Recent content by Greg Smith

It was once one of the darlings of the FTSE, but over the past year the telecommunications sector has had a rough ride. So is it out of woods yet, or is there worse to come? Changes in the telecom sector since the turn of the century have made the telcos a markedly different investment...

A look at why we might not yet have seen the top of the oil price rise. The above quote came from one of our companies earliest reports, published on 16 January 2001. The simple equation of supply and demand was the basis for our bullish view and remains so today. Demand is increasing every...