magazine archive


magazine archive

Great Ideas

This trust offers big potential if you believe value investing will thrive

Thursday 22 Oct 2020

There are three good reasons to get excited about the £125 million Aurora Investment Trust ( ARR ) . First, the shares that the trust owns are collectively undervalued according to the manager, Phoenix Asset Management. It estimated that the portfolio had approximately 138% upside to intrinsic...

The UK stock market has a new gold giant in town

Thursday 22 Oct 2020

‘A stable operator with plenty of upside’ is how analysts have described Yamana Gold ( AUY ) , the Canadian mining giant which returned to the London stock market earlier this month. The miner, which has been listed on the Toronto stock market since 1995 and New York since 2007, has gold and silver...

More to come from Touchstone despite doubling in price since the summer

Thursday 22 Oct 2020

Touchstone Exploration ( TXP:AIM ) 101.4p Gain to date: 95% Original entry point: Buy at 52p, 25 June 2020 Our faith in small cap oil play Touchstone Exploration ( TXP:AIM ) continues to be rewarded in stunning fashion as the company announces the latest in a series of positive updates. Touchstone...

Very large earnings upgrades for Kainos

Thursday 22 Oct 2020

Kainos ( KNOS ) £13.10 Gain to date: 82.4% Original entry point: Buy at 718p, 19 December 2019 Digital transition specialist Kainos ( KNOS ) continues to perform very strongly as it reveals further growth linked to the need for businesses and organisations to up their digital game amid Covid-19. A...

Luceco knocks the lights out

Thursday 22 Oct 2020

Luceco ( LUCE ) 245p Gain to date: 111.2% Original entry point: Buy at 116p, 19 December 2019 The recovery at LED lighting and portable power products firm Luceco ( LUCE ) continues to gather pace. Not for the first time in 2020 Luceco is upping its earnings guidance amid an increase in demand. It...

Ford shares start to motor after impressive third quarter trading

Thursday 22 Oct 2020

Ford Motor Co $7.59 Gain to date: 8.6% Original entry point: Buy at $6.99, 13 August 2020 Shares in US-listed Ford Motor are nearly back at levels seen before the global market sell-off began in February. Helping to drive the stock in recent sessions was a bullish research note from investment bank...

It's worth paying up for quality compounder Experian

Thursday 15 Oct 2020

Credit checking group Experian ( EXPN ) has always been a premium-priced stock to own, and for good reason too. It’s a business that has long since proven its worth through all market conditions, consistently showing itself to be highly cash generative with low capital intensity, underpinned by its...

Mid Wynd is reaping the benefits of strong Asian exposure

Thursday 15 Oct 2020

Mid Wynd International Investment Trust ( MWY ) 678.59p Gain to date: 17.2% Original entry point: Buy at 578.94p, 5 March 2020 Anyone holding shares in global equities investor Mid Wynd ( MWY ) should be pleased given how the stock is on the cusp of hitting a new all-time high. At 678.59p, Mid Wynd...

Snap up IP Group before it starts selling more assets

Thursday 15 Oct 2020

The risk-to-reward on offer at IP Group ( IPO ) is very attractive with many investors unappreciative of the near-term positive catalysts at various mature companies in its portfolio. IP Group was set up to evolve ideas from partner universities into world changing companies. It pioneered the...

Volution plans to resume dividends in 2021

Thursday 15 Oct 2020

Volution ( FAN ) 189.2p Gain to date: 4.8% Original entry point: Buy at 180.5p, 9 July 2020 After an up-and-down start our faith in ventilation products firm Volution ( FAN ) is beginning to be rewarded – helped by a fairly robust set of results for the year to 31 July. Alongside the numbers the...

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