In our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance. However, there was a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing. The chaps chat through results highlights, and lowlights and what to watch out for next week.
Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP). WPP is firmly in turnaround mode (again!) after hitting 29-year lows. Now, however, the company has a CEO who seems to have a proper plan in place.
Steve runs through Broadcom (AVGO) and Dell (DELL), and how memory chip pricing is something to watch.
Trust in trouble
Another week, another investment trust under the cosh as Impax Environmental (IEM) faces an existential crisis as activist Saba throws the trust under the bus. It appears to be a real blow, argues Ian, given Impax’s great track record. Staying with trusts, the hugely popular JPMorgan Global Growth & Income (JGGI) is set to report next week. In addition, the lesser-known Law Debenture (LWDB), a trust with a genuine twist, will also report.
Greggs (GRG) is also incoming next week, a surprise leader of the UK’s most shorted stocks (read Ian’s feature here). Meanwhile, across the pond, eyes will be fixed on cybersecurity firm CrowdStrike (CRWD) in the wake of Palo Alto’s (PANW) soft guidance read last week.
There’s lots more than chaps chew through too. So if you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click Like and subscribe to our channel.
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