Robert Stephens, CFA

Brexit makes me bearish on the Sainsbury’s growth plan

Sainsbury's (LON:SBRY) has a rather strange growth strategy, given the outlook for the UK economy. Its purchase of Home Retail…

House prices are going nowhere – but Persimmon just might

December's Halifax House Price Index showed that house prices rose by just 0.2% in the last month. This gives a…

Risky times call for a low risk stock

Looking ahead to 2017, it feels as though there are a number of major risks facing investors. In fact, it…

Why Whitbread is set to prosper from Brexit

It’s easy to look at Brexit and come to the conclusion that it will be bad for all UK-focused companies.…

Is ABF the answer to Brexit woes?

For most investors, it’s been a case of ‘so far, so good’ since the EU referendum. The only real impact…

British Land’s appeal has been boosted by Brexit

In the days following the EU referendum, UK commercial property was the last thing investors wanted to hold. Various funds…

Why Randgold Resources is one of my top picks for 2017

Perhaps the most surprising price movement since the US election has been that of gold. Following a spike to $1,321…

This defence giant should prosper under Trump

Donald Trump’s Presidency could be great news for defence companies such as BAE Systems (LON:BA.). He is apparently seeking to…

GlaxoSmithKline has appeal after Trump victory

The reaction to Donald Trump’s election victory has been surprising. First, stock markets sank. Then they rose. Now at the…

M&S lacks appeal as inflation edges higher

In recent years, we have become used to a low level of inflation. However, since the EU referendum the economic…