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Reckitt Benckiser might have to break itself up

Reckitt Benckiser is struggling to deliver meaningful growth from its brands. A new chief executive will not have a lot of time to do this

Alpha: Phil Oakley's shares round-up 2 May

Quality companies at decent valuations are getting harder to come by. This week Phil runs his eye over six shares.

Valuations no longer seem to matter

Not overpaying for quality companies is just as – if not more – important than picking the right companies in the first place

Can SSP shares climb much higher?

How food-on-the-go specialist SSP stacks up against travel retailer WH Smith

Alpha: Phil Oakley's shares round-up - 23 April

This week Phil looks at some companies at interesting strategic junctures

Is Tesco's recovery sustainable?

Tesco’s profit recovery is going well. However, it still faces significant challenges from Aldi and Lidl. Does it have the right business model to sustain its recent gains?

Alpha: Phil Oakley's shares round-up - 5 April

This week Phil analyses some smaller companies.

WH Smith: Travelling in the right direction

WH Smith's travel business is very profitable, and growing. It is the key driver of its share price, but can it keep delivering for shareholders?

Alpha: Phil Oakley's shares round-up - 29 March

This week Phil discusses Fevertree, Bellway, DP Poland, AG Barr and Michelmersh Brick Holdings.

¹û¶³´«Ã½ book club: crisis points and how to survive them

Tom Dines looks to two business classics to understand how investors can manage the corporate world's inherent uncertainties