magazine archive


magazine archive

Great Ideas Update

Learning Technologies keeps on growing

Thursday 25 Jul 2019

LEARNING 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...

Why we’ve changed our view on Pershing Square

Thursday 25 Jul 2019

Pershing 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 2019

EI 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...

Experian shares are up 26% since we said to buy last summer

Thursday 18 Jul 2019

EXPERIAN ( 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 2019

A.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 2019

WPP ( 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 2019

Scottish 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 2019

BIGBLU 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...

Telecom Plus is a reliable income play

Thursday 11 Jul 2019

TELECOM PLUS ( TEP ) £13.94 Gain to date: 2.2% Original entry point: Buy at £13.64, 6 December 2018 At a time when some historically reliable income paying stocks have disappointed, the value of dividends from multi-utility supplier Telecom Plus ( TEP ) should not be underestimated. The 52p per...

Pershing Square guru Bill Ackman is enjoying his best ever year

Thursday 11 Jul 2019

PERSHING SQUARE HOLDINGS ( PSH ) £14.42 Gain to date: 7.9% Original entry point: Buy at £13.36, 16 May 2019 Our bullish call on Bill Ackman-managed Pershing Square ( PSH ) looks well-timed with the shares already up 7.9%. Last month (19 Jun), Pershing Square announced a bumper $100m share buyback...

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