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IC032 UK Market Insights & Some Top Picks to Look at
Manage episode 438651315 series 3562955
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In this episode, Chris and Lee discuss the latest performance and outlook of several UK companies listed on AIM. The conversation ranges from high dividend-paying stocks in the income booster’s portfolio to the potential impact of UK tax changes.
They also touch on specific companies from house building, construction materials, aerospace, and healthcare software. Featured companies include Hargreaves Lansdown, Page Group, Rightmove, Filtronic, Ashtead Technology, and Craneware, as well as 'bonkers bargains' like Alumasc and Michelmersh Brick Holdings. The episode concludes with a look at Jet2's growth amid market challenges and Churchill China's resilient performance in the hospitality sector.
Timestamps:
00:28 Income Boosters Portfolio Update
03:45 Government Policy Changes
06:10 Rightmove a UK Success Story
09:23 Small Cap News: Filtronic, Ashtead Technology, and Craneware
16:39 Bonkers Bargains Alumasc and Michelmersh brick holdings
22:41 Spotlight on Churchill China
25:20 Conclusion and Next Week's Preview
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.
Links & Resources:
Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/
Visit Investor’s Champion website here: https://www.investorschampion.com/
Follow Investor’s Champion on X here: https://twitter.com/investchampion
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
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