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Taking Stock
July 28, 2023
Freeport-McMoRan is a compelling copper play
A US miner with a record of solid operational execution could be the best way of riding the copper price
July 26, 2023
Centamin earnings up despite a capital-intensive phase
Grades were down due to the scheduled inclusion of low-grade oxide and transitional ore tonnage
July 26, 2023
Rio Tinto's underlying cash profits slip as prices dip
The miner's operations continue to evolve – at a cost
July 21, 2023
Emerging markets (ex China) are recovering well
Sentiment is improving, but has yet to filter through to asset manager results
July 14, 2023
The stocks that will benefit from a 'reshoring' trend
Industrial automation, US small-caps and value-add producers are the way forward
July 06, 2023
Currys pulls dividend on Nordic troubles
The company missed its debt targets as trading deteriorated
July 05, 2023
Investors can take some encouragement from Sainsbury's
The grocery industry is still facing accusations of persistent price gouging, but raw figures suggest otherwise
June 30, 2023
It's time to revive the buy case for Fevertree
The return on equity will nearly double by the end of next year
June 23, 2023
You need to understand Saudi to forecast oil major profits
There are numerous price levers, but Saudi manipulation of the oil market will drive industry profits over the long run
June 16, 2023
It’s about to get easier to find successful small caps
Taking Stock: Famed investor Jim Slator's mantra of using the PEG ratio could be about to be a useful investor tool
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