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Phil Oakley's Weekly Roundup

This is my weekly newsletter exclusively for ShareScope and SharePad subscribers. In it I'll be looking at the markets, one or more stocks that have caught my eye, and a stock screen.

Please feel free to send feedback to analysis@sharescope.co.uk.

About Phil

Phil was a professional share analyst for 13 years working for leading City institutions. He left the City to educate private investors and spent 3 years as senior investment writer for MoneyWeek magazine before joining us.

Date Synopsis
20/07/2018 In his final weekly newsletter, Phil talks about his favourite tools in SharePad. View PDF
11/07/2018 Ocado (OCD), Sky (SKY), Barratt Developments (BDEV), Indivior (INDV), Johnston Press (JPR) and pub companies. View PDF
05/07/2018 Greene King (GNK), Sainsbury (SBRY), Topps Tiles (TPT) and McBride (MCB). View PDF
28/06/2018 Whitbread (WTB), Northgate (NTG) and Carpetright (CPR). View PDF
21/06/2018 Debenhams (DEB), McCarthy & Stone (MCS), Ashtead (AHT), Footasylum (FOOT), Telecom Plus (TEP) and Berkeley Group (BKG). View PDF
15/06/2018 Fuller, Smith & Turner (FSTA), Halma (HLMA), Crest Nicholson (CRST), Connect (CNCT) and Domino's Pizza (DOM).. View PDF
07/06/2018 First Group (FGP), WH Smith (SMWH), AO World (AO) and Apple (Nasdaq:AAPL). View PDF
24/05/2018 Scapa (SCPA), Hollywood Bowl (BOWL) and Marks & Spencer (MKS). View PDF
17/05/2018 Patisserie Holdings (CAKE), easyJet (EZJ) and Victrex (VCT). View PDF
10/05/2018 Treatt (TET), On the Beach (OTB) and Vertu Motors (VTU). View PDF
03/05/2018 Sainsbury's (SBRY), Connect Group (CNCT) and Avon Rubber (AVON). View PDF
26/04/2018 boohoo.com (BOO), Lok n' Store (LOK) and AB Dynamics (ADBP). View PDF
20/04/2018 Whitbread, Associated British Foods and Netflix. View PDF
13/04/2018 Air Partner (AIR), Hostelworld (HSW) and Card Factory. View PDF
29/03/2018 AG Barr (BAG), Churchill China (CHH) and JD Sports (JD). View PDF
23/03/2018 Finsbury Food (FIF), Bellway (BWY) and SCS (SCS). View PDF
16/03/2018 Somero Enterprises (SOM), XL Media (XLM) and Fevertree Drinks (FEVR). View PDF
09/03/2018 In this week's newsletter Phil looks at Ibstock (IBST), Lookers (LOOK) and Abcam (ABC). View PDF
01/03/2018 In this week's newsletter Phil looks at ITV (ITV), Safestyle (SFE), Croda (CRDA), Gocompare.com (GOCO), Howden Joinery (HWDN), XP Power (XPP) and Nichols (NICL). View PDF
23/02/2018 In this week's newsletter Phil looks at MJ Gleeson (GLE), Reckitt Benckiser (RB.), Dart Group (DTG), McColl's Retail Group (MCLS), Fidessa (FDSA), Intercontinental Hotels Group (IHG), Tristel (TSTL), Dunelm (DNLM) and Hotel Chocolat (HOTC). View PDF
16/02/2018 In this week's newsletter Phil looks at Hargreaves Lansdown (HL.), AJ Mucklow (MKLW), Galliford Try (GFRD) and Water Companies View PDF
09/02/2018 In this week's newsletter Phil looks at IQE (IQE), Stagecoach (SGC), BT (BT.A), Cranswick (CWK), Redrow (RDW) and Belvoir (BLV). View PDF
02/02/2018 In this week's newsletter Phil looks at Porvair (PRV), Conviviality Retail (CVR), James Halstead (JHD), DP Poland (DPP), Domino's Pizza (DOM), YouGov (YOU), ZPG (ZPG), Filtronic (FTC), PZ Cussons (PZC), Capita (CPI), Britvic (BVIC) and Wizz Air (WIZZ). View PDF
26/01/2018 This week, Phil assesses updates from Fevertree, JD Wetherspoon, Revolution Bars, SSP, Connect, WH Smith, Easyjet and Pets at Home. View PDF
19/01/2018 This week Phil looks at the lessons to be learned from the liquidation of Carillion and also assesses Watkin Jones, JD Sports and Diploma. View PDF
12/01/2018 This week, Phil analyses the latest updates from Elegant Hotels (EHG), Superdry (SDRY) and Next (NXT). View PDF
15/12/2017 Phil analyses healthcare software specialist Craneware, miniature wargaming business Games Workshop and double glazing firm SafeStyle. View PDF
08/12/2017 Phil assesses full year results from polymer manufacturer Victrex, the latest acquisition by Cineworld and a profit warning from Saga. View PDF
30/11/2017 This week Phil revisits Patisserie Holdings (CAKE), Treatt (TET) and Mitchells & Butler (MAB). He also comments on the Public Private Partnership announced for the East Coast Mainline - a franchise held by Stagecoach (SGC). View PDF
24/11/2017 This week Phil analyses Diploma (DPLM), Avon Rubber (AVON) and Talk Talk Telecom (TALK). View PDF
17/11/2017 This week Phil takes a look at Tesco, ITV, funeral directors Dignity and the housebuilding sector. View PDF
10/11/2017 Phil Oakley analyses speciality chemicals business Synthomer (SYNT), gold miner Centamin (CEY), food and clothing manufacturer Associated British Foods (ABF) and Scottish Mortgage Investment Trust (SMT). View PDF
03/11/2017 Phil analyses delivery business Connect Group (CNCT), self storage specialist Lok'n Store (LOK) and transport group Stobart (STOB). View PDF
20/10/2017 Phil looks at the investment case for Bioventix, ASOS and WH Smith. View PDF
13/10/2017 Phil takes a look at brewery firm Marston's, market research specialist YouGov and revisits fast food giant Domino's Pizza. View PDF
06/10/2017 Phil looks at the investment case for James Halstead, SCS Group and Greggs, and explains how he quickly compares shares using quality, safety, valuation and momentum metrics. View PDF
29/09/2017 Phil scrutinises three well-known high street brands: Card Factory, JD Wetherspoon and Morrisons. View PDF
22/09/2017 Phil takes a look at specialist bakery firm Finsbury Foods, fashion retailer French Connection and asks whether a share price collapse at Provident Financial presents an opportunity in the retail bond market. View PDF
15/09/2017 Phil investigates some ambiguous financial statements at software firm Sophos and looks at the investment case for Manx Telecom and SafeCharge International. View PDF
08/09/2017 Phil puts EMIS Group, Restaurant Group and Belvoir Lettings under the microscope and creates a filter for high quality momentum stocks. View PDF
01/09/2017 Phil looks at the investment case for Avon Rubber, De La Rue and Headlam Group, and creates a filter to find shares offering safe, growing dividends. View PDF
11/08/2017 Phil asks whether investors might have a punt on Paddy Power Betfair, InterContinental Hotels and Johnson Press. View PDF
04/08/2017 Phil looks at the sustainability of the current bull run and casts his eye over XP Power, Revolution Bars and James Halstead. View PDF
28/07/2017 Phil looks at the fortunes of Provident Financial, Fevertree and Domino's Pizza. View PDF
21/07/2017 Phil puts Safestyle, Dairy Crest and Royal Mail Group under the microscope, and explains one of the ways he uses SharePad. View PDF
14/07/2017 Phil assesses the problems at Carrillon and considers the prospects of textiles firm Low & Bonar and price comparison website GoCompare.com. View PDF
07/07/2017 Phil looks at the investment case for health and beauty specialist Creightons, van rental firm Northgate and transport giant Stagecoach. View PDF
30/06/2017 Phil analyses recent results announcements from Photo-Me International, Rightmove and BCA Marketplace. He also takes a look at another company from his Quality shares filter, this time Staffline Recruitment. View PDF
23/06/2017 Phil takes a look at Domino's Pizza, BT and Fuller Smith & Turner, and explains how to get the most out of his Quality Shares filter. View PDF
16/06/2017 Phil does some digging at housebuilder Crest Nicholson, homeware specialist Portmeirion Group and utilities provider Telecom Plus. View PDF
09/06/2017 Phil looks at the fortunes of Somero Enterprises, AO World and Talk Talk Telecom. View PDF
02/06/2017 This week, Phil investigates Pets at Home, Telford Homes and Restaurant Group. View PDF
26/05/2017 Phil checks the pipes at Severn Trent and casts his eye over premium meat producer Cranswick and soft drink manufacturer Britvic. View PDF
19/05/2017 Phil puts Zytronic, Patisserie Holdings and Diploma under the microscope. View PDF
12/05/2017 Phil takes a look at Centrica, Treatt and Mitie. View PDF
05/05/2017 Phil looks at the investment case for JD Wetherspoon, Sainsbury's and Paddy Power Betfair. View PDF
28/04/2017 Phil analyses Costa Coffee and Premier Inn Hotels owner Whitbread, small-cap property and construction firm Henry Boot, and data terminal provider Fidessa. View PDF
21/04/2017 Phil considers the impact of the political landscape on the financial markets and casts his eye over Connect Group, McColl's and STV as small cap income candidates. View PDF
31/03/2017 This week AG Barr, FirstGroup and Severfield get the treatment, and the filter of the week looks for shares which look cheap based on Debt-adjusted PE. View PDF
24/03/2017 Phil assesses 888 Holdings, Fevertree and Bellway in this issue, and in his filter of the week, looks for shares whose momentum may be approaching a rest. View PDF
17/03/2017 Phil dissects Domino's Pizza, Foxtons and Spirax-Sarco, and in his filter of the week, looks for shares with a track record of growth. View PDF
10/03/2017 Phil evaluates Direct Line, Just Eat and Dignity, and in his filter of the week, looks at a method favoured by legendary investor, Benjamin Graham. View PDF
03/03/2017 Phil looks at the fortunes of Trinity Mirror, Greggs and National Express. His filter of the week focuses on shares generating impressive cash flow margins. View PDF
24/02/2017 Phil investigates the foundations at Barratt Developments, has a nibble at Hotel Chocolat and browses consumer goods producer, McBride. His filter of the week looks for shares which can grow their profits without intensive capital expenditure. View PDF
16/02/2017 Phil looks at the investment case for Rolls-Royce, Spectris and Greene King, and creates a filter which uses the relationship between Price to NAV and ROE to find shares which could be undervalued. View PDF
10/02/2017 Phil asks whether investors can strike gold with mining giant Rio Tinto, housebuilder Redrow and pharmaceuticals favourite GlaxoSmithKline. His filter of the week looks for shares combining dividend yield and dividend growth. View PDF
03/02/2017 Phil asks whether Vodafone, Ocado and SSE offer potential bargains or banana skin value traps. In his filter of the week, he looks for retail shares scoring highly on various quality, growth and safety criteria. View PDF
27/01/2017 Phil investigates Paypoint, Whitbread and Fuller, Smith & Turner and asks whether eagle-eyed investors might have anticipated BT's recent accounting scandal. In his filter of the week, Phil scans for recession-proof dividend growth stocks. View PDF
20/01/2017 Phil scrutinises Burberry, Dunelm and JD Wetherspoon and, in his filter of the week, looks for shares which investors can buy for "free". View PDF
13/01/2017 Phil puts JD Sports, Nichols and Morrisons under the microscope, and shares a classic momentum play in his filter of the week. View PDF
06/01/2017 Phil analyses Next, Persimmon and Cambria Automobiles, and in his filter of the week, gives an insight into his own investment approach. View PDF
16/12/2016 In this issue, Phil analyses NCC Group, boohoo.com and Carpetright. His filter of the week identifies shares which might benefit from rising interest rates. View PDF
09/12/2016 Phil weighs up the pros and cons of stop losses for investors; analyses Stagecoach, Carillion and Ashtead; and, in his filter of the week, looks for bargains using Earnings Power Value (EPV). View PDF
02/12/2016 Phil analyses Patisserie Valerie, KCOM and Topps Tiles. His filter of the week looks for cheap shares with improving fundamentals using just two simple criteria. View PDF
25/11/2016 Phil shares his tips for keeping abreast of the markets in SharePad; analyses Mitie, Homeserve and Mitchells & Butlers; and builds a filter to find shares paying a safe dividend. View PDF
18/11/2016 Phil looks at the investment case for Gold; investigates easyJet, National Grid and the housebulding sector; and creates a filter for finding distressed shares. View PDF
11/11/2016 Phil looks at the impact of the Trump presidential victory; assesses the prospects of Redcentric, Marks & Spencer and Devro; and provides a filter for finding quality shares on AIM. View PDF
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