Sharesify

Send us Fan Mail Steve talks us through AMD and ARM results and looks ahead to Applied Materials and Cisco. James runs through the JD Sports update, the latest news from investment trusts Herald and Seraphim, and upcoming releases from Burberry, Compass, Imperial Brands and Watches of Switzerland. Ian asks whether value investors ought to take a fresh look at Diageo and Shell.

Send us Fan Mail In today’s Podcast, the Sharesify team talk markets, momentum, tech earnings, banks, booze stocks, air fryers and more. Our tech expert Steven discusses blowout earnings from chip designer Advanced Micro Devices (AMD) , which doubled its total addressable market forecast for server CPUs just six months after its last estimate. Ian explains why momentum and big stocks are driving m...

Send us Fan Mail In our latest special podcast, James Crux and Steven Frazer are joined by Emily Whiting, emerging markets and asia pacific investment specialist at JPMorgan Asset Management. The discussion focuses on JPMorgan Asia Growth & Income (JAGI) . This investment trust aims to provide a total return from investing in equities quoted in Asia, excluding Japan. Our special guest tells us...

Send us Fan Mail In today’s Podcast, the Sharesify team talk high-flying US markets, Big Tech earnings, UK banks, Unilever (ULVR) and much more. Our tech guru Steven breaks down the latest earnings reports from Apple (AAPL) and SanDisk (SNDK) . The iPhones behemoth delivered a solid quarterly earnings beat, while AI infrastructure play SanDisk, a ‘30-bagger’ no less, delivered a massive earnings s...

Send us Fan Mail In our latest special podcast, James Crux and Ian Conway are joined by James Bruegger, chief investment officer and managing partner of Seraphim Space Investment Trust (SSIT) . The world’s first listed SpaceTech fund, Seraphim Space is opening access to a multi-trillion-dollar opportunity in the global SpaceTech sector, the frontier driving innovation in defence, security, climate...

Send us Fan Mail In our latest Podcast, the Sharesify team talk ‘Mag 5’ earnings plus big beats and big misses. The discussion also turns to new highs, new lows and more UK M&A. Our resident tech guru Steven previews results from Alphabet (GOOG) , Amazon (AMZN) and Meta (META) . He also explains why new Apple (AAPL) CEO John Ternus could be working on a major new product reveal. James discusse...

Send us Fan Mail In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Rebecca Maclean, co-manager of  Dunedin Income Growth (DIG) . One of the oldest investment trusts in the world, dating back to 1873, the company has paid a steady or rising dividend for more than 45 years. The trust offers a competitive yield backed by strong revenue reserves. Our special guest talks us throug...

Send us Fan Mail In our latest podcast, the Sharesify team discuss record US markets, chip stock Intel’s (INTC) overnight surge, today’s big FTSE 100 faller and incoming earnings from an array of corporates. Mondi shredded James explains why containerboard-to-paper bag maker Mondi (MNDI) has shed 65% of its value over the past five years. He reckons bargain hunters should be wary of this stock giv...

Send us Fan Mail In our latest podcast, Sharesify’s James Crux and Ian Conway welcome Joe Bauernfreund, CEO and CIO of Asset Value Investors and the manager of AVI Global Trust (AGT) . Our special guest talks us through AVI Global Trust’s unique investment approach and explains how he finds the ‘hidden gems’ other investors overlook. Bauernfreund also points to situations where AVI Global has succ...

Send us Fan Mail In our latest podcast, the Sharesify talk rock ‘n’ roll, Primark, change at the top of the Apple (AAPL) tree. Additionally, they discuss incoming Tesla (TSLA) earnings. There’s also vaping, condoms, friends ‘with benefits’ [no, not that – ed], plus our new step by step guide to ‘Start investing now’. Furthermore, there is more content available. James reveals how Gear4Music (G4M)...

Send us Fan Mail Join the team as they run through the highlights (and lowlights) of the last few days including big warnings, big movers, and the return of meme stocks, plus they look ahead to next week's big earnings reports.

Send us Fan Mail Join the team as they explain why US Tech is still driving markets despite the geopolitics. They also discuss Saga, Barratt Redrow and JPMorgan as well as looking ahead to reults from Netflix, Tesco and Beauty Tech Group.

Send us Fan Mail In the latest special edition of the podcast, the team welcomes Nick Britton, Research and Content Director at the AIC (Association of Investment Companies). With his wealth of experience, Nick discusses investment trust trends, discounts, activists, dividend heroes and much more. First, we get an insight into the AIC’s vision and how it aims to help investors. Nick also runs thro...

Send us Fan Mail In today’s Podcast, the Sharesify team talk markets, this week’s absence of a Trump ‘tape bomb’ and why it’s deja vu across the pond with US tech firms driving the rally. Ian flags the significance of US stocks trading above their long-term averages again, while Steven lends us his view on ASML (ASML) , the Dutch semiconductor equipment giant which also put up a strong showing. Ja...

Send us Fan Mail In today’s Podcast, the Sharesify team discuss another crazy week for stocks after the US and Iran agreed a ceasefire. Is this the biggest TACO in history? Appraently not, Ian reckons. With the FTSE 100 up over 2% and European markets up 3% to 4%, it’s a banner day for stocks. In the US, index futures are pointing to gains of 2% to 3% for the S&P 500 and Nasdaq, says Steve. Ja...

Send us Fan Mail In today’s Podcast, the Sharesify team discuss this week’s big bounce for the S&P 500 and Nasdaq and Steven explains why ‘loose cannon’ Donald Trump’s utterances could send indices lower again. James urges investors to stay calm and remain invested despite this turbulence. As the old stock market adage goes, ‘time in the market beats timing the market’. Turning to the week’s c...

Send us Fan Mail In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Laura Foll, co-manager of investment trust Law Debenture (LWDB) . This trust is a rare breed in the current investment trust space. With a unique operating model that may be partly responsible for the shares trading at a premium to NAV, Laura talks us through this model. Moreover, she explains what she believe...

Send us Fan Mail In our latest Sharesify podcast special, James and Ian welcome Charlotte Cuthbertson, co-manager of MIGO Opportunities Trust (MIGO) . MIGO is part of the Asset Value Investors (AVI) stable. The trust is unique in that it invests in discount opportunities in other closed-end funds where the managers believe there is a catalyst to unlock value. That gives them the flexibility to inv...

Send us Fan Mail James and Ian discuss another week of choppy markets, along with positive reastults and market reaction to the latest updates from Next, THG and Capita. There's also an update on the situation at Herald investment trust as it looks to counter activist Saba, news on M&A in the UK commercial property space and a look ahead to results next week from AG Barr, Raspberry Pi and...

Send us Fan Mail In this latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, managing director of the AVI Japan Opportunity Trust (AJOT) . This fund aims to capitalise on Japan’s increased focus on corporate governance, balance sheet efficiency and shareholder returns. Nicola explains how ‘AJOT’ invests in undervalued, cash-rich companies and uses constructive engagement to...

Send us Fan Mail In the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate due to the ‘tape bombs’ emanating from the White House. While the FTSE 100 has resurfaced above the 10,000 level, the FTSE 250 has been slower to recover. On the earnings front, James addresses the Middle East challenges facing protein powders-to-supplements...

Send us Fan Mail In this latest Sharesify podcast special, the team welcomes Anthony Lynch, co-manager of JPMorgan Claverhouse Investment Trust (JCH) , to discuss the trust’s process and its remarkable 53-year record of rising dividends. Anthony also manages Mercantile Investment Trust (MCH) and two open-ended equity income funds, and brings a wealth of experience. JPMorgan Claverhouse gives inves...

Send us Fan Mail Ian previews tonight’s Fed meeting and says there is ‘no suspicion’ that the US central bank will cut interest rates with West Texas Intermediate north of $90. Also, James discusses Liontrust’s (LIO) acquisition of River Global’s (RVRG) asset management arm. This deal beefs up the fund manager’s investment talent and expands its range of investment trusts. Two trust talking points...

Send us Fan Mail In today’s podcast, the Sharesify team talk markets, technicals, and the week’s winners and losers. While the FTSE 100 is still clinging above 10,000, the S&P 500 is nearing a key market support level. Ian explains what it is and why so many market-watchers are keeping an eye on it. Companies in focus First up, Steve flags results from US software behemoths Adobe (ADBE) and Or...

Send us Fan Mail In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Winterflood ‘s head of investment trusts research, Emma Bird. They discuss the trusts landscape, structure, historically high discounts, Saba activism and lots more.    To begin with, they talk through Smithson’s (SSON) controversial switch from investment trust to OEIC status and what the advantages of the tr...