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Phil muses on Greene King's surprising takeover news and Persimmon's charm offensive.
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