magazine archive


magazine archive

Great Ideas Update

Our trade on Euromoney is up by nearly 18%

Thursday 07 Nov 2019

Euromoney ( ERM ) £13.78 Gain to date: 17.6% Original entry price: Buy at £11.72, 20 December 2018 A year-end trading update has provided a timely reminder of why we are positive on media group Euromoney ( ERM ) . On 5 November the company said full-year results would be slightly above its previous...

Synthomer down after profit warning, but long-term picture still strong

Thursday 07 Nov 2019

Synthomer ( SYNT ) 287p Loss to date: 13% Original entry point: Buy at 330p, 12 September 2019 A profit warning from chemicals firm Synthomer ( SYNT ) has highlighted some of the pitfalls of investing in the sector and provided a reminder of the need for patience in investing. In a trading update,...

Why Temple Bar's share price is on the move

Thursday 31 Oct 2019

TEMPLE BAR INVESTMENT TRUST ( TMPL ) £13.48 Gain to date: 15.2% Original entry point: Buy at £11.70, 29 August 2019 Shares in investment trust Temple Bar ( TMPL ) have surged higher since our late summer ‘buy’ call, leaving our recommendation a handsome 15.2% in the money. In anticipation of a...

GB Group leaps on organic and acquisitive growth strategy illustration

Thursday 31 Oct 2019

GB GROUP ( GBG:AIM ) 609p Gain to date: 44.1% Original entry point: Buy at 422.5p, 20 December 2018 Back in June we explained why it was not very surprisingly that GB Group’s ( GBG:AIM ) share price had paused for breath, having rallied roughly 28% since being selected as one of our top picks for...

ICG Enterprise delivers strong first half

Thursday 24 Oct 2019

ICG Enterprise ( ICGT ) 898p Gain to date: 10.7% Original entry price: Buy at 811p, 31 January 2019 Our faith in private equity investment trust ICG Enterprise ( ICGT ) is finally being rewarded after a strong set of first half results (3 Oct). The fund generated a net asset value (NAV) total...

Steady progress at Avast getting deserved recognition from investors

Thursday 24 Oct 2019

AVAST ( AVST ) 406p Gain to date: 35.9% Original entry point: Buy at 298.8p, 16 May 2019 To put up a near 36% return since mid-May while the overall market has gone sideways shows how increasingly investors are talking note of the emerging potential at Avast ( AVST ) . Shares in the Czech-based...

This trust remains an emerging markets gem

Thursday 24 Oct 2019

JPMORGAN GLOBAL EMERGING MARKETS INCOME TRUST JEMI 127.5p Loss to date: 6.6% Original entry point: Buy at 136.5p, 19 September 2019 Our bullish call on JPMorgan Global Emerging Markets Income Trust ( JEMI ) is currently 6.6% in loss, likely reflecting anxieties over slowing economies, US-China...

Royal Mail under threat from industrial action

Thursday 24 Oct 2019

Royal Mail ( RMG ) 226p Gain to date: 14.1% Original entry price: Buy at 197.95p, 27 June 2019 On 15 October the Communications Workers Union (CWU) cheered one of its biggest turnouts and yes votes for many years as 97.1% of its members agreed to strike. Dates have not yet been announced, but many...

Ocado making fresh gains

Thursday 17 Oct 2019

Ocado ( OCDO ) £13.00 Gain to date: 9.5% Original entry point: Buy at £11.87, 25 July 2019 Our bullish call on Ocado ( OCDO ) continues to make steady progress thanks to a positive third-quarter trading update (17 Sep). In the three months to 1 September the firm grew its orders at a double-digit...

DiscoverIE’s strategy paying off despite wider economic uncertainty

Thursday 17 Oct 2019

DISCOVERIE ( DSCV ) 445p Gain to date: 9.6% Original entry point: Buy at 406p, 14 February 2019 For electronics engineer DiscoverIE ( DSCV ) to put up half year revenue growth of 9%, 5% organically, is pretty good going given the prevailing economic uncertainty (10 Oct). That the order book...

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