Unlike the sound of the ‘opening bell, the market never tells long term investors when to buy.
However, once sentiment gets so depressed as is the case today - it's usually a sensible time to (at least) begin nibbling on a few high quality names, trading at rock bottom prices.
Similarly in this cracking interview - top-notch fund manager
George Ensor of River & Mercantile (Ticker: RMMC) takes me through 15 compelling stock ideas, including:
00:00 Equity outlook
04:35 New Positions - 1Spatial #SPA
07:35 New Positions - Renold #RNO
10:55 New Positions - Strip Tinning #STG
14:20 Fallen Angels - Cake Box #CBOX
17:20 Fallen Angels - Venture Life #VLG
20:15 Fallen Angels - Supreme #SUP
26:55 Disruptive fintech - Aquis Exchange #AQX
30:50 Disruptive fintech - Argentex #AGFX
33:20 Disruptive fintech - LendInvest #LINV
37:35 GARP & secular growers - Science in Sport #SIS
40:30 GARP & secular growers - activeops #AOM
44:20 GARP &a secular growers - CMO group #CMO
47:30 When will supply chains normalise?
48:40 Special situations & reopening plays - Revolution Bars #RBG
51:25 Special situations & reopening plays - Brand Architekts #BAR