In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas:
00:00 Equity outlook and AIM vs Main market stocks
07:10 Goodwin & how to deal with major portfolio knocks
15:05 Saga
21:20 Filtronic
27:10 Seraphim Space Investment Trust
33:45 UK recruiters: Hays , Page , Robert Walters and FDM
47:50 Computacenter
49:20 Softcat
54:15 Home power generation
57:30 Pinewood Technologies
62:40 Warpaint and Potter & Moore
67:15 Holding periods and cash levels
68:50 Liontrust Asset Management
71:40 Selling too soon
75:15 Marshalls and UK house builders
79:05 SigmaRoc
82:05 Funding Circle
88:45 XP Power
93:40 Marston’s
96:50 Victrex
98:40 Zotefoams
99:30 Halfords
102:20 CMC Markets
105:40 Volex
106:40 Dialight