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Well-executed business models in structural growth markets.
Some stocks may be technically undervalued but it is right that more risk is priced in.
Phil Oakley examines a re-rate story and an AI support play.
A cheaper connectivity business plus an attractively priced trading firm.
Does Unilever's strategy re-jig make it riskier than Lloyds in the short-term?
Phil Oakley on a company with a vital niche.
Avoid being misled into mistakes by an often reliable ratio.
Phil Oakley makes an important sense check on exuberant stock prices
America's fiscal largesse drives earnings upgrades
How to judge favourable equity stories after a latest burst.
