This month John Baron argues that sentiment and fundamentals have now diverged and investors should consider moving against the consensus and look for the clues that show the UK offers compelling value. Click here to read the full story.
The key to timing an entry point in any company, says Simon Thompson, is to identify a major change in trend that other investors have yet to cotton onto, but are likely to do so in the near future, thus maximising the return on your capital in the shortest period of time. This is what’s on offer with Simon's latest value investing play as investors have yet to wake up the buoyant trading the company is enjoying, nor for that matter the record order book that underpins expectations of double digit-earnings growth in the coming years. Click here to read Simon's latest Alpha company report. You can subscribe to Alph here.
And on this week's Companies & Markets Show, editor John Hughman talks to Julia Faurschou and Phil Oakley about two companies turning their backs on North American expansion, and two very UK-centric companies faring rather better than you might expect. Click here to listen to the free podcast.