Investing Insights in the Drinks Industry

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Is the doctor in or out when it comes to Greggs? Find out on this week’s PlayingFTSE Show!

This week, we’ve got something different on the show. It’s an interview with the UK’s leading independent stock picker!

Dr. James Fox writes at GuruFocus and Fool UK. And he’s here to talk with Steve W about stocks, shares, and investing. 

James tells us about taking control of his finances from an advisor at the age of 18 and reveals what the first stock he ever bought was. It’s not one you might guess.

He also shares a bit about what type of investor he sees himself as and what he does when he’s not investing. Anyone for a sumac-based soft drink?

Finding stocks to buy is one of the most important things for investors. So how does the best in the business go about it? 

James talks Steve W through his process and the key metric he uses to screen for investment ideas. It’s not one we talk about much, but it has a good pedigree.

Building a diversified portfolio is the ambition of a lot of long-term investors. But it’s a bit different for someone who also owns their own drinks business.

James talks through the balance of his pension in terms of UK and US stocks. And he also shares his views on the attractiveness of bonds at the moment.

We don’t talk much about Pinterest on our show, but James thinks it’s a stock listeners should know about. And he’s here to give us a run-through on why.

It’s growing impressively and trades at a reasonable P/E multiple. But is a heavy skew towards the US in terms of revenues a risk or an opportunity?

We couldn’t have the UK’s leading independent stock picker on and not get his views on some stocks. And we’ve got quite the lineup to get through. 

The big question, though, is what James thinks about Greggs. It’s one of his favourite stocks to write about, but why does he have such as strong view on it?

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

3:01 BACKGROUND

20:20 FINDING STOCKS

34:28 PORTFOLIO BREAKDOWN

48:52 PINTEREST

1:00:53 THE DOCTOR IS IN?

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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.