magazine archive


magazine archive

Great Ideas

Profit from the reopening with FTSE 250 chemicals firm Elementis

Thursday 18 Feb 2021

FTSE 250 chemicals firm Elementis ( ELM ) ticks all the boxes for an investor looking for an overlooked and undervalued stock set to benefit from the reopening of society and the economy. Elementis has the right mix of sales divisions to benefit from both economic activity picking up again and...

RWS shares gain on ‘excellent’ first quarter

Thursday 18 Feb 2021

RWS ( RWS:AIM ) 619p Gain to date: 15.9% Original entry point: Buy at 534p, 23 December 2020 Language translation technology firm RWS ( RWS:AIM ) signaled to the market this month that trading in its core business in the first quarter to the end of December had been ‘excellent’, with pre-tax profit...

Lloyd’s insurance investor Helios is set for big gains

Thursday 18 Feb 2021

Helios Underwriting ( HUW:AIM ) is unique as an acquirer and consolidator of Lloyd’s insurance market underwriters. So far the firm has bought 43 limited liability vehicles or LLVs, including some of the best Lloyd’s Names as they were formerly known, as their owners age or decide to exit the...

The retail giant with a chance of beating Amazon

Thursday 11 Feb 2021

A share price pause for breath at the world’s biggest retailer Walmart presents a buying opportunity ahead of fourth quarter results on 18 February. These should confirm another period of firm market share gains and online sales progress and contain an exciting update on Walmart’s strategic...

Ocado delivers on growth at the expense of short-term earnings

Thursday 11 Feb 2021

Ocado ( OCDO ) £26.63 Gain to date: 15.7% Original entry point: Buy at £23.01, 23 December 2020 Online supermarket firm Ocado ( OCDO ) posted strong results for the year to 29 November, registering a 35% increase in retail revenues and a 52% increase in fees billed to its overseas technology...

Credit-scoring firm should repay the patient investor

Thursday 11 Feb 2021

Experian ( EXPN ) £26.40 Loss to date: 14% Original entry point: Buy at £30.69, 15 October 2020 Our buy on Experian ( EXPN ) hasn’t worked out so far but we’re sticking with it as a play on the global reopening and a ‘levelling up’ of consumers through the introduction of progressive new products...

New-look Bango is a great way to play online payments boom

Thursday 11 Feb 2021

The digital payments space is booming and not just because of lockdown. We are all buying more stuff online, and that requires safe and easy ways to pay. A forecast-thumping fourth quarter for industry leader Paypal earlier this month saw its stock jump to new all-time highs. Cambridge-based Bango...

Reasons why Texas Instruments shares are still worth buying

Thursday 11 Feb 2021

TEXAS INSTRUMENTS ( TXN ) $175.12 Gain to date: 53.1% Original entry point: Buy at $114.42p, 21 May 2020 Analog microchips manufacturer Texas Instruments continues to knock the lights out after extending its long run of beating earnings expectations to 12 quarters in a row. Investors who followed...

GlaxoSmithKline remains attractive despite delay to recovery

Thursday 11 Feb 2021

GlaxoSmithKline ( GSK ) Price £12.70 Loss to Date: 3.9% Original entry point: Buy at £13.21 on 5 November 2020 While GlaxoSmithKline ( GSK ) reported (3 Feb) full year 2020 adjusted profits in line with guidance, down 4% at constant currencies, the company pushed any meaningful improvement in...

Eye-catching growth in sight for Inspecs

Thursday 04 Feb 2021

Inspecs ( SPEC:AIM ) 340p Gain to date: 25.5% Original entry point: Buy at 271p, 23 December 2020 Shares in eyewear frames designer-to-optically advanced spectacle lenses maker Inspecs ( SPEC:AIM ) are up an eye-catching 25.5% since we highlighted the group’s global growth potential and the scale...

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