Share the tips of the week – November 19

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Three to buy

IDS

(Actions) Scientific product maker SDI, whose offerings range from digital imaging equipment to electrochemical sensors, has seen a “very encouraging” recovery. He says he recently had “very strong sales and earnings” thanks to an unexpectedly good performance from Monmouth Scientific, which he acquired last December. The company appears poised for multi-year growth. Stocks have gained 23% in six months but there should still be some way to go. 216p

Wizz Air

(Investors column) Low-cost airline Wizz Air has struggled to implement vaccine passports as vaccination rates in its main markets (Central and Eastern Europe) are lower than in the rest of Europe. However, “there is hope for a quick recovery”: the percentage of Romanians fully vaccinated is expected to drop from 30% to 75% by February. The carrier reported improvements over last year for the six months to September 30: eBitda reached 164 million euros against a cash loss of 81 million euros in the same period. last year. It has yet to regain pre-pandemic highs, but is expected to continue to benefit from the travel rebound in 2022. 4,805p

OSB Group

(The Sunday Mail) The OSB group of lenders was launched in 2014 with a market value of £ 400million. Today it is worth over £ 2.25 billion. CEO Andy Golding has “built a company with lower costs, higher profit margins and greater customer loyalty than virtually any of his peers.” Brokers expect annual profits to jump 60% to £ 425million. The group’s solid balance sheet and the promise of share buybacks and an exceptional dividend next year make it a purchase. 501p

Three for sale

High tide

(The motley fool) High Tide, a cannabis retailer, is not a profitable business “and probably won’t be for a long time.” It reported sales of C $ 152 million (£ 90 million) and losses of C $ 32 million (£ 20 million) for the year through the end of October. Its gross margins of 36% “are not bad, but they risk getting worse…” following the recent launch of its “discount club loyalty plan”. This will attract more customers but hamper long term profitability. To avoid. CA $ 9.82

CureVac

(The Daily Telegraph) CureVac is a German mRNA specialist, like the Covid-19 vaccine developer BioNTech. The latter’s shares have surged since last year when he announced that the partnership with Pfizer had resulted in an effective jab. Unfortunately, the resemblance between the two mRNA companies “does not extend to stock price performance”. The stock has lost two-thirds of its value since February. It was hoped that its vaccines would be effective against the newer variants of the coronavirus, but development has lagged behind more than expected and the company has abandoned its first-generation vaccine. Investors should sell now before the stock price becomes even more volatile. $ 35.87

Games workshop

(The Sunday Times) Games Workshop sells tabletop action figures for fantastic sets such as War hammer. He is “involved in a skirmish with … customers”. Determined to protect her intellectual property, she is cracking down on fans who tear up her miniatures with 3D printers. This is not unreasonable, but “rather more brutal” is the decision to punish fans for creating animations based on their characters. Customers are pissed off and the stock has slipped. To sell. £ 96.60

…and the rest

Actions

Ford Motor Company has renewed its range of products by moving towards electric vehicles. The strategy appears to be paying off: Ford has been the best-selling U.S. automaker for the past two consecutive months. Buy now for long term growth ($ 20.50). Appliance retailer Curry’ shares rose after revealing a £ 75million share buyback program and strong performance for the six months to October 1. It has also been successful in “alleviating supply chain and personnel issues”. Keep buying (134p).

Investor column

CDC is “an eccentrically diverse conglomerate”, which supplies oil and petroleum to the UK, cosmetics in Germany and “slips of the rope” in France. Operating profits rose 15.5% year on year in the six months to November 9. Socket (6.254p). Electrical components, which distributes electrical and industrial parts, benefited from the growth in online spending. It reported a 91% year-over-year increase in its pre-tax profit to £ 142million for the six months through September and its customer base has grown 24% in the past two years, but it is not immune to cost pressures. Hold on for now (1178p).

The motley fool

Latin American Travel Portal despegar.com was struggling even before the virus. Revenue declined in 2019. Third quarter 2021 sales are expected to be 43% lower than in the same quarter two years ago. To avoid ($ 11.49).

The daily telegraph

Gerresheimer, which manufactures ampoules for vaccines, has seen its shares fall by 18% in one year. But the demand for vaccines and their containers is going nowhere. Socket (€ 79.40).

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