magazine archive


magazine archive

Great Ideas

Don't be tempted to take profit on Treatt following recent share price spike

Thursday 28 Jan 2021

Treatt ( TET ) 917.52p Gain to date: 51% Original entry point: Buy at 607p, 29 October 2020 Shares in extracts-to-ingredients supplier Treatt ( TET ) have risen by 51% since we said to buy last October. The company says annual profits are expected to ‘materially’ exceed the £15.1 million market...

Good strategic process is helping to drive up shares in PZ Cussons

Thursday 28 Jan 2021

PZ Cussons ( PZC ) 240.5p Gain to date: 3.2% Original entry point: Buy at 233p, 23 December 2020 One of Shares ’ key stock selections for 2021, branded consumer goods group PZ Cussons ’ shares have edged up 3.2% since we highlighted the company’s turnaround attractions in December. Encouraging half...

Ford shares electrified and there could be more to come

Thursday 28 Jan 2021

Ford Motor (F:NYSE) $11.29 Gain to date: 61.5% Original entry point: Buy at $6.99, 13 August 2020 Our decision to flag the value in car manufacturer Ford looks increasingly like a smart move as the shares continue to motor higher. The company is finally getting some credit for its investments in...

There is so much to like about ASOS as an investment

Thursday 28 Jan 2021

Investors seeking exposure to a global growth stock with a powerful structural tailwind at its heels should bag shares in high-flying online fashion retailer ASOS ( ASC:AIM ) . Though the stock has already powered ahead during the pandemic, ASOS is in an upgrades cycle driven by the accelerated...

Buy into Disney’s long-term dominance of the entertainment sector

Thursday 21 Jan 2021

Not too many stocks through the course of this pandemic will be winners in both lockdown and reopening scenarios but Walt Disney is one. Its relatively new streaming service Disney+ has been a favourite with families stuck at home needing to keep kids entertained, and its theme parks and resorts...

Experian reports reassuring growth

Thursday 21 Jan 2021

Experian ( EXPN ) £27.12 Loss to date: -11.6% Original entry point: Buy at £30.69, 15 October 2020 Credit checking and data services provider Experian ( EXPN ) has continued to perform well against the backdrop of the pandemic, reporting better than expected third quarter organic revenue growth of...

Semiconductor cycle is turning to Micron’s advantage

Thursday 21 Jan 2021

This complex memory microchip manufacturer is a good illustration that not all quality technology businesses trade on sky-high valuations. NASDAQ-listed Micron Technology is one of the world’s top producers of DRAM (dynamic random access memory) and NAND flash memory chips. DRAM is used in PCs,...

Polar Capital shares remain cheap despite high quality status

Thursday 21 Jan 2021

Polar Capital ( POLR:AIM ) 660.04p Gain to date: 45% Original entry point: Buy at 455p, 18 June 2020 Specialist fund manager Polar Capital ( POLR:AIM ) has made good operational and strategic progress since we outlined its attractions last June. Assets under management (AuM) have recovered strongly...

Genus shares hit new record high after upgrading guidance again

Thursday 21 Jan 2021

Genus ( GNS ) £45.64 Gain to date: 60.4% Original entry point: Buy at £28.46, 19 September 2019 Shares in animal genetics company Genus ( GNS ) reached an all-time high this week after the company upped guidance for full year growth. Commenting on trading for the six months to 31 December 2020,...

Knockout performance from Baillie Gifford US Growth

Thursday 21 Jan 2021

Baillie Gifford US Growth ( USA ) 335.92p Gain to date: 135.7% Original entry point: Buy at 142.5p, 8 August 2019 Undoubtedly the performance of Baillie Gifford US Growth ( USA ) has been helped by a strong showing for American equities but it has demonstrated an impressive ability to outperform...

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