DFS may not fit the definition of a quality growth stock but its profitability and cheap valuation means its shares are worth a look.
It’s very easy to dismiss DFS as a boring and unexceptional business in a low growth market. A closer look at the company suggests that it is actually a very good business.
In this week’s podcast Phil and John discuss the energy crisis and how investors can protect themselves from potentially sticky inflation
In this week’s Quality Shares Podcast Phil and John discuss the fallout from … Read more
Why there could be value in the unloved home retail sector
It is often said that large-ticket purchases are discretionary. I don’t know if you have ever tried living in a house without a … Read more
Why one good year for PZ Cussons doesn’t mean a turnaround has been established
Just a short email today as I really need to knuckle down to some analysis, and I am still struggling with … Read more
Victrex has many of the hallmarks of a very good business, but without sustainable profits growth it will struggle to reward long term investors.
One of the key characteristics I look for in a company is its ability to solve problems for its customers. Problem solvers have the potential to carve out very profitable niches for themselves that can be hard for competitors to copy. If the markets for niche products can grow then you may have the ingredients for an outstanding long-term investment.
The HGV driver shortage is starting to have a huge impact on public services, which could spell trouble for investors.
Today is bin day in my village, and luckily my rubbish will be collected. I say luckily, because it seems … Read more
Why investors need to keep a close eye on developments in the Chinese property market (and a nice picture of some classic vans)
It was never my intention to write market reports for Invest-ability, but I have returned … Read more
Some simple techniques for analysing quarterly or half year reports can give investors valuable insights into a company’s performance and future prospects.
In Joel Greenblatt’s excellent book “You can be a Stock Market Genius” one of his tips for finding potential winning stocks is to look at what are referred to as “spin offs".
Welcome to Invest-ability.co.uk, free-thinking, plain-speaking insight into the world of investing from Phil Oakley and John Hughman
It seems a long time ago that I left the publication that shall remain nameless after nearly 15 years, and only a very … Read more
Phil's weekly thoughts on the markets along with his views on Games Workshop, Fevertree, AB Foods, JD Sports, Ashtead and Restaurant Group.
Has the stock market bull run finally run out of steam? It feels like it.
