magazine archive


magazine archive

Great Ideas

Generous income and portfolio protection from Alliance Trust

Thursday 04 Nov 2021

Investors face great uncertainty given growing inflationary pressures and with many central banks accelerating interest rate tightening plans. One way to settle the nerves is to put money to work with a highly-diversified fund offering a real return (adjusted for inflation) through a combination of...

How to tap into rising rates and valuations in the shipping market

Thursday 28 Oct 2021

With almost every company announcement these days making a reference to higher shipping costs, it’s high time we took a look at the trillion-pound ocean freight market for a stock idea. One name which jumps out straight away and is differentiated from the crowd is investment trust Taylor Maritime...

Tharisa is a chrome-plated buy for cash flow growth

Thursday 28 Oct 2021

An imminent uplift in production and improvement in margins at chrome and PGM (platinum group metals) miner Tharisa ( THS ) should act as a catalyst for the shares with full year results on 2 December crystallising this positive trend in the market’s mind. The company has entered cold commissioning...

CareTech's strong cash flow reduces debt; property portfolio gets 20% uplift

Thursday 28 Oct 2021

CareTech ( CTH:AIM ) 623.5p Gain to date: 0.7% Original entry point: Buy at 619p, 21 July 2021 Social care and education services provider, CareTech ( CTH:AIM ) reported a resilient trading update for the year to 30 September, in line with market expectations. Consensus expectations are looking for...

Stick with money-maker Mercantile

Thursday 28 Oct 2021

THE MERCANTILE INVESTMENT TRUST ( MRC ) 261.5p Gain to date: 44.4% Original entry point: Buy at 181.1p, 17 September 2020 Our buy call on investment trust Mercantile ( MRC ) is 44.4% in the money and we are pleased to note a benchmark-beating first half performance (15 Oct) from the small and mid...

We’re doubling down on Accrol despite downgrade disappointment

Thursday 28 Oct 2021

ACCROL ( ACRL:AIM ) 37.8p Loss to date: 25.6% Original entry point: Buy at 50.8p, 26 August 2021 Our buy call on Accrol ( ACRL:AIM ) is 25.6% underwater following a profit warning (20 Oct 2021) from the toilet roll, tissue and kitchen roll maker. Yet we’re minded to stay positive on the private...

QiniteQ sell-off represents a good buying opportunity

Thursday 21 Oct 2021

QinetiQ ( QQ. ) 290.8p Loss to date: 2.74% Original entry point: Buy at 23 December 2020 at 299p Defence and cyber security company QinetiQ ( QQ. ) surprised investors on 14 October when it flagged a supply chain issue relating to a large complex multi-year programme, sending the shares 13% lower...

XP Power lining up M&A drive

Thursday 21 Oct 2021

XP POWER ( XPP ) £52.475 Gain to date: 14.7% Original entry point: Buy at £45.75, 20 August 2020 Component shortages continue to dog global manufacturing but some companies have navigated the supply chain strain better than others. Power components designer XP Power ( XPP ) recently admitted near-...

Time to buy into SAP’s cloud shift before the market catches up

Thursday 21 Oct 2021

We believe German software giant SAP’s ambitious cloud computing strategy is working and while stock market investors have been slow to give credit, this will change. Cloud revenue is growing increasingly fast – up from 11% in the second quarter Q2 (to 30 June) to 20% in Q3, the company has already...

Small cap consumer goods firm shrugs off supply chain issues

Thursday 21 Oct 2021

SUPREME ( SUP:AIM ) 195p Gain to date: 4% Original entry point: Buy at 187.5p, 27 May 2021 Our bullish call on Supreme ( SUP:AIM ) may be a modest 4% in the money but we remain enthused by the growth and income potential of the fast-moving consumer products maker. The shares were boosted by a...

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