The Exchange with Paul Hill & Nick Hawthorn
In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing walks me through his view of the markets and latest thoughts on 11 stocks:
00:00 Equity outlook & stock selection process.
06:55 How to deal with the occasional major portfolio shock
08:00 Inspecs
15:15 Kitwave
21:35 Cohort
28:15 SigmaRoc
32:20 Avingtrans
37:55 Ashtead Technology
41:50 What happens when AIM stocks move to the main market (re forced sellers)?
46:00 Brave Bison
51:55 1Spatial
55:45 Tracsis
58:15 Eagle Eye
61:10 Favourite stock idea for next 1-2 years. Volex
#SPEC #KITW #CHRT #SRC #AVG #AT. #BBSN #SPA #TRCS #EYE #VLX
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.
