Small Cap Investing with Paul Hill and Paul Scott
In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks.
00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment)
06:00 Unite Group and new fees on international students
11:50 GlobalData
16:00 GB Group
19:45 Spectra Systems
22:45 Boohoo
27:10 Pets at Home
29:00 Do new CEOs work for turnarounds?
32:00 Microlise
34:55 Brickability and broader building products sector
38:05 James Latham
41:25 Marston’s
46:10 Churchill China
48:00 Halfords
51:40 TEAM & WH Ireland merger
53:50 Should Filtronic and Beeks seek a US listing?
56:30 Warpaint
1:00:55 Hilton Foods
1:03:05 Cake Box
1:06:55 SAGA
1:09:25 Senior
1:11:30 Kooth
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.
