magazine archive


magazine archive

Great Ideas

Use this fund to invest in the best European companies

Thursday 12 Aug 2021

This fund employs a high-conviction stock specific strategy based on identifying high quality, reliable growth companies which can be bought below their intrinsic valuations. We like the straightforward, transparent investment approach of the manager, the impressive track record and the scalability...

Upgrades for Eurofins on Covid variant testing boost

Thursday 12 Aug 2021

Eurofins €112 Gain to date: 60% Original entry point: Buy at €69.99, 23 December 2020 Shares in world-leading laboratory testing and environmental certification business Eurofins Scientific climbed more than 10% on the day of its recent interim results. As well as posting record numbers – revenue...

UK’s rail rethink starting to bear fruit for Tracsis

Thursday 05 Aug 2021

TRACSIS ( TRCS:AIM ) 988p Gain to date: 56.8% Original entry point: Buy at 630p, 23 December 2020 Investors who followed our Tracsis ( TRCS:AIM ) pick for 2021 at the end of last year should be sitting pleased, with the share price setting new records in recent days and the stock now up 57% since...

64% from this small cap since February and much more to go

Thursday 05 Aug 2021

Hargreaves Services ( HSP:AIM ) 525p Gain to date: 64% Original entry point: Buy at 320p, 25 February 2021 The basis of our buy call in February was that the firm had reached a strategic turning point, divesting its coal assets and becoming a focused, self-financing industrial and property services...

The investment trust coming back to life with a new manager

Thursday 05 Aug 2021

A 14% discount to net asset value at Strategic Equity Capital ( SEC ) suggests significant rerating scope remains at this concentrated trust of 20 carefully selected small cap names. Since seasoned investor Ken Wotton took over as lead manager last September, the discount has narrowed, and we think...

Nestle shows its pedigree with strong first half results

Thursday 05 Aug 2021

Nestle (NESN:SWX) CHF 114.70 Gain to date: 14.7% Original entry point: Buy at CHF 100, 4 February 2021 Shares in iconic food and drink-producer Nestle had a bit of a wobble after the firm reported a 10% increase in underlying first-half earnings but a small (0.2%) dip in its operating margin to 16...

Take advantage of share price weakness in Convatec

Thursday 05 Aug 2021

Convatec ( CTEC ) 225.6p Gain to date 10.2% Original entry point: Buy at 204.6p on 23 December 2020 Shares in medical products company Convatec ( CTEC ) have dropped approximately 13% since reporting stronger than expected first half growth and lifting guidance for full year organic revenue growth...

Chemring’s hidden jewel is a cyber security ace

Thursday 05 Aug 2021

Investors often look for certain attributes when researching stocks to help spot the most attractive opportunities. The list of desirable factors can include an improvement in a company’s financial position, operational efficiency gains, niche skills with limited competition, and underappreciated...

SDI continues to reward loyal retail investor fans

Thursday 29 Jul 2021

SDI ( SDI:AIM ) 194p Gain to date: 11.2% Original entry point: Buy at 174.5p, 27 May 2021 In the context of the global pandemic SDI’s ( SDI:AIM ) full year to 30 April 2021 results were impressive. In line with May’s trading update, revenue growth of 43.2% to £35.1 million (19% pre-acquisitions)...

Morgan Sindall surges on latest earnings upgrade

Thursday 29 Jul 2021

Morgan Sindall ( MGNS ) £23.85 Gain to date: 25.1% Original entry point: Buy at £19.06, 15 April 2021 Construction and regeneration firm Morgan Sindall ( MGNS ) took us and the market by surprise last week with an unscheduled update announcing better than expected trading in its first half and that...

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