magazine archive


magazine archive

Great Ideas

Disney still a great long-term investment despite film delays

Thursday 21 Oct 2021

Disney $171.14 Loss to date: -0.4% Original entry point: Buy at $171.82, 21 January 2021 A disappointing swoon in entertainment giant Disney’s share price in recent months has wiped out our gains with the latest catalyst the delayed release of major titles slated for 2022. While the company has...

Buy wholesaler Kitwave which is firmly in the driving seat

Thursday 21 Oct 2021

Driver shortages and supply chain logjams are dominating the news headlines and could put a dampener on Christmas this year. Yet one growth company doing its bit to deliver the goods in these unpredictable times is Kitwave ( KITW:AIM ) , a small cap food and drink wholesaler with its own in-house...

A costly TeamViewer error: hands up, we called this stock wrong

Thursday 14 Oct 2021

Teamviewer (TMV:XETRA) €15.20 Loss to date: 59.3% Original entry point: Buy at €37.38, 8 April 2021 After a hugely successful 2019 listing in Germany and months of bullish growth projections, the TeamViewer reality check arrived last week. In what the company admitted were ‘very bad’ and ‘very...

ASML is still a core holding for investors despite big share price rally

Thursday 14 Oct 2021

ASML (ASML:AMS) €634.90 Gain to date: 139.9% Original entry point: Buy at €264.60, 23 April 2020 Regulators might not like them but investors love a monopoly and Dutch microchip tech firm ASML remains the only company in the world with the extreme ultraviolet lithography machines that chip giants...

Bank of England prediction for rising insolvencies good for FRP

Thursday 14 Oct 2021

FRP Advisory ( FRP:AIM ) 124p Gain to date: 1.6% Original entry point: Buy at 122p, 16 September 2021 Shares in FRP Advisory ( FRP:AIM ) , the insolvency and business advisory firm, have nudged up 1.6% since we said to buy on 16 September. We continue to believe the company is well positioned to...

Right time to own Ruffer as inflation pressures mount

Thursday 14 Oct 2021

RUFFER INVESTMENT COMPANY ( RICA ) 293p Gain to date: 2% Original entry point: Buy at 287.25p, 8 July 2021 Our bullish call on capital preservation trust Ruffer ( RICA ) is modestly in the money. Yet with inflationary pressures escalating, we’re more convinced than ever this is the right time to...

EasyJet shares are underpricing the airline’s recovery potential

Thursday 14 Oct 2021

It’s perceived wisdom that ever since the Wright Brothers took to the skies over a century ago the airline industry hasn’t turned a profit. For every boom there has been a more severe bust which has wiped out earnings leaving the industry in net losses. Having said that, until the arrival of the...

The fund that seeks to defend against inflation

Thursday 14 Oct 2021

We could be about to enter a trickier period for stock markets as risks around slowing economic growth and rising prices mount. A fund which maintains exposure to shares with long-term growth potential and with exposure to more defensive bonds looks like a good option. Latitude Horizon (BG1TMR8)...

Hotel Chocolat beats expectations on web sales surge

Thursday 07 Oct 2021

HOTEL CHOCOLAT ( HOTC:AIM ) 437.5p Gain to date: 17.9% Original entry point: Buy at 371p, 29 July 2021 Our bullish call on luxury chocolatier Hotel Chocolat ( HOTC:AIM ) is performing very strongly despite a challenging backdrop. The shares were marked higher on forecast-beating full year earnings...

Aurora should benefit if value comes back into fashion again

Thursday 07 Oct 2021

Aurora Investment Trust ( ARR ) 214.3p Gain to date: 26.8% Original entry point: Buy at 169p, 22 October 2020 A rotation out of value and back into growth saw our gains on Aurora Investment Trust ( ARR ) eroded in recent months but signs that bargain stocks are back in favour could help reverse...

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