Britain is groaning at the mention of more lockdowns and some of the companies scoring best on our growth at a reasonable price (garp) screen this month are those which shrugged off the last break on normal life.
- The top ranker on our FTSE All Share screen is IT infrastructure firm Computacenter (CCC), which has seen demand for its products rise as companies adapt to the pandemic.
- Injectables specialist Hikma Pharmaceuticals (HIK) has also experienced a boost in sales due to Covid-19 and, while investors need to do their homework beyond a stock screen, it’s not an unreasonable assumption that this trend will continue if a vaccine for coronavirus is found and needs to be injected.
- On Aim, mining stocks continue to do well on the back of investors’ enthusiasm for precious metals, but while the growth is reasonably priced, it’s still important to tread carefully.