The Exchange with Richard Crow
In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas:
00:00 Equity outlook and AIM vs Main market stocks
07:10 Goodwin & how to deal with major portfolio knocks
15:05 Saga
21:20 Filtronic
27:10 Seraphim Space Investment Trust
33:45 UK recruiters: Hays , Page , Robert Walters and FDM
47:50 Computacenter
49:20 Softcat
54:15 Home power generation
57:30 Pinewood Technologies
62:40 Warpaint and Potter & Moore
67:15 Holding periods and cash levels
68:50 Liontrust Asset Management
71:40 Selling too soon
75:15 Marshalls and UK house builders
79:05 SigmaRoc
82:05 Funding Circle
88:45 XP Power
93:40 Marston’s
96:50 Victrex
98:40 Zotefoams
99:30 Halfords
102:20 CMC Markets
105:40 Volex
106:40 Dialight
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.
