Stock Picks | Video - Judith MacKenzie Of Downing Highlights 21 Stock Ideas

17th Jan by Paul Hill

4 comments 1215 reads

Timestamps

00:00 Equity outlook
08:00 Cohort plc
10:20 Ramsdens Financial Limited and H&T Group plc
15:35 INSPECS Ltd
18:20 Argentex Group PLC and Equals Money
24:05 EKF Diagnostics
28:00 Tristel Global
30:50 Ashtead Technology
34:00 Journeo plc
37:10 Avingtrans
40:55 Marlowe plc
43:40 XP Power
45:50 Volex
47:40 Restore plc
49:25 Team Internet
51:55 1Spatial
53:40 Strix Technology
55:35 Supreme PLC
58:15 FRP Advisory
61:05 Tatton Investment Management Limited

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About the Author

Paul Hill

Premium Member

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 »

4 comments

Paul Hill

17th Jan

Valuation metrics wrt those stocks that were discussed

Paul Hill

18th Jan

Paul Hill

19th Jan

jonno

20th Jan

Hi Paul, thank you for some great interviews.

Judith is always a good listen and it a shame that Downing Strategic Micro-Cap Investment Trust (LON:DSM) is winding up. I hold some of the shares covered, Avingtrans (LON:AVG) Volex (LON:VLX) and Journeo (LON:JNEO) , so a little bit of confirmation bias I suspect.

I also very much enjoy your interviews with Stephen English, Richard Staveley, Stuart Widdowson, Paul Jordan and Christopher Mills, mainly I suspect because their investment philosophies/strategies tend to fit with my own which in a nutshell is to buy something of value when nobody wants it, because that is when one is able to buy shares in good companies at a discount. Th skill/luck as always is in determining what is good value and to avoid getting sucked into value traps.

For what it is worth Volex (LON:VLX) and Avingtrans (LON:AVG) are my largest holdings.

Keep up the good work

All the best

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Video - Judith MacKenzie of Downing highlights 21 stock ideas

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About the Author

Paul Hill

4 comments

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