Playing FTSE

Ice Cream, Cigarettes & Grandma's Pasta


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► Episode Notes:

Who’s been icing Digestives this week? Find out on this week’s PlayingFTSE Show!


A strong performance from one Steve and a disappointing result for the other in the stock market this week. But who’s been doing what? 


And more importantly, which stocks have been going which way? There’s a lot to talk about on this week’s show…


It’s been a strong six months for Adyen and the share price has been responding accordingly. It doesn’t always, but it’s up significantly this week. 


Steve D has been on this one for a while and the company hasn’t let him down. As it catches PayPal in size growing at several times the rate, is there still an opportunity?


Unilever shares are down this week after a modest Q4 update. But the big news is around the separation of its ice cream division – it’s on the way. 


The new company will be listed in Amsterdam (as well as the UK and the US). And Steve W is still looking closely at it after having missed out on some previous spinoffs.


Airbnb’s latest result suggests the company is moving in the right direction. Most things are up around 12% – and so is the stock – as the business keeps working on its moat.


It’s a hugely cash-generative business and sticking close to its roots. And it seems as though the higher the stock goes, the more investors seem to like it.


It’s not been a great week for British American Tobacco. The company has had to put a lot aside to cover a potential lawsuit coming from Canada.


New products are growing well, though, and the decline in combustibles revenue isn’t really showing up yet. So could Steve W be tempted to buy this and get some quick cash?


FTSE 250 industrial Renishaw posted some results that were… ok. But the stock market decided to send it down sharply, which could be an opportunity.


Selling precision measuring equipment can be cyclical and over time these things tend to sort themselves out. So what’s Steve D thinking with this one right now?


Barclays is working its way through some medium-term capital return plans. And that’s driven the share price up 100% over the last 12 months.


There’s plenty more to come and with the bank improving its returns on tangible equity, things look very positive. Steve W is taking a closer look on our show.


Only on this week’s PlayingFTSE Podcast!


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► Timestamps:


0:00 INTRO & OUR WEEKS

4:48 ADYEN

15:50 UNILEVER

25:34 AIRBNB

36:56 BATS

44:45 RENISHAW

52:23 BARCLAYS


► 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.

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