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Taking Stock
July 14, 2023
The stocks that will benefit from a 'reshoring' trend
Industrial automation, US small-caps and value-add producers are the way forward
July 05, 2023
Investors can take some encouragement from Sainsbury's
The grocery industry is still facing accusations of persistent price gouging, but raw figures suggest otherwise
June 30, 2023
It's time to revive the buy case for Fevertree
The return on equity will nearly double by the end of next year
June 23, 2023
You need to understand Saudi to forecast oil major profits
There are numerous price levers, but Saudi manipulation of the oil market will drive industry profits over the long run
June 16, 2023
It’s about to get easier to find successful small caps
Taking Stock: Famed investor Jim Slator's mantra of using the PEG ratio could be about to be a useful investor tool
June 09, 2023
The ESG political debate intensifies
Because of the extent of so-called 'greenwashing' there are no easy assumptions on how genuine ESG strategies are performing
May 31, 2023
How safe are Big Tobacco's dividends?
They're not exactly ‘bond proxies’ but they can help mitigate the ravages of inflation
May 26, 2023
Commercial real estate is nearly a contrarian play
Rental growth should outweigh the increase in financing costs
May 19, 2023
Some stocks will benefit from a landlord exodus
The direction for buy-to-let is clear and it's unlikely landlords that have left will ever come back
May 12, 2023
How to invest when the dollar is weak
A US dollar devaluation could have material implications for investors
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