasing across the board, with pre...
Superb results push shares in Somero to an all-time high
Thursday 22 Mar 2018Somero Enterprises ( SOM:AIM ) 376.5p Gain to date: 31.8% Original entry point: Buy at 285.62p, 23 March 2017 Shares in concrete levelling specialist Somero Enterprises ( SOM:AIM ) hit an all-time high of 379p following the publication of its full year results on 14 March. The 2017 numbers were...
Contract concern hits Alfa Financial
Thursday 15 Mar 2018Alfa Financial Software ( ALFA ) Loss to date: 20% (stopped out) Original entry price: 482.75p, 3 August 2017 A high valuation left our positive call on software firm Alfa Financial Software ( ALFA ) vulnerable to disappointing news and this was reflected in a big sell-off for the shares in...
Legal & General benefits from increasing mortality rates
Thursday 15 Mar 2018Legal & General ( LGEN ) 262.2p Gain to date: 2.4% Original entry point: Buy at 256p, 28 September 2017 Life insurer Legal & General’s (LGEM) full year results on 7 March made for pleasing reading for investors. The company’s operating profit rose 32% to £2.1bn for 2017 after the release of...