In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 14 stock ideas, including:(nb Apologies there was a minor technical issue with Richard’s sound at the start)
01:00 Equity outlook
05:50 Portfolio held in cash & YTD returns
07:15 Filtronic
14:40 Kier
19:25 Watkin Jones
23:30 Liontrust Asset management
26:45 Earnz
29:20 Future
33:35 Carclo
39:05 Creightons
44:00 Warpaint
46:45 How does Rich create his stock watchlist & whether he uses Level 2 share prices
50:00 Wood Group
51:35 Capita
55:15 theWorks
65:30 Staffline
67:55 Favourite stock idea for the next 12 months. Churchill China