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New UK Investor Magazine Podcast: Pets at Home #PETS, Halfords # HFD and Harland & Wolff #HARL
Alan Green joins the Podcast to dive into three Uk equities and the key themes driving markets this week.
We discuss:
- Pets at Home (LON:PETS)
- Halfords (LON:HFD)
- Harland & Wolff (LON:HARL)
We start by looking at the FTSE 100 and whether we could see all time highs in London’s leading index – at the same time the UK economy enters a recession.
Pets at Home and Halfords were big winners during the pandemic but their shares have drifted since. We crunch the numbers from their interim updates.
Harland & Wolff have received a game changing contract win for 3 battleships from the Ministry of Defence. We question how high Harland & Wolff shares could go?
New UK Investor Magazine Podcast – covering Rishi Sunak, Barclays #BARC, Reckitt Benckiser #RKT, Blencowe Resources #BRES and Kavango Resources #KAV
The UK Investor Magazine is joined by Alan Green for a broad discussion around key market themes and a number of UK equities.
We start with a look at Rishi Sunak’s early moves as Prime Minister. He has moved to unify his party and made early progress in increasing confidence in UK assets. We look at what the future holds for him.
Barclays have enjoyed the benefits of higher interest rates and increased bond trading in the third quarter. However, the economic outlook is a cause for concerns and market sentiments echoed those of HSBC yesterday.
Reckitt Benckiser shares fell as Q3 sales rose but volumes fell. We explore what the coming months could mean for the consumer company.
We finish with the success of secondary placings in junior explorers Kavango Resources and Blencowe Resources.
Barclays, Reckitt Benckiser, and Rishi Sunak with Alan Green
New UK Investor Magazine Podcast – UK housing and Barratt Development #BDEV, Brazil iron ore and Cadence Minerals #KDNC plus Dekel Agrivision #DKL
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Alan Green joins the UK Investor Magazine Podcast to discuss the latest instalment of UK economy news and three UK equities.
Companies covered:
- Barratt Developments (LON:BDEV)
- Cadence Minerals (LON:KDNC)
- Dekel Agri-Vision (LON:DKL)
Barratt Developments shares fell over 7% on Wednesday morning after the housebuilder released a gloomy outlook for the rest of the year. We discuss their results and the overall housing market.
Cadence Minerals’ flagship Amapa iron ore project in Brazilian is making progress and moving towards production. Alan updates on their latest developments and key fundamentals.
We finish with a look at African palm oil producer Dekel Agri-Vision.
Barratt Developments, the UK Economy, and Brazilian Iron Ore with Alan Green
New UK Investor Magazine Podcast – Covering Persimmon #PSN, Rio Tinto #RIO, M&G #MNG and Smart Metering Systems #SMS
Alan Green joins the Podcast as we discuss the FTSE 100’s top dividend payers by yield and explore the possibility of these yields being maintained.
In times of volatility, investors seek yield to mitigate any potential loss of capital appreciation. However, historical yields of the FTSE 100’s top yielding companies may not be a reliable indication of future yields investors receive.
We look at Persimmon, Rio Tinto and M&G Investments and how their future dividend distributions could be impacted. We explore the earning outlook for each company and how their dividend policies may alter yields.
Our focus leans towards macro influences such as demand of natural resource during ongoing China lockdowns and how the UK housing market will dictate Persimmon dividends.
We finish by looking at Smart Metering Systems (LON:SMS) and the defensive nature of their stock operating in a fast growing market.
Exploring the FTSE 100’s Top Dividend Payers with Alan Green
UK Investor Magazine Podcast, we discuss #stagflation, Burberry #BRBY Open Orphan #ORPH & Tertiary Minerals #TYM
The UK Investor Magazine is joined by Alan Green for a rundown of key market themes and Uk equities.
We start by looking at Stagflation at the implications for the UK economy and markets. Stagflation is a period of rising inflation, economic contraction, and rising unemployment.
The UK satisfies the first two of these, however, unemployment remains robust. We look at whether rising inflation will soon hit jobs activity and what it could mean for equities.
We also discuss the relationship between the FTSE 100 and US indices and how this may develop if we see recession in the US.
Burberry has posted a respectable set of results and is proving a possible choice for income investors. Margins have improved with sales as the luxury brand jumps back from COVID.
Open Orphan’s valuation is worth attention. One could argue the current market cap doesn’t pay justice to their revenue growth and forecast profitability.
We update on the latest from Tertiary Minerals and their portfolio of assets including a selection in Nevada and Nambia.