Taking StockHMV vs Focusrite – the case for specialismThe contrasting fortunes of HMV and Focusrite could point to a wider divergence in the consumer marketSave2 January 2019
Taking StockRetail inventories a pointer to profits in 2019The profit warning from Asos shows that ‘tech’ valuations count for nothing in the face of wider consumer trendsSave20 December 2018
Taking Stock#MeToo and corporate governanceMoves to stamp out sexual harassment and bullying in the workplace are gathering momentum – it's an issue for investorsSave12 December 2018
Taking StockShell responds to green catalystsThe energy supermajor has bowed to shareholder activism, but wider issues are at playSave6 December 2018
Taking StockThe tech rout continuesThe tech rout shows that it's difficult to square commercial imperatives with evolving regulationSave21 November 2018
Taking StockAddicted to profits – Big Tobacco's latest wheezeDespite this week’s sell-off, the reports of Big Tobacco’s death are greatly exaggeratedSave14 November 2018
Taking StockWhen liquidity goes, fundamentals endureA spate of UK profit warnings have put investors on edge, but refocusing on fundamentals could bring stockpicking to the foreSave7 November 2018
Taking StockRevenue is vanity, profit sanity, but is cash king?The inexorable rise of digital transfer technologies has given way to a thematic opportunity for investors Save25 October 2018
Taking StockBond proxies and the price of fudgeThe future of former state-controlled 'bond proxies' is far from assured, but there are compelling alternatives for investorsSave18 October 2018
Taking StockWaiting for the end of the worldCould a narrowing equity-risk premium and rising oil prices prefigure a sustained market correction – with Asian markets particularly susceptible? Save10 October 2018
