Timestamps
00:00 Richard's investment approach
04:00 Key takeaways from recent trading updates
09:30 Rolls Royce
16:30 Marks & Spencer
22:45 MPAC
29:45 Avon Protection
42:00 React
43:35 Aurrigo International
49:00 Watches of Switzerland
54:00 Ramsdens
59:00 Bloomsbury Publishing.
67:00 Kier
71:10 Eleco
75:45 Ashtead Technology
80:50 Lords Trading
84:20 Card Factory
88:20 Halfords
91:10 Sondrel
92:45 Equals
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 »
Great watch.Cheers Paul and Richard.Always interesting to see different people's investment styles.And i like to try a few out and not limit myself to one, and the potential recovery play is definitely one of them.Love to hear other invetsors' methodologies about how they make investment decisions and also how they decide what to pass on, which can sometimes be half the battle.
Halfords (LON:HFD) seems a decent play too, especially after the recent Currys (LON:CURY) international interest.I do follow Fox Factory Holding (NSQ:FOXF) a bit, who do the suspension for a lot of the bike industry OEMs, amongst other vehicles and they've been hit by a couple of profit warnings recently.However, i can't see people stop buying bikes anytime soon (and admittedly they offer a lot more nowadays)!Decent household name and brand imo!
