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Time To Build A Position In The Housebuilders?

Owain and Nate discuss the housing bubble, IPOs, the state of the FTSE 100 (INDEXFTSE:UKX) as well as HSBC and Supergroup.

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Owain Bennallack
Owain is a magpie of the investing world -- and not because he gets into a flap. Almost any style of investing might suit him, depending on the bigger picture, and he's held all sorts of companies. Paraphrasing Keynes, he says: “When the market changes, I change my mind -- what do you do?” That said, Owain is usually a buyer of equities, where he prefers lightly geared, modestly rated companies, and is increasingly on the lookout for Buffett-style intangible quality. He aspires to buy-and-hold: his best investment ideas are worth much more than he sold them for. Then again, his worst investment went bust due to management fraud!
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Money Talk host Owain Bennallack is joined by Nate Weisshaar to debate a trio of investing topics. Top of the list are house builders: Is the market being irrational in marking down their shares in the face of higher house prices, or could another crash be around the corner? Plus the Saga (LSE: SAGA) IPO, the FTSE 100 at nearly 7,000, and two shares that have caught the team’s attention: HSBC (LSE: HSBA) (NYSE: HSBC.US) and Supergroup (LSE: SGP).

Note: Since the recording of this podcast, Fat Face has called off its IPO, citing unfavourable market conditions.

Should you invest, the value of your investment may rise or fall and your capital is at risk. Before investing, your individual circumstances should be assessed. Consider taking independent financial advice.

Both Owain and Nate own shares in HSBC. Owain owns shares in Supergroup.

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