Why I’m ‘keeping the faith’ with Fresnillo
One of the most difficult parts of being an investor is living with paper losses. Inevitably, there is a degree…
8 years ago
Robert Stephens, CFA
Why Centrica’s strategy lacks investment appeal
A change in strategy can reignite a company’s profit growth. Or, it can lead to large opportunity costs. In my…
8 years ago
Is Barratt Developments a value trap?
As the UK finally invokes Article 50 to leave the EU, the outlook for housebuilders such as Barratt Developments (LON:BDEV)…
8 years ago
Higher inflation could enhance Shell’s income appeal
Inflation is arguably one of the biggest dangers facing investors at the moment. Although it is currently only 2.3% in…
8 years ago
Kingfisher could be a surprise performer in the long run
Investing in a retailer with exposure to the UK economy may seem foolhardy given the prospects for UK plc. Consumer…
8 years ago
British American Tobacco is well placed for the RRP ‘arms race’
British American Tobacco (LON:BATS) has enjoyed a very successful decade. Its shares have risen by 225%. That’s 11x the capital…
8 years ago
Prudential’s Asian opportunity
News headlines in the last nine months have been dominated by Brexit and Trump. In my view, that’s understandable given…
8 years ago
Why Barclays could become an unlikely income ‘champion’
A recent poll suggested people in the UK are more worried about inflation than Brexit. That’s understandable, in my view,…
8 years ago
Restaurant Group could be hit by a ‘restaurant recession’
Although economic data suggests the UK economy has generally not been severely affected by the EU referendum, I expect a…
8 years ago
Why I’d ignore the director share sales and buy Centamin
The share price of gold miner Centamin* (LON:CEY) has slumped by over 12% in the last two weeks. Apart from…
8 years ago