Timestamps
00:00 The outlook for equities & when the smallcap rally might start.
07:50 Why investors should beware the banks
13:35 Supreme PLC
20:15 Silverbullet
30:05 RWS Group
36:00 WATER INTELLIGENCE PLC
39:35 Saietta Electric Drive
40:50 AssetCo plc
47:05 Avingtrans
49:15 Inspiration Healthcare
50:30 Pfizer
52:25 Destiny Pharma plc
54:45 Good Energy
57:15 Oncimmune
59:35 ActiveOp
Disclosure: I own PFE, IHC, AOM, ASTO, WATR & RWS
Stocks owned : EQLS, AGFX, Pfizer, Bristol Myers, Roche, WATR, VCT, MBH, ASTO, IOM, TR25, ESYS, ELCO, IHC, Paypal & 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, AVCT, LLAI, VLG, FADL, SUP, ELCO, LORD , MPAC & ONC). I believe all these stocks are clients of Vox.Lastly my 24 year HIT RATE is only 62%. Meaning 38% of the time I lose money (ie often wrong) - albeit my winners are (on average) 1.5x larger than my losers. Please Do Your Own Research. more »
Hi Paul, any chance you could put this on a site that doesn't require membership eg YouTube? I don't have or need membership of LinkedIn.
Thanks Paul, I made the mistake of initially clicking on the timestamp which took me to LinkedIn.
For what its worth, today’s fall probably puts RWS in play wrt fast becoming another UK M&A target.
Either way though, its strong cash generation & fledgling AI opportunity, means I'm happy to hold, despite already being down 15%-20% after only 2 weeks of owning the stock.
C'est la vie...
