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A little known UK engineering group has landed a multi-year nuclear decommissioning contract at Sellafield and is primed to win more tenders, too, a factor that is not reflected in the current valuation
Another one of Simon Thompson’s Ben Graham inspired value plays has just received a bid approach and our small-cap stockpicking specialist highlights a repeat buying opportunity in another under-rated company on his watchlist
John Rosier has an eye on inflation, but is staying fully invested for now.
John Baron explains how the portfolios are balancing their exposure as sentiment shifts
Rate your portfolio’s income prospects as company dividends return
John Rosier’s portfolio is back to its market-beating ways so he’s not making any changes – for the first time in nine years
John Baron suggests the combination of home-grown innovation and a shift in sentiment might make the UK a star performer
Momentum investing has done badly so far this year. This could be another Covid effect, rather than the death of a great strategy
John Rosier has been tweaking his portfolio in anticipation of a post-pandemic spending boom
John Rosier explains why he believes asset prices will remain robust going forward