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Simon Rose

The Financial Outlook for Personal Investors: Foxtons & the Seraphim Space Investment Trust

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Foxtons & the Seraphim Space Investment Trust
Neil Shah of Edison Group looks at the 1st quarter trading update from Foxton's which, wit a new management team, is undergoing a turnaround. It's a great brand, underpinned by good IT and data. It is a stable business (particularly lettings) with low risk on the downside which might have a great upside if press comments about it being sold are borne out. More esoteric is the Seraphim Space Investment Trust, which invests in companies exposed to the space industry, where the private sector is bringing down the cost of launching items into space. The price has risen, boosted to some extend by the prospect of increased defence spending. But the portfolio is maturing and profitability is coming through from many of its investments. It's a way to get exposure to space through a team of experts.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Is it silver's turn to shine?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Is it silver's turn to shine?
Russ Mould of A J Bell explains why inflation – and the risk-free rate – are so important for pricing in markets. Expectations for interest-rate cuts being scaled back as inflation persists have helped gold reach record levels as investors look for stores of value. But Russ points out that silver has had less attention and is relatively cheap in comparison with gold. If there is a shift in the mood music, could it be silver's turn for a run?
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: The consumer sector & Topps Tiles

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The consumer sector & Topps Tiles
Russell Pointon of Edison Group talks to Simon Rose about the consumer sector where the M&A activity is confirming that a lot of companies are looking cheap. Best off are those companies able to pass on inflation, such as Gregg's. While things should get better this year, the sector isn't out of the woods yet. While this week's trading update from Topps Tiles saw reduced estimates, Russell is encouraged by the minor fall in the share price. Although the environment is currently tough, the shares look cheap and should rebound sharply as things improve. There are notes on them and the consumer sector on the Edison website.
Guest:

Russell Pointon

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Gavin Oldham

The Financial Outlook: Westminster Hall debate on family access to CTFs of disabled young people

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: Westminster Hall debate on family access to CTFs of disabled young people
The debate on 19th March 2024 was hosted by Sir Jeremy Quin MP to call for the need to simplify family access to Child Trust Funds for disabled young people, and a number of MPs contributed to the debate, including Danny Kruger and Ed Davy. The audio record is provided by Parliament Live, and is an unabridged recording of proceedings, without additional comment. Listeners may notice an adjournment for voting in the House of Commons.
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Simon Rose

The Financial Outlook for Personal Investors: What does copper's buoyancy mean?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What does copper's buoyancy mean?
Russ Mould, after explaining why cocoa has recently become more expensive than copper, thinks the buoyancy of "Doctor Copper" could suggest the global economy is in ruder health than many believe. If so, he wonders why central banks are so keen to cut interest rates. And if inflation rises, commodities could return to fashion. He points out that mining stocks have failed to keep pace with commodity prices but emphasises that private investors should always ensure that they are diversified and don't put all their (Easter) eggs in one basket.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Law Debenture & Team Internet

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Law Debenture & Team Internet
Neil Shah of Edison Group thinks investors should be looking ahead several months, when interest rates will be lower and companies doing better. He likes the look of investment trust Law Debenture, predominantly investing in UK equities, split between larger and small & midcap companies, which are even more undervalued. Their professional services business enhances the returns, as explained in a note on Edison's website. If you think the internet is here to stay, then he favours internet services company Team Internet, especially after their recent record results. On an undemanding valuation, it has now grown to the point where it is large enough to attract more institutional investors.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal investors: What does the wave of bids mean for UK equities?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal investors: What does the wave of bids mean for UK equities?
Russ Mould looks at the bid activity in the UK market with an increased bid for Direct Line and the offer for Curry's being withdrawn. The forty-plus bids last year returned about 1.5% to investors, making a total yield with cashbacks and dividends of over 7%. Should investors look for stocks that might receive a bid or should they heed the words of Warren Buffett? And if so many predators see value in the UK stock market, why aren't international investors buying?
Guest:

Russ Mould

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Gavin Oldham

The Financial Outlook: UK Budget as delivered on 6 March 2024

Gavin Oldham
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook: UK Budget as delivered on 6 March 2024
The full unabridged UK Budget speech as delivered by Chancellor Jeremy Hunt in the House of Commons on Wednesday 6th March 2024, without additional comment.
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Simon Rose

The Financial Outlook for Personal Investors: The British ISA, Spirent & Listed Private Equity companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The British ISA, Spirent & Listed Private Equity companies
Neil Shah of Edison Group assesses the likely impact of the Chancellor's idea for British ISAs, believing they could stimulate the undervalued UK market. As the bids for Spirent and others show companies are being taken out relatively cheaply. He also explains that it might profit investors to look at listed private equity companies, which typically generate 14% year on year but which are trading at big discounts to net assets. Edison have a report online on the sector and investors can join a forthcoming webinar.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: Life and non-life insurance companies

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Life and non-life insurance companies
Russ Mould of A J Bell looks ahead to the full year results of the UK's insurance companies. While a valid short cut could be to think of the life companies in particular as bond proxies, he explains more sophisticated ways of assessing them as investment prospects. He points out that the life companies have some very high yields, but investors must consider if these compensate for the risks and complexities. He also goes through the considerations to mull for the less high-yielding non-life companies.
Guest:

Russ Mould

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