Phil Oakley

Phil has over 25 years experience of investing. He started out as an investment analyst for asset managers and City stockbrokers before becoming a writer. He has worked for MoneyWeek and Investors’ Chronicle and was the CFA UK Financial Journalist of the year in 2020. He worked for ShareScope between 2014 and 2018 and helped to develop many of the investment tools in SharePad. He has written a number of educational investment articles for ShareScope and is also the author of the book How to Pick Quality Shares. 

I am passionate about investor education and try and make what might seem complicated subjects easier to understand. Investing is not just about picking winners but also avoiding losers and learning from your mistakes. My aim is to make investing as simple as possible by focusing on what matters and avoiding what doesn’t.

Is now a good time to buy Forterra shares?

Buying shares when they are unpopular can be a profitable investing strategy. Phil takes a look at one of the UK’s leading brickmakers, Forterra, to see if now could be a good time to buy its shares. A good business underpinned by strong long-term demand for new homes The long-term bull case for buying shares

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Moneysupermarket shares could keep on rewarding investors

A business that aims to save its customers money should be doing well during a cost of living crisis. Phil looks at Moneysupermarket.com and asks if the recent rally in its shares has further to go. The business Moneysupermarket (MSM) is the UK’s largest price comparison website. It aims to save people money on household

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Investing in government bonds for income – is it worth it?

Phil looks at the income on offer from UK government bonds and asks whether sticking with shares might still be a better option. Since the 2008/09 financial crisis, investing in government bonds for income has not been very fruitful. The policy of very low-interest rates as a response to the crisis meant that many governments

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Is SSE an undervalued renewable energy business?

Phil Oakley takes a look SSE (formerly known as Scottish & Southern Energy), which despite its history of unsustainable growth highlighting the dangers of investing solely on the basis of dividend yield may still be undervalued given long-term potential of its renewable energy portfolio. The dangers of investing for high dividend yields For years SSE

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Have investors wrongly called “time” on Watches of Switzerland?

Watches of Switzerland shares have been stellar performers since listing on the London market nearly four years ago. However, since peaking at over £15 at the end of 2021, they have more than halved in value. This is despite profits continuing to grow and forecast guidance being maintained. The sales of luxury watches boomed during

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Can Domino’s Pizza deliver again for shareholders?

Not so long ago, Domino’s Pizza was seen as an attractive growth stock with a lot going for it. Investors viewed the company as a classic retail “roll out” situation where strong growth from existing stores could be turbocharged by opening lots of new ones. This was then rounded off with an asset-light business model

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Is now a good time to buy Howden Joinery shares?

Shares in kitchen supplier Howden Joinery have rewarded long-term investors handsomely. For me, it is one of the highest quality UK businesses in the FTSE 250 index. It is very shareholder friendly, whilst its annual report is one of the best I have read when it comes to explaining how a business works. Howden has

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Getting the right balance between risk and return

Investing in shares is risky but if you want to grow the value of your investments you have to take some risk. Getting the balance between risk and potential returns is one of the key decisions you must make as an investor. There’s often a lot of focus on gains but very little on risk.

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Can Fevertree regain its fizz?

Investors are often intrigued with companies where the share price has fallen a long way. If it can recover, then there could be potential for big gains, especially if the company’s business can improve. Premium soft drinks company Fevertree was loved by the stock market five years ago, but has experienced a dramatic fall from

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Checking out a company’s revenues

One of the best things you can do to really understand a business is to spend some time studying how and from where a company generates its revenues. A series of simple and straightforward questions can allow you to gain a great deal of insight into how a company works. All of the information you

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A guide to free cash flow in SharePad

A cash flow analysis of a company has long been seen as a good thing for an investor to do. Often, if you want to get a feel for what’s really going on with a company and the numbers it produces, its cash flow statement will tell you a lot more than its income statement.

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