Phil Oakley
Phil spent 13 years as an investment analyst for both stockbroking and fund management companies.
After graduating with a MSc in International Banking, Economics & Finance from Liverpool Business School in 1996, Phil went to work for BWD Rensburg, a Liverpool based investment manager. In 2001, he joined ABN AMRO as a transport analyst. After a brief spell as a food retail analyst, he spent five years with ABN's very successful UK Smaller Companies team where he covered engineering, transport and support services stocks.
In 2007, Phil joined Halbis Capital Management as a European equities analyst. He began writing for MoneyWeek in 2010.
Latest articles by Phil Oakley
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How investors can spot the next Carillion
Tutorials The debt figure published in a company's annual report does not tell the full story. Phil Oakley shows you how to dig deeper – and avoid investment disaster.
By Phil Oakley Published
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Three high-yielding stocks to buy now – and three more to avoid
Tutorials Stocks with big dividends can provide a reliable income in this tough environment – but high yields can be a sign of impending disaster. Phil Oakley explains how to spot the difference
By Phil Oakley Published
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How to shock-proof your investment portfolio
Tutorials The year has thrown up more than a few nasty surprises for investors, but learn to read the warning signs and you can sidestep potential hits from the market, says Phil Oakley.
By Phil Oakley Published
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The cloud over retail has a silver lining
Cover Story A sense of gloom hangs over the retail sector – but pick the right stocks at the right price and there are still potential pots of gold out there for long-term buyers, says Phil Oakley.
By Phil Oakley Published
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Shares in focus: Unilever's supertanker drifts onto the rocks
Features Unilever is massive and laden with goodies, but is the plain sailing behind the consumer goods maker, asks Phil Oakley.
By Phil Oakley Published
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Gamble of the day: A punt on top food brands
Tips Shares are often cheap for good reasons, says Phil Oakley. But that may no longer be the case at this top food brands maker.
By Phil Oakley Published
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Company in the news: JD Wetherspoon
Features Profits margins at pub chain Wetherspoon are under pressure, says Phil Oakley. Should investors be worrying?
By Phil Oakley Published
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Gamble of the day: Depressed oil supplier
Tips Even this well-run business has been tainted by the gloom in the oil industry, says Phil Oakley. But it's still worth keeping an eye on.
By Phil Oakley Published
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Shares in focus: Associated British Foods - the conglomerate baking many profit pies
Features Associated British Foods is a great business. So should you buy the shares? Phil Oakley investigates.
By Phil Oakley Published
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Company in the news: JD Sports
Features Phil Oakley tipped retailer JD Sports last April. Here, he sees how the company has got on, what investors should do now.
By Phil Oakley Published
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Shares in focus: The Tesco turnaround
Features Supermarket giant Tesco is restructuring and its shares are on the up. Should you buy in, asks Phil Oakley.
By Phil Oakley Published
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Gamble of the day: A spin-off pharma
Tips There are plenty of reasons why investors should worry about this spin-off pharmaceutical firm, says Phil Oakley. But it's all in the price.
By Phil Oakley Published
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Gamble of the day: A turnaround oil play
Tips Everything was going so well for this oil company until recently. Phil Oakley explains why a turnaround could offer big rewards for brave investors.
By Phil Oakley Published
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Company in the news: Royal Mail
Features Phil Oakley explains what the dramatic collapse of competitor City Link means for Royal Mail.
By Phil Oakley Published
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Shares in focus: Has Sky reached its limit?
Features On the face of it, broadcaster Sky is doing well. So, should you snap up the shares? Phil Oakley investigates.
By Phil Oakley Published
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Shares in focus: How our tips have fared this year
Features It's been a tough year for stocks. Phil Oakley looks back over the share tips he made in 2014 to see how they have fared, and what investors should do next.
By Phil Oakley Published
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Company in the news: Bellway
Features Bellway is a housebuilder that is doing well, says Phil Oakley. So should you buy the shares?
By Phil Oakley Published
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Gamble of the week: A play for the nimble investor
Tips This electronics maker is going through a rough patch, says Phil Oakley. But a swift-footed investor could turn a profit.
By Phil Oakley Published
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Shares in focus: Water stocks offer no safe harbour
Features Utilities are popular with nervy investors – but you can overpay for safety, says Phil Oakley.
By Phil Oakley Published
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Gamble of the week: A turnaround travel operator
Tips Investing in this corporate travel operator is certainly a risky play, says Phil Oakley. But its turnaround strategy might just pay off.
By Phil Oakley Published
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Shares in focus: Is Britvic too frothy?
Features Soft drinks maker Britvic is a good business. But should you buy the shares at the current price? Phil Oakley investigates.
By Phil Oakley Published
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Company in the news: Aviva
Features Aviva has made a play for life insurer Friends Life. Phil Oakley explains what investors should do next.
By Phil Oakley Published
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Tips update: Thomas Cook
Features Harriet Green's departure from Thomas Cook has rattled investors in the travel operator. But should it have, asks Phil Oakley.
By Phil Oakley Published
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Shares in focus: Just how sheltered is National Grid?
Features The utility giant has been one of the better safe havens to own. So, should you snap up the shares? Phil Oakley investigates.
By Phil Oakley Published
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