magazine archive
magazine archive
Great Ideas Update
Computacenter continues to knock it out of the IT park
Thursday 07 Nov 2019COMPUTACENTER ( CCC ) £13.67 Gain to date: 13% Original entry point: Buy at £12.10, 2 May 2019 FTSE 250 IT reseller Computacenter ( CCC ) said revenue and profit in the third quarter were ‘well ahead’ year-on-year as it continues to enjoy firm demand from customers across its markets. This strong...
4imprint continues to impress
Thursday 07 Nov 20194imprint ( FOUR ) £30.30 Gain to date: 54.4% Original entry price: Buy at £19.62, 7 February 2019 Promotional products firm 4imprint ( FOUR ) is enjoying positive share price momentum with a new trading update providing the latest catalyst. The company, which ascended to the ranks of the FTSE 250...
Our trade on Euromoney is up by nearly 18%
Thursday 07 Nov 2019Euromoney ( ERM ) £13.78 Gain to date: 17.6% Original entry price: Buy at £11.72, 20 December 2018 A year-end trading update has provided a timely reminder of why we are positive on media group Euromoney ( ERM ) . On 5 November the company said full-year results would be slightly above its previous...
Synthomer down after profit warning, but long-term picture still strong
Thursday 07 Nov 2019Synthomer ( SYNT ) 287p Loss to date: 13% Original entry point: Buy at 330p, 12 September 2019 A profit warning from chemicals firm Synthomer ( SYNT ) has highlighted some of the pitfalls of investing in the sector and provided a reminder of the need for patience in investing. In a trading update,...
Why Temple Bar's share price is on the move
Thursday 31 Oct 2019TEMPLE BAR INVESTMENT TRUST ( TMPL ) £13.48 Gain to date: 15.2% Original entry point: Buy at £11.70, 29 August 2019 Shares in investment trust Temple Bar ( TMPL ) have surged higher since our late summer ‘buy’ call, leaving our recommendation a handsome 15.2% in the money. In anticipation of a...
GB Group leaps on organic and acquisitive growth strategy illustration
Thursday 31 Oct 2019GB GROUP ( GBG:AIM ) 609p Gain to date: 44.1% Original entry point: Buy at 422.5p, 20 December 2018 Back in June we explained why it was not very surprisingly that GB Group’s ( GBG:AIM ) share price had paused for breath, having rallied roughly 28% since being selected as one of our top picks for...
ICG Enterprise delivers strong first half
Thursday 24 Oct 2019ICG Enterprise ( ICGT ) 898p Gain to date: 10.7% Original entry price: Buy at 811p, 31 January 2019 Our faith in private equity investment trust ICG Enterprise ( ICGT ) is finally being rewarded after a strong set of first half results (3 Oct). The fund generated a net asset value (NAV) total...
Steady progress at Avast getting deserved recognition from investors
Thursday 24 Oct 2019AVAST ( AVST ) 406p Gain to date: 35.9% Original entry point: Buy at 298.8p, 16 May 2019 To put up a near 36% return since mid-May while the overall market has gone sideways shows how increasingly investors are talking note of the emerging potential at Avast ( AVST ) . Shares in the Czech-based...
This trust remains an emerging markets gem
Thursday 24 Oct 2019JPMORGAN GLOBAL EMERGING MARKETS INCOME TRUST JEMI 127.5p Loss to date: 6.6% Original entry point: Buy at 136.5p, 19 September 2019 Our bullish call on JPMorgan Global Emerging Markets Income Trust ( JEMI ) is currently 6.6% in loss, likely reflecting anxieties over slowing economies, US-China...
Royal Mail under threat from industrial action
Thursday 24 Oct 2019Royal Mail ( RMG ) 226p Gain to date: 14.1% Original entry price: Buy at 197.95p, 27 June 2019 On 15 October the Communications Workers Union (CWU) cheered one of its biggest turnouts and yes votes for many years as 97.1% of its members agreed to strike. Dates have not yet been announced, but many...