In this interview, Sid Lall of Canaccord Genuity Group Inc. - who runs the Marlborough MultiCap Income fund - takes me through his equity outlook alongside highlighting 18 stock ideas.
00:00 Macro backdrop
03:05 UK housebuilders & Vistry Group
06:05 Paragon Banking Group PLC
10:50 REITs Big Yellow Self Storage & Safestore Self Storage
13:50 Wincanton & importance of monitoring debt
17:30 Chesnara Plc
21:05 What M&A & IPO activity says about UK valuations
23:20 3i Group plc & 3i Infrastructure plc
26:25 Intermediate Capital Group (ICG)
28:35 Diversified Energy Company
31:40 Kenmare Resources Plc
34:25 Ecora Resources PLC
38:15 How to assess share buybacks
40:05 Morgan Sindall Construction & Infrastructure & Galliford Try
43:50 Macfarlane Packaging
47:20 Pets at Home.
51:15 Bloomsbury Publishing Plc
53:50 Wilmington plc
55:05 Investment mistakes to avoid
Disclosure: I was paid by Vox Markets for this interview.
