12 August 2026
The hot weather is continuing and there are increasing concerns about the impact this is having on food supplies. Farmers are struggling with the dry weather and this is likely to lead to food shortages and price increases. Whether this will result in higher interest rates remains to be seen but there is no doubt that this is a bearish factor. We therefore continue to advocate caution.
On a Mission!
28 July 2026 - 19p The marketing company The Mission Group has issued a trading update covering the first six months of the year which has revealed that trading was in line with expectations. As a result the group is expecting adjusted operating profit to be some 10% above last year at...
Time to join the professionals at Gateley!
Ocado – 219p
Ultimate Products – 50.75p
Backing James Halstead
11 August 2026 - 131.5p We forgot to mention yesterday that the floor covering group James Halstead received a tip in the Mail on Sunday in the...
Hercules recovering strongly
3 August 2026 - 44.45p We last commented on the company in June when we recommended the shares as a buy at 29p. We believed...
Buy and build working for SDI
29 July 2026 - 93.25p We last commented on the scientific and technology company SDI Group in May when we rated the shares a buy...
Plug into Luceco!
29 July 2026 - 217.75p The supplier of electrical devices and systems to both the residential and commercial sectors has announced a trading update for...
Marshalls building a solid base
10 August 2026 - 180p We last commented on the building products group Marshalls back in May when we recommended the shares at 132.3p. The company had...
Sales at CT Automotive accelerating
4 August 2026 - 40.5p We recommended shares in CT Automotive back in April at 25.5p and it is clearly pleasing to see that they have doubled...
Load up with Domino’s Pizza!
4 August 2026 - 210p We tipped shares in Domino's Pizza at 188.3p in June and so it is pleasing to see that these have risen by...
Garden Grove incident overhang at Melrose
31 July 2026 - 455p The aerospace engineering group Melrose Industries has released strong interim results covering the six months to 30 June. Revenues rose by 10%...
Growth continues at Kelso.
Speedy by name as well
Speedy Hire – 19.15p
Logistics Development Group – 15.85p
