The Britbox - Can This UK Focused Pie Beat the Market?

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► Episode Notes:

When is Steve D’s birthday? Find out in this week’s PlayingFTSE Show!

The show has a different feel this week. We’re finally giving the people what they want – a Trading212 pie with 30 of our favourite UK stocks. 

Steve W has gone back to underperforming this week after beating the major indices for two weeks running. Fortunately, though, Steve D has been pushing things forward for the team by beating everything by an absolute mile. 

The quick roundup this week features a bunch of companies with blue logis. Steve W has been looking at Intel and Five Below – two stocks enjoying sharply contrasting fortunes.

Steve D’s attention this week has been caught by Salesforce, which is starting to gain some AI credibility and Okta, which is performing well. But should investors buy either stock?

This week’s show is all about the Britbox – our top 30 UK stocks to go into a Trading212 pie. We’ve also got our top overall pick and two more of our individual favourites.

AB Dynamics, Ashtead Technology, and Judges Scientific are Steve D’s picks from the AIM. Two that we haven’t seen before on the show – but could there be some real potential here?

Steve W also has an unfamiliar name to the show – FTSE 250 components company Senior. Also on his list are filtration firm Porvair and deep value turnaround Dowlais.

Steve D’s UK fintechs include Wise, Mony Group, and XPS Pensions. The last of these might not be familiar to viewers of the show, but could the upcoming pensions change be a big catalyst?

Among Steve W’s favourite consumer-facing businesses are J.D. Wetherspoon, Games Workshop, and A.G. Barr. An idiosyncratic choice here – can the UK’s cheapest pub chain really raise prices?

Regular viewers might not be surprised to hear that Bloomsbury, Greggs, and Rightmove make Steve D’s list of stocks for the Britbox. But should he be more excited about reading Sarah J. Mass for the first time?. 

Steve W’s three are acquisitive growth stocks. Bunzl (distributor of consumables), DCC (a new one for the show) and Diploma (industrial components) make his list for the pie.

Spirax Group has had a rough year. But it’s in Steve D’s list for the Britbox along with FTSE 250 industrial Renishaw and Vistry – a FTSE 100 housebuilder Steve W’s been talking about.

Rentokil, Experian, and Admiral are Steve W’s choices. The running theme is supposed to be things with strong moats and long-term growth prospects, but do these fit the bill?

FTSE 100 miner Glencore leads out Steve D’s final set of three for the Britbox. It’s joined by Barclays – the UK’s leading investment bank – and NatWest, which has done very well this year.

Steve W also has a miner and unsurprisingly it’s Anglo American. A long-term copper thesis is behind this one and the remaining places in Steve’s side are filled by Diageo and Croda International – obviously. 

That only leaves to picks and the supporting cast still to be decided. 

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

4:30 SHOW UPDATE

8:02 INTEL

13:00 SALESFORCE

15:36 FIVE BELOW

19:14 OKTA

21:14 BRITBOX INTRO

22:51 AIM / SMALL CAPS

30:01 FINTECHS / MID CAPS

37:20 FTSE 350 PART ONE

43:37 FTSE 350 PART TWO

50:44 FTSE 100

58:28 OUR FAVOURITES

► 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.