magazine archive
magazine archive
Great Ideas Update
Next’s shares are up nearly 40% in nine months
Thursday 26 Sep 2019NEXT ( NXT ) £58.26 Gain to date: 39% Original entry point: Buy at £41.91, 20 December 2018 Shares in high street bellwether Next (NXT ) have eased back on profit-taking following first half results (19 Sep), with the absence of further earnings upgrades and a cautious outlook statement weighing on...
Plenty of reasons to stay positive on S&U
Thursday 26 Sep 2019S&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 2019LEARNING 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 2019Regional 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 2019AstraZeneca ( 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 2019888 ( 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...
Slower growth and one-off charges weigh on Restaurant Group shares
Thursday 05 Sep 2019Restaurant 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 2019Computacenter ( 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...
Keep buying Johnson Service following upgraded earnings guidance
Thursday 05 Sep 2019Johnson 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...
Strong results from Network International
Thursday 29 Aug 2019Network 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...