2 P's on a Pod: How Should Investors Position for Geopolitical Uncertainty?
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.
00:00 What the Middle East conflict means for investors
04:00 GB Group & Tribal – Purchases
10:50 Craneware
17:50 Senior
22:10 MTI Wireless
24:15 Gulf Marine Services
30:00 Vistry
33:45 Henry Boot
36:15 Surface Transforms
38:35 Power Probe
46:10 Hikma Pharmaceuticals
49:40 Synectics
54:45 Intercede
58:20 Wilmington
61:10 GlobalData
64:50 Winvia Entertainment
67:25 System1 & Brave Bison share swap deal
71:45 PCI-Pal
74:35 Autotrader
77:45 Capita
80:15 Galliford Try
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
