magazine archive


magazine archive

Great Ideas Update

Plenty of reasons to stay positive on S&U

Thursday 26 Sep 2019

S&U ( SUS ) £21.40 Loss to date: 4% Original entry point: Buy at £22.20, 30 May 2019 Shares in motor finance and bridging loan provider S&U ( SUS ) have traded in a narrow range since we said to buy in May at £22.20, despite steady progress in the business. The non-prime segment of the used...

Online trainer Learning Technologies remains on a growth path

Thursday 19 Sep 2019

LEARNING TECHNOLOGIES ( LTG:AIM ) 119.8p Gain to date: 59.7% Original entry point: Buy at 75p, 25 April 2019 Half year results from corporate online trainer Learning Technologies ( LTG:AIM ) continued the positive trends since we said to buy in April. The first half numbers were solid with...

Why we are still backing Regional REIT

Thursday 19 Sep 2019

Regional REIT ( RGL ) 101.8p Loss to date: 5.4% Original entry price: Buy at 107.6p, 4 Jul 2019 The negative sentiment towards UK assets means our positive call on commercial property investor Regional REIT ( RGL ) is struggling for momentum at present. First half results (10 Sep) contained few...

Time to take profit in AstraZeneca

Thursday 12 Sep 2019

AstraZeneca ( AZN ) £68.57 Gain to date: 8.9% Original entry price: Buy at £63.00, 15 November 2018 Our positive call on pharmaceutical giant AstraZeneca ( AZN ) has performed solidly. However, having reached a record high on 2 September, boosted by positive news on drug trials, the shares have...

888 is not living up to expectations

Thursday 12 Sep 2019

888 ( 888 ) 157.3p Gain to date: 2.1% Original entry price: Buy at 154p, 20 June 2019 Half-year results from 888 ( 888 ) showed like-for-like revenue growth of 7% to $277m, with the UK casino and sports betting business the standout performers, up 23% and 50% respectively, driving a 23% growth in...

Keep buying Johnson Service following upgraded earnings guidance

Thursday 05 Sep 2019

Johnson Service Group ( JSG:AIM ) 165p Gain to date: 27.9% Original entry point: Buy at 129p, 7 March 2019 Our ‘boring is beautiful’ call on catering and workwear hire and laundry firm Johnson Service continues to deliver as the half-year results show. Revenue was up almost 10% with like-for-like...

Slower growth and one-off charges weigh on Restaurant Group shares

Thursday 05 Sep 2019

Restaurant Group ( RTN ) 137.2p Gain to date: 21.2% Original entry point: Buy at 113.2p, 11 April 2019 Investor expectations were possibly too high in the run up to Restaurant Group’s half year results on 3 September. The shares took a big hit when it reported £115.7m in one-off charges and very...

Computacenter shares up 10% in four months

Thursday 05 Sep 2019

Computacenter ( CCC ) £13.34 Gain to date: 10.2% Original entry price: Buy at £12.10, 2 May 2019 If you’ve been on holiday and missed some of the results that came out in August, you may be interested to note a comment from Computacenter. Its first half results (23 Aug) said that the full year...

Strong results from Network International

Thursday 29 Aug 2019

Network International ( NETW ) 597p Gain to date: 7.8% Original entry price: Buy at 554p, 6 June 2019 Our buy call on Middle East and Africa digital payments play Network International ( NETW ) is off to a steady start despite the recent market volatility. The resilient share price performance was...

40% gain from Entertainment One shares in a month

Thursday 29 Aug 2019

Entertainment One ( ETO ) 588.5p Gain to date: 40.7% Original entry price: Buy at 418.2p, 18 July 2019 Our positive call on TV and film rights business Entertainment One ( ETO ) is looking well timed as the company has received a 560p cash per share bid from US toy maker Hasbro. As we write the...

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