I was delighted to host today’s live ‘Hot Stocks’ show for Vox Markets with ex fund manager and accomplished investor Graham Neary.
Apologies, unfortunately I used the wrong ‘Zoom screen share’ functionality for the 1st 7 stocks that were discussed (re still learning the ropes).
00:00 Graham's investment approach
04:15 Macro update (re CPI, bond yields, interest rates & GDP)
13:20 Key takeaways from Q4'23 US earnings season
19:45 Water Intelligence
24:15 Argentex Group
28:15 Close Brothers
33:40 Cornerstone FS
39:45 Jarvis Securities
44:10 Maintel
50:25 Watches of Switzerland Group
56:25 Audience questions and Graham's personal holdings.
Disclosure: I own AGFX & WATR, whilst CSFS is a Vox client.
