On this week's episode, Michael Fahy is drafted in to discuss two areas of interest. First up is big builders - infrastructure projects should keep companies such as Barratt, Balfour Beatty and Costain busy even in a recession. Second for Michael is a discussion of Qinetiq, a defence stock that looks relatively good value.
James Norrington is also welcomed to the pod to talk through his long-read this week: Finding dividend stars.
Dan Jones hosts James Norrington and Michael Fahy.
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Investors' Chronicle