In this fascinating interview, Roland Head of Stockopedia takes me through his investment process alongside discussing 16 stocks – including:
Equity outlook. Start
Initial thoughts on generative AI. 01:50
Attractions of dividend aristocrats. 04:10
IG Group. 07:00
Argentex Group PLC. 09:25
ITV. 11:40
Somero Enterprises. 14:55
DCC plc. 17:15
Kitwave Wholesale Group. 20:35
Bellway Homes. 22:25
The Property Franchise Group. 26:05
Imperial Brands PLC. 28:20
Bioventix. 31:25
EMIS Group plc and M&A trend. 35:15
Inchcape plc. 39:00
Clarkson Plc. 43:30
Foresight Group. 46:15
Real Estate Credit Investments PCC Ltd (RECI). 49:00
Direct Line Group. 51:50
How to subscribe to Roland’s stock picking service. 55:40
About the Author
Paul Hill
Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, WATR, VCT, SPI, MBH, BIG, TET, IXI, ASTO, IOM, ESYS, ELCO, IHC, IXI, CML, TRB, TRCS & AOM Elsewhere, I'm also paid by Vox Markets (as a contractor) to interview interview fund managers, capital market experts & companies (re EQLS, VRCI, BELL, FIN, AVG, VLG, SUP, ELCO, MPAC, WATR & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62.5%. Meaning 37.5% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.7x larger than my losers. Please Do Your Own Research. more »
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