In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies.
00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM.
09:30 Cohort plc
11:20 Avingtrans
15:10 INSPECS Group plc
17:40 Flowtech Fluidpower
21:00 Ashtead Technology
23:45 Liquidity in stocks with mrkcaps of <£50m
26:20 Springfield Properties
29:55 The Property Franchise Group
34:15 Passive vs Active fund management
38:15 Eagle Eye
44:20 hVIVO
49:15 Tracsis PLC
52:50 1Spatial
56:10 Ramsdens Financial Limited and H&T Group plc (58:50)
59:00 Hargreaves Services plc
61:35 Frenkel Topping Ltd
65:15 Kitwave Wholesale Group
67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)