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Two companies under threat might fill a gap in the Bearbull Income Portfolio

Companies’ capital spending is like any other good thing – you can have too much of it

Fast-growing means ‘tough to forecast’, a risk that may be acceptable but has to be acknowledged

The demands of capital spending mean UK-listed water suppliers are in danger of drowning in debt

Shares in some consumer-facing UK companies have done better than intuition might say – and that may even continue

Sniffing around the worst performers in the All-Share index reveals some high-yield opportunities

In company boardrooms – as in life – the best-laid plans count for little when reality calls

Assess a takeover bid much as you would any investment proposition. That helps clarify thinking

A ditched stock has made a reappearance at the expense of one that was on the threatened list forever

Norway’s giant oil fund prompts thoughts about Brexit and the nature of long-term investing