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Waiting on the starting gun for a re-rate

After bad news sometimes caution gets over-baked into stock valuations

Semiconductor and data services stocks with upside potential

These two stocks operate in volatile but potentially vastly lucrative areas of the modern economy

Uncommon ventures offering double-digit shareholder returns

These stocks in niche sectors merit a fresh look.

When cheap shares offer real value

Positive catalysts can realise risk premiums the market fairly priced in

Shares that could profit from the US election

Depending on the election outcome, restrictions could be removed on these companies

Two shares looking positively to the future

Phil Oakley reviews a global asset management titan and an Aim-listed media stock.

Two Aim stocks with strong macro drivers

Tailwinds and operational gearing could help investors make handsome returns.

An upgrade stock in an AI sweet spot

Operational gearing and profit upgrade potential.

Doubts about earnings quality

Phil Oakley analyses the quality of growth at a corporate payments company and private medical services provider

BP, SSE, the energy transition and dividends

These energy mainstays are undergoing massive change.