Robert Stephens, CFA

Auto Trader has investment appeal ahead of Brexit

Brexit negotiations will soon begin and I believe companies with large economic moats and defensive characteristics will perform well. An…

Is Direct Line a bargain after the profit warning?

According to a range of headlines this week, car insurance premiums are set to soar. Normally, this would be great…

Margin of safety makes Lloyds attractive

Lloyds (LON:LLOY) has a valuation which I think is exceptionally cheap. I feel this will be important during 2017, since…

Dollar strength makes Unilever a no-brainer for US rivals

Kraft Heinz’s bid for Unilever (LON:ULVR) will not be the last takeover approach for the Anglo-Dutch business, in my opinion.…

Aviva is a stock for all seasons

Predicting the future is fraught with difficulty. Even during the most genteel of trading conditions, risks can come along which…

Why Imperial Brands could be a takeover target

The tobacco sector looks ripe for consolidation. Already in recent months, sector heavyweight British American Tobacco has sought to merge…

This factor could hold the key to Tullow Oil’s future

Low interest rates have incentivised borrowing in recent years. There has been little reason for companies to reduce their debt…

Randgold’s income attractions are shining through

In my view, dividend investing is about more than simply buying a handful of high-yielding shares. I focus less on…

Housing crisis makes this house builder a strong buy

In recent decades, house prices have become a national obsession. Other countries across Europe seem to lack this constant focus…

Why easyJet has become an ‘easy buy’

The FTSE 100 has surged 17% in the last year, but easyJet (LON:EZJ) has slumped 38%. For some investors, a…