Reflections on a Tough Week in the Market

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► Episode Notes:

What website is Steve W about to go on? Find out on this week’s PlayingFTSE Show!

It’s been a tough week in the stock market, especially in the US. And neither Steve D nor Steve W has been having a good time of things. 

Crowdstrike shares have been falling recently. Could this be the result of last year’s outage coming back around to haunt the company?

The stock roughly back where it was before the big drop and Steve D has been taking a look. There’s still a very good business with some strong customer retention here…

FTSE 100 distribution company Bunzl has been catching Steve W’s eye. Revenues for 2024 are down, but this was known about and the share price has fallen on the latest news.

There’s around 7% of the market cap in free cash to deploy each year. And if it can’t be used for growth, it’s coming back as dividends and buybacks.

MongoDB is a stock the PlayingFTSE Show has been looking at for a while. And it took an almighty hit this week, with shares down over 30%. 

The reason is a weak outlook for the next three months, but the company has been known to guide low and then work higher before. Steve D has been checking this one out.

Despite full year revenues being up 11%, shares in Greggs fell sharply this week. This doesn’t seem to make sense, but Steve W thinks he can see what’s going on. 

The latest news is that trading conditions are tough right now. But with the company set to increase its store count by 5% this year, could it be a bargain at today’s prices?

Transmedics has been the subject of a short report recently and the stock is down further after its results for the last year. But the business is well ahead of the competition.

Steve D has been on this one for a while and is impressed by the company’s response to the allegations from Scorpion Capital. So could this be his moment to buy?

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► Timestamps:

0:00 INTRO & OUR WEEKS

4:20 CROWDSTRIKE

16:42 BUNZL

27:26 MONGODB

43:36 GREGGS

57:27 TRANSMEDICS

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

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► Disclaimer:

This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.