The deputy CEO and CIO of French asset manager Amundi made an interesting observation on LinkedIn last week saying that :

“European Small and Mid Caps are dirty cheap while many of those companies are of very good quality with high visibility and superior dividend yield. It is probably the result of a lack of interest and demand by investors…[Read more]

The start of a new month provides traders and investors with an opportunity to look back over the prior period to examine what worked and what didn’t.

In the images below we see data compiled by S&P DJI for both European and the US markets,

One thing that stands out to me is the rebound in dividend related styles / factors in both tables.…[Read more]

You may recall that in a comment about CMC Markets CMCX LN just under a week ago , I highlighted that IG Group IGG LN were among the most oversold UK Stocks .

Well the stock price has started to address that statistic today, rallying by +11.00%.

Lets not forget that according to industry press IG were recently approached by Crypto…[Read more]

We didn’t have to look far for another example of mispriced US stock in fact we didn’t even need to leave the retail sector. Abercrombie and Fitch ANF US are up + 26.00% as the stock beat earnings consensus by 30.0 cents and pointed to growth at their Hollister subsidiary.

The stock was rated as a moderate buy among 12 analysts – 4 of whom…[Read more]

Here are the analysts recommendations the Hi Low and Consensus price targets and a reminder that this is not the first time lately that Kohls has surprised on the upside .

US mid tier department store Kohls KSS US is set open higher by around +27.0% today after it reported estimate beating numbers.

At least 13 analysts cover the stock on Wall Street so I am forced to wonder how did most of them get it so wrong and how many other stocks out there have been incorrectly labelled ??

The UK is often criticised for lack of technology and growth stocks and much of that criticism is justified.

However, there are growth stocks in the UK top flight and one of those is Airtel Africa AAF LN .

The stock is up +167.0%over the year to date, and by +206.0% over the last 52 weeks .

It’s posted 74 new highs in 2025 and has a…[Read more]

Memory stocks have rebounded today with Sandisk SNDK up by + 12.0% , Western Digital WDC up +8.0% and Micron MU by +7.0%. this comment from Morgan Stanley is likely behind some of those gains .

Good Morning all,

The mood in the market this morning seems to be one of cautious optimism. I will be watching the Nasdaq 100 index for clues and in particular how it performs around old support and resistance circa 24446/50 and 25536/40 above that .

In Europe the Dax has opened up by +1.0% and the Stoxx 600 by +0.57%.

Looking at how Bitcoin is performing today it looks like it’s risk-off into the weekend .

And on that note I wish you a good one .

Its very easy to focus on silicon valley and the hyperscalers when thinking about data entre capex and buildout .
However ,there are real world winners too .
For example Finnish engine and turbine maker Wartsila WRT1V the stock is up 9.26% today on deal to supply 27 engines to a US datacentre.

( see…[Read more]

Has Danish wind farm builder Orsted ORSTE DC, spent too much time on the “Naughty Step “?

The charts below suggest that could be the case. And as you can see the candle chart is full of unfilled gaps above .

For the price to move into, and fill some of those gaps, we will need a catalyst and demonstrative performance from the share…[Read more]