magazine archive
magazine archive
Great Ideas Update
40% gain from Entertainment One shares in a month
Thursday 29 Aug 2019Entertainment One ( ETO ) 588.5p Gain to date: 40.7% Original entry price: Buy at 418.2p, 18 July 2019 Our positive call on TV and film rights business Entertainment One ( ETO ) is looking well timed as the company has received a 560p cash per share bid from US toy maker Hasbro. As we write the...
Prudential under pressure amid Asian fears
Thursday 22 Aug 2019Prudential ( PRU ) £14.13 Loss to date: -9.7% Original entry point: Buy at £15.64, 4 April 2019 Global insurance business Prudential ( PRU ) has had a tough time in recent weeks. Its large exposure to Asian markets is a key attraction but that has also contributed to the volatility seen in the...
National Grid shares bats off power outage row
Thursday 22 Aug 2019National Grid ( NG. ) 864.3p Gain to date: 0.9% Original entry point: Buy at 856.5p, 15 November 2018 The energy supply group National Grid ( NG. ) has been thrust into the news after a grid power blackout on 9 August, hitting homes, businesses and infrastructure. That prompted government ministers...
Rolls-Royce facing more engine trouble
Thursday 15 Aug 2019ROLLS-ROYCE ( RR. ) 733p Loss to date: 8.6% Original entry point: Buy at 801.8p, 20 December 2018 It’s been a testing summer so far for Rolls-Royce ( RR. ) . Engine problems have dogged the aero-engineer after faults were found on its legion of Trent 1000 engines, which grounded planes at several...
Outlook less sunny for On The Beach
Thursday 15 Aug 2019On The Beach ( OTB ) 368p Gain to date: 1.7% Original entry point: Buy at 362p, 20 December 2018 A recent profit warning from On The Beach ( OTB ) has virtually wiped out our gain, with shares in the online holiday retailer trading just 1.7% in the black. While from a demand perspective the company...
TI Fluid in reverse gear
Thursday 15 Aug 2019TI Fluid Systems ( TIFS ) 157p Loss to date: -24.1% Original entry price: Buy at 207p, 9 May 2019 Sometimes it doesn’t matter how good a company is if the market it operates in is struggling and this was evident in first half results from specialist automotive firm TI Fluid Systems ( TIFS ) on 8...
WPP beats expectations
Thursday 15 Aug 2019WPP ( WPP ) 981.2p Gain to date: 14.9% Original entry price: Buy at 854p, 14 March 2019 First half results (9 Aug) appeared to reward our faith in CEO Mark Read’s turnaround programme at advertising giant WPP ( WPP ) . Sensibly Read is keeping market expectations in check, however second quarter...
Burford fights back after being targeted by short seller
Thursday 15 Aug 2019Burford Capital ( BUR:AIM ) 745p Loss to date: -20% (stopped out) Original entry price: Buy at £15.62, 25 Oct 2018 Shareholders in litigation finance provider Burford Capital ( BUR:AIM ) have been through the mill in the last week or so thanks to the appropriately-named US short-seller Muddy Waters...
Second half growth is on the menu at Devro
Thursday 08 Aug 2019DEVRO ( DVO ) 204p Gain to date: 6.5% Original entry point: Buy at 191.5p, 6 September 2018 Following bouts of weakness in the wake of our September 2018 recommendation, which almost saw our stop loss breached, shares in Devro ( DVO ) have regained some sizzle and are trading 6.5% in the money. The...
Next shines again as second quarter sales beat forecasts
Thursday 08 Aug 2019NEXT ( NXT ) £59.20 Gain to date: 41.3% Original entry point: Buy at £41.91, 20 December 2018 Our bullish call on clothing-to-homewares colossus Next ( NXT ) is now 41.3% in the black. The latest upwards share price catalyst was a surprisingly positive second quarter trading update (31 Jul) and...