Timestamps
In this in-depth interview, fund manager Rosemary Banyard of Downing takes me through 15 stock ideas including:
00:00 Her outlook for equities & smallcap liquidity.
08:25 Tristel
14:20 EKF Diagnostics
17:35 Elementis
21:25 Intertek
22:55 Rotork
26:25 Buying best-in-class industry champions
31:05 Auto Trader
33:50 Rightmove
37:05 Games Workshop
40:00 4imprint
42:40 Diploma
47:55 How useful is a DCF analysis?
50:10 Alfa Financial
55:10 Aptitude Software
58:10 Dotdigital
60:40 Softcat
64:30 AJ Bell
67:20 When to sell?
