magazine archive


magazine archive

Great Ideas

Forecasts and stock on a stunning run at ASML

Thursday 04 Feb 2021

ASML (ASML:AS) €457.40 Gain to date: 72.9% Original entry point: Buy at €264.60, 23 April 2020 For a company the size of ASML to jump more than 70% in less than a year is impressive, but to do so during a global pandemic is little short of astonishing. This is one of Europe’s largest listed...

Buy Bloomsbury after pandemic-led book boost

Thursday 04 Feb 2021

It seems we rediscovered the joy of a good book in lockdown and this has helped propel shares in publishing firm Bloomsbury ( BMY ) to the heights it last enjoyed in the mid-noughties when the Harry Potter craze was at its height. The stock looks inexpensive, meaning there is still time to buy the...

Diageo demonstrates its resilience

Thursday 04 Feb 2021

DIAGEO ( DGE ) £30.04 Gain to date: 2% Original entry point: Buy at £29.45, 23 December 2020 Our bullish call on high-quality spirits maker Diageo ( DGE ) is 2% in the money and we are sticking with the business as a compelling reopening trade. Diageo should see a strong recovery in demand in 2021...

Why Nestle is a must-have stock for your portfolio

Thursday 04 Feb 2021

Despite being the world’s largest food and beverage company, Nestle has been an undoubted winner from the worldwide restrictions imposed due to Covid, as 90% of its sales depend on the in-home market and just 10% are driven by the out-of-home and food service market. While we’ve all been cooped up...

Why ASOS is becoming the top online shop

Thursday 04 Feb 2021

ASOS ( ASC:AIM ) £47.18 Loss to date: 3.3% Original entry point: Buy at £48.79, 28 January 2021 Our ‘buy’ call on web-based fashion retailer ASOS ( ASC:AIM ) is 3.3% in the red, but this reflects wider stock market turbulence rather than anything company specific. In fact, investors applauded the...

Act fast with Brunner to secure very cheap access to good stocks

Thursday 28 Jan 2021

There is a lot to like about Brunner Investment Trust , not least the discount to net asset value ( NAV ) which has blown out to 16.3% from 9.4% in October 2020, according to Winterflood data. Part of the reason is down to the actions of one of its largest shareholders, Aviva Global Investors. Data...

Stick with Yamana Gold despite falling share price

Thursday 28 Jan 2021

Yamana Gold ( AUY ) 374.9p Loss to date: 18.5% Original entry point: Buy at 460p, 22 October 2020 Gold miner Yamana Gold ( AUY ) has fallen 19% since we said to buy in October but we think it’s worth sticking with a company described by analysts as a ‘stable operator with plenty of upside’. Gold...

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...

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