Playing FTSE Wise, Danaher, Halma & Labours Spending Review
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It’s been a storming week for both Steves. But who’s done well, who’s done better, and what’s been going on with Nintendo?
Rachel Reeves has issued the latest set of government spending plans. And there have been some obvious winners from the news.
Chief among these is Rolls-Royce. But the housebuilders have also been doing well and both Steves are actually relatively optimistic about the plans going forward.
On the face of it, Halma’s latest results appear to be outstanding and the stock is up as a result. Steve W has been having a look at the numbers.
Organic growth is impressive and the stock market clearly likes it. However, with a March 31st cutoff, could there be tariff volatility on the way?
Wise might be leaving the UK, but Steve and Steve aren’t willing to let this one go easily. Another outstanding year has seen the company go from strength to strength.
More people, more transaction volume, and lower charges are seeing the company pull away. So is it likely to attract a better multiple on the other side of the Atlantic?
Danaher is an S&P 500 stock that we haven’t talked about much before. But it’s the kind of business that both Steves like – strong growth and a good acquirer.
It has a very interesting backstory and a culture that gives it a big competitive advantage. So at a cyclical low, could it be a stock to buy right now?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
10:13 REEVES SPENDING REVIEW
24:21 HALMA
36:52 WISE
54:40 DANAHER
► 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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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.