Episode 21 of the Investor’s Champion Podcast
In this episode of the Investors Champion podcast, hosts Chris and Lee discuss the challenges faced by companies like National Grid and UK water companies in balancing dividends with capital expenditure. They delve into recent market moves including the ECB's rate cuts and much needed cheer from the UK construction sector.
The episode highlights various UK stocks, such as Ramsden's, WH Smith, and Fever Tree, and investigates the financial health and future prospects of these companies.
UK fund managers are also examined for their potential growth and dividend yields. The podcast concludes with a look at one of our Bonkers Bargains.
Timestamps:
01:17 Weekly News and Stock Updates
01:45 ECB Rate Cuts and UK Construction Boom
04:01 National Grid's shenanigans
10:47 NVIDIA's market milestone
13:51 Tesla's valuation debate
16:11 Fund Managers Premier Miton, Impax, Liontrust,. Polar Capital and market trends
18:03 Dividend payers and market outlook
19:16 Pawnbrokers Ramsdens and H&T
22:43 WHSmith: High Street vs Travel Retail
28:24 Investment Insights: Trustpilot and tech giants
30:56 Quick Company Reviews: Fever Tree, Inspec's Group, and Gemfields
Podcast Platform Links:
Spotify: https://open.spotify.com/show/3seyNBmXa9Cv7k4yC9FMYT
Apple: https://podcasts.apple.com/us/podcast/investors-champion-podcast/id1725567487
Amazon Music: https://music.amazon.co.uk/podcasts/31cc6259-f400-414f-8bad-c0e31a03385e/investor's-champion-podcast
Disclaimer: This podcast is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser.