Robert Stephens, CFA

A special dividend means ITV is worth the risk

Special dividends have long been overshadowed by share buybacks. The latter has proven popular with company management due in part…

Why Intu Properties may be a painful contrarian ‘buy’

This week, the Halifax House Price Index said residential property prices in the UK recorded their first quarterly decline since…

Why Brexit makes GoCompare a buy

There will inevitably be winners and losers from Brexit. While it may be the latter who feature most prominently in…

UK property’s recovery potential makes Bovis a buy

Since my earliest days of investing, I’ve made my biggest returns on recovery stocks. While they’re not for everyone, for…

Hikma Pharmaceuticals offers defensive qualities

It’s always easy to spot bubbles in asset prices after they have burst. Doing so beforehand is more challenging. However,…

HSBC’s Asian growth story offers a tonic to European risks

The European banking sector made gains earlier this week following the first round of the French election. Investors seem to…

Merlin offers refuge from the political rollercoaster

If the last year has taught me one thing, it’s that assumptions should never be made when it comes to…

Emotions aside, Next could be a stunning buy

Being able to put emotions to one side is possibly the most difficult part of investing. Accumulating knowledge and capital…

How management change has made Tesco a star buy

Less than three years ago, Tesco (LON:TSCO) was in dire straits. It had recently announced a possible overstatement of profits,…

JD Sports Fashion: International ambitions could fuel strong long-term returns

CPI inflation may have held steady at 2.3% in March, but it is likely to cause intense pressure for UK…