Show Notes
What unusual things have been going on with Vistry shares? Find out on this week’s PlayingFTSE Show!
They say a broken clock is right twice a day. Steve W’s now been right twice in a month, as the crowded semiconductor trade started to unwind this week.
Micron has been one of the big beneficiaries of the run on data centre stocks. And its latest results are nothing short of incredible.
The stock market feels like Warren Buffett’s story of Cinderella. But as investors dance in the room where the clocks have no hands, Steve W doesn’t think it’s midnight yet.
Steve D’s checking in on Avingtrans – a super impressive UK growth stock. Like Diploma and Halma, it’s exposed to some of the big trends right now.
It trades at a much lower multiple, though. And with size on its side, is a 9% decline from its highs a chance to buy?
UK stocks – especially real estate investment trusts – have been takeover targets recently. The latest one, however, is FTSE 100 REIT Segro.
It’s the subject of a takeover bid from Prologis – a Steve D stock. But despite a big premium to the previous closing price, Steve W thinks there’s a complication.
What do the government’s latest moves mean for your Stocks and Shares ISA? Not a lot, as long as you were planning on buying equities in them.
They’re not really designed for hoarding cash. But Steve D has a smart workaround for investors who want to try and hang out in a money market fund…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 08:47 MICRON 23:50 AVINGTRANS 41:08 SEGRO PROLOGIS 56:49 ISA TAX!?
► Show Notes:
Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
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