What’s Steve D been doing with his plums? Find out on this week’s PlayingFTSE Show!
Matching results this week for the Steves. Both down, both in between the FTSE 100 and the S&P 500, but both the same – not a particularly noteworthy performance.
Nvidia’s remarkable growth story continues, but how remarkable actually is it? It’s twice Alphabet’s market cap for half the revenues and Steve W isn’t sure that’s a good deal.
On top of that, there’s the China issue to think about. That’s weighing on guidance at the moment, but could things come through better than expected in Q3?
Gamma Communications is a stock UK investors have been talking about for a while. But despite growing steadily, it’s down 33% over the last five years.
It turns out remote working isn’t as much of a thing as people thought, but the business is impressive. And at a P/E ratio below 15, is it now in value territory?
Steve D has a look at the latest earnings from Crowdstrike. Revenue growth is impressive and it’s fast-establishing itself as an indispensable part of business tech.
So far, though, it hasn’t generated any cash net of share buybacks. So is a market cap north of $100bn too much for a company that still requires investors to wait?
SSPG does not stand for Steve, Steve, and Paul. It’s a FTSE 250 travel retail company, with names like Upper Crust,and Caffe Ritazza, as well as some well-known franchises.
With WH Smith in the middle of an accounting scandal, is the stock worth checking out? UBS has a Sell rating on it, but does Steve W have a more positive view?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
8:43 NVIDIA
26:40 GAMMA COMMUNICATIONS
40:56 CROWDSTRIKE
58:52 SSP
► 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
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