magazine archive

magazine archive

Great Ideas Update

FTSE 250 gambling group GVC continues to deliver strong numbers

Thursday 23 Jan 2020

GVC ( GVC ) 895.6p Gain to Date: 7.5% Original entry point: Buy at 833p, 17 October 2019 Ladbrokes and Coral Sports owner GVC ( GVC ) released a post close trading update on 17 January, guiding for full-year earnings before interest, tax, depreciation and amortisation (EBITDA) to be towards the top...

Don't buy Joules as a recovery play just yet

Thursday 16 Jan 2020

JOULES ( JOUL:AIM ) 178.5p STOPPED OUT Original entry point: Buy at 258p, 31 January 2019 Unfortunately our bullish call on premium British lifestyle brand Joules ( JOUL:AIM ) hasn’t worked out. A slump in the share price has triggered our 200p stop loss following a poor Christmas trading update...

Reach shares soar nearly 50% in a month

Thursday 16 Jan 2020

Reach ( RCH ) 143p Gain to date: 45.8% Original entry point: Buy at 98.1p, 5 December 2019 We identified the old Trinity Mirror Group, now called Reach ( RCH ) , as an outstanding value opportunity on 5 December 2019. Negative investor sentiment had resulted in the shares trading at a valuation...

Bank the 80% profit on Learning Technologies

Thursday 09 Jan 2020

LEARNING TECHNOLOGIES ( LTG:AIM ) 136.2p Gain to date: 81.6% Original entry point: Buy at 75p, 25 April 2019 Doing number crunching analysis is something investors can control but getting the timing right on a stock purchase takes a bit of luck, and we admit to enjoying our share of good fortune...

Johnson Service is up 64% since we said to buy in March

Thursday 09 Jan 2020

Johnson Service ( JSG:AIM ) 212p Gain to date: 64.3% Original entry point: Buy at 129p, 7 March 2019 Shares in Johnson Service Group ( JSG:AIM ) started the year strongly, hitting a 10-year high after chief executive Peter Egan raised earnings guidance for 2019 for the third time. Thanks to strong...

Reasons to keep buying shares in Tesco

Thursday 12 Dec 2019

TESCO ( TSCO ) 243.2p Gain to date: 2.7% Original entry point: Buy at 236.9p, 23 May 2019 In anticipation of a tough summer compared with last year’s abnormally strong sales, in the spring Tesco ( TSCO ) reduced its number of product lines and put more resources into its own-brand offerings, but...

We expect a bidding war for Centamin

Thursday 05 Dec 2019

Centamin ( CEY ) 127.355p Loss to date: 1.7% Original entry point: Buy at 129.6p, 1 August 2019 Centamin ( CEY ) has urged its shareholders to ‘take no action’ after the FTSE 250 miner received an all-share merger proposal from Canadian gold group Endeavour Mining. The proposal from Endeavour,...

Stick with Ocado despite wild share price swings

Thursday 05 Dec 2019

OCADO ( OCDO ) £12.19 Gain to date: 2.7% Original entry point: Buy at £11.87, 25 July 2019 Our ‘buy’ call on grocery delivery solutions firm Ocado ( OCDO ) has been tested in recent weeks with the shares demonstrating above-average volatility. Last month the stock sank 20% in short order due to...

India and African Swine Fever still driving Genus

Thursday 28 Nov 2019

Genus ( GNS ) £30.78 Gain to date 8.2% Original entry price: Buy at £28.46, 19 September 2019 At a recent healthcare conference bovine and porcine genetics company Genus ( GNS ) gave investors an update on the key developments for the business including African Swine Fever (ASF) and the potential...

Valuation and yield support our positive long-term view on Aviva

Thursday 28 Nov 2019

Aviva ( AV. ) 403p Loss to date: 6.3% Original entry point: Buy at 430p, 2 May 2019 The roller-coaster ride at insurer Aviva ( AV. ) continued this month with the shares almost making a new 12-month high a fortnight ago only to hurtle back towards earth, hence the update on our positive call. The...