magazine archive


magazine archive

Great Ideas

Fidelity Asian Values is in a sweet spot so buy now

Thursday 15 Apr 2021

After several years of returns in Asian stock markets being driven by large-cap growth stocks, emerging markets in Asia are showing signs of a rotation towards value and small caps, something which has put investment trust Fidelity Asian Values ( FAS ) in a sweet spot. With its value style and...

ASOS stands out in crowded fast-fashion market

Thursday 15 Apr 2021

ASOS ( ASC:AIM ) £53.80 Gain to date: 10.3% Original entry price: Buy at £48.79, 28 January 2021 Our bullish call on online fashion retailer ASOS ( ASC:AIM ) is 10.3% in the money and record first-half results (8 April) only boosted our confidence in the web-based company’s long-term global growth...

End of Alibaba antitrust probe is positive news for the stock

Thursday 15 Apr 2021

ALIBABA ( BABA ) $244.01 Loss to date: 4.8% Original entry point: Buy at $256.22, 23 December 2020 A $2.8 billion antitrust fine by the Chinese authorities may look punishing for Alibaba (BABA:NYSE) but it effectively draws a line under an issue that has been dogging the shares for month. It...

Morgan Sindall is a cheap economic recovery play with momentum

Thursday 15 Apr 2021

Construction and regeneration specialist Morgan Sindall ( MGNS ) has significant share price momentum but remains an inexpensive way to play economic recovery boosted by an internally driven increase in profitability and exposure to bumper infrastructure spending. The shares trade on a 2021 price...

Buy remote IT connector TeamViewer at a pre-pandemic price

Thursday 08 Apr 2021

Ask a Manchester United fan where they’re from and the least likely answer will be Manchester, or so the football joke goes. The club now has a new fan after German technology company TeamViewer announced a five-year shirt sponsorship deal with the club worth a rumoured €275 million. We have no...

Find out why Micron is up 16% in two months

Thursday 08 Apr 2021

MICRON TECHNOLOGY $93.75 Gain to date: 16.1% Original entry point: Buy at $80.72, 21 January 2021 The microchip industry has been on a tear for months but the backcloth promises to get even better for semiconductors powerhouse Micron Technology Micron is among the world leaders when it comes to...

Medica is on a high quality growth path

Thursday 08 Apr 2021

The new management team at teleradiology specialist Medica ( MGP:AIM ) have reinvigorated the business and energetically executed a clear growth path to diversify revenues and enhance earnings quality. Investors should buy into this story. Meanwhile, in the core teleradiology business, Covid-19 has...

Volution up more than 100% in nine months

Thursday 08 Apr 2021

Volution ( FAN ) 400p Gain to date: 121.6% Original entry point: Buy at 180.5p, 9 July 2020 Ventilation products firm Volution ( FAN ) has been a superb performer since we added it to the Great Ideas portfolio last summer. We were right to conclude that demand for its portfolio of solutions would...

Bloomsbury boosted by books bonanza

Thursday 08 Apr 2021

Bloomsbury Publishing ( BMY ) 298p Gain to date: 5% Original entry point: Buy at 283.84p, 4 February 2021 Our positive call on publishing group Bloomsbury ( BMY ) is off to a solid start thanks to a bullish trading update on 24 March. The company said it expected annual revenue and profit to be ‘...

Faster than expected recovery at Renewi delivers outsized returns

Thursday 08 Apr 2021

Renewi ( RWI ) 49p Gain to date: 105% Original entry point: Buy at 23.95p, 19 November 2020 Our call to back the self-help programme at Anglo-Dutch waste management firm Renewi ( RWI ) has paid off faster than we expected, more than doubling our money in less than six months. With no shortage of...

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