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  2. Magazine - 31 Mar 2022

  3. Our faith in the managers is undiminished despite a slow first half

Gains were crimped by Covid and a delay in valuing the unlisted holdings

|Great Ideas|by Ian Conway
< Strong demand drives gains in logistics, residential and development
Make the most of your ISA allowance: three stocks to buy now >
Issue: 31 Mar 2022 - Page 14 |
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Ian Conway

Issue Contents

ConvaTec has turned a corner and offers growth and re-rating potential
Beat inflation with Diversified Energy’s big dividends
Homeserve shares surge higher on bid approach
Our faith in the managers is undiminished despite a slow first half
SDI’s £7.7 million deal to immediately boost earnings
Value specialist Temple Bar is well placed for inflation and rising rates
AG Barr fizzes to profit ahead of pre-Covid levels
Strong demand drives gains in logistics, residential and development

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Issue Contents

ConvaTec has turned a corner and offers growth and re-rating potential
Beat inflation with Diversified Energy’s big dividends
Homeserve shares surge higher on bid approach
Our faith in the managers is undiminished despite a slow first half
SDI’s £7.7 million deal to immediately boost earnings
Value specialist Temple Bar is well placed for inflation and rising rates
AG Barr fizzes to profit ahead of pre-Covid levels
Strong demand drives gains in logistics, residential and development