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Wise, Danaher, Halma & Labours Spending Review
Manage episode 488839684 series 2915486
What is PSNFL? Find out on this week’s PlayingFTSE Show!
It’s been a storming week for both Steves. But who’s done well, who’s done better, and what’s been going on with Nintendo?
Rachel Reeves has issued the latest set of government spending plans. And there have been some obvious winners from the news.
Chief among these is Rolls-Royce. But the housebuilders have also been doing well and both Steves are actually relatively optimistic about the plans going forward.
On the face of it, Halma’s latest results appear to be outstanding and the stock is up as a result. Steve W has been having a look at the numbers.
Organic growth is impressive and the stock market clearly likes it. However, with a March 31st cutoff, could there be tariff volatility on the way?
Wise might be leaving the UK, but Steve and Steve aren’t willing to let this one go easily. Another outstanding year has seen the company go from strength to strength.
More people, more transaction volume, and lower charges are seeing the company pull away. So is it likely to attract a better multiple on the other side of the Atlantic?
Danaher is an S&P 500 stock that we haven’t talked about much before. But it’s the kind of business that both Steves like – strong growth and a good acquirer.
It has a very interesting backstory and a culture that gives it a big competitive advantage. So at a cyclical low, could it be a stock to buy right now?
Only on this week’s PlayingFTSE Podcast!
► Get a free share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested.
Past performance doesn’t guarantee future results.
► Get 15% OFF Finchat.io:
Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Follow Us On Substack:
https://playingftse.substack.com/
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/
We get a small cut of anything you buy which will be reinvested back into the show...
► Timestamps:
0:00 INTRO & OUR WEEKS
10:13 REEVES SPENDING REVIEW
24:21 HALMA
36:52 WISE
54:40 DANAHER
► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
► Wanna get in contact?
Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow
Or on Instagram: https://www.instagram.com/playing_ftse/
► Enquiries:
Please email - playingftsepodcast@gmail(dot)com
► Disclaimer:
This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
260 episodes
Manage episode 488839684 series 2915486
What is PSNFL? Find out on this week’s PlayingFTSE Show!
It’s been a storming week for both Steves. But who’s done well, who’s done better, and what’s been going on with Nintendo?
Rachel Reeves has issued the latest set of government spending plans. And there have been some obvious winners from the news.
Chief among these is Rolls-Royce. But the housebuilders have also been doing well and both Steves are actually relatively optimistic about the plans going forward.
On the face of it, Halma’s latest results appear to be outstanding and the stock is up as a result. Steve W has been having a look at the numbers.
Organic growth is impressive and the stock market clearly likes it. However, with a March 31st cutoff, could there be tariff volatility on the way?
Wise might be leaving the UK, but Steve and Steve aren’t willing to let this one go easily. Another outstanding year has seen the company go from strength to strength.
More people, more transaction volume, and lower charges are seeing the company pull away. So is it likely to attract a better multiple on the other side of the Atlantic?
Danaher is an S&P 500 stock that we haven’t talked about much before. But it’s the kind of business that both Steves like – strong growth and a good acquirer.
It has a very interesting backstory and a culture that gives it a big competitive advantage. So at a cyclical low, could it be a stock to buy right now?
Only on this week’s PlayingFTSE Podcast!
► Get a free share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested.
Past performance doesn’t guarantee future results.
► Get 15% OFF Finchat.io:
Huge thanks to our sponsor, FinChat.io, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at FinChat.io!
https://finchat.io/playingftse/?lmref=iQl2VQ
► Follow Us On Substack:
https://playingftse.substack.com/
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/
We get a small cut of anything you buy which will be reinvested back into the show...
► Timestamps:
0:00 INTRO & OUR WEEKS
10:13 REEVES SPENDING REVIEW
24:21 HALMA
36:52 WISE
54:40 DANAHER
► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
► Wanna get in contact?
Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow
Or on Instagram: https://www.instagram.com/playing_ftse/
► Enquiries:
Please email - playingftsepodcast@gmail(dot)com
► Disclaimer:
This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
260 episodes
All episodes
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