► Episode Notes:
Whose digestive system went on strike this week? Find out on this week’s PlayingFTSE Show!
It’s the start of Q4 and Steve D and Steve W are in to look at how the year’s been going and what might be in store for the rest of 2023. Plus, they’ve got Nike’s earnings and the answers to some of your questions.
First of all, it’s time for a portfolio review. Steve W has had a quiet three months compared to Steve D, but what have we been buying and selling since July?
Then it’s on to Nike, where things have been tough since pandemic-induced tailwinds have abated. But there’s some optimism around the stock, after a decent earnings report, so is this the opportunity the Steves have been waiting for?
After that, it’s on to Realty Income, which is down 21% since the start of the year. Steve W reviews the case for and against, with a dividend yield approaching 5% and prospects for growth in Europe.
Lastly, there’s a mystery s to look into – how is it possible for a company to be profitable before tax, but not after? The Steves have their thoughts, but they’re still on the lookout for such an elusive business…
Only on this week’s PlayingFTSE Podcast! ► Support the show: Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse (All proceeds reinvested into the show and not to coffee!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp ► Timestamps:0:00 Intro14:11 Reviewing our portfolios26:36 Nike 46:38 Realty Income57:03 Listener Question ► 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 ► Wanna get in contact? Got a question for us? Drop it in the comments below or reach out to us on Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com