Sharesify

Sharesify talks volatile/recovering markets, Trustpilot, memory chips, Scottish Mortgage and more


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Ian previews tonight’s Fed meeting and says there is ‘no suspicion’ that the US central bank will cut interest rates with West Texas Intermediate north of $90. Also, James discusses Liontrust’s (LIO) acquisition of River Global’s (RVRG) asset management arm. This deal beefs up the fund manager’s investment talent and expands its range of investment trusts.


Two trust talking points

He also highlights why investors should look past a rare performance blip at the world’s oldest investment trust, F&C (FCIT) which has announced a 55th consecutive dividend increase.

Steve explains why global growth trust Scottish Mortgage (SMT) wants a little bit more flexibility to invest in private companies.

In terms of winners, Steve discusses ‘knockout results’ from Trustpilot (TRST) and why he likes the online reviews site’s long-term gameplan. Ian explains why industrial parts distributor and quality compounder Diploma (DPLM) is dull ‘in a good way’. Additionally, he explains why lender Close Brothers (CBG) has been in the eye of the storm. Finally, James questions whether sofa seller DFS (DFS) can deliver another profit upgrade.


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SharesifyBy Sharesify