Ten stock picks & Labour’s agenda: Lee and the IC

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 Listen to more podcasts from Investors’ Chronicle on Apple, Spotify and YouTube Hosted on Acast. See acast.com/privacy for more information.