In this week’s episode, Lawrence is joined by Graham Neary and Megan Boxall. They discuss:

02:20 - Fevertree #FEVR - can its recent strategic partnership with Molson Coors put the fizz back in its investment case?

11:54 - WH Smith #SMWH - we discuss the sale of its high street business, and whether there’s a potential opportunity for it to re-rate as a lower-debt travel business.

18:33 - PayPoint #PAY - this week’s trading update from one of the UK’s “best fintech stocks”, and what value are shareholders really getting from its buyback scheme?

28:12 - AJ Bell #AJB - why its seemingly positive update this week may have disappointed the market.

35:09 - Why Graham is so downbeat on #SAGA’s prospects, despite the refinancing of its corporate debt this week.

37:55 - Whether the Magnificent 7 can continue to justify their sky-high valuations after quarterly earnings from this week, and the AI giants’ tussle with DeepSeek. Where could you find potentially better opportunities?

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Extra Stockopedia content we mention:

Ahead of Expectations: How trading updates drive share price momentum: https://www.stockopedia.com/academy/reports/ahead-of-expectations-how-trading-updates-drive-share-price-momentum/

Host: Lawrence Judd

Analysts: Megan Boxall, Graham Neary

Help us improve the podcast by leaving your feedback here: https://www.surveymonkey.com/r/XLRXBP5

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In this week’s episode, Lawrence is joined by Stockopedia CEO Ed Croft and Daily Stock Market Report writers Graham Neary and Roland head. They discuss:

• New research from Stockopedia, highlighting the potential hidden alpha when companies issue “ahead of expectations” trading updates. Ed reveals how much stocks tend to drift upwards after these announcements, how long the effect lasts, and how you can implement these findings into your own process.
• Yu group (#YU) and its latest update. This stock is featured in two of Stockopedia’s model portfolios, and the team give their thoughts on its current direction compared with its fundamental strength. Is it going to be sold from either of the portfolios?
• The UK motor finance saga. With the Treasury announcing an intervention, possibly to avoid another PPI-style scandal, is there a light at the end of the tunnel for motor finance lenders? The market seemed to think so this week, but what’s the investment case here?

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Stocks we mention

06:44 - Frontier Developments (#FDEV)

07:53 - SRT Marine (#SRT)

08:32 - CMC Markets (#CMCX)

09:01 - Reach (#RCH), McBride (#MCB)

17:12 - Watkin Jones (#WJG), Evoke (#EVOK)

18:27 - Vistry (#VTY)

22:17 - Yu Group (#YU.)

31:54 - Secure Trust Bank (#STB), Close Brothers (#CBG), S&U (#SUS), Lloyds (#LLOY)

Extra Stockopedia content we mention:

The Jump - what to do when share prices react to Trading Statements (subscriber-only): https://www.stockopedia.com/content/the-jump-what-to-do-when-share-prices-react-to-trading-statements-1021030/

The Strategy Map - How To Pick Your Stock Market Strategy: https://www.stockopedia.com/academy/articles/introduction-to-strategy-map/

Host: Lawrence Judd

Analysts: Ed Croft, Graham Neary, Roland Head

Let us know what you thought of this episode - email lawrence@stockopedia.com or tweet us @Stockopedia.

Disclosures: At the time of recording, presenters own shares in Evoke and Yu Group.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.

In this week’s episode, Lawrence is joined by Graham Neary and Mark Simpson to discuss:

• IG Group’s acquisition of Freetrade for £160m - as a long-term IGG shareholder, what does Graham think of the acquisition? What is IGG really buying here?
• Premier Miton’s latest results, and opportunities in asset managers.
• The investment case for Smiths News. Is it a melting ice cube, or a van full of newspapers hurtling towards a cliff-edge?
• Mark’s analysis of his own investing mistakes in 2024, as well as his and Graham’s differing approach to position sizing in their portfolios.

If you enjoyed this, you can read daily analysis on noteworthy and hard-to-research shares with Stockopedia’s Daily Stock Market Report. You’ll also unlock award-winning investing insights, tools, and education to speed up your research process and help you make more informed decisions.

Try Stockopedia free for 14 days at stk.pe/pod.

Stocks we discuss

• IG Group: https://www.stockopedia.com/share-prices/ig-group-LON:IGG/
• Plus500: https://www.stockopedia.com/share-prices/plus500-LON:PLUS/
• CMC Markets: https://www.stockopedia.com/share-prices/cmc-markets-LON:CMCX/
• Premier Miton: https://www.stockopedia.com/share-prices/premier-miton-LON:PMI/
• Impax Asset Management: https://www.stockopedia.com/share-prices/impax-asset-management-LON:IPX/
• Liontrust Asset Management: https://www.stockopedia.com/share-prices/liontrust-asset-management-LON:LIO/
• Polar Capital Holdings: https://www.stockopedia.com/share-prices/polar-capital-holdings-LON:POLR/
• Smiths News: https://www.stockopedia.com/share-prices/smiths-news-LON:SNWS/

Extra Stockopedia content we mention:

• My biggest investing mistakes of the last year (subscriber-only): https://app.stockopedia.com/content/my-biggest-investing-mistakes-of-the-last-year-1020511
• Profit or loss? How to make smarter stock selling decisions: https://www.stockopedia.com/academy/events/how-to-make-smarter-stock-selling-decisions/

Let us know what you thought of this episode - email lawrence@stockopedia.com or tweet us @Stockopedia.

Disclosures: At the time of recording, Graham owns shares in IG and Impax Asset Management. Lawrence owns shares in CMC Markets.

Disclaimer: We do not provide personalised financial advice. None of our content constitutes or should be understood as constituting a recommendation to enter in any securities transactions or to engage in any investment strategies discussed in our content. We do not provide personalised recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. It is very important to do your own analysis before making any investment based on your own personal circumstances.