Despite the challenging past 6-9 months for mid/small cap investors, Jamie constable of Singers is turning more bullish.
Find out here why, along with some excellent high conviction stock ideas
Equity outlook. (00:00)
Industrials with pricing power. RPS (03:15), Avingtrans (06:00) & Northbridge Industrial (07:20).
Compelling consumer re-opening plays. Warpaint (09:50), Revolution Beauty (11:20),
Artisanal Spirits (13:35), Cake Box (16:10) & Venture Life (17:50).
Best in class retailers. Marks Electrical (19:35) & Lords Group Trading (20:45).
GARP tech opportunities. Calnex (25:25).
Singer Capital Markets Monthly Macro Update - April 2022
Apr 20, 2022Disclaimer & 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.