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Our small-cap stock picking expert highlights another three companies on his watchlist that have upgraded profit guidance

A little known UK engineering group has landed a multi-year nuclear decommissioning contract at Sellafield and is primed to win more tenders, too, a factor that is not reflected in the current valuation

Another one of Simon Thompson’s Ben Graham inspired value plays has just received a bid approach and our small-cap stockpicking specialist highlights a repeat buying opportunity in another under-rated company on his watchlist

John Rosier has an eye on inflation, but is staying fully invested for now.

John Baron explains how the portfolios are balancing their exposure as sentiment shifts

Rate your portfolio’s income prospects as company dividends return

John Rosier’s portfolio is back to its market-beating ways so he’s not making any changes – for the first time in nine years

John Baron suggests the combination of home-grown innovation and a shift in sentiment might make the UK a star performer

Momentum investing has done badly so far this year. This could be another Covid effect, rather than the death of a great strategy

John Rosier has been tweaking his portfolio in anticipation of a post-pandemic spending boom