magazine archive
magazine archive
Great Ideas
Buy Essentra ahead of transformation into a higher quality business
Thursday 11 Nov 2021Support services firm Essentra ( ESNT ) is on the cusp of a transformation which could address the discounted valuation associated with its current conglomerate structure. This should also address longstanding environmental, social and governance concerns and free up management to focus on its most...
Clear road ahead for Ford Motor as share price keeps rising
Thursday 11 Nov 2021Ford Motor Company $20.50 Gain to date: 193% Original entry point: Buy at $6.99, 13 August 2020 Saying to buy Ford shares in the middle of a restructuring during the pandemic was a calculated risk which has paid off. The company has benefited from its own actions, refreshing the product range as it...
SDI shares have just hit a new record high at 217p
Thursday 11 Nov 2021SDI ( SDI:AIM ) 217p Gain to date: 23.7% Original entry point: Buy at 174.5p, 27 May 2021 As pandemic recoveries go SDI’s ( SDI:AIM ) should be counted as very encouraging by investors. A 4 November half-year update revealed that the science kit maker expects ‘very strong sales and profits’ with...
Currys is looking strong ahead of key festive trading period
Thursday 11 Nov 2021Currys ( CURY ) 133.7p Gain to date: 3.6% Original entry point: Buy at 129p, 15 July 2021 Our bullish call on electrical goods retailer Currys ( CURY ) is modestly in the money. The shares started to move up on 4 November after the laptops-to-smart TVs seller unveiled a £75 million share buyback...
Luceco has capacity for sharp margin and share price recovery
Thursday 04 Nov 2021Regular readers may recall Luceco ( LUCE ) . It was Shares ’ biggest gainer among our best picks for 2020 after surging 117% during that year. The stock has continued to make money for investors since, up another 45% in 2021, but recent weakness in the share price has created a new opportunity to...
The tide seems to have turned for GlaxoSmithKline
Thursday 04 Nov 2021GlaxoSmithKline ( GSK ) £15.48 Gain to date: 17.2% Original entry point: Buy at £13.21 on 5 November 2020 Investors have had to be patient, but a combination of self-help and activist pressure finally appears to be having a positive impact on the GlaxoSmithKline ( GSK ) business and its shares...
Coke buys Bodyarmor to take the sports drink fight to Pepsi
Thursday 04 Nov 2021Coca-Cola $56.17 Gain to date: 15.9% Original entry point: Buy at $48.48, 20 July 2020 Our call to buy Coca-Cola shares last summer continues to look well-timed despite the share price losing some fizz of late. We think the decision to take full control of sports drink maker Bodyarmor in a $5.6...
Keep faith with Chemring’s cyber potential
Thursday 04 Nov 2021Chemring ( CHG ) 298.3p Loss to date: 5% Original entry point: Buy at 314p, 5 August 2021 Despite a positive reaction to defence firm Chemring’s ( CHG ) latest update, the shares are a bit below the level at which we made our positive call. The drift in the share price seems at odds with the...
Generous income and portfolio protection from Alliance Trust
Thursday 04 Nov 2021Investors 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 2021With 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...