Sharesify

Send us Fan Mail The guys discuss this week's updates from AstraZeneca, Bytes, Computacentre, Hays, Jet2 and Playtech, plus Apollo's surprise bid for easyJet.  Steve explains why everyone should read Polar Capital Technology's results for manager Ben Rogoff's insights, and the team look ahead to results next week from Burberry, Trustpilot and the US Banks, kicking off with JPMo...

Send us Fan Mail In the latest Podcast, an Ian-less team see James and Steven discuss volatile markets, Samsung (KRX:005930) and investment trusts taking action to address NAV discounts. Our tech expert Steven explains why the AI infrastructure boom continued to drive demand for Samsung’s memory chips in its latest quarter. However, investors questioned whether earnings have peaked and whether tod...

Send us Fan Mail The guys discuss the latest news from US hyperscaler Meta Platforms and wonder about the potential upside for AI in other areas such as pharmaceuticals. Recent sector rotation into stocks such as Moderna suggests they may be onto something. In the UK market, they recap results from Curry's and look ahead to M&S's trading update next week, while reflecting on their in...

Send us Fan Mail In our latest Podcast special, Steven Frazer and James Crux welcome Samantha Fitzpatrick, co-manager of investment trust Murray International (LON:MYI) . This global equity income fund offers an above average dividend yield. The trust seeks to generate long term growth in dividends and capital ahead of inflation. Murray International has prized AIC dividend hero status, having del...

Send us Fan Mail The guys discuss the rip-roaring 1H for US tech which has resulted in Alphabet joining the Dow Jones Industrials index.  Also, chipmaker SK Hynix is listing on Nasdaq, which will suit deep-pocketed UK investors, and there's a review of the best 1H performers including CMC Markets, Polar Capital Technology and other financial stocks.

Send us Fan Mail Join the team as they run through the continuing chip squeeze and why it's good for Micron but bad for customers like Apple and Microsoft.  Plus a look at UK M&A deals and a roundup of consumer stocks, with an analysis of the Halfords and Moonpig results and a look ahead to updates from Associated British Foods, Curry's and Sainsbury's.

Send us Fan Mail The guys talk through choppy tech markets, how Korea's Kospi index has become a tech play in its own right, what chipmaker Micron might say tonight, plus speculation around a SpaceX/Tesla merger. Also on the agenda, M&A activity in the UK has ratcheted up this week with bids for easyJet, IP Group, Ramsdens and Segro.

Send us Fan Mail With US markets closed for Juneteenth, the team reflect on big moves for chip stocks and upcoming results from Micron next week.  They also cover UK consumer names such as Card Factory, Gear4Music, Halfords, Moonpig and ProCook, as well as investment trusts FGEN, JEDT and PNL.

Send us Fan Mail The team discuss the latest developments in US tech stocks, including how SpaceX shares have traded since their IPO, plus updates from UK consumer stocks including AO World, Beauty Tech Group, PZ Cussons and Tesco.

Send us Fan Mail In our latest Podcast special, Steven Frazer and James Crux are joined by Jack Featherby of JPMorgan European Discovery Trust (LON:JEDT) . The fund aims to provide capital growth from a diversified portfolio of high-quality smaller companies in Continental Europe. Our special guest explains why the investment trust structure is the best way to capture the small cap illiquidity pre...

Send us Fan Mail With SpaceX shares indicated sharply higher and another risk-on rally in US stocks, markets are set for a strong finish to the week. We talk through the mega IPO, plus updates from Adobe, Apple, Oracle, the Halma sell-off, and what to expect next week from Beauty Tech Group and Tesco.

Send us Fan Mail Our tech whizz Steven discusses the blockbuster launch of Elon Musk’s re-usable rockets innovator onto the public markets. He tells listeners everything they need to know in terms of the IPO timeline. SpaceX IPO frenzy: should UK investors join the rush? Steven also explains why SpaceX could be a bumpy ride for investors. Ian reports back following his fascinating Podcast chat wit...

Send us Fan Mail George Ferguson joins this special edition of the podcast to discuss the upcoming SpaceX IPO, the challenges facing the business and the thorny issue of valuation. He also talks through the surge in European defence procurement and in investor interest.

Send us Fan Mail In our latest podcast special, Ian Conway and James Crux are joined by Richard Shepherd-Cross, manager of real estate investment trust Custodian Property Income (LON:CREI) . The fund seeks to provide an attractive level of income together with the potential for capital growth from a diversified portfolio of commercial real estate properties in the UK. Richard gives us a quick expl...

Send us Fan Mail Join the guys as they talk through the SpaceX IPO and what UK retail investors need to know if applying for shares (timing, pricing, documentation etc). Plus there's a look ahead to results from FeverTree, Halma and Oracle and upcoming podcasts.

Send us Fan Mail Join the guys as they look at the 20% rally in S&P500 and 33% rally in Nasdaq over the last nine weeks, how Marvell might be the next $1TN company (according to Jensen Huang), demand for SpaceX, plus UK results and the latest M&A stories. https://sharesify.com/event/sharesify-june2026-webinar-event/

Send us Fan Mail Join the team as Salih Yilmaz, Bloomberg's Dubai-based Senior Oil Analyst, explains the forces driving energy prices. The discussion covers oil output, inventories, potential 'demand destruction' and the future of OPEC.

Send us Fan Mail Join the guys as they run through results from Dell and Snowflake, upcoming earnings from Broadcom and CrowdStrike, and the UK investment trust scene including European Opportunities, JPMorgan European, Finsbury Growth & Income, Seraphim and Custodian REIT. 

Send us Fan Mail Join the guys as they talk through Micron and SK Hynix joining 'the $1 trillion club', the latest results from Scottish Mortgage, updates from Hollywood Bowl, Kingfisher and Zotefoams, and upcoming releases from Dell and HP.

Send us Fan Mail 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 s...

Send us Fan Mail Join the guys as they walk through another blowout set of results from Nvidia, the looming $1.75 trillion SpaceX float and earnings from Diploma, Dr Martens, Hill & Smith and TheWorks. Plus there's a look ahead to Kingfisher and US retailers next week.

Send us Fan Mail In our latest podcast special, James Crux and Ian Conway are joined by Abby Glennie, manager of Aberdeen UK Smaller Companies Growth Trust (AUSC) . Our guest discusses the trust’s successful stock selection-led investment process. This involves compiling a shortlist of potential investments using a screening tool known as ‘The Matrix’, which reflects quality, growth and momentum-b...

Send us Fan Mail In our latest podcast special, Steven Frazer and James Crux are joined by Simon Barnard, manager of Smithson Equity Fund (BLBNK48) . Smithson invests in small and mid cap companies with superior operating numbers. Our special guest discusses Smithson’s transition from an investment trust to an open-ended fund. Barnard explains why he is sticking with his strategy of investing in h...

Send us Fan Mail 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 James brings the bling with a breakdown of results from luxury leader Burb...

Send us Fan Mail The guys run through positive updates from Angling Direct, ASOS, Greggs, Imperial Brands, Spirax and Vertu, plus the latest shocker from Vistry. Also in the frame, results to come from Burberry and ITV as well as Cisco and Applied Materials.