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The Analyst
October 17, 2019
Putting rented assets on a company's balance sheet is long overdue
Rented assets have distorted investors' view of a company's risks and returns – thankfully, this is coming to an end
October 11, 2019
Alpha: Phil Oakley's shares round-up 11 October
It looks like quantitative easing is back - Phil still believes in the virtue of buying shares in quality companies.
October 08, 2019
Reading between the lines – scrutinising a company's annual report
After you have crunched the numbers, reading the key sections of a company's annual report provides you with a great overview of a company's business
September 25, 2019
Getting behind a balance sheet
Balance sheets may be just a snapshot of a company's finances, but they are packed full of valuable information for investors
September 20, 2019
Alpha: Phil Oakley's shares round-up 20 September
This week, Phil's round-up includes something of a rarity: a house builder share he likes!
September 19, 2019
Back to basics
Annual reports are a very valuable and underused resource. Investors can learn a great deal about a company with some very basic and simple analysis
September 11, 2019
What next for car dealership shares?
Car dealerships' shares are cheap because they face many threats and have few opportunities. The sector could interest value investors – but things could get worse before they get better
September 05, 2019
Alpha: Phil Oakley's shares round-up 5 September
Phil's keeping a close eye on the value of the pound against the US Dollar as this could affect the returns on his Fantasy Sipp.
September 04, 2019
Investing in a world of negative interest rates
Negative yields on bonds are a warning to equity investors that the bull market may not last, but suggest that the bond bull market may continue and a new one in gold may begin
August 23, 2019
Alpha: Phil Oakley's shares round-up 23 August
Phil muses on Greene King's surprising takeover news and Persimmon's charm offensive.
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