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The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

FromInvestors' Chronicle


The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

FromInvestors' Chronicle

ratings:
Length:
31 minutes
Released:
Jan 20, 2023
Format:
Podcast episode

Description

On this week's episode, Michael Fahy is drafted in to discuss two areas of interest. First up is big builders - infrastructure projects should keep companies such as Barratt, Balfour Beatty and Costain busy even in a recession. Second for Michael is a discussion of Qinetiq, a defence stock that looks relatively good value. James Norrington is also welcomed to the pod to talk through his long-read this week: Finding dividend stars.Dan Jones hosts James Norrington and Michael Fahy. Hosted on Acast. See acast.com/privacy for more information.
Released:
Jan 20, 2023
Format:
Podcast episode

Titles in the series (100)

Concerned with QE's effects on equity valuations? Looking for ideas for your Isa? Or just plain confused by the stock market? Each week, the Investors Chronicle picks apart the latest news for companies, markets and funds in our regular magazine podcasts. Subscribe for these, along with CEO interviews, company-specific shows and special in-depth discussions on big market themes. Hosted on Acast. See acast.com/privacy for more information.