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All good fun on a busy Wednesday (which started looking at numbers from Reckitt, Rio Tinto and Ibstock)

By Chris Bailey | Thursday 28 July 2022


Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


I am struggling to remember a Wednesday that was as busy for those of us interested in the world of analysis, fund management and macroeconomics matters over the twenty-six years since I started work, as was yesterday. It was all good fun, even if I ended my day listening to the Federal Reserve believing it was very good at looking after American inflation. More about stocks. Like the analytical weirdo I am, I love listening to at least one live conference call every business day. However yesterday, I lost count of the number of calls I listened to and there were a bunch I passed on because I knew I simply did not have time.  First up for me was Reckitt Benckiser (RKT), a company that I mentioned on Tuesday was far more interesting than Unilever (ULVR), which remains very clear after the former’s first half numbers.

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