The Companies and Markets show: Paragon, Moonpig and should you wait to buy a property?
On this episode of the Companies and Markets show, Paragon and Moonpig are under the spotlight, the former for a surprisingly positive set of results and the latter for a less rosy Christmas outlook.
Also on the docket, a look at this week's long magazine feature: Should you buy a property now? There are pro's and con's to weigh up on both sides of the argument...
Dan Jones hosts Alex Newman and Julian Hofmann.
Friday, May 19, 2023
The Companies and Markets show: British Land, luxury shares and outer space
In the latest episode of the Companies and Markets show, our team delve into the British Land results. What do they tell us and is there a valuation risk here? It’s then on to this week’s cover feature, on the ‘space economy’. The team discuss investment opportunities for UK investors wanting to get a piece of the action.LVMH’s decision to not split its shares has our economics expert questioning whether investments in a luxury company can be a status symbol. And what impact do stock splits have?Finally, the interim results of easyJet. Does the future look sunny for the budget airline?Dan Jones is joined by Mark Robinson, Julian Hofmann, Hermione Taylor and Michael Fahy.
Friday, May 12, 2023
The Companies and Markets show: Banks, the American dream and Wetherspoons
The episode begins with an examination of the recent fall in Virgin Money’s profits. What drove it and what lies ahead for the bank?The team then go on to this week’s cover story on British stocks moving listings to the US. How big of a trend is it? And are companies right to see the US as the magical solution to boost their valuations?Finally, a trading update from JD Wetherspoons. Positive news from the pub company who had their busiest Saturday ever at the start of May. But what about cost of living pressures? Can consumers be relied upon to keep buying drinks though prices are rising?Dan Jones is joined by Julian Hofmann, Jemma Slingo and Mark Robinson.
Friday, May 5, 2023
The Companies and Markets show: Manufacturers, AGMs and the energy transition
In this week’s Companies and Markets show, the panel discuss specialist manufacturer Morgan Advanced Materials' results and digs into what drove revenues in 2022. The team then talk annual general meetings and unpick the obstacles that have arisen since conferences began to move online. Lastly is our latest cover story on the energy transition, discussing UK stock picks and giving listeners an insight into threats facing renewables investment trusts.Dan Jones is joined by Mark Robinson, Val Cipriani and Jennifer Johnson.