Exciting British stocks & the Budget: Lee and the IC
Alex Newman and Lord John Lee reunite in the FT studio to unpack the latest changes in his portfolio
Investors' Chronicle · Investors' Chronicle
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Show Notes
From a disappointing run with Treatt (TET) to his belief Goodwin’s (GDWN) is Britain’s most exciting engineering company outside of Rolls Royce (RR.), and STV’s (STV) profit warning to a floor coverings business benefitting from expanding infrastructure projects; this episode covers considerable ground for all DIY investors.
It concludes with reader questions, and listeners get to hear Lord Lee’s take on what may lie ahead as the Autumn Budget approaches.
Timestamps
1:21 Reflections on M&G episode
4:27 Treatt
9:24 Goodwin
18:05 STV
19:55 Venture Life
22:47 James Halstead
25:00 Primary Health Properties
27:20 Workspace
29:21 MS International
32:57 Reader questions
38:45 The Budget
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