The Mail on Sunday's Midas column reviewed the trio of stocks it recommended to readers in the aftermath of the Brexit vote, CVS Group, Joules and Burford Capital, sounding a confident note on all three, but said investors might be inclined to take some profits on the latter two.
There is still value to be found in shares
of CVS, Midas said, despite the stock's hefty gains since the referendum.
The pet care company's adressable market was roughly 20.0m pets and growing and its expansion overseas had just begun after it set up operations in the Netherlands.
With 400 surgeries in Britain and a quickly expanding operation in the Netherlands it is well-placed to continue benefitting from those trends, the tipster said.
Not only that, clients are demanding ever more services beyond just food and medical treatment for their best companions, including annual check-ups and crematory services.
Its loyalty scheme also tended to keep customers coming back, Midas said.
So while the shares aren't cheap, their price is a reflection of the company's reputation and strong and growing business in a market with long-term growth potential.
"Shareholders should not sell out now and investors with a five to ten-year time horizon could even find value at current levels," Midas said.
Midas is also still positive on Joules due to its loyal customer base and broad offering of products, spanning from fashion to homeware and across wholesale to a flourishing digital presence.
It also has a growing presence overseas.
The fact that it caters mainly to relatively wealthy individuals should also help insulate it - to an extent - from any weakness in the British economy.
However, cautious investors might be inclined to take some profits, Midas said, selling about 30% of their shares.
Midas also sounded an optimistic note on the outlook for Burford Capital, the US-based, AIM-listed, funder of litigation.
Profits jumped by 62% in 2016, with the dividend ahead by 37% to 7.4p.
Underlining the potential of the company's business, it recently raised $66m by selling 15% of the possible future earnout from a court case between investment company Petersen and the former government in Buenos Aires.
The litigation specialist also recently issued a £175 retail bond maturing in 2026 and paying a 5% coupon.
Investors might be inclined to sell between 25% and 35% of their shares but litigation is a quickly growing industry.
"The shares will almost certainly keep rising and the global nature of the business provides some protection against any economic slowdown here."