Investing next to you, other stupid investors, here are a selection of actions that some of our colleagues bought in the last month!

Airtel Africa

What he does: Airtel Africa provides mobile telecommunications services to 14 countries around the African continent.

Author: Mark Hartley. I bought Airtel Africa (LSE: AAF) Shares a few months ago after a decrease in the price of almost three years of the lowest level. This happened after disappointing the results in 2025, with a profit for action (EPS) there is a lack of expectations by 80%. Despite the fall for some time, I felt a certain long -term potential of the group, so the low price seemed a good opportunity. Since then, he recovered 51%, which makes him one of the best proficient stocks in my portfolio.

However, he is still in the face of considerable risk of devaluation of currencies in Nigeria, one of its main markets. Increasing fuel prices are another risk, because the company uses generators to power its remote cell towers. To alleviate the losses, the company is working on reducing the exposure to the currency exchange, paying USD 809 million in the field of debt exposure on the Forex market. Despite the growing price, the actions still seem underestimated with a forward price ratio (P/E) of only 7.

Mark David Hartley is the owner of Airtel Africa.

Ashtead technology

What he does: Ashtead Technology is a leading supplier of a leitwork of undersea equipment and solutions for the global energy industry.

Ben McPoland. I recently bought more shares Ashtead technology (Lse: at.). A specialist rental company is still developing, driven by a acquisition -based growth strategy.

In the case of 2024, he expects revenues to generate 168 million GBP, which is an enhance of 52% year -on -year, with the basic operational profit exceeding the consensus forecast of 46.6 million GBP.

In the full annual commercial update, CEO Allan Pirie commented: “Thanks to one of the largest and most technologically advanced rental fleets in the industry and further focus on operational excellence, we are sure of the group’s abilities to generate a significant long -term value for shareholders. “

I agree with this, although the company’s growth depends on oil markets, gas and renewable energy sources. Economic worries or falling energy prices can reduce the search and investment expenditure, which leads to lower demand for rented equipment.

Currently, Ashtead technology is in a forceful position. The current market demand and customer arrears ensure that the enhance will last until 2025.

The last attraction for me is the valuation. In 528 pens (as I write), shares are commercial only 10 times on 2026.

Ben McPoland is the owner of the action at Ashtead Technology Holdings.

Baking

What does it do: Bakkavor is a freshly prepared food group that provides supermarkets with products such as bread, pizza, ready meals and salad.

Roland Head. FTSE 250 companies Baking (LSE: Bakk) is not a household brand, but its products are on the shelves of all main supermarkets in Great Britain.

I recently added this business to my portfolio. I consider it a constant breeder and he was encouraged by 2025 of the forecast enhance in profits by 10%. That share prices only 12 times forecasted profits, with tempting dividend performance of 5.9%.

I was also provided by the constant influence of the company’s founders, Agust and Lydur Gudmundsson. They control almost 50% of shares and sit on the board.

In addition to Great Britain, Bakkavor also operates in the USA and China. For investors, China looks the main risk to me. In addition to geopolitical risk, the Chinese company is currently relatively tiny and creates losses.

However, I do not consider it a reason to avoid Bakkaver, which looks decent to me at current levels.

Roland Head is the owner of the campaign in Bakkavor.

Games Workshop

What does it do: Games Workshop produces products for table games, including models, paints and instructions.

Author: Roiston Wild. Fantasy wargaming giant Games Workshop (LSE: GAW) enjoyed the next storm year in 2024, throwing 35% of the value from January 1.

However, he fell violently from record peaks worth 142.70 GBP per share in December and farted after half a financial year last month. I used it as an opportunity to enhance my resources.

There were no ghostly news from Warhammer Creator in recent weeks. Indeed, the January update showed that sales increased by 14% in six months to December 1, helped the licensing income by 149% in this period.

Game workshops can endure tiny -term turbulence if consumer expenditure remain needy. This has not turned out to be an obstacle in its dizzying history of growth. This reflects largely niche product lines and a true customer base.

I am very confident in FTSE 100 Company long -term perspectives. The table games segment has a range for further significant growth. And film and television Games Workshop z Amazon In the coming years, he can pay license income.

Roiston Wild owns the shares in Workshop Games.

Glencore

What he does: Glencore is one of the world’s largest natural resources companies with activities in 35 countries.

Andrew Mackie. As an ardent investor, I spend a lot of free time searching for stocks, which in my opinion are underestimated in relation to their long -term perspectives. Trade at levels not covered from the beginning of 2022, Glencore (LSE: Glen) is at the top of this list.

In the coming years, I predict the mismatch of supply dynamics for many of its goods, in particular copper.

It is no great secret that the demand for copper is growing all over the world. Electricity forces creak the seams because the demand for electricity from such data centers and EV is constantly growing. And now with the American administration, which wants to rebuild the production efficiency of its country, I see nothing other than growing demand.

Laws are against the global investor community more interested in prosecution of technological actions and what was the result? The industry was starving capital, risk reluctance and a slight motivation for exploration.

Empty with low prices of goods (mainly due to needy Chinese demand) still reduces the price of shares. It remains one of the most crucial tiny -term risks. But looking at a decade, I remain stubborn.

Andrew Mackie is the owner of the action in Glencore.