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Taking Stock
May 24, 2024
UK small caps are becoming more compelling
The bounce since October reflects improved expectations on prices in the economy
May 17, 2024
Diageo is becoming a viable recovery play
Considering the severity of the markdown, it might pay to assess whether this blue-chip has been oversold
May 10, 2024
A commercial property special opportunity
After a distressing period for Reit investors, a recovery play on the commercial property market hopes to debut in London
May 03, 2024
Howden Joinery is playing the long game
Market share growth is possibly taking precedence over near-term profitability
April 26, 2024
Breedon will add ballast to your portfolio
The company's foray into the US market carries heightened integration risk, but that's outweighed by the long-term potential across the pond
April 19, 2024
Will 'Sell in May and go away' work in 2024?
Trading volumes and investor enthusiasm might hold the key to the May phenomenon – assuming, of course, that there is one
April 12, 2024
Social media stocks face mounting legal troubles
A new Florida law joins a raft of legislation that could increase risks for investors exposed to social media platforms
April 05, 2024
Anglo American could soon be a takeover target
The embattled miner has hardly been flavour of the month, but the share price could find support from several directions
March 28, 2024
A new deal means Melrose can put past failures behind it
Secular trends and supply constraints are working in its favour
March 22, 2024
Cohort vs Chemring: who wins in a troubled world?
Defence contractors are being asked to meet expanding replenishment needs
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