2 P's on a Pod: Defence Stocks Peak, Recruiters Crash & Hidden Gems
In this week’s upbeat smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.
00:00 Oxford Biomedica
03:50 IQE
08:05 Robert Walters
13:55 MS International, Cohort & defence sector
19:35 Dunelm
21:40 Shoe Zone
25:45 Which retailers to look at
27:20 Fevertree
30:40 Premier Miton & fund manager headwinds
38:40 Ashmore Group
42:00 ME Group
46:15 Eagle Eye
52:35 Quartix Technologies
57:50 Mpac Group
64:05 Avacta
70:05 Gamma Communications
72:45 XAR
77:55 Iofina
82:35 The Mission Group
68:45 Interesting stock ideas from yesterday's Harwood Capital fund manager interview
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
