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James Halstead is a very dependable business, but its shares look overly expensive given its slow growth in profits

With economic clouds gathering, there is a great backdrop for precious metals.

Cash and debt balances can mislead investors and trick them into thinking that companies are better and their shares are cheaper than they really are

Phil sifts through more company results to see who's in good shape amid a deteriorating macro outlook.

Croda is a high quality business. Yet quality without growth is not a good mix for investors, especially when the shares are richly valued

In a bumper reporting week, Phil gives his insights into eight companies.

Getting behind a company's balance sheet and checking out the quality of its assets is one of the most powerful and revealing bits of research an investor can do

The best businesses deliver their customers value for money, companies that make pricing mistakes are often punished in the long run.

Selling after the first profit warning is often the right thing to do but sometimes opportunities are created by them

Phil has reservations about how talk of rate cuts is driving the market, but fundamental quality remains a big part of his investing philosophy.