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Chips, Bricks, Packs and Spirits!
Manage episode 486125410 series 2915486
What happens if you try to widen your cavities too much? Find out on this week’s PlayingFTSE Show!
A stellar week for Steve D in the stock market and an adequate one for Steve W. So spirits are high as we set up for recording, but how long will that last?
Macfarlane is a small cap UK packaging stock. It’s up against bigger competition when it comes to distribution, but its manufacturing business is impressive.
Steve W has been taking a look at this one after some recent weakness. But is this one for his portfolio, or one for the upcoming vacancy in the Britbox?
It’s been a long time since we looked at Forterra – our favourite UK brick company. But have things got better since the firm was running up debt while paying dividends?
The answer is yes – and no. Demand has started to pick up as the UK government looks to push things along, but the balance sheet still needs some work.
Diageo put up some strong growth numbers in its most recent earnings report. But not everything is what it seems with the FTSE 100 spirits company.
There’s a lot of demand pulled forward in advance of potential tariffs, but there’s also some signs of a plan emerging. Is that enough to make the stock a buy?
Nvidia stock is up following (yet) a(nother) strong report. The firm has managed to shrug off the US government restricting its sales to China in impressive style.
Steve D’s been having a look at the numbers and thinks there’s still some mighty sales priced in. But Steve W isn’t so sure (though he liked the stock better at $90)...
Only on this week’s PlayingFTSE Podcast!
► Get a free share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested.
Past performance doesn’t guarantee future results.
► Get 15% OFF Finchat.io:
Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Follow Us On Substack:
https://playingftse.substack.com/
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/
We get a small cut of anything you buy which will be reinvested back into the show...
► Timestamps:
0:00 INTRO & OUR WEEKS
4:32 MACFARLANE
19:37 FORTERRA
37:15 DIAGEO
50:47 NVIDIA
► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
► Wanna get in contact?
Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow
Or on Instagram: https://www.instagram.com/playing_ftse/
► Enquiries:
Please email - playingftsepodcast@gmail(dot)com
► Disclaimer:
This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
258 episodes
Manage episode 486125410 series 2915486
What happens if you try to widen your cavities too much? Find out on this week’s PlayingFTSE Show!
A stellar week for Steve D in the stock market and an adequate one for Steve W. So spirits are high as we set up for recording, but how long will that last?
Macfarlane is a small cap UK packaging stock. It’s up against bigger competition when it comes to distribution, but its manufacturing business is impressive.
Steve W has been taking a look at this one after some recent weakness. But is this one for his portfolio, or one for the upcoming vacancy in the Britbox?
It’s been a long time since we looked at Forterra – our favourite UK brick company. But have things got better since the firm was running up debt while paying dividends?
The answer is yes – and no. Demand has started to pick up as the UK government looks to push things along, but the balance sheet still needs some work.
Diageo put up some strong growth numbers in its most recent earnings report. But not everything is what it seems with the FTSE 100 spirits company.
There’s a lot of demand pulled forward in advance of potential tariffs, but there’s also some signs of a plan emerging. Is that enough to make the stock a buy?
Nvidia stock is up following (yet) a(nother) strong report. The firm has managed to shrug off the US government restricting its sales to China in impressive style.
Steve D’s been having a look at the numbers and thinks there’s still some mighty sales priced in. But Steve W isn’t so sure (though he liked the stock better at $90)...
Only on this week’s PlayingFTSE Podcast!
► Get a free share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested.
Past performance doesn’t guarantee future results.
► Get 15% OFF Finchat.io:
Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Follow Us On Substack:
https://playingftse.substack.com/
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/
We get a small cut of anything you buy which will be reinvested back into the show...
► Timestamps:
0:00 INTRO & OUR WEEKS
4:32 MACFARLANE
19:37 FORTERRA
37:15 DIAGEO
50:47 NVIDIA
► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
► Wanna get in contact?
Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow
Or on Instagram: https://www.instagram.com/playing_ftse/
► Enquiries:
Please email - playingftsepodcast@gmail(dot)com
► Disclaimer:
This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
258 episodes
All episodes
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