Barclays (LSE: BARC) reported bumper profits for 2021, recording a pre-tax figure of £8.4bn. It’s a bank with diversified business interests, including domestic retail operations, international credit and payments systems, and investment banking arms. It’s a recipe for a strong Barclays share price, right? Well, no.

Despite Barclays posting the kind of results that could turn other banks green with envy, the shares are down 15% since their mid-January highs. We’ve seen a gain of 11% over the past 12 months, but that’s only in line with the FTSE 100. And it’s worth remembering that the index average includes some big losers, like IAG (down 23% in 12 months), Fresnillo (down 25%), and Flutter (down 28%). So why is a profitable bank out of favour? And is the Barclays share price set for a 2022 resurgence?

Uncertain outlook

The departure of popular CEO Jes Staley, who left in November in the midst of a probe into his relationship with Jeffrey Epstein, can’t have helped. I’ve seen several commentators describing his successor, CS Venkatakrishnan, as boring. But they go on to suggest that boring is exactly what the Barclays share price needs now. Still, I reckon it could take some time to see how the relationship between big investors and the new boss develops.

More than that, though, we’re in a time of global crises. Economies are heading out of the pandemic in a shaky state. UK growth might have rebounded to 7.5% in 2021. But that doesn’t compensate for 2020’s shrinkage, so I think it’s premature to speak of sustained growth just yet. And then there’s the Russian invasion of Ukraine, which pushed oil above $100 per barrel. On top of already escalating energy prices, that could put a serious crimp in our medium-term economic outlook. And whatever hurts the economy hurts the banks.

Why am I bullish?

So what makes me feel positive about the Barclays share price now? Firstly, despite a period of near-zero interest rates, Barclays managed to keep its profits healthy. Even in 2020, the bank recorded profits of £3.1bn, which is in part thanks to Barclays’ diversified businesses. But I can’t help wondering what difference rising interest rates might make in 2022. I wouldn’t be surprised if that could add a couple of billion to the bottom line.

Against that, 2021 performance was boosted by the release of £700m of cash set aside to cover bad loan risk. There’s still a fair chunk of such reserves left, and hopefully more of that will be released. But we probably won’t know the long-term impact of bad-debt risk for a while yet.

Barclays share price too low?

I do think we need to hold back from getting too excited about the UK’s economic recovery. But while I say that, debit and credit spend in January 2022 did exceed pre-pandemic levels of January 2020. And that has got to be a good sign.

On the latest earnings and the Barclays share price at the time of writing, we’re looking at a P/E of only five. Despite the clear economic risks, that looks too cheap to me. Barclays is at the top of my own FTSE 100 buy list.

Alan Oscroft has no position in any of the shares mentioned. The Motley Fool UK has recommended Barclays and Fresnillo. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

Earlier today, I looked at three companies from the FTSE 100 that are involved in the flood of results expected in March. I’m now turning my attention to three growth stocks from the FTSE 250.

Darktrace

Recently demoted from the FTSE 100, cybersecurity specialist Darktrace (LSE: DARK) is first on my list of second-tier stocks to watch next month. It releases interim numbers on 3 March. 

The former market darling has now given up most of the gains it made since becoming a listed company. That’s a quite shocking reversal considering just how important cybersecurity already is and the potential growth that lies ahead. Darktrace’s undoubtedly impressive self-learning AI can be applied to multiple industries too.

Then again, I do understand why sentiment has changed. As good as Darktrace’s tech appears to be, there can be no doubt that it’s operating in a highly competitive space. Brokers also remain concerned by the company’s low level of R&D spending.

Unfortunately, the valuation of almost 11 times sales still looks rich to me as well. In fact, I wonder if the stock will fall further in March if traders continue to shun unprofitable growth stocks in favour of more traditional value plays. 

I still can’t bring myself to get involved just yet.

Greggs

The advent of higher prices at food-on-the-go retailer Greggs (LSE: GRG) makes its next update an essential read in my opinion. The sausage roll seller reports final results on 8 March.

Shares in Greggs have tumbled almost 25% in 2022 so far. Is the actual business 25% less valuable though? As a holder, I won’t be surprising anyone when I say that I don’t think it is. Yes, the departure of long-standing CEO Roger Whiteside isn’t ideal. And, no, the spread of the Omicron variant late last year can’t have helped trading.

But these are temporary setbacks. Helped by its strong brand and marketing savvy, I have no doubt Greggs can deal with pretty much anything that comes its way. I also doubt its loyal fanbase will resent a 5p price hike for long.

At less than 21 times forecast earnings, Greggs still isn’t cheap as chips to acquire. However, the price is far more palatable than it once was. Since I plan to keep the stock in my portfolio for years rather than weeks, I’d have no issue increasing my holding next month.

Computacenter

A final FTSE 250 member I’ll be watching is IT solutions provider Computacenter (LSE: CCC). While a 7% drop in the share price year-to-date is unfortunate, investors here have fared a lot better than other UK growth shares.

I can’t see full-year results on 16 March being anything less than solid. Back in January, Computacenter reported that recent trading had been ahead of expectations despite supply chain headwinds.

The question I’m asking now, however, is how much of this is already factored into the valuation. The fact that Computacenter’s share price didn’t move higher after its last update suggests quite a bit. Perhaps investors are getting concerned about just how thin margins are at the Hatfield-based business?

On the flip side, its shares currently change hands for 17 times earnings. That’s cheap compared to peers in the industry. There’s also a 2.2% dividend yield, easily covered by forecast profits.

For now, the company stays on my watchlist.

Paul Summers owns shares in Greggs. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

Some of the stocks in my portfolio could be among the best UK shares to buy now. They are all bouncing back up today. And I think it’s remarkable how the stock market has the capacity to digest and look beyond even the most dire geopolitical events.

However, the stock market behaves according to the combined actions of all the individual investors participating in it. And that’s a lot of brainpower being applied to the analysis of current events and company specifics. But it’s also potentially a lot of emotion driving fast-trigger reactions as well.

Indeed, the market tends to produce its most severe movements when something happens that it wasn’t really expecting. A good example of that phenomenon is the sudden arrival of the pandemic two years ago.

Bull follows bear

But look what happened immediately after the coronavirus crash of 2020. We saw a rapid and robust bull market that took many share prices way higher than they’d been before the plunge. And I think that’s a great example of the way the market looks ahead. Businesses were recovering from the effects of the pandemic. But stocks were in front of the curve and anticipating growth and prosperity beyond the crisis.

It’s that forward-looking attitude that gives me confidence that the stock market is a good place to invest for the long term. And just like billionaire investor Warren Buffett, I’m keen to take advantage of setbacks that lower stock prices.

But that often means I need to buy stocks to hold for the long term when grim news is in the air. But American investor Robert D Arnott made a good point when he said: “In investing, what is comfortable is rarely profitable.”

And, to me, his observation means few stock investments produce extravagant returns unless we take some risks.

Of course, all shares carry risks. It’s just the nature of the beast. Every stock is backed by a real business in the real world. And in the real world, crazy things can happen — It helps me to remember the old aphorism that truth can be stranger than fiction.

Long-term opportunities

However, as well as the risks, stocks also come with opportunities. And Buffett pointed out those opportunities drove an annualised return of around 10% for America’s S&P 500 index over decades. Indeed, the long-term potential of the stock market can be phenomenal. Although past performance is no guarantee of a positive outcome for investors in the future.

Nevertheless, I’m looking for the best UK shares to buy now for the next stock market rally. And I’m convinced that the next bunch of leading stocks will contain a high scoring against traditional value indicators. So I’m focusing on companies such as British American Tobacco and diversified mining company South 32, among many others.

It’s not certain these stocks will make a good investment for me just because I like them. But I do believe the market will process current geopolitical concerns and the underlying businesses will trade well in the coming years.

Kevin Godbold owns shares in British American Tobacco. The Motley Fool UK has recommended British American Tobacco. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

After a (very) rough start to 2022, investors will no doubt be hoping March will be a little kinder to them. What we do know for sure is that next month brings a flood of updates from companies across the market spectrum. Here are three from the FTSE 100 that I fully intend to check in on. 

ITV

Broadcaster ITV (LSE: ITV) is down to publish final results on 3 March. 

Unlike other loosely-labelled ‘value’ stocks, shares in the £4bn cap haven’t really benefited from the rotation away from growth plays in recent weeks. That’s despite Covid-19 restrictions coming to an end and the company making lots of positive noises about a recovery in advertising revenue when it last reported to the market in November. Perhaps traders are concerned that viewing figures will drop as people prioritise getting out more in the months ahead.

The invasion of Ukraine by Russia has shown just how few ‘safe havens’ there are in the stock market. I certainly wouldn’t include ITV in this category given the competition it faces from companies such as Netflix and Amazon. At seven times forecast FY22 earnings, however, I continue to believe that the shares are too lowly rated, especially if dividends are reinstated in the near future. 

The road ahead could still prove bumpy. Even so, I’d be willing to buy at the current level. 

Deliveroo

Also reporting next month is takeaway delivery firm Deliveroo (LSE: ROO). It’s down to release full-year results on 17 March. 

As an investment, I’ll admit to not being the company’s greatest fan. In fact, I stated last December that I’d only consider getting interested in the stock if it fell by another 50%. Since then, it’s tumbled by 45%. 

Now, a lot of this isn’t necessarily down to anything Deliveroo’s done or not done. The aforementioned exodus from highly-valued growth stocks since the beginning of 2022 has been pretty indiscriminate. That said, the company’s lack of profits can’t have helped. With rampant inflation now squeezing discretionary income, I’m wondering if there could be a few nasty surprises to come next month. 

Investors will be looking to see whether the company has managed to hit the 7.5%-7.75% gross profit margin guidance it gave in its last update. If not, I can see the share price being hammered again. Unsurprisingly, I don’t intend to snap up this stock before then.

Ocado

A final FTSE 100 stock I’ll be watching next month is Ocado (LSE: OCDO). An update on Q1 trading is expected on the same day as Deliveroo’s results: 17 March.

As impressive as the company’s automated warehouses are, I’ve long been perplexed by how an unprofitable business like this can occupy a space in the top tier. In fact, recent share price activity suggests more investors are tiring of the company’s ‘jam tomorrow’ strategy. Ocado’s valuation has tumbled 40% in the last year.

Sure, the recent full-year numbers weren’t bad. Revenue for the 12 months to 28 November was 7.2% higher (at £2.5bn) than the previous year. Five high-tech Customer Fulfilment Centres (CFCs) were also opened over the period. However, the big question now is whether trading has been impacted by galloping prices. If it has, Ocado’s downward trajectory could continue in March. 

I’m not going anywhere near the stock until I get some clarity on this. 

John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Paul Summers has no position in any of the shares mentioned. The Motley Fool UK has recommended Amazon, Deliveroo Holdings Plc, ITV, and Ocado Group. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

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In the past few years, British shares have often been neglected by investors more attracted to US growth stocks. I think that has created some attractive buying opportunities in the wider UK stock market. While some US shares like Google parent Alphabet trade for thousands of dollars, the good news is that I can invest in many UK shares with a much smaller amount. If I had a spare £700 right now, I would consider splitting it across shares of three companies in the FTSE All Share index to hold in my portfolio.

Rolls-Royce

Aircraft engine maker Rolls-Royce (LSE: RR) is no stranger to turbulence – and neither are its shareholders. The Rolls-Royce share price has been hovering around penny stock territory since it announced yesterday that its chief executive is leaving. Over the past year, this FTSE All Share company has fallen 8%.

But despite the ‘key person risk’, I see reasons to be cheerful here. The company also announced yesterday a return both to profitability and free cash flow. That reduces concerns that a liquidity crunch could lead to a rights issue that dilutes shareholders, as we saw in 2020. A large installed base of engines should help support revenues and profits for many years to come. The company’s strong reputation in the aircraft engine market is an ongoing competitive advantage. I would consider adding Rolls-Royce to my portfolio at its current share price.

AG Barr

Famed US investor Warren Buffett is a long-term investor in soft drinks giant Coca-Cola. Such a business has the hallmarks of a classic Buffett investment. Its iconic brand has helped create a loyal customer base. That means the company is able to charge a premium price for its brand. That keeps profits flowing along with the drinks.

A smaller UK fizzy drinks maker nestling in the FTSE All Share index is AG Barr (LSE: BAG). The firm is best known for the legendary Scottish brand Irn Bru. The company said this month that it expects revenue for the year to be 18% higher than in the prior 12 months.

The company did warn that it is battling higher costs especially in packaging and energy. Such inflationary pressures could dent profits in coming years. But the power of a premium brand can help offset cost increases by enabling higher prices.

JD Sports

Although investors may have been looking to US tech stocks for growth in the past few years, I think a great growth story has been building in the UK retail sector. Sports and leisurewear seller JD Sports (LSE: JD) posted record revenues and profits in its interim results. Since then it has upgraded profit expectations – and last month it even upgraded the upgrade.

I would buy this FTSE All Share company

JD Sports is a well-oiled machine, now rolling out its proven retail formula in a variety of markets worldwide. Its expansion could help grow revenues and profits in the long term. I see risks with the strategy too. For example, its growing presence in the highly competitive US market could hurt JD’s profit margins if local retailers choose to fight it on price.

But JD Sports’ share price has fallen a third since November and 8% over the past year while the growth story looks stronger than ever to me. I would consider buying the shares today.

Christopher Ruane owns shares in JD Sports. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. The Motley Fool UK has recommended AG Barr, Alphabet (A shares), and Alphabet (C shares). Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

During times of market volatility, it can be reassuring to be invested in companies that have a certain predictability about their business. Sometimes, a business model honed over decades has daily customer demand that is likely to remain for years to come. Such companies can help a portfolio weather challenging periods in the stock market. One such blue-chip name is on my list of FTSE 100 shares to buy now for my portfolio.

Major multinational

With its portfolio spanning everything from soup brand Knorr to household bleach Domestos, Unilever (LSE: ULVR) products are found in cupboards of homes and businesses across the land. The company is based in the UK, but its sales are truly global in nature. Its products are available in over 190 countries. Most incredibly in my view, Unilever products are used by 2.5 billion people every day on average. That scale of business and frequency of usage help to explain how the company’s products make up an enormous business with strong, ongoing demand.

The company has spent decades building well-known premium brands that make its customers choose Unilever products over alternative such as supermarkets’ own products. That gives the company what is known as pricing power. This enables a company to raise its prices to a certain extent maintain its profit margins. That can be useful to offset cost rises in its supply chain.

Risks to the Unilever share price

Such pricing power is helpful right now as rampant cost inflation in everything from detergent ingredients to packaging materials threatens to eat into profits. Indeed, Unilever expects to be hit by over €2bn of cost inflation in the first half of the year alone.

But the pricing power of its portfolio has enabled management to proclaim confidently: “In 2022, we will manage a significant input cost inflation cycle.” That sort of confidence about the ability to manage risks as they arise is one of the attractions to me of holding a blue-chip share like Unilever in my portfolio.

Why this is a FTSE 100 share to buy now

Not everyone shares my enthusiasm about the company though.  The Unilever share price has fallen 5% over the past year, even as the wider FTSE 100 has grown 8%.

That reflects concern about risks including inflation. But there has also been mounting investor dissatisfaction about Unilever’s management strategy. That became clear last month. It was announced that the company had bid unsuccessfully for the consumer healthcare business of rival GlaxoSmithKline.

The good thing about a business with several billion daily product users is that it benefits from long-term strength in customer demand. That can support future revenues. So while management can come and go, along with changes in strategy, the underlying business is built to be resilient. That is how I see Unilever, which raised its annual dividend 3% this month. After its share price has drifted down, I see value in a such a long-established, solid business. That is why I regard it as a share to buy today for my portfolio.

Christopher Ruane owns shares in Unilever. The Motley Fool UK has recommended GlaxoSmithKline and Unilever. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

At times of market volatility, a lot of investors feel the need to react in some way. That can be buying, selling — or going to the beach and forgetting all about it. But deciding such actions on the spur of the moment can have expensive consequences. That is why even with only a small amount of money to invest, I think it is important for one to have an investment strategy.

Such a strategy does not have to be complex. It can just be a few basic principles that an investor lands upon by reading about the subject and having some experience of their own. But having some sort of investment strategy helps me stay calm and think clearly even when the stock market is frenzied.

One simple part of my own investment philosophy is reflected in Aesop’s familiar fable of the tortoise and the hare.

The tortoise

Tortoise investors appear to move slowly. They can spend long periods of time without any activity in the stock market at all. That does not mean that they are idle. On the contrary, they may be busy researching and reading up on shares to buy. But often, they will just read.

In many cases, even if the tortoises do not come to the stock market, it will come to them. Tortoise investors who own dividend shares like Imperial Brands and Diageo are used to receiving regular passive income. Tortoise investors like passiveness — especially when they profit from it.

As a tortoise, if one needs to take so much time and energy to do something, it should be worthwhile. That is why tortoise investors ignore the noise of the market. They focus on making choices for the long term, calmly and rationally.

The hare

In contrast to the considered, long-term approach of the tortoise investor is the hare.

There can be some very quick profits as a hare. Whether it was piling in and out of dotcom stocks, or flipping meme socks like Gamestop and AMC, some hares have made a lot of money quickly amid market volatility. But hares like that are not really investors – they are speculators. Their successes and failures are about market timing and luck.

Such an approach can lead to sudden profits, but it can also lead to quick losses. The sorts of speculative shares the hare likes can move up or down in very unpredictable ways, disconnected from the underlying performance of the businesses concerned. That can make the hares nervous and lead them to make sudden, rash decisions that are costly.

It is also exhausting haring around. Hares feel the need to watch every market move because their investments are in speculative punts not carefully researched companies they are happy to buy and hold. So time they could spend relaxing is instead spent chasing every market move.

How I deal with market volatility

By investing like a tortoise, I can step away from the worry and noise of market volatility. Like the tortoise, my long-term approach to the stock market helps me stay calm. Instead of focusing on immediate events, investing for the long term also helps me take an optimistic approach. No matter how much volatility there is in the market, I can look forward to the future performance of well-run companies I own.

Christopher Ruane owns shares in Imperial Brands. The Motley Fool UK has recommended Diageo and Imperial Brands. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

2022 has been quite a volatile year so far for the Evraz (LSE:EVR) share price. The mining company watched its stock plummet by nearly 50% year-to-date. But today, it’s up by double-digits on the back of its latest results. Is this a sign that I should be considering this business for my portfolio? Let’s explore.

Why is the Evraz share price exploding today?

Evraz’s commodity portfolio is pretty diversified. The group has several mines extracting coal and iron, as well as vanadium from the ground. And to top it all off, it’s a leader in steel construction and rail supplies.

As I’ve explained before, mining and metal production is primarily a fixed-cost process. So the increases in raw material prices, courtesy of inflation, are actually proving to be quite the tailwind in expanding profit margins. In fact, just looking at its 2021 full-year results, underlying margins have surged from 22.7% to 35.4%.

What’s more, with the pandemic no longer being as disruptive, revenue jumped by 45%. And when combined with the increased profitability, net income came in at a whopping $3.1bn (£2.3bn). That’s 260% higher than a year ago and 850% more than pre-pandemic levels!

Net debt fell by 20%, while free cash flow more than doubled. Needless to say, this was a very encouraging report. And seeing the Evraz share price jump by almost 20% as a consequence is hardly surprising to me.

Trouble on the horizon

Despite this incredible performance and ongoing industry tailwinds, I’m not touching these shares with a 10-foot pole. The reason is the same as why the stock fell so sharply earlier this week. Evraz’s operations are almost entirely based in Eastern Europe — specifically, in Russia and Ukraine.

Several NATO nations, including the UK and US, have announced sanctions against Russia following a recently launched military strike. Without getting political on the subject, these sanctions will undoubtedly cause disruptions to the firm’s operations. And if those don’t, a war certainly will.

This is obviously the worst-case scenario. But if the group cannot safely move its extracted resources out of the area, capitalising on the elevated commodity prices will be quite challenging. So, I wouldn’t be surprised to see today’s gains in the Evraz share price reversed if the war between the two nations continues to escalate further.

The bottom line

While this business seems to have flourished in 2021, the ongoing geopolitical situation in Eastern Europe could prevent the firm from continuing its growth streak.

But suppose Evraz can somehow continue to operate without interruption? In that case, at a price-to-earnings ratio of 2.2, its share price today does look like a bargain. But personally, I think there are simply too many unknowns out of management’s control at the moment. So, I won’t be adding this stock to my portfolio today.

Zaven Boyrazian has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

With the Stocks and Shares ISA deadline just over a month away, I’m searching for the best shares to buy right now. While there are undoubtedly plenty of fantastic businesses out there, I recently spotted two that look particularly promising for my portfolio. Let’s take a closer look.

A rising star in the speciality chemicals space

The chemicals industry is often overlooked when searching for growth stocks. But Treatt (LSE:TET) has been on a roll in recent years. The stock has taken a beating in 2022, dropping by over 20%. But over the last five years, the performance has been far more impressive, with shareholders enjoying a nearly 200% return!

As a reminder, this business designs and produces flavours and fragrances for the consumer healthcare, beauty, and beverages industries.

The latter has been a particular source of growth as health-conscious individuals seek to eliminate sugars from their diet. By working directly with soft-drinks companies, Treatt uses all-natural ingredients to design bespoke sugar-free alternative flavourings.

Since the group is effectively a manufacturing business with a heavy sprinkle of science, it’s dependent on supply chains. Disruptions have been relatively minimal, but rising raw materials costs as inflation rises could start eating into profit margins.

However, the company does appear to have some pricing power to mitigate these adverse effects. And that’s a favourable trait I like to see when looking for the best shares to buy now. Hence why I’m considering it for my portfolio today.

Is this one of the best shares to buy right now?

The construction industry is another sector that doesn’t get much love from growth investors. Yet it’s hard to know why when looking at Somero Enterprises (LSE:SOM). The company designs and manufactures concrete-laying screed machines that can do the job of around 15 people significantly faster and to a higher-quality finish.

This automation solution has proven to be exceptionally popular among construction firms. So, it’s no surprise that the share price has nearly doubled in the last five years. While Treatt may have delivered better returns, it’s worth noting that 2019 had record-breaking storms that postponed customer projects, swiftly followed by a pandemic.

Laying concrete in the rain compromises its integrity, so construction projects are at the mercy of the weather. This results in delays for Somero’s revenue stream. And with global warming continuing to get worse, prolonged bad weather will undoubtedly make a return in the future.

But with the pandemic loosening its grip on the world and a massive government-funded capital injection into US infrastructure, I believe Somero Enterprises could be about to enjoy some enormous tailwinds. In fact, looking at its latest trading update, it seems these tailwinds may have already started blowing, with revenue expected to be ahead of expectations. That’s why I think it could be one of the best shares to buy now for my portfolio.

Zaven Boyrazian owns Somero Enterprises, Inc. The Motley Fool UK has recommended Somero Enterprises, Inc. and Treatt. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.