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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.

Two companies offering returns with different flavours

The investment thesis has changed significantly for both a dividend stalwart and a leading housebuilder, says Robin Hardy

When to back a value or a momentum share

A past-maligned stock on a good run, or a former stalwart in a rut - which is the best buy?

Outsourcing for investment income

How sustainable are these seemingly robust dividend payments?

Long term growth stocks that could re-rate

These US companies will be ripe to re-rate once Fed policy eases.

Quality stocks and double-digit potential returns

Well-executed business models in structural growth markets.

Large 'undervaluation' comes with risk

Some stocks may be technically undervalued but it is right that more risk is priced in.

Insurance and AI hype stories

Phil Oakley examines a re-rate story and an AI support play.

Shares with fairly priced profit potential

A cheaper connectivity business plus an attractively priced trading firm.