magazine archive

magazine archive

Great Ideas Update

Travis Perkins continues to build confidence with investors

Thursday 05 Mar 2020

Travis Perkins ( TPK ) £14.95 Loss to date: 6.3% Original entry point: Buy at £15.96, 16 January 2020 Considering that we recommended Travis Perkins ( TPK ) just days before the coronavirus outbreak hit the headlines in January, we aren’t deterred by the small loss in the shares to date. As the...

Why we still like the look of Law Debenture

Thursday 05 Mar 2020

Law Debenture ( LWDB ) 610p Gain to date: 5.5% Original entry point: Buy at 578p, 21 March 2019 Our ‘buy’ call on Law Debenture ( LWDB ) is in the money even after this unusual trust got caught up in the recent sell-off. We’re staying positive following full year results (27 Feb) which revealed an...

Persimmon still attractive despite shock CEO resignation

Thursday 05 Mar 2020

Persimmon ( PSN ) £29.84 Loss to date: 7.2% Original entry point: Buy at £32.15, 20 February 2020 We remain positive on housebuilder Persimmon ( PSN ) despite the surprise resignation of chief executive David Jenkinson who had only been in the job for just over a year. His predecessor Jeff Fairburn...

Morgan Advanced Materials is holding up well despite China disruption

Thursday 05 Mar 2020

Morgan Advanced Materials ( MGAM ) 285.4p Gain to date: 15.9% Original entry point: Buy at 246.2p, 29 August 2019 With the coronavirus causing ructions across China and elsewhere Morgan Advanced Materials ’ ( MGAM ) shares have held up well. The FTSE 250’s stock is down less than 5% since the panic...

Encouraging first half numbers from Hotel Chocolat

Thursday 27 Feb 2020

HOTEL CHOCOLAT ( HOTC:AIM ) 420p Loss to date: 0.8% Original entry point: Buy at 423.5p, 19 December 2019 Although the share price has proved volatile, we are sticking with our bullish stance on premium chocolatier Hotel Chocolat ( HOTC:AIM ) , one of our ‘10 winning stocks for 2020’ selections. A...

Signs of encouragement in Lloyds’ results

Thursday 27 Feb 2020

Lloyds Banking ( LLOY ) 52.55p Loss to date: 17.8% Original entry point: Buy at 63.93p, 19 December 2019 Our positive call on Lloyds Banking ( LLOY ) is off to a slow start. However, while full year results (21 Feb) didn’t deliver a full endorsement of our view, we do see some signs of...

Do not get into a coronavirus panic with Luceco

Thursday 20 Feb 2020

LUCECO ( LUCE ) 123.8p Gain to date: 6.7% Original entry point: Buy at 116p, 19 December 2019 Investors seem to be taking a shoot first, ask questions later approach to electronics components and LEDs firm Luceco ( LUCE ) and any potential output problems from the shutdown of its factory in Jiaxing...

Ocado shares gain on global expansion plans

Thursday 13 Feb 2020

Ocado ( OCDO ) £12.52 Gain to date: 5.5% Original entry point: Buy at £11.87, 25 July 2019 Shares in online retailer Ocado ( OCDO ) rose this week despite revenue for the year to 1 December just meeting estimates and losses widening further as it continues to invest overseas. Sales in the UK Retail...

Why we still like Tate & Lyle

Thursday 13 Feb 2020

TATE & LYLE ( TATE ) 786.6p Gain to date: 8.2% Original entry point: Buy at 727.2p, 15 August 2019 Our bullish call on cash generative food producer Tate & Lyle ( TATE ) is a respectable 8.2% in the money, yet we are holding on for additional upside. We see Tate & Lyle as well...

Bank the 20% profit on Porvair shares

Thursday 06 Feb 2020

Porvair ( PRV:AIM ) 760p Gain to date: 20.6% Original entry point: Buy at 630p, 26 September 2019 Specialist, high end filters manufacturer Porvair ( PRV:AIM ) reported record revenues on 3 February of £144.9m, up 13% for year ended 30 November 2019, while adjusted pre-tax profit was 9% higher to £...