Neil Shah of Edison group looks at a couple of companies which will benefit from the cycle turning in response to declining interest rates. Both are related to the housing market. Estate agents Foxtons have a reasonably-new management team and their interim results show encouraging progress and seem reasonably valued. So too is Topps Tiles, which Neil has discussed on Share Radio before. They are expanding their commercial and online business and doing all the right things. There are notes on both companies on the Edison website: https://www.edisongroup.com.

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