In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 22 stock ideas. (nb Apologies for the quality of my video feed today).
00:00 Outlook for small/midcap equities.
02:50 Opportunity for gold and strategic metals miners,
04:30 Thor Explorations
06:55 KEFI Gold & Copper
08:55 Gold price
10:15 Guardian Metal Resources
12:10 Beeks Financial
14:45 Eleco
16:50 Concurrent Technologies
19:15 Raspberry Pi
23:35 CML Microsystems
25:25 Gamma Communications
25:50 Windar Photonics
29:10 Intercede
31:35 Churchill China
32:35 Plexus
35:35 Savanna Energy
36:50 Paypoint
39:20 CMC Markets
41:50 AO World
44:45 Supreme
47:35 Zotefoams
50:35 Geigner Counter
51:55 Cyanconnode
54:05 Favourite stock idea for next 12 months: Atome