Sales and profits are up and big companies are buying smaller ones. There’s a boom in the distribution of the most mundane items, but in a business when size is (almost) everything, not all distributors are equal.
Operationally and financially, engineering and environmental consultancy Ricardo can do no wrong. Investors have bid the share price up so high though the Share Sleuth portfolio’s significant holding is a risk.
Results from ARM and Amino Technologies raise hopes and fears for the future of two technology companies at different ends of the value spectrum. ARM is a share every investor ought to covet. Unlovable Amino stands a better chance of joining the Share Sleuth portfolio.