Show Notes
What does winning feel like? Find out on this week’s PlayingFTSE Show!
Steve W’s winning streak in the stock market continues, with a good all-round performance. And Steve D’s not had a bad week either.
The S&P 500’s bank stocks reported earnings and we’re on the case. Steve W’s taking a look at what it tells us about the US economy.
Market volatility means it’s been a good few months for equity traders, while bond desks have faltered. But is that likely to be the story in Q4 and beyond?
Steve D sold his ASML shares recently – was that a mistake? The latest earnings look decent, but it’s hard not to notice that chip stocks have been under pressure recently.
The business looks well-balanced across various product lines. So with the competitive position still looking secure, could there be a chance to buy back in if the price falls?
Supermarket Income REIT is a dividend stock we haven’t paid attention to for some time. But Steve W’s been taking a look at the latest earnings.
There’s a high yield on offer, but the risks are obvious. And with the firm renewing a lease at a 15% discount, the dividend cover doesn’t match the stated ambitions…
European luxury houses have been under pressure recently, especially ones based in France. High debt to GDP, rising bond yields, and high-profile riots are alarming.
Could this be the time to step in and think about buying some of the quality names in the one thing Europe does better than anywhere else? Steve D’s taking a look.
Only on the PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 12:06 US BANK ROUNDUP 29:45 ASML 47:07 SUPERMARKET REIT 01:05:12 LVMH
► 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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