In our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance, but a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing, and the chaps chat through results highlights, and lowlights and what to watch out for next week.

Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP), firmly in turnaround mode (again!) after hitting 29-year lows, but now with a CEO who seems to have a proper plan in place.

Steve runs through Broadcom (AVGO) and Dell (DELL), and how memory chip pricing is something to watch.

Another week, another investment trust under the cosh as Impax Environmental (IEM) faces an existential crisis as activist Saba throws the trust under the bus. It appears to be a real blow, argues Ian, given Impax’s great track record. Staying with trusts, the hugely popular JPMorgan Global Growth & Income (JGGI) is set to report next week, as will the lesser-know Law Debenture (LWDB), a trust with a genuine twist.

Greggs (GRG) is also incoming next week, a surprise leader of the UK’s most shorted stocks (read Ian’s feature here), while across the pond eyes will be fixed on cybersecurity firm CrowdStrike (CRWD) in the wake of Palo Alto’s (PANW) soft guidance read last week.

There’s lots more than chaps chew through too. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

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In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux talk AI doom, Guinness and tequila sales at Diageo (DGE). They also discuss a shrinking investment trust sector and loads more.

Steve kicks us off with a look at Citrini Research’s bleak AI future. He discusses why markets are so worried, and what the impacts might be. Furthermore, he flags Sharesify’s feature on the topic, plus IBM’s (IBM) worst daily decline in 25 years. James talks us through Diageo’s recent report and the cuts to guidance. He also notes a dividend slashed as CEO ‘Drastic Dave’ Lewis tries to push recovery.

The chaps then turn to a shrinking investment trusts space as Smithson (SSON) shareholders vote through its switch from trust to open-ended fund. There are huge implications as more than half of shareholders head for the exit door. There’s also the merger of two BlackRock trusts. Additionally, they ponder if it might tie co-manager Dan Whitestone’s hands.

Nvidia, LSE and Rolls

There’s a brief wrap of Ian and Steve’s recent discussion with Share Soc’s Mark Northway, which proved interesting and surprisingly is equal measures (tune in here). They talk through trust mergers, trust-to-OEIC shifts and the age-old debate around buybacks or dividends.

A quick chat about why guidance is so important, then results worth watching later this week. AI chip champ Nvidia (NVDA) is set to ignite the excitement touchpaper after the bell this evening. There’s also London Stock Exchange (LSEG). Meanwhile, Tate & Lyle (TATE) and the upgrade cycle at Genus (GNS) are likely to grab James’ attention. Before the near-three-time FTSE 100 best performer Rolls-Royce (RR.) reports Thursday.

All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

In our latest podcast, Sharesify’s Steven Frazer and Ian Conway are delighted to welcome our very first guest, Mark Northway of ShareSoc. Mark is a board member of the retail investor advocate organisation. Previously, he was its chairman from April 2016 to December 2021.

Mark gives us the elevator pitch as to what ShareSoc is and its objectives. Then he discusses investment trust mergers and the ongoing campaign by activist Saba. We talk through whether Saba is acting as a force for good for investors. Alternatively, we consider if it is becoming a big distraction for trust managers.

Mark explains why recent voting at Edinburgh Worldwide (EWI) was a bit worrying. He also explains why such votes are crucial for retail investors.

The chaps talk through trust mergers and touch on share buybacks and dividends. This is a topic that clearly needs more time to cover. They also discuss if Smithson Investment Trust’s (SSON) planned switch to an open-ended investment company makes sense. Furthermore, they consider if it opens the door to a wider shift for many trusts in future.

 If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss an interesting week on UK and overseas markets. There are more investment trusts merging – BlackRock Throgmorton (THRG) and BlackRock Smaller Companies (BRSC). They also discuss what activist Elliott Investment Management wants London Stock Exchange (LSEG) to change. In addition, Nvidia (NVDA) earnings are coming in hot next week.

As investors rethink US large cap exposure, Ian flags where some of the money is heading. James talks us through emerging markets trusts that are pulling in fresh capital. This includes Templeton Emerging Markets (TEM), Schroder AsiaPacific Fund (SDP), and Fidelity Emerging Markets (FEML).

Also on the agenda, Ian and Steve talk through share buybacks being pulled, and how that’s upsetting investors. There is also a quick look at three-year superstar stock Rolls-Royce (RR.), with results incoming next week.

All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers. In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI) – the stock has surged 50%+ this week… what’s going on? Steve and Ian provide answers.

Also on the agenda, James introduces listeners to Applied Nutrition (APN), what it is and why it’s gaining traction with investors, and there’s an update on what ‘The Sage of Omaha‘ has been doing, or his operational people now largely running the sow at Berkshire Hathaway (BRK).

Ian then talks through ‘mini Melrose’ Rosebank Industries (ROSE), its latest cash call and why the stock has struggled to live up to previously high hopes.

Steve flags a recent US IPO that might be another Ashtead (AHT) in the making, James talks defence firm BAE (BA), while Ian draws attention to an interesting spin on the property Reit… Custodian Property Income (CREI).

All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss market mood dominated by AI, bonds, the AIC/Saba punch-up, why £10bn for Schroders is too cheap, and a heavy metal week incoming...

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux open with Winter Olympics talk and news from ‘down The Lane’, and why Steve think’s rock band Stealers Wheels is appropriate. James then unwraps a couple of results from UK small caps Ramsdens (RFX) – not the chippy! – and PZ Cussons (PZC).

The chaps then chat through London Stock Exchange (LSEG) news after its recent sell-off, and ponder what activist investor Elliott might be up to with its stake build. Ian walks us through, before moving on to the buybacks at back-off at BP (BP.) and TotalEnergies (TTE), with Shell (SHEL) about to report.

James and Ian talk patchy performance at Finsbury Growth & Income (FGT) trust, before Ian recaps UK housebuilders, and why there’s still no sign of a bottom. Steve wraps up some hot stocks across the pond in cybersecurity and AI infrastructure, there are warning signs for the wealth management industry, and Alphabet’s (GOOG) rare 100-year bond, and what is means for investors.

All this and more. So if you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

In our latest podcast, Sharesify’s Steven Frazer and James Crux reflect on a bumpy old week for major #stockmarket (AMZN) and #google  (GOOG).

Steve reveals the staggering combined cost that major firms expect to lavish on AI capex wars this year,

James then discusses #Citroen, #fiat and Chrysler car maker #stellantis  (STLAM), following the company’s massive €22 billion asset write-down, and how that will impact #income seekers particularly badly.

James also reveals the diverging paths of weight-loss drug giants Eli Lilly (LLY) and Novo Nordisk (NOVO-B), as one loses the market cap pounds, while the other gains.

The chaps the spin through what’s coming next week, with consumers firmly in the picture as #brand  giants like #Coca-Cola (KO) and #McDonald’s (MCD) report.

AI/data centre infrastructure will remain firmly in the frame to, Steve reveals, while James explains why once popular #fund manager Nick Train will be nervously number checking a couple of reporting companies.

All this and more, so if you want to get involved, email us your thoughts, suggestions and questions at [email protected], and those tuning in via YouTube directly, please remember to subscribe to our channel.

You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

On our latest podcast, Sharesify’s Steven Frazer and Ian Conway are joined by long-time friend and colleague James Crux, the latest member of the Sharesify team. The chaps kick-off with a quick spin through Elon Musk’s faster than speeding bullet SpaceX/xAI merger. On Friday it was speculation, by Monday the deal was signed and sealed, although what this might mean for Tesla remains to be seen.

Markets have found a more stable footing after a bumpy week or so, pepped up by more firm earnings both over here and across the pond, with AI darling Palantir (PLTR) catching Steve’s eye, while Ian flags Plus500’s (PLUS) new love of prediction markets.

There are results from Filtronic (FTC) to chat through, Disney’s (DIS) damp showing at the House of Mouse, while James talks Irn Bru fizzy pop, consumer goods and more. He also touches base with trusts trading at a premium to NAV, something of a rarity in recent years.

We have big tech earnings incoming with chip firm Advanced Micro Devices (AMD) this evening, Alphabet (GOOG) and Amazon (AMZN) after the close Weds and Thurs. And there’s more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.

If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.

#investing , #stockmarket , #financepodcast #marketnews #stocks, #earningsseason, #bigtech , #aistocks , #ukinvesting , #wealthbuilding

In our latest podcast, Sharesify’s Steven Frazer and Ian Conway start macro, with word that former Fed governor Kevin Warsh will replace Jerome owell as Fed head… Ian steers investors through the talking points. The chaps discuss a largely positive week for markets, but a real mixed bag from big tech.

You can spin through our thoughts on Microsoft (MSFT), Meta Platforms (META) and Apple (AAPL) by clicking the company names. Talking of knockout names, Steven and Ian discuss exciting IPO news, with market gossip rife with talk of SpaceX and OpenAI possibly pulling the trigger later this year.

Ian has something to say about private equity investment trust 3i (III), and the chaps spin through what’s coming next week, including some big favourites of Terry Smith’s Fundsmith Equity. And there’s more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.

If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. You can also follow us on X, Bluesky, Facebook or LinkedIn.

And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at [email protected] and we’ll do the rest.