magazine archive
magazine archive
Great Ideas Update
Why criticism of Burford Capital is unfair
Thursday 09 May 2019Burford Capital ( BUR:AIM ) £15.50 Loss to date: 1% Original entry point: £15.62 (25 Oct 2018) It has been a trying time recently for Burford Capital ( BUR:AIM ) after analysts at broking firm Canaccord Genuity cut their earnings forecasts and their target for the stock. The broker has challenged...
Why Restaurant Group has appointed ex-HBOS man Hornby as CEO
Thursday 09 May 2019Restaurant Group ( RTN ) 147.9p Gain to date: 30.6% Original entry price: Buy at 113.2p, 11 April 2019 Last month we flagged to the appointment of a new chief executive as a potential catalyst for shares in Restaurant Group ( RTN ) but we admit to being a little surprised at the identity of the new...
Early Mountie growth an encouraging start for FDM
Thursday 02 May 2019FDM ( FDM ) 973p Gain to date: 5.3% Original entry point: Buy at 924p, 4 April 2019 Just a few weeks on since our original FDM ( FDM ) investment idea pitch and there are already promising signs for the months ahead. As we explained in detail earlier this month, the IT projects business is pulling...
Better than expected earnings and new broker help to revive Marlowe’s share price
Thursday 02 May 2019Marlowe ( MRL:AIM ) 432p Gain to date: 1.4% Original entry point: Buy at 426p, 28 June 2018 Shares in fire and water safety expert Marlowe ( MRL:AIM ) have strengthened in recent weeks for three reasons. First, the service group appointed investment bank Berenberg as joint corporate broker...
Take profit as Auto Trader changes drivers
Thursday 02 May 2019Auto Trader ( AUTO ) 574.8p Gain to date: 52.2% Original entry price: Buy at 377.7p, 17 May 2018 Our view nearly a year ago that the market had called it wrong on Auto Trader ( AUTO ) has been vindicated. The shares have increased by more than 50% in value and the stock even motored into the FTSE...
Why ICG Enterprise’s discount remains undeserved
Thursday 25 Apr 2019ICG Enterprise ( ICGT ) 860.2p Gain to date: 6.1% Original entry price: Buy at 811p, 31 January 2019 Slowly but surely private equity investment trust ICG Enterprise ( ICGT ) is starting to narrow the still significant discount to net asset value endured by the shares. This process was supported by...
Latest acquisitions keep DiscoverIE on the right margin hike track
Thursday 25 Apr 2019DISCOVERIE ( DSCV ) 434p Gain to date: 6.9% Original entry point: Buy at 406p, 14 February 2019 Enhanced growth prospects and reduced debt is how one analyst describes the latest situation for electronics engineer DiscoverIE ( DSCV ) . Last week the company forked out £15.9m on a pair of custom...
GB Group is rattling alone nicely as one of our top picks for 2019
Thursday 25 Apr 2019GB GROUP ( GBG:AIM ) 606p Gain to date: 43.4% Original entry point: Buy at 422.5p, 20 December 2018 A relatively short but sweet trading update from identity data intelligence supplier GB Group ( GBG:AIM ) gave investors everything they need to read before getting their teeth into the actual...
Telecom Plus remains a growth and income winner
Thursday 25 Apr 2019TELECOM PLUS ( TEP ) £14.26 Gain to date: 4.5% Original entry point: Buy at £13.64, 6 December 2018 There was good and bad news with Telecom Plus’ ( TEP ) full year trading update. Positive news about growth with customer and service numbers has been offset to a degree by circa £56m pre-tax profit...
National Grid payout looks safe for now
Thursday 18 Apr 2019National Grid ( NG. ) 819.1p Loss to date: 4.4% Original entry point: Buy at 856.5p, 15 November 2018 For a supposedly dull but reliable inflation-proofed income stock National Grid ( NG. ) has been surprisingly erratic since we flagged the opportunity in November, taking in share price peaks and...