In this masterclass of investing, accomplished UK small/midcap fund manager Brendan Gulston of Gresham House takes me through 12 stock ideas, including:
00:00 His approach to investing & outlook for equities
07:10 Diaceutics PLC
14:10 Netcall
18:15 ActiveOps
21:40 SysGroup
26:35 iomart
30:40 TP ICAP
36:00 Argentex Group PLC
42:55 Franchise Brands plc
49:50 Mpac Group
54:45 Fintel
58:30 Moneysupermarket Group
65:55 Ricardo plc
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 »
