The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares
Manage episode 353022218 series 124416
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.
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