In the second in a series of bonus podcasts from the Shares magazine team to accompany AJ Bell’s Money & Markets podcast, Tom Sieber, Steve Frazer and Ian Conway take a close look at two stocks enjoying vastly contrasting fortunes of late. The pod discuss the efforts of recently appointed Tufan Erginbilgic to turn around aircraft engine maker Rolls-Royce and whether he can back up some big talk with action, after a strong run for the shares at the start of 2023 petered out. Items up for discussion include the impact of the pandemic and subsequent recovery in air travel and how important cash flow will be to judging Erginbilgic’s success or failure. Ian talks through some research he has done on online groceries firm Ocado’s volatility, something much in evidence amid recent speculation over a bid from Amazon. Doubt is cast on these links as the company’s troubles are dissected.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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