Show Notes
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► Timestamps:
0:00 INTRO & OUR WEEKS 6:24 ABF / PRIMARK DEMERGE 18:21 INTUITIVE SURGICAL 39:46 NETFLIX 52:14 SK HYNIX
► Show Notes:
Why isn’t Molina Healthcare helping Steve W’s ISA? Find out on this week’s PlayingFTSE Show!
Both Steves are down this week. But there’s always someone worse off than you and this week, it’s the people who own the FTSE 100.
The FTSE 100 is getting an exciting new retailer – Associated British Foods is demerging Primark. Both Steves are interested (but don’t call it an IPO).
It’s unusual for investors to get to buy shares in a retailer that hasn’t reached saturation. But what’s the big issue Steve W’s waiting to find out about?
Intuitive Surgical is one of the S&P 500’s best businesses. But the company has been catching up to its valuation in the last few years.
Steve D’s checking in, though, and things are going incredibly well. And there’s lots to like about its growth ambitions as well…
Netflix is a stock that we always keep an eye on But the market didn’t like something about its latest earnings report.
Steve W’s been having a look. And he’s violently opposed to the idea that the firm is the big loser in the Warner Brothers Discovery deal.
Memory demand has exploded and SK Hynix has been one of the leaders. And it’s the show’s first South Korean stock!
Steve D’s been digging into this one. But is the firm’s huge exposure to Nvidia a good thing or a cause for concern?
Only on this week’s PlayingFTSE Podcast!
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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