magazine archive


magazine archive

Great Ideas

Sainsbury’s has delivered on growth and is now a bid target

Thursday 26 Aug 2021

Sainsbury’s ( SBRY ) 332p Gain to date: 39.5% Original entry point: Buy at 238p, 14 January 2021 When we recommended Sainsbury’s ( SBRY ) back in January we were attracted by the valuation and its robust sales performance over the Christmas trading period, which suggested the firm’s investment in...

Marshalls is riding high on new build and RMI boom

Thursday 26 Aug 2021

Marshalls ( MSLH ) 771p Gain to date: 20.7% Original entry point: Buy at 638.5p, 25 February 2021 Our buy call on building products group Marshalls ( MSLH ) has already delivered the same return in six months as the shares normally generate in a year, thanks to strong trading across its two primary...

Why 50% share price upside could be on the cards at Quixant

Thursday 19 Aug 2021

Rapid recovery growth, a sharp technological edge and decent pricing power, born in Britain technology company Quixant ( QXT:AIM ) is on the up again after falling from its previous lofty perch. Quixant is a Cambridge-based developer of logic boxes that control pay-to-play digital gaming machines...

Disney rediscovers the magic in the third quarter

Thursday 19 Aug 2021

Disney $179.09 Gain to date: 4.2% Original entry point: Buy at $171.82, 21 January 2021 Our positive call on Disney may only have been rewarded with modest gains so far but our faith in the long-term investment case has been further bolstered by the company’s latest quarterly release (12 August)...

Protect your spending power with Schroder Income Growth Fund

Thursday 19 Aug 2021

Investors seeking a high conviction fund with a track record of attractive total returns should buy Schroder Income Growth Fund ( SCF ) , a portfolio geared into the post-pandemic and UK domestic recovery. Managed by Schroders’ head of UK equities Sue Noffke for a decade, the £222 million cap puts...

Wheaton shines despite gold’s weakness

Thursday 19 Aug 2021

Wheaton Precious Metals ( WPM ) £31.78 Loss to date: 14.7% Original entry point: Buy at £37.25, 5 November 2020 It looks increasingly like we flagged precious metal streaming company Wheaton Precious Metals ( WPM ) at the wrong time. When we said to buy gold was not far off its record highs but it...

What went wrong as Avon Protection slumps 25%

Thursday 19 Aug 2021

Avon Protection ( AVON ) £20.51 Loss to date: 22.1% Original entry point: Buy at £26.94, 29 July 2021 Sometimes you have to hold your hands up. We called defence and protection kit maker Avon Protection ( AVON ) wrong. We felt the recent issues the company had been facing were a blip. However, a...

Boston Scientific tops expectations as demand picks up

Thursday 12 Aug 2021

Boston Scientific $43.81 Gain to date: 31.4% Original entry point: Buy at $33.33, 26 November 2020 As hospitals around the world start to make elective procedures the priority after months of Covid-19 issues, demand for medical equipment firm Boston Scientific’s kit and services is starting to pick...

TT Electronics racing towards its brighter future

Thursday 12 Aug 2021

TT Electronics ( TTG ) 277.5p Gain to date: 31.5% Original entry point: Buy at 211p, 25 March 2021 Engineer TT Electronics ( TTG ) is racing ahead as it goes far beyond the traditional sensors and instrumentation markets that it used to bank on, with fast-growing, and more profitable, digital areas...

Big buying opportunity at high quality London Stock Exchange Group

Thursday 12 Aug 2021

Shares in London Stock Exchange Group ( LSEG ) , have fallen 20% since March, on concerns surrounding integration costs associated with the group’s $27 billion acquisition of data provider Refinitiv. However, recent interim results (6 Aug) should allay these fears as they demonstrated a sharp...

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