John Ficenec

Energy Assets is growing rapidly as regulation boosts demand for its services, but the shares don't reflect its excellent inflation-linked utility-like revenue stream and secure financing.

Temporary power provider APR Energy has signed major new contracts in war-ravaged Libya, improving earnings visibility. The market has responded well and we are retiring our sell recommendation.

RESULTS: Financial markets software specialist First Derivatives is winning contracts as clients face more regulation and look for ways to cut costs

Global yield compression has driven utilities to record highs, but fault lines are now beginning to show.

A flurry of contract wins and a chunky dividend yield leave fit-out group ISG's share price rating looking churlishly low

RESULTS: Engineering consultant's work on the "M25 of the Middle East" boosts profits and investors can still snap up a bargain on nine times earnings, too.

An open letter from the water regulator aimed at the heart of the defensive sector's returns leads us to believe investors should review their holdings of these income favourites.

SHARE TIP UPDATE: Losses widen at garden supplies business William Sinclair, the dividend shrinks and we retain our recommendation. Sell.

RESULTS: Support services group Falkland Islands boasts plenty of potential as oil exploration efforts around the islands pick up momentum - but, right now, trading looks subdued

RESULTS: Safety harness specialist posts record results as aerospace sales take off and, with a growing US order book, we upgrade our advice