Stock Picks | Video - Paul Scott Runs Through 22 Stock Ideas.

5th Sep '23 by Paul Hill

7 comments 3027 reads

In this highly entertaining & insightful interview, super smart investor Paul Scott of Stockopedia takes me through the:

00:00 - Magic formula behind his double digit returns
06:30 - Outlook for smallcaps.
08:25 - When will the Bear market turn?
14:20 - PLEXUS HOLDINGS PLC
25:45 - Sosandar
29:30 - Card Factory
32:20 - XP Factory
35:05 - Superdry
37:35 - ScS
40:30 - Sanderson Design
43:05 - Recent sales/profit warnings: essensys , Inspiration Healthcare & Sondrel
54:15 - CML Microsystems Plc
55:55 - Cohort plc
57:50 - MS International
62:30 - Zotefoams
66:40 - Volex
70:15 - Renold PLC
72:05 - Restore plc
78:40 - Gaming Realms
80:25 - The Rank Group plc
83:30 - OnTheMarket
85:40 - Wilmington plc
86:15 - H&T Group plc

Disclosure: Vox Markets paid me to interview Paul Scott

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Camtab

5th Sep '23

"What you see is what you get....." and that is why we love you Paul!!

Pension Deficit

To both Pauls, great watch and full of sound advice and tips. You should do a daily show!

stockorocko

Fantastic! Paul as the interviewer rightly said, your integrity really does come though, also a great personality (not always the case in this game).

Paul Hill

6th Sep '23

FYI - Quick valuation benchmarks wrt Paul's stock ideas (see below).

af20001

Good call on Restore (LON:RST) as it turns out...

Paul Scott

7th Sep '23

How kind, thank you Camtab! You can probably see from this video that Paul & I absolutely love bouncing ideas around & discussing small caps. We were only warming up after 1hr 31m LOL! ;-)

sharw

Paul S - had a look at your theory that MS International (LON:MSI) was being ripened for a retirement sale. Yes - the two non-exec directors and the executive chair, Michael Bell (owns 18%) and FD Michael o'Connell (owns 10%) are all between 74 and 78. However, the 5th director is Nicholas Michael Bell, Managing Director, and he was born in Oct. 1974 when Michael Bell would have been 28 so I suspect father/son so maybe running the company will simply be handed over to the next generation!

Video - Paul Scott runs through 22 stock ideas.

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Paul Hill

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