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An essential quality compounder connector business
Oil majors stay committed to cash distributions
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Alpha weekly analysis
January 20, 2023
Diageo tempts investors with a top-up
Diageo's "drink less, but drink better" focus could justify a slightly higher valuation.
January 20, 2023
Data boom will ensure Experian's quality persists
Data insight is a defensive industry with high barriers to entry
November 28, 2022
Don't be fooled: Bunzl is still a great long-term holding
Analysts seem to have a downer on Bunzl, but arguably there are reasons to be optimistic.
November 28, 2022
Value Rotork has defensive qualities
Recent trading belies a series of tailwinds
November 28, 2022
RS Group has ample cash to put to good use
The CEO's leave of absence is concerning but the business is cash rich and robust.
November 21, 2022
Your private investor quality shares advantage
Our secret buy sider says retail investors have time on their side.
November 10, 2022
National Grid makes big promises
Can impressive investment tally with generous dividend growth?
November 10, 2022
Evaluating GSK's dividend potion
Now focussed fully on pharma, GSK has competing demands on its cash
November 10, 2022
Healthy cash flow supports 3i dividend
The private equity trust is in better health than its discount would suggest.
November 03, 2022
Three recession resilient US shares
US blue chips CME Group, Kraft Heinz and Gilead Sciences have important advantages
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