The duo reunite after the festive period for a conversation on how Lord Lee’s portfolio performed, why he feels optimistic about the next 12 months and how he’s invested a strong flow of dividends.The pair discuss Christie Group plc, a stock Lord Lee suggests is “severely underrated”, his opinion on what to do with a company that’s down 50 per cent, and British big-names ITV, Aviva and Supermarket Income Reit.The episode rounds up in the typical style, updating listeners on new holdings or recent exits in Lord Lee’s portfolio. If you have any questions you would like answered in the podcast, please send them to [email protected] your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.Timestamps 1:14 Optimism about the year ahead3:48 2024 review5:20 Reinvesting dividends6:55 Christie Group plc 10:54 What he would do at a 50 per cent loss 13:41 Should companies consult investors 15:38 Aviva and Direct Line19:39 ITV21:30 Supermarket Income Reit27:18 New positions and recent exits Hosted on Acast. See acast.com/privacy for more information.

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