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Great Ideas Update
Catching up on news from 11 of our Great Ideas
Thursday 01 Aug 2019The 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...
Why we’ve changed our view on Pershing Square
Thursday 25 Jul 2019Pershing Square ( PSH ) £14.46 Gain to date: 8.2% Original entry point: Buy at £13.36, 16 May 2019 We are executing a swift U-turn with our trade on hedge fund guru Bill Ackman’s Pershing Square ( PSH ) vehicle after the investment trust made plans to borrow more money to invest. Increasing its...
We're up 66% on EI Group trade thanks to takeover bid
Thursday 25 Jul 2019EI Group ( EIG ) 285p Gain to date: 66% Original entry point: Buy at 171p, 8 November 2018 We’re now sitting on a 66% return from Ei Group ( EIG ) after the pubs group agreed a takeover offer of 285p cash per share from Stonegate Pubs, a private operator of 772 pubs and bars. This gain has trounced...
Industry finally spots value in Amerisur Resources
Thursday 25 Jul 2019Amerisur 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...
Learning Technologies keeps on growing
Thursday 25 Jul 2019LEARNING TECHNOLOGIES ( LTG:AIM ) 114.8p Gain to date: 53% Original entry point: Buy at 75p, 25 April 2019 Corporate online trainer Learning Technologies ( LTG:AIM ) is knocking it out of the park this year and investors are jumping in for the ride. In just three months since our original Great...
Experian shares are up 26% since we said to buy last summer
Thursday 18 Jul 2019EXPERIAN ( EXPN ) £23.65 Gain to date: 26.5% Original entry point: Buy at £18.69, 9 August 2018 The first quarter update from information services company Experian ( EXPN ) shows the company can still grow revenues at a respectable pace (6% organic, or like-for-like) despite strong growth in the...
Profit warning takes the fizz out of A.G. Barr
Thursday 18 Jul 2019A.G. BARR ( BAG ) 653.6p Loss to date: 20% Original entry point: Buy at 817p, 9 May 2019 Sadly, our recent ‘buy’ call on Irn-Bru maker A.G. Barr ( BAG ) has seen its 20% stop loss triggered following a profit warning. Naturally we are disappointed by the magnitude of the ensuing earnings downgrades...
New WPP boss passes first test
Thursday 18 Jul 2019WPP ( WPP ) 964p Gain to date: 12.9% Original entry point: Buy at 854p, 14 March 2019 Chief executive Mark Read achieved an important first step in his revamp of the group with the sale of a 60% stake in WPP’s ( WPP ) Kantar market research business to private equity firm Bain Capital. Proceeds to...
Scottish Mortgage is back on top
Thursday 11 Jul 2019Scottish Mortgage ( SMT ) 548p Gain to date: 13.9% Original entry price: Buy at 481.4p on 18 October 2018 Shares in technology-focused investment trust Scottish Mortgage ( SMT ) recently hit a nine-month high as it continues to reward our buy call in the wake of a big sell-off last autumn. The...
Customer growth and margin trends promising for Bigblu Broadband’s prospects
Thursday 11 Jul 2019BIGBLU BROADBAND ( BBB:AIM ) 108p Gain to date: 1.9% Original entry point: Buy at 106p, 21 February 2019 Investor enthusiasm for Bigblu Broadband’s ( BBB:AIM ) superfast satellite internet access story has ebbed again after the shares’ strong April rally, but the underlying trends look very...