Daily Stock Market Report (Fri 6th March 2026) - AA4, VARE, NET
Good morning!
I don't know about you, but I'm finding it harder to spot obvious bargains in these markets. There are still certain stocks that appeal to me, they are just... rarer.
One stock that does appeal to me at the moment is B.P. Marsh amp; Partners (LON:BPM), and I have now added it to my portfolio (again - I have held it before). For my latest writeup of the stock, see here: BP Marsh - Profiting from an unglamorous but lucrative niche.
We are trying to make stock pitches a more regular feature, which is possible if we keep them snappy and to-the-point. So any feedback you might have on their format is very welcome - cheers!
Today's report is complete. There was very little to report on today, but I did provide a backlog section on Netcall in response to a reader request. I'll look forward to seeing you on Monday, which should be much more exciting! Cheers.
Spreadsheet accompanying this report: link.
Companies Reporting
Name (Mkt Cap)RNSSummaryOur view (Author)IMI (LON:IMI) (£6.8bn | SR64)Full Year ResultsOrganic revenue growth 5%, adjusted basic EPS +8% (132.3p). ROIC up 60 basis points to 14%. £500m share buyback. 2026 outlook: “we...