Robert Stephens, CFA

If Donald Trump wins, this stock should soar

The US Presidential election will finally be over on Tuesday 8 November. It’s been a long and interesting campaign, but…

Oil price weakness a major headache for BHP Billiton

Since BHP Billiton (LON:BLT) relies on its oil division for 29.6% of its EBITDA, the uncertain outlook for oil leaves…

Brexit makes Diageo a takeover target

Perhaps the biggest effect of Brexit thus far has been its impact on the pound. It has weakened by 18%…

Will Tesco survive Brexit?

Tesco (LON:TSCO) used to be a rather dull stock. It was seen as a defensive play with a generous yield…

National Grid has defensive appeal

The prospect of a new US President, a US interest rate rise and Brexit mean that defensive stocks could become…

House builder Berkeley Group can bounce back from Brexit

Despite the Brexit vote, house builders remain an attractive investment proposition. With its high, well-covered yield and low valuation, Berkeley…

Gold miner Centamin has appeal as volatility rises

Owning Centamin (LON:CEY) as part of a diversified portfolio of shares looks like a sound move given the uncertain outlook…

Why Imperial Brands is the best bet for income investors

Since the credit crunch, income investing has become more popular. This has been caused by falling interest rates, low bond…

Why Unilever is my favourite consumer goods play

One of my best performing investments in recent years has been Unilever (LON:ULVR). It has risen by 33% in the…

Why Shell will benefit from this major global challenge

The world’s population is forecast to increase from 7.3 billion today to 9.7 billion by 2050. That’s a rise of…