magazine archive
magazine archive
Great Ideas
Stick with ITV shares for now but watch out for the weak spots
Thursday 11 Mar 2021ITV ( ITV ) 123.9p Gain to date: 63% Original entry point: Buy at 76p, 30 April 2020 Our positive call on free-to-air broadcaster ITV ( ITV ) is handsomely in the money despite a mixed set of full year numbers on 9 March. The company is seen as a big beneficiary of a reopening of the economy as...
The share price and dividends are rising at Diversified Gas & Oil
Thursday 11 Mar 2021Diversified Gas & Oil ( DGOC ) 127.4p Gain to date: 24.9% Original entry point: Buy at 102p, 21 May 2020 Unusually for a medium-sized oil company Diversified Gas & Oil’s ( DGOC ) investment case is as much about income as it is about capital gains but the recent improved sentiment towards...
Recovery and income potential make Polar Financials stand out
Thursday 11 Mar 2021There is a growing consensus that as the global economy recovers from the pandemic and long-term interest rates – such as the US 10-year Treasury yield and the UK 10-year gilt yield – start to move upward, investors need to increase their exposure to banking stocks. The thinking goes that as banks...
Biffa looks tasty from a growth and green perspective
Thursday 11 Mar 2021Waste management group Biffa ( BIFF ) is bouncing back from the pandemic faster than management and analysts were expecting. Biffa has got back into its stride, making bolt-on acquisitions in waste collections and it has just entered a new growth segment through the acquisition of distribution...
Buy Lindsell Train UK Equity for strong short and long-term returns
Thursday 04 Mar 2021For investors who are concerned about the soaring valuations of technology and healthcare stocks, but who don’t want to go fishing in the world of value stocks, there could be a perfect middle ground. A retail investor favourite, Lindsell Train UK Equity (B18B9X7) could be just the ticket – ideal...
Supermarket Income REIT appeals as a steady investment purely for dividends
Thursday 04 Mar 2021Supermarket Income REIT ( SUPR ) 109.7p Gain to date: 4.5% Original entry point: Buy at 105p, 2 April 2020 The share price return delivered by Supermarket Income REIT ( SUPR ) over the last 11 months may not be enough to quicken the pulses but a very steady performance along with a reliable...
Eurofins beats forecasts and raises guidance again
Thursday 04 Mar 2021Eurofins Scientific €75.29 Gain to date: 7.6% Original entry point: Buy at €69.99, 23 December 2020 French firm Eurofins Scientific is the world leader in laboratory testing for products such as pharmaceuticals and cosmetics, as well as being a world leader in environmental certification. The...
Buy Dotdigital, among the UK’s few, true software growth businesses
Thursday 04 Mar 2021Investors that want rapid growth from a UK stock should look at marketing platform Dotdigital ( DOTD:AIM ) . We believe it is a true UK software-as-a-service (SaaS) rarity and that its shares will reward investors handsomely in the coming years. The stock is not cheap, on a June 2022 price to...
Panoply seeds growth opportunity with biggest ever acquisition
Thursday 04 Mar 2021THE PANOPLY HOLDINGS ( TPX:AIM ) 189p Gain to date: 110% Original entry point: Buy at 90p, 6 August 2020 Digital transition business The Panoply Holdings ( TPX:AIM ) has made its biggest acquisition so far with the £26 million cash and shares purchase of Keep It Simple ( KITS ). The managed...
Target Healthcare continues to be a dependable source of income
Thursday 25 Feb 2021Target Healthcare REIT ( THRL ) 112.4p Gain to date: 5.2% Original entry point: Buy at 106.8p, 16 July 2020 Care home investor Target Healthcare REIT ( THRL ) may not have knocked the lights out in terms of share price performance since we flagged it in July 2020 but the steady gains in the interim...