The Exchange with Scott McKenzie
In this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:
00:00 Outlook for equities given geopolitical turmoil
03:20 Scott’s investment approach
04:45 Ashtead Technology
08:15 Jet2
12:15 Telecom Plus
17:05 Trainline
21:55 Mobico (formerly National Express)
23:10 BRCK (formerly Brickability)
28:20 Vistry
35:30 Spire Healthcare
37:50 MJ Gleeson
42:00 Tracsis
45:50 Craneware
49:30 Gamma Communications
53:45 Beauty Tech Group
58:35 MONY/Moneysupermarket
63:50 Pets At Home
67:15 Paypoint
71:20 FRP Advisory
73:45 Mercia Asset Mgt
78:10 Brooks MacDonald
81:40 Distribution Finance Capital Holdings
83:50 Goodwin
85:45 Favourite stock idea for next 12 months. IP Group
Published by Vox Markets
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.
