Robert Stephens, CFA

Will Tesco survive Brexit?

Will Tesco survive Brexit?

4 mins. to read

Tesco (LON:TSCO) used to be a rather dull stock. It was seen as a defensive play with a generous yield and had the potential to expand abroad in Asia and the US. Today, its business is anything but dull. A new management team is in the process of changing the company so that it is…

National Grid has defensive appeal

National Grid has defensive appeal

5 mins. to read

The prospect of a new US President, a US interest rate rise and Brexit mean that defensive stocks could become increasingly popular. That’s why I’m optimistic about National Grid’s future prospects. There is no such thing as return without risk. In fact, risk is always present for equity investors. However, there are periods of time…

House builder Berkeley Group can bounce back from Brexit

House builder Berkeley Group can bounce back from Brexit

5 mins. to read

Despite the Brexit vote, house builders remain an attractive investment proposition. With its high, well-covered yield and low valuation, Berkeley is a star buy for the long term in my opinion. Brexit may cause underperformance in the short run as well as a volatile share price, but Berkeley’s overall risk/reward ratio has significant appeal. According…

Gold miner Centamin has appeal as volatility rises

Gold miner Centamin has appeal as volatility rises

4 mins. to read

Owning Centamin (LON:CEY) as part of a diversified portfolio of shares looks like a sound move given the uncertain outlook for the global economy. One of the big success stories of 2016 has been the rising price of gold. It started the year at $1,061 per ounce and now trades 18.3% higher at $1,255 per…

Why Imperial Brands is the best bet for income investors

Why Imperial Brands is the best bet for income investors

4 mins. to read

Since the credit crunch, income investing has become more popular. This has been caused by falling interest rates, low bond yields and an opportunity cost from holding cash. Now that interest rates have fallen yet further, I believe that income investing will become even more important to many more investors. One stock which I think…

Why Unilever is my favourite consumer goods play

Why Unilever is my favourite consumer goods play

4 mins. to read

One of my best performing investments in recent years has been Unilever (LON:ULVR). It has risen by 33% in the last year even though the outlook for emerging markets has at times appeared uncertain. However, it is those same emerging markets which provide Unilever with a stunning growth outlook. For me, Unilever’s exposure to developing…

Why Shell will benefit from this major global challenge
JuliusKielaitis / Shutterstock.com

Why Shell will benefit from this major global challenge

5 mins. to read

The world’s population is forecast to increase from 7.3 billion today to 9.7 billion by 2050. That’s a rise of 33% in just 34 years and this brings a significant challenge. That is how to balance the increased energy needs of a larger population of people with a required reduction in carbon dioxide emissions. Shell…