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In this stock picking masterclass, accomplished fund manager Josh Northrop of Whitman Asset Management takes me through his latest thoughts on the markets alongside highlighting 14 investment ideas.

00:00 Equity outlook
08:40 Netcall
14:25 Cerillion
19:10 Tracsis
23:10 Auction Technology
30:00 Advanced Medical Solutions
35:05 CVS Group
40:30 Porvair
43:20 Johnson Service Group
48:55 Calnex Solutions
53:05 Bloomsbury Publishing
58:30 Macfarlane
62:40 RWS Holdings
66:45 Restore
70:50 Victoria Plumbing
74:25 When to sell?