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Great Ideas Update

National Grid shares bats off power outage row

Thursday 22 Aug 2019

National Grid ( NG. ) 864.3p Gain to date: 0.9% Original entry point: Buy at 856.5p, 15 November 2018 The energy supply group National Grid ( NG. ) has been thrust into the news after a grid power blackout on 9 August, hitting homes, businesses and infrastructure. That prompted government ministers...

Rolls-Royce facing more engine trouble

Thursday 15 Aug 2019

ROLLS-ROYCE ( RR. ) 733p Loss to date: 8.6% Original entry point: Buy at 801.8p, 20 December 2018 It’s been a testing summer so far for Rolls-Royce ( RR. ) . Engine problems have dogged the aero-engineer after faults were found on its legion of Trent 1000 engines, which grounded planes at several...

Outlook less sunny for On The Beach

Thursday 15 Aug 2019

On The Beach ( OTB ) 368p Gain to date: 1.7% Original entry point: Buy at 362p, 20 December 2018 A recent profit warning from On The Beach ( OTB ) has virtually wiped out our gain, with shares in the online holiday retailer trading just 1.7% in the black. While from a demand perspective the company...

TI Fluid in reverse gear

Thursday 15 Aug 2019

TI Fluid Systems ( TIFS ) 157p Loss to date: -24.1% Original entry price: Buy at 207p, 9 May 2019 Sometimes it doesn’t matter how good a company is if the market it operates in is struggling and this was evident in first half results from specialist automotive firm TI Fluid Systems ( TIFS ) on 8...

WPP beats expectations

Thursday 15 Aug 2019

WPP ( WPP ) 981.2p Gain to date: 14.9% Original entry price: Buy at 854p, 14 March 2019 First half results (9 Aug) appeared to reward our faith in CEO Mark Read’s turnaround programme at advertising giant WPP ( WPP ) . Sensibly Read is keeping market expectations in check, however second quarter...

Burford fights back after being targeted by short seller

Thursday 15 Aug 2019

Burford Capital ( BUR:AIM ) 745p Loss to date: -20% (stopped out) Original entry price: Buy at £15.62, 25 Oct 2018 Shareholders in litigation finance provider Burford Capital ( BUR:AIM ) have been through the mill in the last week or so thanks to the appropriately-named US short-seller Muddy Waters...

Second half growth is on the menu at Devro

Thursday 08 Aug 2019

DEVRO ( DVO ) 204p Gain to date: 6.5% Original entry point: Buy at 191.5p, 6 September 2018 Following bouts of weakness in the wake of our September 2018 recommendation, which almost saw our stop loss breached, shares in Devro ( DVO ) have regained some sizzle and are trading 6.5% in the money. The...

Next shines again as second quarter sales beat forecasts

Thursday 08 Aug 2019

NEXT ( NXT ) £59.20 Gain to date: 41.3% Original entry point: Buy at £41.91, 20 December 2018 Our bullish call on clothing-to-homewares colossus Next ( NXT ) is now 41.3% in the black. The latest upwards share price catalyst was a surprisingly positive second quarter trading update (31 Jul) and...

Catching up on news from 11 of our Great Ideas

Thursday 01 Aug 2019

The Great Ideas section of the digital magazine represents our best ideas each week. We try to publish updates as soon as there has been relevant news, but sometimes all the news comes at once and we don’t have space to feature everything. In an effort to catch up on the latest events, we’re...

Industry finally spots value in Amerisur Resources

Thursday 25 Jul 2019

Amerisur Resources ( AMER:AIM ) 17.85p Gain to date: 32.2% Original entry point: Buy at 13.5p, 13 December 2018 For quite some time our faith that Colombian oil producer Amerisur ( AMER:AIM ) represented a good opportunity for investors was looking shaky, particularly after disappointing...