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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 

00:00 Macro thoughts, valuations, QE and UK smallcaps (05:30 Ultimate Products) 

09:50 Treatt 

18:50 Warpaint

22:15 CREO Medical 

26:20 Supermarket Income REIT 

28:50 Gambling stocks & Rank Group 

30:35 Mears 

34:00 Pennant International 

38:10 Gemfields 

40:45 Shoe Zone 

44:25 XP Factory 

49:20 Altitude Group

50:50 DotDigital 

53:35 Trufin 

57:20 Calnex 

61:05 Beeks Financial 

64:25 MHA 

67:15 Pagegroup 

70:30 B&M 

73:35 Softcat