The Companies and Markets show: Recession-proof housebuilders, an underrated defence stock and spotting income shares

On this week's episode, Michael Fahy is drafted in to discuss two areas of interest. First up is big builders - infrastructure projects should keep companies such as Barratt, Balfour Beatty and Costain busy even in a recession. Second for Michael is a discussion of Qinetiq, a defence stock that looks relatively good value. James Norrington is also welcomed to the pod to talk through his long-read this week: Finding dividend stars.Dan Jones hosts James Norrington and Michael Fahy. Hosted on Acast. See acast.com/privacy for more information.