Playing FTSE Hargreaves Lansdown's shaky earnings, Monthly dividends and a closer look at some exciting growth!
Just the two of us! Paul's not here this week, so it's the Steves looking after the fort. Who's redefining wealth management in the UK? Find out on this week's PlayingFTSE Show!
We kick things off with a review of our weeks. Someone's been making Steve W an offer he absolutely can refuse. Who is it and what's been going on? Steve updates us.
Steve D has this week's game. It's an idea that Steve W also had, but Steve D's beaten him to it. So enjoy as Steve W tries to figure out who said a number of quotes about investing. PlayingFTSE's chief guru-follower gets off to a rocky start, after a clean sweep last time out. Will he get ANYTHING right this time?
UK news follows, following a rough performance from Hargreaves Lansdown stock after its earnings. The legacy broker is investing in its tech to try and get caught up, but can it succeed? Steve D has the news.
After that, we have a run through the earnings that have been catching our eye this week. Steve W kicks us off with the retail REITs in his portfolio. Both Agree Realty and Realty Income have been reporting lately, with broadly similar results.
Next is Steve D with SAAS company Monday.com, which has had quite the drop lately. Steve gives us his thoughts. The company has been doing pretty well, so what's behind the share price decline? Then it's back to Steve W with a SAAS stock of his own! Non-profit platform provider Blackbaud has also had a bit of a dip. Unlike Monday.com the report seems a little uninspiring. Steve W takes us through what's been going on.
Last up, it's the one you've all been waiting for. The Steves talk Teladoc! Earnings are in, Steve D has some views on the guidance and Steve W's in this stock as well now. We talk about this one every quarter, what's changed this time? Please note this was recorded prior to the invasion of Ukraine, so whilst we try to stay politically neutral we are not insensitive to what has developed since our recording and this is the only reason it is not mentioned. In the absence of such commentary allow us to update you with what we would have said: "Fuck Putin. Slava Ukraini!"
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