Magic Markets #78: A sneak peak at Premium

Episode 78 June 01, 2022 00:25:26
Magic Markets #78: A sneak peak at Premium
Magic Markets
Magic Markets #78: A sneak peak at Premium

Jun 01 2022 | 00:25:26

/

Show Notes

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks.
For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently.

In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022.
Simon Property Group is the kind of business that many would choose as a defensive stock, but is there more to worry about? How about US yields?

Finally, with a nod to Top Gun and Moe’s fantasy career as a jet pilot, we give an update on Lockheed Martin.

Join us in Episode 78 of Magic Markets for a sneak peak at the type of insights that our subscribers in Magic Markets Premium enjoy.

Other Episodes

Episode 87

August 03, 2022 00:32:42
Episode Cover

Magic Markets #87: Investing in Mobile Home Parks

Investing in mobile home parks is a wonderful example of how far the definition of an alternative asset can be stretched. It sounds odd,...

Listen

Episode 120

April 12, 2023 00:31:22
Episode Cover

Magic Markets #120: Banking On Our Banks

With an obvious passion for the markets and the psychology behind them, Alexander Weiss from Trive South Africa joined us for a discussion on...

Listen

Episode 158

January 17, 2024 00:25:58
Episode Cover

Magic Markets #158: Citigroup and Bank of America

This episode of Magic Markets is brought to you by data and process automation specialists B2IT. The company makes robots so that people don’t...

Listen