Ten stock picks & Labour’s agenda: Lee and the IC
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About this episode
After a two-month hiatus, Alex and Lord Lee reunite in the Financial Times studio to cover the latest updates on ten stocks from Lord Lee’s portfolio and questions sent in by listeners. From his thoughts on his biggest holding M&G (MNG) to Cerillion (CER) CEO Louis Hall’s decision to sell a chunk of his holding, Lord Lee shares his invaluable knowledge acquired through his half-century career in investing.
As usual, the episode wraps up with an update on Lord Lee’s portfolio, with the latest buys and sells, including one of Simon Thompson’s 2025 Bargain Shares.
Timestamps
00:13 Introduction
00:51 Lord Lee’s take on the market
2:54 The government’s growth agenda
4:58 M&G
9:36 PZ Cussons
13:04 Treatt
15:32 Listen question on Cerillion
18:02 Braemar’s decision to cut its dividend
20:58 Reduction in Supermarket Income Reit
22:48 Two new positions
28:19 Updates from Lord Lee’s long-term holdings
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