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Alpha Weekly Analysis
September 13, 2024
Doubts about earnings quality
Phil Oakley analyses the quality of growth at a corporate payments company and private medical services provider
September 06, 2024
BP, SSE, the energy transition and dividends
These energy mainstays are undergoing massive change.
August 23, 2024
Two companies offering returns with different flavours
The investment thesis has changed significantly for both a dividend stalwart and a leading housebuilder, says Robin Hardy
August 09, 2024
When to back a value or a momentum share
A past-maligned stock on a good run, or a former stalwart in a rut - which is the best buy?
July 29, 2024
Outsourcing for investment income
How sustainable are these seemingly robust dividend payments?
July 23, 2024
Long term growth stocks that could re-rate
These US companies will be ripe to re-rate once Fed policy eases.
June 27, 2024
Quality stocks and double-digit potential returns
Well-executed business models in structural growth markets.
June 14, 2024
Large 'undervaluation' comes with risk
Some stocks may be technically undervalued but it is right that more risk is priced in.
June 04, 2024
Insurance and AI hype stories
Phil Oakley examines a re-rate story and an AI support play.
May 24, 2024
Shares with fairly priced profit potential
A cheaper connectivity business plus an attractively priced trading firm.
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