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Alpha Weekly Analysis
June 10, 2021
Income assessments and BAE Systems' growth conundrum
Understanding the income case for companies from our Alpha screen and in the news.
May 21, 2021
Expensive share prices matter eventually
Finally it seems that stock markets have woken up to valuation risk
May 14, 2021
Inflation: is there still too much complacency?
Volatility has risen in stock markets but inflationary pressures could continue to mount.
May 07, 2021
New Wall Street dynamics make it harder to pick stocks
Warren Buffett style value opportunities have been limited by monetary policy and SPACs
April 23, 2021
Markets face stiff headwinds
There are still plenty of reasons to think shares could struggle in the months ahead.
April 16, 2021
Is it too easy to make money from the stock market?
Stock markets keep going up but investors should be wary of complacency
April 09, 2021
The investment cases for ASOS and Next
Online retail is a theme for this week's round-up plus thoughts on corporation tax.
April 01, 2021
Does the value rotation rally really have legs?
Its been a volatile first quarter of the year - but Phil Oakley is sticking to his guns
March 19, 2021
Games Workshop, Fevertree, BT, Greggs and Ocado round-up
Don't worry about what you can't change, focus on the shares you own.
March 12, 2021
Cult of the number overly punishes LSE Group and Costco
Sometimes analysts' short-term focus misses the point where quality businesses are concerned.
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