Send us Fan Mail

Despite yet another disappointment from one of the housebuilders, on the whole UK results have been positive. Join the guys as they talk through the latest updates from Brooks Macdonald, Galliford Try, Grafton, Hilton Foods, JET2, Rosebank and Watches of Switzerland, among others.

Steve also looks at the bid for Gamma Communications and asks whether the premium on offer is enough for investors to forgo the growth potential of the the next few years.

Finally, there's a quick look at results coming next week, ranging from US software giant Adobe to UK conglomerate Associated British Foods and retailers Currys, Dunelm and Gear4Music.

Send us Fan Mail

While James takes a well-earned break, Steve and Ian discuss how US tech companies Dell and Palo Alto Networks beat forecasts but expectations continue to run ahead.

They also recap a number of UK companies raising margin guidance this week, from distributor Bunzl to industrial LED installer Dialight, upmarket car dealer Motorpoint and specialist component maker TT Electronics.

There's also a moment of reflection as Gamma Communications becomes the latest UK company to be snapped up in the 'clearance sale' of UK mid-caps, shrinking the pool of available investments further still.

Finally, there's a look ahead to a product update from Apple as well as results still to come from Broadcom, M&G and Watches of Switzerland.

Send us Fan Mail

The guys delve into record results from UK engineering group Goodwin and wonder what's next for shareholders after the sale of its Engineering division. They also look into the latest earnings updates from bicycle and car spares seller Halfords and build-to-rent developer Watkin Jones.

There's a mini deep dive into Nvidia results, with a focus on the firm's growth prospects and valuation, as well as this week's updates from Autodesk, Crowdstrike and Intuit.

Finally, the team look ahead to next week's results from UK distributor Bunzl, upmarket retailer Watches of Switzerland and US chipmaker Broadcom, which by rights ought to raise guidance in line with rising demand from the hyperscalers.

Send us Fan Mail

Richard Stone, chief executive of the Association of Investment Companies, joins the podcast to explain the appeal of investment trusts for private investors.

Richard also explains a little about his background and what drew him to the world of trusts, as well as previewing the AIC's flagship Investment Company Showcase on 9 October in London where 30 managers will be speaking and taking questions from investors (go to www.theAIC.co.uk for event details and tickets).

Richard will also be part of the expert panel on income investing at the Sharesify Wealth & Retirement Show on 6 November, another all-day event with trust managers. For advance tickets, go the Events section of the Sharesify website and sign up.

Send us Fan Mail

Join the team as they run through this week's positive earnings reports from Applied Nutrition, Empresaria, MS International and Volex.

There's also an explanation of why shares in unloved housebuilder Vistry leapt nearly 20% at one stage earlier this week after the government's announcement on affordable housing.

Finally, there's a look ahead to results tonight from Nvidia, the world's most valuable company, and a rake of US retailers which report tomorrow against a backdrop of weakening consumer sentiment.

Send us Fan Mail

The team discuss bond market discord and why it matters for equities, plus recent updates from Hays, JD Sports and Walmart. And there's a look at why AIM tiddler Robinson could be the canary in the coalmine this cycle.

We also look at why Korean tech giants SK Hynix and Samsung have decided to re-think their asset allocation policy and begin handing cash back to shareholders.

Finally, looking ahead to next week, there's a preview of Pernod Ricard, which should provide a read-across to UK drinks rival Diageo, plus Asia- and Africa-focused Prudential, and Nvidia, the world's most valuable company with a $5 trillion market cap.

Send us Fan Mail

The team talk through results from BHP, Kainos and Oxford Nanopore, and explain why Trainline shares have hit the buffers today.

There's also a roundup of the latest events in the investment trust sector, featuring Aberdeen Asia Income, Seraphim and RTW Biotech, plus a look forward to results from Analog Devices, JD Sports, Target and Walmart later this week.

Send us Fan Mail

Senior equity analyst Deborah Aitken joins the team to discuss the outlook for beauty and luxury goods. Stocks covered include Hermes, Inditex, Kering, L'Oreal, LVMH, Tapestry and Watches of Switzerland.

Find out which segments of the luxury market are driving demand, and why Deborah thinks luxury groups' sales and earnings growth could accelerate this year.

Also, discover why companies are increasingly trying to appeal to Gen Z consumers and the importance of the pre-owned market.

Send us Fan Mail

Join the team as they run through the latest results from Costain, GB Group, JPMorgan Claverhouse and Rank Group, and look ahead to earnings next week from JD Sports Fashion and Oxford Nanopore.

In the US, results from tech stocks have helped drive markets to an all-time high and expectations are stratospheric for the upcoming IPO of Claude-owner Anthropic.

However, US retail sales missed forecasts so next week's results from Home Depot, Target, TJX and Walmart may provide a test of investor confidence.

Send us Fan Mail

Join the team as they review positive trading updates from infrastructure firms Balfour Beatty and Hill and Smith, specialist engineering firm Spirax and emerging market small-cap investment trust Aberdeen Asia Focus.

There's also a look at results from US tech firms CoreWeave, Rocket Lab and Super Micro, as well as a look ahead to Cisco and Applied Materials.

Meanwhile, unnoticed by most, the gold price has rallied 10% back to a 10-week high of $4,400 per ounce. The guys look at the reasons behind the move and what it may mean for investors.