Investors' Chronicle

We begin with Mark Robinson talking PensionBee’s (PBEE) results. The company’s marketing push in the US was a key theme in its latest update, a region where it sees a big opportunity. Mark and Dan discuss how both its US and UK arms are faring, as well as its valuation case. Next up, Holly McKechnie discusses our latest Big Read [https://www.investorschronicle.co.uk/content/9a0d3387-594c-4cf8-b38a-2d239e434386] on beating the trap of leasehold properties. Holly and Dan unpack everything from how to spot issues when renting or buying a leasehold to the impact Labour’s reforms will have. Last up, Valeria Martinez covers whey-based protein products producer Applied Nutrition (APN). Its second-half results showed good performance thanks to well-received product launches. Valeria explains why momentum is on the company’s side. Timestamps  1:25 PensionBee 18:00 Leaseholds 34:48 Applied Nutrition  ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

We begin with Hugh Moorhead and recent results from Savills (SVS), which were in line with expectations. Hugh and Dan unpack what divisions brought in the highest profits, a breakdown of a handful of global performances, and what the business’s valuation appears to be. Next up James Norrington joins to unpack our latest Big Read on sum-of-the-parts valuations. James explains the thinking behind the piece, how it can help find stocks trading at less than their worth, and how to tell if a company is focusing on the right part of a business. Lastly, Julian Hofmann covers Novo Nordisk (DK:NOVO.B), which saw shares rise after Eli Lilly’s (US:LLY) oral weight-loss pill underwhelmed regulators. Competition is still fierce in the sector, but a new Novo CEO could give the company the boost it needs. Read more on these topics  How to spot undervalued shares [https://www.investorschronicle.co.uk/content/badbf029-3a59-46e8-8145-39cc847708a3] Deep Dives [https://www.investorschronicle.co.uk/deep-dive/] Timestamps  1:16 Savills 13:41 Spotting undervalued shares 26:33 Weight loss drugs ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

This week on the show, Mark Robinson and Julian Hofmann discuss interim figures from asset manager Jupiter, and ask whether the company – and the wider sector – is truly on the road to recovery.  Our big read of the week looks at six different ways of pension planning. Personal finance editor Val Cipriani analyses the all-important topic of how to make your money last in your retirement. Finally Valeria Martinez looks at recent results from consultancy turned activist investor Science Group, which is sitting on excess cash made from its stake in rival Ricardo earlier this year. Listen to more podcasts from Investors’ Chronicle on Apple [https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327], Spotify [https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp] and YouTube [https://www.youtube.com/user/InvestorsChronicle] Timestamps  1:38 Jupiter 13:35 Retirement Strategies 24:44 Science Group Midroll 24:43 Find out more about these topics:  One-third drop in Jupiter’s earnings clouds recovery hopes [https://www.investorschronicle.co.uk/content/026b1c61-b924-485e-b35e-218eca0f15d4] How to find your ‘retirement profile’ – and how to invest for it [https://www.investorschronicle.co.uk/content/fde1a5cc-bfc2-4025-b98d-c196e80dbf6f] Science Group cashes in on Ricardo activist campaign [https://www.investorschronicle.co.uk/content/fe1f2fd7-fa54-4477-8a13-6d4325ca1c50] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

This week, Centrica (CNA) announced it had acquired 15 per cent of the East Suffolk Sizewell C nuclear plant. Commodities expert Alex Hamer looks into the deal and how it will affect taxpayers and shareholders, alongside Centrica’s latest results. Next, Mike Fahy covers our Big Read on global hidden gem companies. Dan and Mike unpack some of the stocks included and why we chose them, and the ways investors can access them.  Last up, Hugh Moorhead joins the panel to discuss two companies that need little introduction: Coca-Cola (US:KO) and PepsiCo (US:PEP). Hugh looks at the differences between their operating models, pricing power, and innovations. Listen to find out everything investors need to know.   Listen to more podcasts from Investors’ Chronicle on Apple [https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327], Spotify [https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp] and YouTube [https://www.youtube.com/user/InvestorsChronicle] Timestamps  1:28 Centrica 14:58 Global hidden gems 25:38 Coke versus Pepsi Find out more about these topics:  Centrica sizing up nuclear ambition [https://www.investorschronicle.co.uk/content/c99b892b-4086-4625-8518-8f0488aad5d6] Hidden gem stocks from around the world [https://www.investorschronicle.co.uk/content/9f6c0e33-b5ef-42b1-a708-56dd67eacf80]  Coke versus Pepsi: Why investors have a clear favourite [https://www.investorschronicle.co.uk/content/5c8d8d96-2177-4dae-a370-1ef500bb54ac] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.  As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares [https://www.investorschronicle.co.uk/simon-thompson-s-bargain-shares/]. Timestamps 00:13 Introduction 00:51 Lord Lee’s take on the market 2:54 The government’s growth agenda 4:58 M&G 9:36 PZ Cussons 13:04 Treatt 15:32 Listen question on Cerillion 18:02 Braemar’s decision to cut its dividend 20:58 Reduction in Supermarket Income Reit 22:48 Two new positions 28:19 Updates from Lord Lee’s long-term holdings Listen to more podcasts from Investors’ Chronicle on Apple [https://podcasts.apple.com/gb/podcast/investors-chronicle/id951671327], Spotify [https://open.spotify.com/show/0UXC2zQdVzl1n57gqO5oBp] and YouTube [https://www.youtube.com/user/InvestorsChronicle] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.