In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.
00:00 Equity outlook, cash weighting and number of portfolio holdings.
07:10 YTD returns
09:50 Recent buys (4Imprint, Hollywood Bowl, Treatt and Eagle Eye) and sells (RWS, M&C Saatchi, Wise and Tracsis).
17:25 Celebrus Technologies
23:30 System1
27:55 WPP
29:55 CML Microsystems
34:45 Carclo
40:15 Grainger
46:10 CLS Holdings
50:20 Hunting
54:10 Plexus
57:25 Bytes Technology
60:30 Macfarlane
62:45 Hostelworld
65:40 Greggs
69:10 Victrex