In the latest Sharesify Podcast, the chaps discuss everything from market highs and microchips to Screwfix, spares and strikes and a pet retail recovery story.
Steven explains why Micron (NASDAQ:MU) and SK Hynix (KRX:000660) have joined the trillion-dollar club. Our tech guru also discusses the latest strong results from global growth fund Scottish Mortgage (LON:SMT), one of a rare breed of investment trusts trading at a premium to net asset value (NAV).
James walks us through some surprisingly resilient updates from consumer-facing names. Home improvement retailer Kingfisher (LON:KGF) continues to take market share, while Hollywood Bowl’s (LON:BOWL) air-conditioned bowling alleys are helping it to make hay while the sun shines.
Markets-watcher Ian discusses why engineering firm Bodycote (LON:BOY) has drawn a £1.5 billion bid. He also explains why high-performance materials group Zotefoams (LON:ZTF) is seeing strong trading across the board.
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