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magazine archive

Great Ideas

STV is the value stock you need to own today

Thursday 25 Mar 2021

If you’re looking for a value stock with very attractive immediate growth prospects, we’ve got just the one. Scottish free-to-air broadcaster STV ( STVG ) is ITV’s ( ITV ) counterpart north of the border and outperforming its one-time parent. STV trades on 9.7 times forecast earnings for 2021 and...

IP Group unveils maiden dividend after bumper results

Thursday 18 Mar 2021

IP Group ( IPO ) 122.6p Gain to date: 47.7% Original entry point: Buy at 83p, 15 October 2020 Developer of intellectual property-based ventures IP Group ( IPO ) is trading at its highest level since 2018, rewarding our positive call on the stock in October 2020. The latest run for the shares...

We believe Burberry’s rally has much further to go

Thursday 18 Mar 2021

Burberry ( BRBY ) £21.29 Gain to date: 30.3% Original entry point: Buy at £16.34, 19 Nov 2020 Our positive stance on luxury goods firm Burberry ( BRBY ) is paying off, with the shares getting a nice boost after the group said trading is ahead of expectations. We felt the gradual reopening of the...

Secure Income REIT is a reopening play and inflation hedge all in one

Thursday 18 Mar 2021

Are you looking for investments to play a reopening of the economy while also hedging any accompanying inflation? You should buy Secure Income REIT ( SIR:AIM ) . Managed by a team of veteran investors and on the stock market for nearly seven years during which it consistently traded at a premium to...

This income fund is a best-in-class stock picker

Thursday 18 Mar 2021

Investors looking for good ways to earn an income from the market and hopefully see the value of their investment rise should put their money in Liontrust Global Dividend (B91RFZ2) . A 2.2% yield is attractive relative to returns you can get from cash in the bank. While there are other funds...

Stick with ITV shares for now but watch out for the weak spots

Thursday 11 Mar 2021

ITV ( ITV ) 123.9p Gain to date: 63% Original entry point: Buy at 76p, 30 April 2020 Our positive call on free-to-air broadcaster ITV ( ITV ) is handsomely in the money despite a mixed set of full year numbers on 9 March. The company is seen as a big beneficiary of a reopening of the economy as...

The share price and dividends are rising at Diversified Gas & Oil

Thursday 11 Mar 2021

Diversified Gas & Oil ( DGOC ) 127.4p Gain to date: 24.9% Original entry point: Buy at 102p, 21 May 2020 Unusually for a medium-sized oil company Diversified Gas & Oil’s ( DGOC ) investment case is as much about income as it is about capital gains but the recent improved sentiment towards...

Recovery and income potential make Polar Financials stand out

Thursday 11 Mar 2021

There is a growing consensus that as the global economy recovers from the pandemic and long-term interest rates – such as the US 10-year Treasury yield and the UK 10-year gilt yield – start to move upward, investors need to increase their exposure to banking stocks. The thinking goes that as banks...

Biffa looks tasty from a growth and green perspective

Thursday 11 Mar 2021

Waste management group Biffa ( BIFF ) is bouncing back from the pandemic faster than management and analysts were expecting. Biffa has got back into its stride, making bolt-on acquisitions in waste collections and it has just entered a new growth segment through the acquisition of distribution...

Eurofins beats forecasts and raises guidance again

Thursday 04 Mar 2021

Eurofins Scientific €75.29 Gain to date: 7.6% Original entry point: Buy at €69.99, 23 December 2020 French firm Eurofins Scientific is the world leader in laboratory testing for products such as pharmaceuticals and cosmetics, as well as being a world leader in environmental certification. The...

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