► Episode Notes:

Whose digestive system went on strike this week? Find out on this week’s PlayingFTSE Show!

It’s the start of Q4 and Steve D and Steve W are in to look at how the year’s been going and what might be in store for the rest of 2023. Plus, they’ve got Nike’s earnings and the answers to some of your questions.

First of all, it’s time for a portfolio review. Steve W has had a quiet three months compared to Steve D, but what have we been buying and selling since July?

Then it’s on to Nike, where things have been tough since pandemic-induced tailwinds have abated. But there’s some optimism around the stock, after a decent earnings report, so is this the opportunity the Steves have been waiting for?

After that, it’s on to Realty Income, which is down 21% since the start of the year. Steve W reviews the case for and against, with a dividend yield approaching 5% and prospects for growth in Europe.

Lastly, there’s a mystery s to look into – how is it possible for a company to be profitable before tax, but not after? The Steves have their thoughts, but they’re still on the lookout for such an elusive business…

Only on this week’s PlayingFTSE Podcast!