magazine archive


magazine archive

Great Ideas

QiniteQ sell-off represents a good buying opportunity

Thursday 21 Oct 2021

QinetiQ ( QQ. ) 290.8p Loss to date: 2.74% Original entry point: Buy at 23 December 2020 at 299p Defence and cyber security company QinetiQ ( QQ. ) surprised investors on 14 October when it flagged a supply chain issue relating to a large complex multi-year programme, sending the shares 13% lower...

XP Power lining up M&A drive

Thursday 21 Oct 2021

XP POWER ( XPP ) £52.475 Gain to date: 14.7% Original entry point: Buy at £45.75, 20 August 2020 Component shortages continue to dog global manufacturing but some companies have navigated the supply chain strain better than others. Power components designer XP Power ( XPP ) recently admitted near-...

Time to buy into SAP’s cloud shift before the market catches up

Thursday 21 Oct 2021

We believe German software giant SAP’s ambitious cloud computing strategy is working and while stock market investors have been slow to give credit, this will change. Cloud revenue is growing increasingly fast – up from 11% in the second quarter Q2 (to 30 June) to 20% in Q3, the company has already...

Small cap consumer goods firm shrugs off supply chain issues

Thursday 21 Oct 2021

SUPREME ( SUP:AIM ) 195p Gain to date: 4% Original entry point: Buy at 187.5p, 27 May 2021 Our bullish call on Supreme ( SUP:AIM ) may be a modest 4% in the money but we remain enthused by the growth and income potential of the fast-moving consumer products maker. The shares were boosted by a...

Disney still a great long-term investment despite film delays

Thursday 21 Oct 2021

Disney $171.14 Loss to date: -0.4% Original entry point: Buy at $171.82, 21 January 2021 A disappointing swoon in entertainment giant Disney’s share price in recent months has wiped out our gains with the latest catalyst the delayed release of major titles slated for 2022. While the company has...

Buy wholesaler Kitwave which is firmly in the driving seat

Thursday 21 Oct 2021

Driver shortages and supply chain logjams are dominating the news headlines and could put a dampener on Christmas this year. Yet one growth company doing its bit to deliver the goods in these unpredictable times is Kitwave ( KITW:AIM ) , a small cap food and drink wholesaler with its own in-house...

A costly TeamViewer error: hands up, we called this stock wrong

Thursday 14 Oct 2021

Teamviewer (TMV:XETRA) €15.20 Loss to date: 59.3% Original entry point: Buy at €37.38, 8 April 2021 After a hugely successful 2019 listing in Germany and months of bullish growth projections, the TeamViewer reality check arrived last week. In what the company admitted were ‘very bad’ and ‘very...

ASML is still a core holding for investors despite big share price rally

Thursday 14 Oct 2021

ASML (ASML:AMS) €634.90 Gain to date: 139.9% Original entry point: Buy at €264.60, 23 April 2020 Regulators might not like them but investors love a monopoly and Dutch microchip tech firm ASML remains the only company in the world with the extreme ultraviolet lithography machines that chip giants...

Bank of England prediction for rising insolvencies good for FRP

Thursday 14 Oct 2021

FRP Advisory ( FRP:AIM ) 124p Gain to date: 1.6% Original entry point: Buy at 122p, 16 September 2021 Shares in FRP Advisory ( FRP:AIM ) , the insolvency and business advisory firm, have nudged up 1.6% since we said to buy on 16 September. We continue to believe the company is well positioned to...

Right time to own Ruffer as inflation pressures mount

Thursday 14 Oct 2021

RUFFER INVESTMENT COMPANY ( RICA ) 293p Gain to date: 2% Original entry point: Buy at 287.25p, 8 July 2021 Our bullish call on capital preservation trust Ruffer ( RICA ) is modestly in the money. Yet with inflationary pressures escalating, we’re more convinced than ever this is the right time to...

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