magazine archive


magazine archive

Great Ideas

Buy Dotdigital, among the UK’s few, true software growth businesses

Thursday 04 Mar 2021

Investors that want rapid growth from a UK stock should look at marketing platform Dotdigital ( DOTD:AIM ) . We believe it is a true UK software-as-a-service (SaaS) rarity and that its shares will reward investors handsomely in the coming years. The stock is not cheap, on a June 2022 price to...

Panoply seeds growth opportunity with biggest ever acquisition

Thursday 04 Mar 2021

THE PANOPLY HOLDINGS ( TPX:AIM ) 189p Gain to date: 110% Original entry point: Buy at 90p, 6 August 2020 Digital transition business The Panoply Holdings ( TPX:AIM ) has made its biggest acquisition so far with the £26 million cash and shares purchase of Keep It Simple ( KITS ). The managed...

Buy Lindsell Train UK Equity for strong short and long-term returns

Thursday 04 Mar 2021

For investors who are concerned about the soaring valuations of technology and healthcare stocks, but who don’t want to go fishing in the world of value stocks, there could be a perfect middle ground. A retail investor favourite, Lindsell Train UK Equity (B18B9X7) could be just the ticket – ideal...

Supermarket Income REIT appeals as a steady investment purely for dividends

Thursday 04 Mar 2021

Supermarket Income REIT ( SUPR ) 109.7p Gain to date: 4.5% Original entry point: Buy at 105p, 2 April 2020 The share price return delivered by Supermarket Income REIT ( SUPR ) over the last 11 months may not be enough to quicken the pulses but a very steady performance along with a reliable...

Target Healthcare continues to be a dependable source of income

Thursday 25 Feb 2021

Target Healthcare REIT ( THRL ) 112.4p Gain to date: 5.2% Original entry point: Buy at 106.8p, 16 July 2020 Care home investor Target Healthcare REIT ( THRL ) may not have knocked the lights out in terms of share price performance since we flagged it in July 2020 but the steady gains in the interim...

The re-shaping of Aviva continues apace

Thursday 25 Feb 2021

Aviva ( AV. ) 379p Gain to date: 25.9% Original entry point: Buy at 301p, 17 September 2020 Chief executive Amanda Blanc’s mission to transform Aviva ( AV. ) into a business focused on the UK, Ireland and Canada took another step forward this week with the sale of the French business to local...

We’re sticking with Walmart despite earnings miss

Thursday 25 Feb 2021

WALMART (WMT:NYSE) $138.3 Loss to date: 5.1% Original entry point: Buy at $145.80, 11 February 2021 Our ‘buy’ call on Walmart is 5.1% in the red, the shares selling off following a fourth quarter earnings (18 Feb) miss and a warning from the world’s biggest retailer that it expects sales to...

Buy Marshalls as Britain builds for recovery

Thursday 25 Feb 2021

The rebound in specialist building products firm Marshalls ( MSLH ) share price from its March 2020 lows has stalled and it is currently underperforming the wider building materials space. We see that as an opportunity. The lack of share price action may reflect the fact it has a higher valuation...

Hargreaves Services is primed for growth after exiting coal

Thursday 25 Feb 2021

A major shift in the business means now is an excellent time to buy small cap Hargreaves Services ( HSP:AIM ) . The group delivers projects and services in the infrastructure, energy and property services, principally in the UK but also in South East Asia. Its main division, Distribution and...

BHP rewards shareholders with bumper payout as iron ore surges

Thursday 18 Feb 2021

BHP ( BHP ) £22.71 Gain to date: 14.5% Original entry point: Buy at £19.83, 23 December 2020 As expected mining giant BHP ( BHP ) has felt the benefit of soaring iron ore prices and has decided to reward shareholders with a record $5.1 billion, or $1.01 per share, first half dividend – a 55% year-...

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