DiscoverIE

Investors’ Chronicle

DiscoverIE manufactures electrical components for MRI scanners and surveillance drones. The firm has returned to organic growth and confirmed full-year profit expectations. Although a manufacturing footprint in the US has tempered the direct impact of tariffs, the levy has indirectly affected demand from customers. Sales have been supported by growth in Europe, worth 51% of revenue. The operating margin has improved and cash generation is “strong”. The valuation is “reasonable”. 586p

Weyerhaeuser

Barron’s

This US company is the largest private owner of timberland in North America and operates 33 manufacturing plants for wood products. Weakness in the new-home construction and renovation markets has been a headwind, but there is “massive upside” if the backdrop improves. The real-estate investment trust’s high valuation is a “buying opportunity”: it’s based on depressed earnings that should recover. $23

Persimmon

The Times

Thanks to an improving outlook for inflation and expected interest-rate cuts, which should bolster demand for housing, housebuilder Persimmon offers “long-term recovery potential”. The company also continues to acquire land, boasts a robust cash position and is on track to meet financial guidance for the year. 1,318p

Foresight Group

Investors’ Chronicle

Foresight’s shares fell 9% after the investment manager cut short-term earnings estimates and said it expects the margin to remain steady for the rest of the fiscal year. The margin had narrowed amid £155m of net outflows from the capital-management arm. Still, £223m of gross inflows into higher-margin retail infrastructure and private-equity funds is “encouraging”, and full-year assets under management and core adjusted earnings increased. The stock has risen 11% in the past six months, and with long-term guidance maintained, Foresight holds “long-term appeal”. 412p

Roblox

Barron’s

Roblox provides a platform for users to create and play games for free; it is similar to YouTube. Meanwhile, its game Steal a Brainrot has been played over 42 billion times. Around 150 million young users use the platform daily. The group banked $444m in free cash flow in the third quarter. Investors should view Roblox as a platform, not a traditional game maker, as it generates income from in-game purchases. US legal challenges over online safety are a headwind, but Roblox is investing in safety, while in-game advertising could boost revenue. $94