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Get on the right side of inflation with infrastructure
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Alpha weekly analysis
April 26, 2024
How to spot if a stock is fully valued
Phil Oakley makes an important sense check on exuberant stock prices
April 22, 2024
Get on the right side of inflation with infrastructure
America's fiscal largesse drives earnings upgrades
April 18, 2024
Sprinter shares
How to judge favourable equity stories after a latest burst.
April 12, 2024
Momentum shares with further to run
Phil Oakley discusses two high-performing shares
March 28, 2024
Travel shares still going places
Niche operators with wide moats are looking to consolidate and grow.
March 22, 2024
Two e-commerce problem solver shares
Businesses with loyal customers make good investments.
March 14, 2024
Shares for brave investors
Speculative, volatile but potentially high returns?
March 11, 2024
The growing defensive stock you haven't heard of
This business is simple, expanding and its shares are attractively valued, Phil Oakley explains
March 04, 2024
Private equity can still drive a healthy return
One of our stocks this week has visible upside, the other needs to demonstrate more dynamism.
February 23, 2024
Quality shares growth analysis and fair value
Diageo faces challenges but a major US healthcare business is in decent fettle
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