In today’s Podcast, the Sharesify team talk markets, this week’s absence of a Trump ‘tape bomb’ and why it’s deja vu across the pond with US tech firms driving the rally.
Ian flags the significance of US stocks trading above their long-term averages again, while Steven lends us his view on ASML (ASML), the Dutch semiconductor equipment giant which also put up a strong showing.
James explains why online electricals retailer AO World (AO.) is reaping the benefits of a ‘pivot to profit’ strategy. He also talks us through SDCL Efficiency Income’s (SEIT) decision to start a managed wind-down after shareholders rejected a plan to turn the fund into an energy services operating company. On the topic of income, James teases his website article on the investment trust ‘Super Heroes’.
The chaps preview a big week of earnings on both sides of the Atlantic, with JPMorgan Chase (JPM) and Netflix (NFLX) set to report in the US and UK retailers Tesco (TSCO) and Dunelm (DNLM) also readying their results.
Ian reckons results from at-home beauty devices group Beauty Tech (TBTG) could turn heads, but Steven is more sceptical about the technology.
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