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magazine archive

Great Ideas

Get ready for Blue Prism bidding war

Thursday 09 Sep 2021

Blue Prism ( PRSM:AIM ) £12.28 Gain to date: 57.7% Original buy at 778.5p on 15 July 2021 Speculation is increasing that there will be a bidding war for robotic automation company Blue Prism ( PRSM:AIM ) . Its shares surged by 32% on 31 August after confirming it was in talks with private equity...

Henderson Opportunities is a value-focused trust going cheap

Thursday 09 Sep 2021

The double-digit discount to net asset at Henderson Opportunities Trust ( HOT ) looks unjustified given its long-term track record. Trading 14.7% below its NAV, the investment trust has delivered a total return of 318.5% over the last 10 years. This puts it near the top of the AIC’s UK All...

Belvoir shares look even more attractive as it beats expectations amid property sales surge

Thursday 09 Sep 2021

Belvoir Group ( BLV:AIM ) 280p Gain to date: 19% Original entry point: Buy at 235p, 10 June 2021 Property franchise and finance firm Belvoir ( BLV:AIM ) delivered forecast-busting results for the six months to the end of June thanks to a recovery in rental income and a sharp increase in property...

Oxford Instruments has ‘highly encouraging long-term outlook’

Thursday 02 Sep 2021

OXFORD INSTRUMENTS ( OXIG ) £26.95 Gain to date: 98.2% Original entry point: Buy at £13.60, 7 November 2019 Excellent companies often go about their business quietly and with little fanfare but, as one analyst said, ‘it is one thing to grow sales and improve margins in strong markets, quite another...

Reshaped Marks & Spencer is bringing the magic back

Thursday 02 Sep 2021

After years of false dawns, it appears British retailer Marks & Spencer ( MKS ) is finally regaining its mojo. Shares believes this is a great time to invest in the retail bellwether, which could be in the foothills of an earnings upgrades cycle, with half-year results in November offering the...

Volex shares enjoy another lift as new acquisition excites the market

Thursday 02 Sep 2021

Volex ( VLX:AIM ) 412p Gain to date: 10.8% Original entry point: Buy at 372p, 24 June 2021 Power cords and cable assembly group Volex ( VLX:AIM ) is off to a decent start since we added it to our Great Ideas portfolio in late June. The latest catalyst for the shares has been the $16.4 million...

Great time to buy Fundsmith sister fund Smithson

Thursday 02 Sep 2021

Fundsmith is one of the most popular asset managers on the market, and with good reason. Its mantra of investing in high quality companies at a decent price and not constantly trading in and out of stocks has produced good performance. Fundsmith chief executive Terry Smith manages Fundsmith Equity...

Time to buy into UK small caps with this outstanding trust

Thursday 26 Aug 2021

Investors who want to tap into the rich seam of UK small cap opportunities will struggle to find a more passionate advocate than Georgina Brittain. The seasoned fund manager has been running the JPMorgan Smaller Companies Investment vTrust ( JMI ) since 1998, and alongside co-manager Katen Patel...

Three reasons there could be more upside at Aviva

Thursday 26 Aug 2021

Aviva ( AV. ) 419p Gain to date: 36% Original entry point: Buy at 301p, 17 September 2020 Given the 36% return to date on our buy call on Aviva ( AV. ) investors may be tempted to lock in profits. However we believe that the share price has further to run and continue to be positive on the shares...

Why transformed Accrol is flush with potential

Thursday 26 Aug 2021

Given the potential for the Delta variant to interrupt the economic recovery and with prospects for inflation and slower growth weighing on market sentiment, this seems a sensible time to invest in companies that sell non-discretionary items, products that consumers have to use every day, in...

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