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Great Ideas

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...

Alibaba faces baptism of fire at start of 2021

Thursday 14 Jan 2021

ALIBABA ( BABA ) $227.37 Loss to date: 11.3% Original entry point: Buy at $256.22, 23 December 2020 It’s been a very rocky start for Alibaba ( BABA ) in our top 2021 picks portfolio and the stock is currently being kicked from pillar to post by investors not sure what to make of recent events...

IP Group still offers upside as it eyes further realisations

Thursday 14 Jan 2021

IP Group ( IPO ) 100.8p Gain to date: 21.4% Original entry point: Buy at 83p on 15 October 2020 Since we turned positive on the developer of intellectual property-based businesses IP Group ( IPO ) , several positive developments have propelled the shares from a 15% discount to net asset value to...

Play a regional recovery with BlackRock Latin American

Thursday 14 Jan 2021

A revival in shares of BlackRock Latin American Investment Trust ( BRLA ) could mark the start of an eventual recovery to the 760p levels seen in late 2010. Though the trust has disappointed with negative ten-year annualised share price and net asset value ( NAV ) returns, according to Morningstar...

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