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Simon Rose

The Financial Outlook for Personal Investors: Edison's ConsumerWatch report & BAT

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Edison's ConsumerWatch report & BAT
Russell Pointon of Edison Group discusses their latest ConsumerWatch report. Despite weak consumer confidence and low economic growth, the sector did well at the end of 2024. Looking ahead, they expect progress from every sub-sector. Those likely to prove consistently strong are hotels, restaurants and leisure with 27 companies highlighted, among them Topps Tiles, Deliveroo, M&S, Next and Hollywood Bowl. The report is on the Edison website. Russell also discussed BAT, which has just had full-year results. They anticipate getting half their revenue in future from smokeless products. It's a company that is innovating and, as a result, better growth and profits are coming through.
Guest:

Russell Pointon

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Simon Rose

The Financial Outlook for Personal Investors: Activist investors in BP and elsewhere

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Activist investors in BP and elsewhere
Russ Mould of A J Bell looks at activist investors in the wake of Elliott's interest in BP, listing the many companies in similar positions. He explains the four principal things they are looking for and they only tend to get loud and aggressive if they feel they are being ignored. Any CEOs whose companies fit the criteria should be prepared for activist interest, particularly as the UK market is so cheap compared to the US. Private investors may benefit from activist investors, providing they are interested in the long-term health of the company concerned.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: IntelliAM & UK consumer trends

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: IntelliAM & UK consumer trends
Finlay Mathers of Edison Group thinks investors should keep an eye on IntelliAM which uses AI software to provide solutions to target inefficiencies for companies in the FMCG (Fast-Moving Consumer Goods) sector. Able significantly to reduce the time equipment lies idle, it is small but has really great growth potential. He also looks at the way profit forecasts in the consumer sector are proving more resilient than their underperforming share prices would suggest. He discusses which sectors and companies are doing well and will continue to succeed.
Guest:

Finlay Mathers

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Simon Rose

The Financial Outlook for Personal Investors: The ramifications of Deep Seek for UK investors

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The ramifications of Deep Seek for UK investors
Russ Mould of A J Bell looks at the disruption to US AI stocks caused by the arrival onto the scene of Deep Seek. If it indeed turns out to be cheaper to train and run, then it throws an enormous spanner in the wheels of the American tech stocks. It also shows just how incredibly volatile those highly-priced shares are. Russ recalls that after previous tech bubbles burst, those stocks went into the deep freeze for long periods. In the UK most of our silicon tech stocks have been taken over so we are less affected and perhaps the inherent value of the UK market will offer some protection.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Topps Tiles & 4imprint

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Topps Tiles & 4imprint
Chloe Wong Yun Shing and Neil Shah of Edison Group discuss Topps Tiles which is defying the weak housing market and low consumer confidence and recently reported revenue growing again. This momentum is projected to continue, particularly if the acquisition of CTD Tiles goes ahead. They also return to 4imprint, an American company making promotional products. With excellent management and strong customer retention, it continues to be a strong performer. Being listed in the UK gives investors a rating advantage. They are top of Edison's well-regarded Illuminator Portfolio, available on their website.
Guest:

Chloe Wong Yun Shing

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Simon Rose

The Financial Outlook for Personal Investors: The attraction of gilt-edged stocks

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The attraction of gilt-edged stocks
Russ Mould of A J Bell explains that private investor interest in gilts has soared of late, now that they provide a good interest rate and are relatively risk-free, providing that they are held to maturity. They are reckoning, presumably, that inflation will not rise although some of the Budget measures have yet to have their effect, while oil and international food prices are currently rising. Russ points out that the weaker pound is a potential pressure valve for the UK, with UK assets more attractive to overseas buyers. He is concerned, though, that the primary purpose of the UK stock market, to raise capital for businesses, is of far less importance than the secondary, trading, function.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: Bids eroding the London market and Saba Capital

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: Bids eroding the London market and Saba Capital
Neil Shah of Edison Group discusses the latest bid for a UK company, Team Internet, which he discussed here recently as trading at a discount to its international peers. He points out that UK companies are vulnerable to takeover; the worry is that the UK market will keep shrinking, although he feels that value investing will return. With activist Saba Capital trying to replace the boards of 7 investment trusts, he feels that private investors must exercise their voting rights. Details are here on the AIC website. https://tinyurl.com/3ad9np9u.
Guest:

Neil Shah

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Simon Rose

The Financial Outlook for Personal Investors: What might 2025 hold?

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: What might 2025 hold?
Russ Mould of A J Bell reckons the most significant number of 2024 was 193, the number of global interest rate cuts. For the most part, markets got what they wanted last year. But at the end, bond yields were telling a different message, one which equity markets didn't believe. As for the UK market, yes it's shrinking in terms of listings but it is relatively cheap despite a decent yield, lots of buybacks and M&A activity. Looking at the top 10 performers is yet another sign that investors should always consider what is unloved and he reminds us that 2/3 of FTSE100 earnings come from overseas.
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: How did 2024 turn out and what to watch out for in 2025

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: How did 2024 turn out and what to watch out for in 2025
Contrarian that he is, Russ Mould of A J Bell was surprised that 2024 turned out pretty much as consensus had it, though few predicted the surge in Bitcoin. Looking ahead to 2025, he wonders what might knock growth and inflation off the rails. He recommends keeping an eye on government debt (growing scarily), world trade flows and tariffs, the dollar (a trade surplus would starve the world of its reserve currency), oil and food prices (important for inflation) and the Magnificent Seven (now so large that they will affect so much else).
Guest:

Russ Mould

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Simon Rose

The Financial Outlook for Personal Investors: A generational UK opportunity & 4imprint

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: A generational UK opportunity & 4imprint
Neil Shah of Edison Group highlights research claiming there may be a generational opportunity in the UK market, extremely cheap against other markets, particularly the US. The tide in sentiment may be turning and American investors are already looking to the UK to diversify and reduce downside risk. The company highlights 20 stocks in the report: https://tinyurl.com/56sj3h4u. Neil also returns to 4imprint. It is US based, where the promotional products market is highly fragmented. Through marketing efficiency, they are growing market share.
Guest:

Neil Shah

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