Playing FTSE

► Episode Notes:

It’s promotion and relegation time! Only on this week’s PlayingFTSE Show!

With the cricket season coming to an end, Steve W’s club are in battles at either ends of various divisions. But who are the winners and losers from the latest FTSE reshuffle?

Brian Feroldi has a list of investing lessons that he’s learned the hard way. But what do the Steves think of them?

Lastly, Steve D has been paying attention to the latest earnings from MongoDB. The database software business is bigger than it seems, but is its price tag also too large?

Find out on this week’s PlayingFTSE Podcast!

0:00 Intro

11:03 FTSE Reshuffle

28:35 38 Investing Lessons

1:03:23 MongoDB

► Episode Notes:

Who’s been buying houses lately? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are talking about tech this week – there’s an IPO and three lots of earnings to go over. In general, it’s been a good week in the stock market for both of them.

First up it’s Arm holdings. This is a company that isn’t about to be a FTSE 100 stock and the Steves find it hard to blame them, but is the upcoming IPO something that’s on their radar?

Then it’s on to Autodesk – a Steve D stock. Steve W thinks this one might be sneakily cheaper than it looks at a quick first sight, so with Steve D knowing the company’s products well, could there be an opportunity?

Next it’s Nvidia (of course it is, look at their earnings) which jumped on Wednesday and settled down towards the end of the week. The share price is up but there’s some impressive underlying growth – enough to tempt either Steve into action?

Lastly, it’s Splunk (with an ‘L’) – one of the leading cybersecurity firms in the US. Unlike the company, the CEO has a strong name and the stock has a had a good week, so what have investors been seeing in it lately?

Only on this week’s PlayingFTSE Show!

► Episode Notes:

Why did Steve D have to pull over this week? Find out on this week’s PlayingFTSE Show!

There’s been a lot going on this week – Steve D’s been buying cheese and Steve W’s been watching cricket. But we’ve also got the latest news from the UK, as well as earnings from Adyen, Admiral, and Tencent.

We’re starting off with the latest macroeconomic news from the UK. Inflation has been coming down as wages have been going up – but why is Steve D cross about basically everything?

Then it’s on to some earnings, starting with Adyen. The stock has taken a big 40% hit this week, but the business is growing – so is this a buying opportunity for either Steve?

After that, we’re looking at Admiral, which Steve W thinks is better than most investors are thinking. Inflation is weighing on the company’s bottom line, so why did the stock rise by 5% this week?

And we’re finishing with Tencent – a stock that we haven’t looked at recently. It’s quietly grown into an impressive business, with a lot of different operations but one in particular has caught Steve D’s eye.

Only on this week’s PlayingFTSE Podcast!

► Episode Notes:

Which stock is the one that got away from Steve D and Steve W? Find out on this week’s PlayingFTSE Show!

It’s back to business as usual on this week’s PlayingFTSE show. We’re looking at stocks and earnings from the last seven days and we’ve got five companies on our radar.

First is AirBnB. At $130 stock had a dip after its earnings call last week, but which Steve is keen to buy and which one is holding back at this point?

Next, we’re on to Amazon – a stock that both Steves own and one that has been doing well lately. But why does Steve W’s investment thesis keep changing with this company?

After that, we’re looking at Fortinet, which is a new stock for our channel. Steve D has been loading up after a dive following the recent earnings performance, but why is the stock down?

Then it’s on to Disney, which is a complicated old mess at the moment. With a new gambling initiative, slowing D+ subscribers, and a shift to profitability, are the Steves buying?

Last, we’re talking about MercadoLibre. Both Steves used to own it and they don’t any more, but with the company going from strength to strength, is that a decision they now regret?

Only on this week’s PlayingFTSE Podcast!

0:00 Intro

04:38 Airbnb 

20:51 Amazon 

33:27 Fortinet 

42:43 Disney

56:55 MercadoLibre

► Episode Notes:

With Steve W away in Cornwall this week, we're taking a break from the usual earnings roundups and the Bank of England's latest interest rate increases. Instead, we've got something a little bit different.

We sat down to chat with Jamie from Stocks and Savings about some unfamiliar topics -- investing, personal finance, and cricket! As a former equity research analyst and a current chartered accountant, Jamie has a lot to bring to the table.

Find out why Jamie decided to go full time on Stocks and Savings, why he and his partner Andreea prefer Instagram over YouTube, and which stock is on his investing radar right now. Our chat involves some familiar themes: investing, cricket, and food delivery boxes!

Honestly, Jamie fitted in so well and we had such a great time chatting with him. If his name was Steve, we'd probably have asked him to stay!

Please enjoy this week's PlayingFTSE Show!

► Episode Notes:

This week, our show is a pretty straightforward one. We’re looking at earnings from the big digital advertising players in the US and answering some questions from our viewers about UK stocks.

But first, we’re having a list of our wins and losses from the last few weeks. Highlights include the FED’s interest rate decision, the fourth Ashes Test, and Forterra’s dividend announcement.

After that, it’s on to Alphabet, which put up some earnings numbers that the market liked. But what do the Steves make of the decision to add to Ruth Porat’s already busy schedule?

Then it’s the obvious successor – Meta Platforms. The worst appears to be well and truly behind this stock after another good report, but Steve W thinks there’s an elephant in the room.

One of our viewers asked whether we’re buying BMY any more (after a range of merchandise, you’d think we might). Well, Steve D is, but not in the way you might be thinking…

Lastly, Steve W’s been looking at Primary Health Properties, after one of our viewers asked for our thoughts. The market doesn’t like this business, but what exactly is the problem?

Only on this week’s PlayingFTSE Show!

► Episode Notes:

Who does Steve D look up to? Find out on this week’s PlayingFTSE Podcast!

Steve and Steve are in this week to talk about UK inflation and US corporate earnings. But first, there are a couple of things to get out of the way.

We’ve had some questions from HullInvestor, about who the Steves look up to and what they see as their best and worst investments have been. The answers might surprise you!

After that, it’s on to the UK macro situation. Falling inflation and a weakening pound has been pushing share prices up, so why is Steve W concerned?

Then it’s on to ASML, which is down after its earnings this week. Steve D thought they looked pretty go, though, so what’s bothering the market?

Next, we’re looking at Tesla. With the earnings report reflecting weakness in the EV market and discounting prices, why does the stock keep going up?

Lastly, we’re finishing with Netflix. Strong growth in users hasn’t been matched by an increase in revenues, so what is Steve D doing about it?

Only on this week’s PlayingFTSE Show!

► Episode Notes:

What does Steve W do when he can’t sleep? Find out on this week’s PlayingFTSE Show!

It’s the start of earnings season again, so Steve D and Steve W are here to talk about it. On our show today, we’ve got two UK stocks and four US financials.

First up, it’s DS Smith – the FTSE 100’s premier box-making organisation. With a P/E of 8 and a dividend yield above 7, is this a boring box maker, or a cutting-edge packaging outfit?

Next, it’s Spirax-Sarco. The conglomerate has some impressive credentials for an industrials stock, but is there enough growth still there to support the big price tag?

And we’re finishing off with a look at some of the earnings from the US banks. JP Morgan’s shareholders will be pleased, but what about Wells Fargo, Citigroup, and Blackrock?

Find out on this week’s PlayingFTSE Podcast!

► Episode Notes:

Which number is bigger: 7 or 4? Find out on this week’s PlayingFTSE Show!

Steve D and Steve W are in this week to talk about the Ashes, the whereabouts of Paul, and the stock market this week. Why has the FTSE 100 been going down every day this week?

We’re starting with a question for Paul (who we thought might be here) With dividends yielding 4% and bank accounts returning 7%, why is anyone a dividend investor right now?

Then it’s on to a stock that both Steves quite like –Wise (formerly Transferwise). They’ve got a clever mechanism for moving money across borders and they’re winning as interest rates go up, so is it a buy?

After that, it’s on to US news. Goldman Sachs has been having a horrible time with its Apple credit card deal, so why does American Express suddenly have an interest in this? Steve W has an idea…

And lastly, we’re looking at Accenture – a stock we’ve not talked about on the show before. Steve W thinks it’s a great stock and Steve D has the info from the latest earnings. Is there an opportunity here?

Only on this week’s PlayingFTSE Podcast!

► Episode Notes:

Which obvious joke has Steve W been making this week? Find out on this week’s Playing FTSE Show!

We’re at the halfway point for the year and Steve and Steve are in to talk about how things have been going. Stand by for our winners and losers, UK winners and losers and some prediction updates.

First up, it’s portfolio review time. Steve D’s been on operation slim down and Steve W’s been banking on banks – how are they going in an environment where the winning trend has been big tech?

After that, it’s on to the UK. Rolls-Royce is leading the FTSE 100 and Aston Martin Lagonda the 250, but with materials stocks bringing up the rear, are there opportunities to be had?

And we’re rounding things off this week with a look back at our predictions from the start of the year. Steve D probably has the best and the worst of them, but how has Paul been faring?

Only on this week’s PlayingFTSE Podcast!

0:00 Intro

04:16 The Cricket

08:41 Reviewing Our Portfolios

27:51 Top Winners & Losers

50:43 How Are Predictions Are Going