magazine archive


magazine archive

Great Ideas

Spirent is a 5G stock to buy and hold

Thursday 13 Aug 2020

If you are excited about 5G connectivity, UK-listed telecoms and connectivity testing kit manufacturer Sprient ( SPT ) is one of the most direct ways to invest. With 5G next generation mobile networks around the corner and new, faster ethernet broadband technology in the pipeline, Spirent has been...

Picture remains fuzzy for ITV

Thursday 13 Aug 2020

ITV ( ITV ) 64.3p Loss to date: -15.4% Original entry point: Buy at 76p, 30 April 2020 Our hope that people’s increased engagement with ITV ( ITV ) through lockdown would begin to translate into increased advertising revenue is not yet in evidence. The company may have seen increased viewing...

Touchstone gushes higher on reserves boost

Thursday 13 Aug 2020

Touchstone Exploration ( TXP:AIM ) 73p Gain to date: 40.4% Original entry point: Buy at 52p, 25 June 2020 Our positive call on Trinidad oil firm Touchstone Exploration ( TXP:AIM ) has performed strongly with the main catalyst being an updated reserves report on its Cascadura natural gas discovery (...

Lam Research continues upbeat second quarter tech run

Thursday 13 Aug 2020

LAM RESEARCH (LRCX) $375.76 Gain to date: 20.3% Original entry point: Buy at $312.30, 25 June 2020 Microchips equipment designer Lam Research continued the impressive second quarter reporting run of major tech stocks, sending our Great Idea stock to a 20%-plus paper profit in barely two months...

Why Ford should motor under new management

Thursday 13 Aug 2020

Investors should buy into recovery potential at Ford Motor Co . In the middle of a multi-year restructuring, Ford is blessed with an iconic brand, is pushing forward towards electrification and has the potential to turn itself around. Car use may well get a boost coming out of the pandemic as...

Calling time on Schroders trade

Thursday 06 Aug 2020

Schroders ( SDR ) £30.37 Loss to date: 9.2% Original entry point: Buy at £33.46, 19 December 2019 OUR 2020 PICK has beaten the FTSE 100 since we recommended it late last year, having recovered significantly from its March lows, but we sense that further gains are likely to be limited. Assets under...

Buy Panoply – an exciting new name in digital transformation

Thursday 06 Aug 2020

One of the clear dynamics to emerge from Covid-19 is the need for businesses to embrace digital transition and cloud-based flexibility. The Panoply Holdings ( TPX:AIM ) has substantial promise to become an investment star right at the heart of this trend. Panoply is a digital enabler consultancy,...

Why we are keeping faith with Volution

Thursday 06 Aug 2020

Volution ( FAN ) 165p Loss to date: 8.6% Original entry point: Buy at 180.5p, 9 July 2020 Our positive call on ventilation products specialist Volution ( FAN ) is off to a bit of a shaky start after a mixed trading update (30 Jul) but we still thing its long-term prospects are good. While there was...

Now is the time to invest in Premier Inn owner Whitbread

Thursday 06 Aug 2020

Its main competitor is heavily challenged, it has a robust balance sheet, it could benefit from a UK ‘staycation boom’ and its shares have not really budged much from their coronavirus correction lows. Now is a good time for long-term investors to buy Whitbread (WTB ) . Owner of the country’s...

Kainos up 50% since we said to buy, helped by knock-out trading update

Thursday 30 Jul 2020

Kainos ( KNOS ) £10.75 Gain to date: 49.7% Original entry point: Buy at 718p, 19 December 2019 Digital transition company Kainos ( KNOS ) had struck a tone of cautious optimism through lockdown, but its latest trading blew the cautiousness out of the water and set the share price alight. ‘We expect...

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