Where is Botley? Find out on this week’s PlayingFTSE Show!

Steve W is feeling pretty good about his portfolio – ahead of the S&P 500 and the FTSE 100. But Steve D is feeling even better – new year, new us?

Defence stocks were one of the stock market’s top themes for 2025. But a pair of announcements from Donald Trump caused chaos in share prices on Thursday.

One prohibited dividends and share buybacks, but the other proposed to raise US defence spending to $1.5trn in 2027. Steve W’s been looking at what it means for UK stocks.

Steve D has been taking a closer look at a stock we’ve been interested in before. Nemetschek is the European version of Autodesk – except that it might be better.

A collection of niche software businesses that have been shifting to subscription models might be attractive. It’s in the Eurobox, but is it one to consider buying?

Stocks with a 9% dividend yield rarely come without a catch. In that spirit, Steve W’s been looking at Regional REIT, which might have more going on than it seems at first sight.

Occupancy levels are low and interest costs are set to increase. But the company has plans to turn its portfolio around, so could there be an opportunity on the other side?

We all know the UK’s real Warren Buffett isn’t Terry Smith – it’s Mike Ashley. And he’s been piling into a stock (via derivatives) that Steve D likes the look of.

Grainger is one we’ve talked about before. It’s a REIT with a very nice portfolio, plans to expand, and a knack for filling its properties faster than it can build them…

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

9:29 DEFENCE ANNOUNCEMENTS

25:40 NEMETSCHEK

47:00 REGIONAL REIT

1:03:19 GRAINGER

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

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This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.