EPISODE · Jan 20, 2023 · 30 MIN
The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares
from Investors' Chronicle
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.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.
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The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares
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