Playing FTSE The Eurobox, Vanguard & Googles Quantum Leap!
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► Episode Notes:
What links Sartorius, Novo Nordisk, and Svenska Handeslbanken? Find out on this week’s PlayingFTSE Show!
It’s a very unusual week this week on the podcast. Both the FTSE 100 and the S&P 500 are down BUT THE STEVES ARE NOT – THEY’VE BOTH OUTEPERFORMED.
Steve W has been looking at big tech for this week’s quick news roundup. Google has a quantum computing chip (good luck with that) and Amazon is getting into car sales (good luck with that, too.)
In Steve D’s news, Adobe beat earnings but the stock fell and Vanguard has announced some changes in its pricing structure. One is much more impressive than the other, but is Steve about to do anything?
The main bit of this week’s show, though, is our Eurobox. Following last week’s UK edition, we’re having a go at 30 stocks (15 each) from Europe (and Switzerland because otherwise it’s too hard for Steve W).
ASML, Adyen, and Dassault kick off Steve D’s contribution. Two of those will be very familiar to regular listeners, but the third is an impressive French software company we’ve not discussed before.
Differentiated consumer products have been a theme for Steve W this year. And he’s got his eye on Inditex (fashion), Adidas (apparel), and Essilorluxottica (sunglasses) as stocks to consider buying.
Steve D’s healthcare trio are Alcon, Argenx, and Lonzo. All have strong competitive positions and impressive growth prospects, but they cover different parts of the pharmaceutical industry.
One thing Europe does well is luxury goods and Steve W is on the case. Ferrari is one of the most recognisable brands in the world, but he’s also adding Porsche and Pernod Ricard to the mix.
A semiconductor equipment company, a consulting firm, and an infrastructure specialist make up Steve D’s industrials. They’re all based in Europe but each one has a global reach.
Steve W’s also on the industrials. He’s sticking to his preferred theme of aircraft building with Airbus and Safran, but there’s also a medical equipment company in there, in the form of Carl Zeiss Meditec.
When Steve D thinks of tech, he thinks of Spain. And joining Amadeus IT in this part of the Eurobox is Dutch stock exchange Euronext and private equity operation Groupe Bruxelles Lambert.
Companies with a cost advantage really get Steve W going from an investment perspective. And with Ryanair, Basic Fit, and Dino Polska, two out of three isn’t that bad…
Nemetschek, bioMérieux, and Redcare Pharmacy are stocks that almost nobody has heard of. But Steve D thinks a closer investigation explains why they’re worth their place in the group.
Steve W’s taken a look at Novo Nordisk, Sartorius, and Svenska Handelsbanken. Strong companies all three, but good luck finding a theme that ties them together.
And that’s the lot for the Eurobox. Steve D’s carefully selected his and Steve W named every stock he could think of – but neither of them listed LVMH!
All that’s left is to name our top two individual choices and a joint favourite for additional weight. These are Adyen, Dassault, Ryanair, and Svenska Handelsbanken, and the joint choice is Novo Nordisk.
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
06:38 GOOGLES QUANTUM LEAP
13:20 ADOBE EARNINGS
17:08 AMAZON CARS?
22:18 VANGUARD NEWS
27:14 EUROBOX INTRO
28:29 EUROBOX SET ONE!
35:22 EUROBOX SET TWO!
42:11 EUROBOX SET THREE!
48:31 EUROBOX SET FOUR!
56:03 EUROBOX SET FIVE!
1:02:59 BEST FIVE!
► 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.