Original Broadcast: The Financial Outlook for Personal Investors
Neil Shah of Edison Group discusses the latest changes to his amazingly successful model portfolio The Illuminator. Although still of interest Rolls-Royce and Rightmove are ejected to make room for two newcomers. Online appliance retailer AO World has embarked on a turnaround and its guidance is optimistic, showing a great increase in profitability. Possessing a good balance sheet, they should earn a decent return for shareholders. Renew Holdings is a boring, but worthwhile compounder. It's a market leader in its area of engineering and construction, a fragmented market place. It has a high level of recurring revenue, well-disciplined management and will benefit from UK infrastructure spending. More here: https://www.edisongroup.com/insight/the-illuminator-march-2024/
Guests: Neil Shah
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Original Broadcast: The Business Of Film
James Cameron-Wilson laments the UK box office, down 32% because of the sunny weather. It meant Kingdom of the Planet of the Apes only took £3.8m. Despite his loneliness in the cinema, James found it a miraculous piece of cinematic magic; clever, multi-layered, exciting and often funny, with amazing production design. On Netflix, he was disappointed by In the Land of Saints & Sinners, a plodding thriller with Liam Neeson. And he found Disney Plus's Prom Dates to have a few amusing bits but to be far too crude and predictable.
Guests: James Cameron-Wilson
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Original Broadcast: The Bigger Picture
Political commentator Mike Indian discusses Keir Starmer's six pledges as the long General Election campaign gets underway. He looks at why underinvestment in infrastructure in the UK is coming back to haunt us, offering some suggestions at ways to improve things. And he looks at who is pulling the strings in Labour behind the scenes at think tank Labour Together. Although Labour may mock the chaos of the Conservative Party, Mike wonders how turbulent the broad church of the Labour Party will be when it is in power.
Guests: Mike Indian
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Original Broadcast: Gadgets and Gizmos
Steve Caplin is excited by ChatGPT's latest innovation which combines text, audio and video and talks to you uncannily realistically. He also explains which AI system you should use and points out that AI is not guaranteed to tell the truth. There's the video portal between Dublin and New York which had to be shut because of mischievous activity. Scientists have found a way to consume alcohol without getting drunk. MIT is working on a way to combat noisy neighbours. There may be a way to stop satellite jammers blinding planes' navigation systems. And Ordnance Survey is incorporating local nicknames to its maps.
Guests: Steve Caplin
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Original Broadcast: Thought for the Week
Individual achievement is recognised in many walks of life, and that recognition spurs people on to achieve even greater things. With education, good exam results and university entrance are celebrated, but this doesn't do much for those who find it difficult to get started in the first place. That's why The Share Foundation's introduction of incentivised learning is so important for young people in care, achieving an attitudinal transformation as they progress through the six-step Stepladder course. We need acceptance of incentivised learning to break the cycle of deprivation. Background music: 'Everything Has a Beginning' by Joel Cummins
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Original Broadcast: This is Money
The Bank of England decided to hold the base rate for the sixth time in a row this week – but was it the right decision? Should the MPC have been bold and made a cut? What does it mean for our mortgages and savings? And when will a move come - and in what direction? Georgie Frost, Simon Lambert and Lee Boyce talk about the base rate decision and what happens next. In the world of property, the number of homes being devalued is on the rise. So, what's going on? And what can you do if it happens to you? Bungalows are having a moment. They're not just for the elderly and downsizers, young families and first time buyers are also increasingly interested - pushing the price of them higher since the pandemic. Energy firms have been trying to push smart meters on us for years: have they uncovered a new trick to get us to make the swap? And finally, it's been good news for JD Wetherspoon - the no frills pub chain said it expects annual profits to come in towards the 'top end' of forecasts. Where do you stand on Spoons? Lee and Simon face-off with different pints of view on the pub giant.
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Original Broadcast: Motley Fool Show
Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending. Ron Gross and Andy Cross discuss Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter, Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown, and how drinkmaker Celsius continues to find the energy for growth. Then, 19 minutes in, Motley Fool co-founder David Gardner provides some timeless advice for college grads. Finally, 27 minutes in, Ron and Matt break down two stocks on their radar: Toast and Trex. Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST. Host - Dylan Lewis; Guests - Andy Cross, Ron Gross, David Gardner, Mary Long.
Guests: Andy Cross,Ron Gross,David Gardner,Mary Long
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Original Broadcast: Motley Fool Show
When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway. Jim Gillies and Dylan Lewis discuss Berkshire’s past and future succession-planning, what Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy, and why investors shouldn’t be looking at Berkshire on a strictly total-return basis. Companies discussed: BRK.A, BRK.B, AAPL. Host - Dylan Lewis; Guest - Jim Gillies
Guests: Jim Gillies
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Original Broadcast: The Hypnotist
There are many reasons why people suffer from insecurity, a loss of confidence, or a sense of feeling unworthy: it could be personal issues or the circumstances in which you find yourself. The concept of 'The Hero's Journey' forms the bedrock of many stories and films where an ordinary person beset by challenges experiences something well out of their comfort zone, introducing a very new perspective on life. Through that experience they learn something about themselves, some as yet undiscovered strengths, and are then challenged to test that new realisation. As a result, their new sense of confidence builds as the journey unfolds — and that sense of insecurity is transformed into a new strength, enabling them to achieve their real potential in life.
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Original Broadcast: The Financial Outlook for Personal Investors
With the Bank of England's MPC displaying "studious inactivity", Russ Mould of A J Bell looks at why interest rates are so important to pricing in stock markets. Despite no change in rates, the UK market is now anticipating a cut soon helped by the Swedish Riksbank cutting its rates for the first time in 8 years, along with other European banks. Russ also looks at the types of shares that will benefit from falling rates – assuming investors are reading the runes correctly.
Guests: Russ Mould
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