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We talk S&P 7,500 record, NVDA, MKS, DOCS, CSCO, AMAT, BRBY, WOSG, TATE, LGEN, ITRK, III and more

11 min · 15 de may de 2026
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Portada del episodio We talk S&P 7,500 record, NVDA, MKS, DOCS, CSCO, AMAT, BRBY, WOSG, TATE, LGEN, ITRK, III and more

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Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In the latest episode of the Podcast, the chaps discuss everything from markets and macro developments to takeovers and timepieces. And our tech expert Steven explains why upcoming results from chips champ Nvidia (NVDA) are the only game in town. Coming next week: Nvidia, Marks & Spencer, and Dr Martens [https://sharesify.com/coming-next-week-nvidia-marks-spencer-and-dr-martens/] James brings the bling with a breakdown of results from luxury leader Burberry (BRBY) and Rolex seller Watches of Switzerland (WOSG). He also explains why US firm Ingredion (INGR) has made a near-£6 per share offer for Tate & Lyle (TATE). He wonders aloud whether a bidding war could break out. Steven walks us through results from Applied Materials (AMAT) and Cisco Systems (CSCO). And Ian explains why it’s felt like Groundhog Day for shareholders in 3i Group (III) this week. Finally, the guys preview a busy week for consumer stocks including Marks & Spencer (MKS), Magners-maker C&C (CCR) and downtrodden boot brand Dr Martens (DOCS). Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us on:  X [https://x.com/home] Bluesky [https://bsky.app/] LinkedIn [https://www.linkedin.com/company/109845440/admin/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BtvRaYWEvSpW0ElXMHhkVAw%3D%3D] Facebook And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.

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episode Sharesify podcast with Georgina Brittain of JPMorgan UK Small Cap Growth & Income artwork

Sharesify podcast with Georgina Brittain of JPMorgan UK Small Cap Growth & Income

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] n our latest podcast special, Steven Frazer and James Crux are joined by Georgina Brittain, co-manager of JPMorgan UK Small Cap Growth & Income (LON:JUGI). This investment trust seeks to deliver capital growth over the long term and also pays a quarterly dividend. Georgina tells us what sets ‘JUGI’ apart from competitors in the AIC UK Smaller Companies sector and why she is seeing plenty of opportunities in this part of the market. Our special guest explains why free cash flow yield is her preferred valuation metric. She also lends us her view on the M&A backdrop, and the scope for recovery in the IPO market. Finally, Georgina tells us why the market has an outdated perception of Mr Kipling-maker Premier Foods (LON:PFD), the Batchelors-to-Bisto brands owner that is the trust’s top holding.

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