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Ten stock picks & Labour’s agenda: Lee and the IC
Published 8 months, 1 week ago
Description
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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