Playing FTSE Amazon, Croda, Transmedics & A Taylor Wimpey Deep Dive
What happened with Rentokil this week? Find out on this week’s PlayingFTSE Show!
It’s not been a good week for either Steve – or the FTSE 100, or the S&P 500. Steve W’s in between the indexes and Steve D’s below them both.
Taylor Wimpey is the latest addition to Steve D’s portfolio. But the firm made a loss and lowered its dividend as a result of cladding provisions during the first half of the year.
That, however, should be a one-off thing. And Steve W has some macroeconomic data to support the idea that the construction industry could be about to pick up.
Amazon’s share price fell sharply after the firm’s Q2 earnings report. And not just because tariff news sent the stock market down more generally.
Steve W is putting it down to weak guidance for operating profits in Q3. So is the falling share price an opportunity to get back to buying the stock?
Transmedics has been having an outstanding year so far in 2025. The stock market has responded well to the company’s latest earnings report – and for good reason.
Revenues are profits growing strongly and the firm is working on the next iteration of its product lineup. All of that bodes well for Steve D’s investment.
We’ve had a request to talk about Croda International’s latest earnings report. The stock market didn’t like it at all, but Steve W thinks the picture is more mixed.
The dividend is up despite lower free cash flows and sales are growing, but not as quickly as they were. So what should Jamie from Stocks and Savings make of the report?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
10:38 TAYLOR WIMPEY EARNINGS DEEP DIVE
35:47 AMAZON
48:20 TRANSMEDICS
58:15 CRODA
► 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.