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Business data and service provider Wolters Kluwer is a cheap tech proxy
Thursday 07 Aug 2025Wolters Kluwer (WKL:AMS) €133 Market cap: €30.7 billion Continuing our search for high-quality, undervalued European growth companies, we believe Netherlands-based provider of business information, software and digital services Wolters Kluwer (WKL:AMS) looks an attractive bet. As computing power...
Gaming Realms is just getting into its stride, stay for the ride
Thursday 07 Aug 2025Gaming Realms (GMR:AIM) 53.4p Gain to date: 66.9% It has been 15-months since we first flagged AIM-listed games distributer Gaming Realms (GMR:AIM) as an underappreciated growth story. Pleasingly the market appears to be catching up with the story, with the shares gaining around two-thirds in just...
Buy earnings compounder Inditex while it is going cheap
Thursday 31 Jul 2025Inditex (ITX:BME) €43.6 Market cap: €136 billion A 15% year-to-date share-price decline presents a buying opportunity at Inditex (ITX:BME) , the Spanish clothing colossus with a strong long-run track record and the balance sheet strength to tough out what should prove a short-term growth slowdown...
Investors should stick with UK property portal Rightmove
Thursday 31 Jul 2025Rightmove (RMV) 796p Gain to date: 30% Market Cap: £6.1 billion In January last year, we argued investors should snap up FTSE 100 property portal Rightmove (RMV) as the stock offered resilient growth and a bargain-basement valuation. Eighteen months later, Rightmove’s shares have gained 30% and it...
Why Verizon Communications could add valuable predictability to portfolios
Thursday 31 Jul 2025VERIZON COMMUNICATIONS (VZ:NYSE) $42.36 Market cap: $178.6 billion For most of this year, shares of US mobile network giant Verizon Communications (VZ:NYSE) have acted as a valuable hedge against volatility, trundling along slowly but steadily when wider US markets were bouncing around like a...
Wise maintains 2026 outlook and eyes US listing
Thursday 24 Jul 2025Wise (WISE) £10.21 Gain to date: 6.6% In late April, we highlighted Wise Group (WISE) as a major winner in the circa $14 trillion cross-border payments industry given its laser-like customer focus and strong technology offering. To give a sense of scale, in the year to March 2025 Wise helped around...
Why it is time to look at L’Oreal
Thursday 24 Jul 2025L’Oreal (OR:EPA) €361.30 Market cap: €193 billion An 11.5% one-year share price decline at French cosmetics giant L’Oreal (OR:EPA) presents investors with a beautiful opportunity to buy a high-quality global business, with a track record of solid organic growth and smart acquisitions, trading at a...
Kainos is an underappreciated AI play at an attractive valuation
Thursday 24 Jul 2025Kainos (KNOS) 720p Market cap: £873.3 million After a difficult period for the business, not helped by uncertainty around government spending, we think software and digital transformation specialist Kainos (KNOS) is on the road to recovery. What’s more, weakness in the share price over the last 12...
Personal Group is a small cap with big ambitions
Thursday 17 Jul 2025Personal Group (PGH:AIM) 284p Market cap: £86.7 million Workplace benefits and health insurance provider Personal Group (PGH:AIM) is a relative market minnow but chief executive Paula Constant and chief financial officer Sarah Mace have big ambitions for the business. We think these ambitions are...
Rockwood Strategic is rewarding investors with stellar returns
Thursday 17 Jul 2025Rockwood Strategic (RKW) 310p Gain to date: 65.3% Shares flagged the merits of Rockwood Strategic (RKW) at 187.5p in November 2023, highlighting the value-focused trust as a way to gain differentiated exposure to a small cap asset class with re-rating scope. We lauded manager Richard Staveley’s...