The Exchange, with Adam Rackley of Dowgate Wealth
In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including:
00:00 Approach to investing & outlook for equities
07:35 Alliance Pharma
13:15 Marston's
17:50 Gulf Marine Services
21:25 Deepest of deep value investing
26:00 PZ Cussons
30:05 De La Rue
31:35 Watkin Jones
37:15 MJ Gleeson
41:15 Enquest
47:25 Avoiding falling knives & will #WJG need an equity raise?
53:15 Future
55:05 Costain
58:55 Sectors to avoid & UK recruiters
1:02:05 Eurocell
1:06:30 Renewi
1:10:05 Synthomer
1:105:20 Wynnstay
1:22:05 TT Electronics and XP Power
1:26:10 UK asset Managers & Liontrust
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.