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Alpha weekly analysis
September 08, 2023
Two reasonably priced shares on growth drives
Phil Oakley examines two companies with ambitious plans
August 29, 2023
Playing AI via infrastructure and security
Phil Oakley looks at the growth drivers and challenges for two technology stocks.
August 11, 2023
Two high margin 'enabler' businesses worth investigating
Phil Oakley examines companies where changes in revenue have a bigger impact on profits.
July 28, 2023
Two great companies that keep doing the right things
Phil Oakley delves into one of the UK's best companies and discusses why Amazon's prospects remain good
July 24, 2023
Even the investment case for strong companies needs sense checking
Robin Hardy examines chemicals business Croda and engineering company IMI
July 14, 2023
Three shares with the hallmark of quality
Phil Oakley revisits the investment case for three profitable companies.
June 30, 2023
Reasons to tighten the tap on water dividends
Issues are complex for water companies, even down to how they're valued
June 27, 2023
Income shares, net zero and the future of dividends
Expenditure towards the energy transition changes investment cases involving income.
June 12, 2023
Two strong upgrade shares to buy on the next dip
Strategic shifts and favourable markets look likely to be rewarded
May 12, 2023
Two cases for taking the dividend and awaiting a re-rating
Will these companies deal with the issues that hold down their share prices?
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